Third Avenue Management

Third Avenue Management

Last Update: 02-14-2018
Related: Martin Whitman

Number of Stocks: 92
Number of New Stocks: 3

Total Value: $2,082 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CERN Cerner Corp 2017-12-31 Sold Out -1.31%$64.78 - $73.57
($69.08)
$ 58.23-16%Sold Out0
AXE Anixter International Inc 2017-12-31 Reduce-1.13%$63.15 - $88
($73.63)
$ 78.056%Reduce -83.41%58,456
BK Bank of New York Mellon Corp 2017-12-31 Reduce-1.11%$50.82 - $54.97
($53.24)
$ 55.424%Reduce -29.79%1,088,424
PKY Parkway Inc 2017-12-31 Sold Out -1.09%$19.04 - $23.05
($22.54)
$ 19.04-16%Sold Out0
CMA Comerica Inc 2017-12-31 Reduce-1.03%$74.8 - $87.74
($80.44)
$ 95.4919%Reduce -35.54%546,343
DVN Devon Energy Corp 2017-12-31 Sold Out -1.02%$34.35 - $42.58
($37.83)
$ 35.40-6%Sold Out0
PNC PNC Financial Services Group Inc 2017-12-31 Reduce-1%$132 - $146.26
($138.15)
$ 144.124%Reduce -33.78%321,580
CBS CBS Corp 2017-12-31 Sold Out -0.92%$54.46 - $60.53
($57.53)
$ 49.33-14%Sold Out0
KW Kennedy-Wilson Holdings Inc 2017-12-31 Reduce-0.89%$17.2 - $19.85
($18.83)
$ 18.55-1%Reduce -89.42%124,753
LEN Lennar Corp 2017-12-31 Reduce-0.7%USD 51.78 - USD 64
(USD 58.57)
USD 54.62-7%Reduce -10.29%2,625,452
LIVN LivaNova PLC 2017-12-31 Sold Out -0.69%$71.8 - $88.21
($79.26)
$ 88.5412%Sold Out0
WY Weyerhaeuser Co 2017-12-31 Reduce-0.48%$34.12 - $36.55
($35.38)
$ 36.262%Reduce -5.53%5,324,065
BKI Black Knight Inc 2017-12-31 Sold Out -0.42%$42 - $46.85
($45.2)
$ 48.808%Sold Out0
RYN Rayonier Inc 2017-12-31 Reduce-0.41%$29 - $31.78
($30.6)
$ 36.9021%Reduce -9.34%3,048,426
CVA Covanta Holding Corp 2017-12-31 Sold Out -0.34%$14.75 - $17.15
($15.44)
$ 15.40-0%Sold Out0
INT World Fuel Services Corp 2017-12-31 Sold Out -0.27%$26.45 - $36.55
($30.2)
$ 27.44-9%Sold Out0
PDCO Patterson Companies Inc 2017-12-31 Sold Out -0.23%$33.38 - $39.86
($36.5)
$ 22.33-39%Sold Out0
SYNT Syntel Inc 2017-12-31 Reduce-0.23%$19.1 - $26.21
($23.65)
$ 28.1419%Reduce -53.14%229,006
LABL Multi-Color Corp 2017-12-31 Sold Out -0.22%$71.4 - $85.4
($77.55)
$ 67.55-13%Sold Out0
NX Quanex Building Products Corp 2017-12-31 Sold Out -0.22%$20.3 - $24.05
($22.16)
$ 17.35-22%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
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Third Avenue Management's Profile:

Founded by legendary value investor Martin Whitman, Third Avenue Management manages mutual funds, separate accounts and hedge funds. The mutual funds include, Third Avenue Value Fund, managed by Martin Whitman, Third Avenue Small-Cap Value Fund, managed by Curtis Jensen, Third Avenue Real Estate Value Fund, managed by Michael Winer, and Third Avenue International Value Fund, managed by Amit Wadhwaney. All of these funds have achieved outstanding performances compared with peers.


We also have Martin Whitman in our List of Gurus. There are overlaps between the portfolio of Third Avenue Management and Martin Whitman's portfolio (Third Avenue Value Fund)



Third Avenue Management's Performance:

Average Annual Return of Third Avenue Value Fund
5 Yrs 10 Yrs Since Inception
8.1% 2.9% 5.9%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY5,324,065187,727
BAM4,303,079187,357
LEN2,625,452166,034
FCE.A5,688,381137,090
RYN3,048,42696,422
PNC.WS896,25069,657
BK1,088,42458,623
MAC849,82955,817
TRC2,653,98255,097
VNO691,92754,095
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 31.1% 31.1%
Financial Services 20.5% 20.5%
Basic Materials 17.8% 17.8%
Consumer Cyclical 14.5% 14.5%
Technology 8.1% 8.1%
Healthcare 2.1% 2.1%
Industrials 2% 2%
Energy 1.7% 1.7%
Utilities 0.3% 0.3%
Consumer Defensive 0.3% 0.3%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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