Third Avenue Management

Third Avenue Management

Third Avenue Management
Last update 2020-02-13 57 Stocks (2 new)
Value $1.01 Bil Turnover 3 %
Guru Portfolio Report Download

Third Avenue Management's Portfolio

Third Avenue Management Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
HHC The Howard Hughes CorpReal Estate2,419.48112,78014,301New Holding1.41+1.41%0.20-64.46%-65.35%
SPY SPDR S&P 500228,528.913,3651,084New Holding0.11+0.11%0-23.80%-22.90%
CTB Cooper Tire & Rubber CoVehicles & Parts799.23147,8934,252+52.27%0.42+0.14%0.29-43.51%-44.33%
AGX Argan IncConstruction551.54166,7546,694+25.25%0.66+0.13%1.07-11.57%-11.48%
MAC Macerich CoREITs714.961,376,95037,068+23.18%3.67+0.69%0.97-77.52%-78.42%
UMBF UMB Financial CorpBanks2,078.95132,1559,072+8.52%0.90+0.07%0.27-37.66%-37.65%
UHAL Amerco IncBusiness Services4,920.9780,24530,158+6.46%2.98+0.18%0.41-34.60%-33.22%
FPH Five Point Holdings LLCReal Estate685.1411,713,32381,408+6.25%8.05+0.47%7.88-31.91%-33.67%
SRG Seritage Growth PropertiesREITs372.80334,84913,421+3.45%1.33+0.04%0.60-82.99%-83.33%
CLNY Colony Capital IncREITs700.041,803,4338,567+2.77%0.85+0.02%0.37-67.72%-67.79%
TPHS Trinity Place Holdings IncReal Estate57.805,842,91117,588+2.38%1.74+0.04%18.10-40.33%-40.53%
HCC Warrior Met Coal IncSteel540.271,789,40337,811+1.10%3.74+0.04%3.50-51.42%-49.79%
EXP Eagle Materials IncBuilding Materials2,077.62177,35116,079+0.83%1.59+0.01%0.43-45.14%-44.97%
TDW Tidewater IncOil & Gas250.292,754,61153,109+0.63%5.25+0.03%6.90-68.18%-67.63%
MHK Mohawk Industries IncFurnishings, Fixtures & Appliances4,444.43146,86420,030+0.44%1.98+0.01%0.20-52.65%-54.53%
ATNI ATN International IncTelecommunication Services903.12136,3957,555+0.14%0.750%0.85+0.95%+2.20%
MYRG MYR Group IncConstruction377.12383,60712,502+0.04%1.240%2.30-30.57%-30.53%
CUBI Customers Bancorp IncBanks278.67561,12113,3610%1.320%1.79-61.79%-62.70%
SEB Seaboard CorpConglomerates3,194.161,7087,2600%0.720%0.15-34.71%-35.38%
FIX Comfort Systems USA IncConstruction1,147.10134,6296,7120%0.660%0.37-36.08%-36.94%
20/Page
Total 59