Third Avenue Management

Third Avenue Management

Third Avenue Management
Last update 2019-02-13 61 Stocks (5 new)
Value $1.24 Bil Turnover 9 %
Top Holdings: WY(8.50%) CAN: BAM(8.41%) LEN(8.07%) FPH(6.42%) MAC(5.33%)
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Third Avenue Management Latest Trades

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
BAM
Brookfield Asset Management Inc
2018-12-31
Reduce
-3.18%
0 $ 0 0
$43.93
5.25%
Reduce -31.77%
2,713,901
PNC
PNC Financial Services Group Inc
2018-12-31
Add
+2.28%
0 $ 0 0
$124.15
-2.50%
Add 584.38%
282,320
BK
Bank of New York Mellon Corp
2018-12-31
Sold Out
-1.87%
0 $ 0 0
$52.99
9.33%
Sold Out
-
ORIG
Ocean Rig UDW Inc
2018-12-31
Sold Out
-1.83%
0 $ 0 0
$27.78
-7.58%
Sold Out
-
ZION
Zions Bancorp NA
2018-12-31
Sold Out
-1.60%
0 $ 0 0
$50.11
7.90%
Sold Out
-
WTM
White Mountains Insurance Group Ltd
2018-12-31
Sold Out
-1.51%
0 $ 0 0
$906
1.62%
Sold Out
-
HA
Hawaiian Holdings Inc
2018-12-31
Add
+1.32%
0 $ 0 0
$31.61
-6.40%
Add 107.89%
1,193,731
AHL
Aspen Insurance Holdings Ltd
2018-12-31
Reduce
-1.21%
0 $ 0 0
$42.74
2.32%
Reduce -99.93%
342
DWDP
DowDuPont Inc
2018-12-31
New Buy
+1.09%
0 $ 0 0
$54.24
-3.95%
New holding
251,181
RIG
Transocean Ltd
2018-12-31
New Buy
+0.85%
0 $ 0 0
$8.93
-11.06%
New holding
1,510,628
LOW
Lowe's Companies Inc
2018-12-31
Reduce
-0.83%
0 $ 0 0
$104.24
8.84%
Reduce -26.67%
352,738
CUBI
Customers Bancorp Inc
2018-12-31
New Buy
+0.76%
0 $ 0 0
$21.49
8.04%
New holding
519,113
FPH
Five Point Holdings LLC
2018-12-31
Add
+0.69%
0 $ 0 0
$7.70
-1.79%
Add 12.02%
11,446,791
FR
First Industrial Realty Trust Inc
2018-12-31
Reduce
-0.64%
0 $ 0 0
$33.91
9.78%
Reduce -25.24%
1,065,381
CSWI
CSW Industrials Inc
2018-12-31
Sold Out
-0.43%
0 $ 0 0
$56.16
13.16%
Sold Out
-
CBSH
Commerce Bancshares Inc
2018-12-31
Sold Out
-0.40%
0 $ 0 0
$62.09
3.17%
Sold Out
-
CSGS
CSG Systems International Inc
2018-12-31
Sold Out
-0.36%
0 $ 0 0
$41.25
17.99%
Sold Out
-
FCE.A
Forest City Realty Trust Inc
2018-12-31
Sold Out
-0.36%
0 $ 0 0
$25.34
0.56%
Sold Out
-
SP
SP Plus Corp
2018-12-31
Sold Out
-0.34%
0 $ 0 0
$36.72
18.91%
Sold Out
-
FRPH
FRP Holdings Inc
2018-12-31
Add
+0.33%
0 $ 0 0
$51.44
3.86%
Add 242.4%
123,987
BMCH
BMC Stock Holdings Inc
2018-12-31
Sold Out
-0.31%
0 $ 0 0
$17.93
7.95%
Sold Out
-
ASIX
AdvanSix Inc
2018-12-31
Add
+0.30%
0 $ 0 0
$32.34
17.26%
Add 198.39%
228,743
WSBC
Wesbanco Inc
2018-12-31
Sold Out
-0.28%
0 $ 0 0
$41.47
1.72%
Sold Out
-
TDW
Tidewater Inc
2018-12-31
Add
+0.26%
0 $ 0 0
$23.05
-10.66%
Add 7.62%
2,408,549
SPY
SPDR S&P 500
2018-12-31
New Buy
+0.23%
0 $ 0 0
$277.37
3.23%
New holding
11,248
WY
Weyerhaeuser Co
2018-12-31
Add
+0.22%
0 $ 0 0
$25.54
-3.44%
Add 2.65%
4,809,541
LEN
Lennar Corp
2018-12-31
Reduce
-0.21%
0 $ 0 0
$48.90
16.54%
Reduce -2.99%
2,550,662
SAFM
Sanderson Farms Inc
2018-12-31
Add
+0.20%
0 $ 0 0
$121.10
18.41%
Add 71.52%
61,074
TRC
Tejon Ranch Co
2018-12-31
Reduce
-0.20%
0 $ 0 0
$19.41
4.92%
Reduce -12.53%
1,118,503
MAC
Macerich Co
2018-12-31
Reduce
-0.19%
0 $ 0 0
$43.69
-11.25%
Reduce -3.89%
1,523,888
UMBF
UMB Financial Corp
2018-12-31
Add
+0.19%
0 $ 0 0
$68.10
5.37%
Add 34.83%
150,823
RYN
Rayonier Inc
2018-12-31
Reduce
-0.18%
0 $ 0 0
$28.62
-6.07%
Reduce -3.87%
2,281,005
LEN.B
Lennar Corp
2018-12-31
Add
+0.17%
0 $ 0 0
$39.32
14.14%
Add 5.68%
1,242,536
VC
Visteon Corp
2018-12-31
Add
+0.17%
0 $ 0 0
$81.37
8.25%
Add 58.17%
96,898
AMN
AMN Healthcare Services Inc
2018-12-31
Sold Out
-0.17%
0 $ 0 0
$55.54
-1.21%
Sold Out
-
CSWC
Capital Southwest Corp
2018-12-31
Sold Out
-0.15%
0 $ 0 0
$21.37
10.67%
Sold Out
-
VNO
Vornado Realty Trust
2018-12-31
Reduce
-0.13%
0 $ 0 0
$68.80
0.63%
Reduce -3.86%
803,438
AKR
Acadia Realty Trust
2018-12-31
Reduce
-0.11%
0 $ 0 0
$29.48
7.36%
Reduce -3.87%
1,760,583
CUB
Cubic Corp
2018-12-31
Reduce
-0.09%
0 $ 0 0
$60.35
-3.59%
Reduce -16.84%
110,144
UHAL
Amerco Inc
2018-12-31
Reduce
-0.07%
0 $ 0 0
$376.42
11.49%
Reduce -3.86%
84,274
Total 2572