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 Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
PLD Prologis Inc2020-03-31New Buy+4.38%
62.82 ($87.65) 99.23
$103.7318.35%New holding368,926
ESS Essex Property Trust Inc2020-03-31New Buy+3.18%
182.23 ($288.45) 329.03
$223.48-22.52%New holding97,734
PSA Public Storage2020-03-31New Buy+2.98%
160.61 ($214.57) 232.82
$202.49-5.63%New holding101,528
MAC Macerich Co2020-03-31Reduce-2.72%
5.63 ($20.14) 26.92
$8.23-59.14%Reduce -74.11%356,561
WY Weyerhaeuser Co2020-03-31Reduce-2.41%
13.47 ($26.5) 31.3
$28.818.72%Reduce -30.53%1,837,497
VNO Vornado Realty Trust2020-03-31Add+2.36%
29.66 ($57.39) 68.61
$37.18-35.22%Add 76.03%1,022,126
BAM Brookfield Asset Management Inc2020-03-31Add+2.34%
22.05 ($38.6) 45.53
$32.93-14.69%Add 49.94%1,612,933.50
AKR Acadia Realty Trust2020-03-31Sold Out-2.24%
12.37 ($22.72) 26.22
$12.84-43.49%Sold Out0
PNC PNC Financial Services Group Inc2020-03-31Sold Out-2.15%
80.64 ($135.33) 160.81
$109.66-18.97%Sold Out0
LOW Lowe's Companies Inc2020-03-31New Buy+2.15%
65.02 ($109.88) 126.57
$153.7239.90%New holding169,215
ORI Old Republic International Corp2020-03-31New Buy+1.80%
12.33 ($20.67) 23.49
$17.20-16.79%New holding797,168
LEN Lennar Corp2020-03-31Reduce-1.48%
29.35 ($58.69) 71.22
$74.5026.94%Reduce -30.33%614,088
HHC The Howard Hughes Corp2020-03-31Sold Out-1.41%
37.44 ($106.1) 129.35
$57.22-46.07%Sold Out0
CBRE CBRE Group Inc2020-03-31New Buy+1.31%
29.83 ($55.57) 64.25
$45.37-18.36%New holding235,115
FDX FedEx Corp2020-03-31New Buy+1.28%
90.49 ($141.5) 164.91
$199.9841.33%New holding71,511
FR First Industrial Realty Trust Inc2020-03-31Reduce-1.07%
27.09 ($39.85) 46.01
$42.827.45%Reduce -46.3%302,128
CALM Cal-Maine Foods Inc2020-03-31New Buy+0.89%
30.95 ($37.92) 43.98
$45.6820.46%New holding136,928
CLNY Colony Capital Inc2020-03-31Sold Out-0.85%
1.41 ($4.01) 5.11
$2.31-42.39%Sold Out0
CMA Comerica Inc2020-03-31Reduce-0.67%
27.34 ($54.92) 71.75
$41.04-25.27%Reduce -28.46%237,156
LEN.B Lennar Corp2020-03-31Reduce-0.61%
21.81 ($46.19) 56.21
$57.3324.12%Reduce -12.14%993,183
EXP Eagle Materials Inc2020-03-31Add+0.58%
43.17 ($80.22) 94.11
$84.765.66%Add 37.8%244,397
VVI Viad Corp2020-03-31Sold Out-0.49%
11.9 ($52.24) 70.04
$18.45-64.68%Sold Out0
TPH TRI Pointe Group Inc2020-03-31Reduce-0.44%
6.14 ($14.71) 18.39
$17.5119.03%Reduce -57.14%215,389
SRG Seritage Growth Properties2020-03-31Add+0.43%
6.49 ($31.57) 40.5
$13.70-56.60%Add 94.6%651,610
CET Central Securities Corp2020-03-31New Buy+0.42%
20.39 ($30.81) 33.93
$29.40-4.58%New holding111,210
FNF Fidelity National Financial Inc2020-03-31Add+0.40%
21.34 ($41.06) 49.21
$35.44-13.69%Add 41.99%370,365
FCN FTI Consulting Inc2020-03-31Reduce-0.34%
105.05 ($117.74) 131.69
$117.880.12%Reduce -42%42,957
UHAL Amerco Inc2020-03-31Reduce-0.25%
241.61 ($339.08) 386.51
$352.874.07%Reduce -8.28%73,601
MHK Mohawk Industries Inc2020-03-31Add+0.22%
58.66 ($119.34) 143.81
$90.66-24.03%Add 13.44%166,602
SBSI Southside Bancshares Inc2020-03-31Reduce-0.22%
25.04 ($33.96) 37.32
$29.61-12.81%Reduce -31.77%125,475
EME EMCOR Group Inc2020-03-31Reduce-0.21%
48.34 ($77.54) 89.71
$76.52-1.32%Reduce -34.63%45,788
CTB Cooper Tire & Rubber Co2020-03-31Add+0.20%
14.61 ($25.05) 29.05
$36.4645.55%Add 57.34%232,698
BATRA Liberty Braves Group2020-03-31New Buy+0.20%
13.75 ($25.94) 29.81
$20.26-21.90%New holding68,715
AGX Argan Inc2020-03-31Reduce-0.19%
31.77 ($41.56) 47.36
$45.158.64%Reduce -28.37%119,452
RYN Rayonier Inc2020-03-31Reduce-0.19%
18.71 ($27.96) 32.8
$280.14%Reduce -4.65%1,222,685
HA Hawaiian Holdings Inc2020-03-31Add+0.18%
8.63 ($23.09) 30.44
$13.77-40.36%Add 10.84%1,215,738
ATNI ATN International Inc2020-03-31Reduce-0.15%
38.51 ($56.7) 62.75
$59.434.81%Reduce -20.08%109,002
G Genpact Ltd2020-03-31Reduce-0.15%
22.65 ($39.33) 44.94
$41.866.43%Reduce -29.19%85,591
SPY SPDR S&P 5002020-03-31Sold Out-0.11%
222.95 ($305.03) 338.34
$335.5710.01%Sold Out0
CCS Century Communities Inc2020-03-31Sold Out-0.11%
10.35 ($28.72) 38.81
$36.9328.59%Sold Out0
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Total 2816