Third Avenue Management

Third Avenue Management

Third Avenue Management
Last update 2020-05-13 67 Stocks (19 new)
Value $676.00 Mil Turnover 26 %
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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 %
PLD Prologis IncREITs77,489.38368,92629,651New Holding4.38+4.38%0.05+19.96%+19.17%
ESS Essex Property Trust IncREITs14,721.8097,73421,525New Holding3.18+3.18%0.15-9.55%-24.43%
PSA Public StorageREITs35,413.29101,52820,165New Holding2.98+2.98%0.06+9.67%-4.56%
LOW Lowe's Companies IncRetail - Cyclical116,625.28169,21514,561New Holding2.15+2.15%0.02+37%+28.95%
ORI Old Republic International CorpInsurance5,235.48797,16812,157New Holding1.80+1.80%0.26+12.15%-23.16%
CBRE CBRE Group IncReal Estate15,298.73235,1158,867New Holding1.31+1.31%0.07+7.65%-28.18%
FDX FedEx CorpTransportation51,581.4671,5118,672New Holding1.28+1.28%0.03+57.77%+22.23%
CALM Cal-Maine Foods IncConsumer Packaged Goods2,213.13136,9286,023New Holding0.89+0.89%0.28+3.18%+6.29%
CET Central Securities CorpAsset Management756.23111,2102,872New Holding0.42+0.42%0.43+1.95%-11.36%
BATRA Liberty Braves GroupMedia - Diversified1,018.3068,7151,340New Holding0.20+0.20%0.13-2.10%-34.10%
IYR iShares U.S. Real Estate3,580.439,000627New Holding0.09+0.09%0.02+20.90%-9.60%
NXRT NexPoint Residential Trust IncREITs1,019.3223,000580New Holding0.09+0.09%0.09+32.73%-7.81%
ROIC Retail Opportunity Investments CorpREITs1,412.1855,000456New Holding0.07+0.07%0.05+30.13%-34.17%
STC Stewart Information Services CorpInsurance1,044.7417,000454New Holding0.07+0.07%0.07+59.01%+9.54%
PCH PotlatchDeltic CorpREITs2,986.4716,000503New Holding0.07+0.07%0.02+32.89%+5.04%
CIO City Office REIT IncREITs414.4455,000398New Holding0.06+0.06%0.12-6.31%-28%
RMR The RMR Group IncReal Estate912.5114,000378New Holding0.06+0.06%0.04-3.64%-35.60%
CTO CTO Realty Growth IncReal Estate203.048,000363New Holding0.05+0.05%0.17+9.11%-28.88%
MNR Monmouth Real Estate Investment CorpREITs1,478.4730,000362New Holding0.05+0.05%0.03+15.92%+3.25%
JCAP Jernigan Capital IncREITs401.0648,582533+142.91%0.08+0.05%0.21+37.80%-7.37%
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