Third Avenue Management

Third Avenue Management

Third Avenue Management
Last update 2021-05-14 61 Stocks (1 new)
Value $756.00 Mil Turnover 2 %
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Third Avenue Management Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
WY Weyerhaeuser Co2021-03-31Reduce
-2.28%
31.19 ($34.06) 36.15
$35.32
3.70%
Reduce -36.17%
853,583
KFY Korn Ferry2021-03-31Sold Out
-2.19%
42.43 ($55.6) 64.98
$66
18.71%
Sold Out
0
EXP Eagle Materials Inc2021-03-31Reduce
-0.82%
99.67 ($121.19) 135.17
$151.21
24.77%
Reduce -30.77%
128,792
BAM Brookfield Asset Management Inc2021-03-31Reduce
-0.77%
38.19 ($41.68) 45.67
$49.63
19.07%
Reduce -13.25%
872,661
MHK Mohawk Industries Inc2021-03-31Reduce
-0.72%
136.11 ($166.69) 195.67
$193.13
15.86%
Reduce -27.29%
96,311
UHAL Amerco Inc2021-03-31Reduce
-0.65%
444.7 ($531.48) 619.41
$554.59
4.35%
Reduce -18.92%
43,922
PLD Prologis Inc2021-03-31Reduce
-0.59%
93.91 ($101.99) 107.76
$124.71
22.28%
Reduce -13.34%
272,646
RYN Rayonier Inc2021-03-31Reduce
-0.54%
29.1 ($32.54) 35.34
$36.30
11.56%
Reduce -13.3%
848,516
BSIG BrightSphere Investment Group Inc2021-03-31New Buy
+0.52%
18.1 ($19.71) 21.39
$22.73
15.32%
New holding
193,259
JBGS JBG SMITH Properties2021-03-31Reduce
-0.52%
29.86 ($31.7) 33.69
$34.96
10.28%
Reduce -13.29%
773,937
CFR Cullen/Frost Bankers Inc2021-03-31Sold Out
-0.52%
87.61 ($103.04) 117.21
$116.28
12.85%
Sold Out
0
LOW Lowe's Companies Inc2021-03-31Reduce
-0.45%
153.77 ($171.69) 191.61
$190.81
11.14%
Reduce -13.32%
130,621
LEN Lennar Corp2021-03-31Reduce
-0.38%
73.29 ($86.95) 102.85
$92.74
6.66%
Reduce -22.28%
123,408
HCC Warrior Met Coal Inc2021-03-31Add
+0.38%
15.96 ($21.12) 25.63
$17.82
-15.63%
Add 13.91%
1,385,558
MAC Macerich Co2021-03-31Reduce
-0.34%
10.66 ($13.36) 22.38
$17.69
32.41%
Reduce -58.14%
164,679
ALG Alamo Group Inc2021-03-31Reduce
-0.29%
137.74 ($151.92) 163.64
$149.37
-1.68%
Reduce -31.74%
31,880
ALCO Alico Inc2021-03-31Sold Out
-0.25%
28.63 ($30.35) 31.77
$31.83
4.88%
Sold Out
0
CALM Cal-Maine Foods Inc2021-03-31Reduce
-0.23%
36.38 ($39.29) 42.95
$37.10
-5.57%
Reduce -27.17%
116,094
ATNI ATN International Inc2021-03-31Add
+0.22%
43.16 ($47.37) 52.28
$48.54
2.47%
Add 55.83%
93,903
FNF Fidelity National Financial Inc2021-03-31Reduce
-0.22%
36.3 ($39.49) 42.31
$47.19
19.50%
Reduce -13.2%
261,182
MYRG MYR Group Inc2021-03-31Reduce
-0.21%
55.61 ($63.17) 74.95
$90.02
42.50%
Reduce -19.96%
101,309
CBRE CBRE Group Inc2021-03-31Reduce
-0.20%
59.42 ($70.72) 80.57
$88.71
25.44%
Reduce -12.03%
167,601
FR First Industrial Realty Trust Inc2021-03-31Reduce
-0.19%
40.64 ($43.15) 47.39
$53.62
24.26%
Reduce -13.31%
209,555
ESS Essex Property Trust Inc2021-03-31Reduce
-0.16%
227.22 ($259.46) 293.76
$314.11
21.06%
Reduce -13.1%
32,256
FPH Five Point Holdings LLC2021-03-31Add
+0.16%
5.3 ($6.69) 8.27
$8.14
21.67%
Add 1.84%
8,965,823
SEB Seaboard Corp2021-03-31Add
+0.16%
3110.06 ($3349.72) 3859.73
$3,770.99
12.58%
Add 16.8%
2,336
VNO Vornado Realty Trust2021-03-31Reduce
-0.16%
35.27 ($41.37) 49.04
$50.01
20.88%
Reduce -13.07%
206,546
FRPH FRP Holdings Inc2021-03-31Add
+0.14%
43.19 ($47.13) 51.95
$58.35
23.81%
Add 16.08%
150,583
SRG Seritage Growth Properties2021-03-31Reduce
-0.14%
13.86 ($18.53) 23.22
$18.89
1.94%
Reduce -13.26%
447,833
AMH American Homes 4 Rent2021-03-31Reduce
-0.13%
29.08 ($31.19) 33.93
$39.27
25.91%
Reduce -6.18%
485,718
HBB Hamilton Beach Brands Holding Co2021-03-31Add
+0.10%
16.84 ($18.18) 19.55
$22.79
25.36%
Add 22.14%
227,223
SBSI Southside Bancshares Inc2021-03-31Reduce
-0.06%
31.09 ($35.43) 41.22
$42.23
19.19%
Reduce -7.83%
166,620
TDW Tidewater Inc2021-03-31Add
+0.05%
8.85 ($12.12) 15.53
$14.18
17%
Add 1.24%
2,544,775
HA Hawaiian Holdings Inc2021-03-31Add
+0.03%
17.02 ($23.68) 29.06
$28.83
21.75%
Add 0.94%
1,026,032
CMA Comerica Inc2021-03-31Add
+0.02%
55.5 ($65.44) 72.17
$73.79
12.76%
Add 0.49%
373,158
LAZ Lazard Ltd2021-03-31Add
+0.02%
38.69 ($42.52) 46.81
$46.61
9.62%
Add 0.72%
368,858
ORI Old Republic International Corp2021-03-31Add
+0.02%
17.98 ($20.03) 22.43
$26.39
31.75%
Add 0.51%
1,115,258
SPY S&P 500 ETF TRUST ETF2021-03-31Sold Out
-0.02%
367.59 ($384.57) 396.33
$424.31
10.33%
Sold Out
0
LEN.B Lennar Corp2021-03-31Add
+0.01%
58.87 ($70.16) 82.93
$74.37
6%
Add 0.17%
481,800
TPHS Trinity Place Holdings Inc2021-03-31Add
0%
1.25 ($2.01) 2.7
$2.05
1.99%
Add 0.05%
6,080,226
VNO Vornado Realty Trust2020-12-31Reduce
-3.36%
30.2 ($36.55) 41.84
$50.01
36.83%
Reduce -75.1%
237,599
LAZ Lazard Ltd2020-12-31New Buy
+2.17%
33.52 ($37.85) 42.3
$46.61
23.14%
New holding
366,216
LEN.B Lennar Corp2020-12-31Reduce
-1.98%
56.85 ($62.25) 68.72
$74.37
19.47%
Reduce -31.11%
480,974
LEN Lennar Corp2020-12-31Reduce
-1.96%
70.23 ($77.28) 84.68
$92.74
20.01%
Reduce -52.43%
158,779
FDX FedEx Corp2020-12-31Sold Out
-1.77%
255.2 ($277.34) 301.45
$296.09
6.76%
Sold Out
0
BAM Brookfield Asset Management Inc2020-12-31Reduce
-1.48%
29.78 ($37.46) 43.04
$49.63
32.49%
Reduce -24.2%
1,006,002
WY Weyerhaeuser Co2020-12-31Reduce
-1.39%
27.29 ($30.1) 34.46
$35.32
17.34%
Reduce -20.73%
1,337,290
MYRG MYR Group Inc2020-12-31Reduce
-0.92%
38.19 ($49.89) 60.36
$90.02
80.44%
Reduce -58.36%
126,566
FPH Five Point Holdings LLC2020-12-31Reduce
-0.86%
4.09 ($5) 6.05
$8.14
62.80%
Reduce -14.38%
8,804,142
PRA ProAssurance Corp2020-12-31New Buy
+0.74%
13.62 ($16.3) 18.76
$24.33
49.26%
New holding
297,038
ESS Essex Property Trust Inc2020-12-31Reduce
-0.72%
186.32 ($231.07) 262.95
$314.11
35.94%
Reduce -41.12%
37,117
HCC Warrior Met Coal Inc2020-12-31Reduce
-0.65%
14.25 ($17.58) 21.59
$17.82
1.37%
Reduce -18.35%
1,216,410
JBGS JBG SMITH Properties2020-12-31Reduce
-0.56%
22.99 ($28.85) 32.67
$34.96
21.18%
Reduce -14.44%
892,595
PLD Prologis Inc2020-12-31Reduce
-0.49%
96.19 ($101.07) 108.29
$124.71
23.39%
Reduce -9.98%
314,604
AGX Argan Inc2020-12-31Sold Out
-0.44%
40.72 ($44.92) 50.36
$48
6.86%
Sold Out
0
VC Visteon Corp2020-12-31Reduce
-0.42%
70.56 ($105.94) 131.02
$127.06
19.94%
Reduce -58.06%
31,848
ORI Old Republic International Corp2020-12-31Reduce
-0.36%
15.04 ($17.61) 19.71
$26.39
49.86%
Reduce -13.66%
1,109,592
TDW Tidewater Inc2020-12-31Reduce
-0.35%
5.61 ($7.96) 11.17
$14.18
78.14%
Reduce -13%
2,513,675
ALCO Alico Inc2020-12-31Reduce
-0.34%
28.24 ($30.8) 32.47
$31.83
3.34%
Reduce -59.88%
56,343
RYN Rayonier Inc2020-12-31Reduce
-0.34%
25.38 ($28.13) 30.66
$36.30
29.04%
Reduce -8.56%
978,630
PB Prosperity Bancshares Inc2020-12-31Add
+0.32%
52.98 ($61.49) 70.01
$75
21.97%
Add 43.22%
107,928
HBB Hamilton Beach Brands Holding Co2020-12-31Add
+0.30%
16.77 ($19.67) 23.9
$22.79
15.86%
Add 195.16%
186,030
HA Hawaiian Holdings Inc2020-12-31Reduce
-0.26%
12.79 ($16.99) 20.99
$28.83
69.69%
Reduce -12.43%
1,016,436
LOW Lowe's Companies Inc2020-12-31Reduce
-0.25%
146.74 ($162.36) 177.7
$190.81
17.52%
Reduce -6.74%
150,686
AMH American Homes 4 Rent2020-12-31Add
+0.24%
28.07 ($29.34) 30.57
$39.27
33.84%
Add 12.09%
517,729
DORM Dorman Products Inc2020-12-31Reduce
-0.22%
85.98 ($92.68) 99.36
$102.93
11.06%
Reduce -40.19%
26,078
UHAL Amerco Inc2020-12-31Reduce
-0.20%
345.56 ($399.1) 453.96
$554.59
38.96%
Reduce -7.08%
54,173
MHK Mohawk Industries Inc2020-12-31Reduce
-0.20%
92.21 ($120.85) 142.51
$193.13
59.81%
Reduce -10.1%
132,466
CARE Carter Bankshares Inc2020-12-31Sold Out
-0.19%
6.77 ($8.53) 11.14
$14.27
67.29%
Sold Out
0
KFY Korn Ferry2020-12-31Add
+0.18%
29.52 ($36.93) 44.98
$66
78.72%
Add 9.13%
358,469
BATRA Liberty Braves Group2020-12-31Add
+0.18%
20.44 ($23.85) 27.8
$27.73
16.27%
Add 41.9%
174,128
SBSI Southside Bancshares Inc2020-12-31Add
+0.14%
24.99 ($28.85) 31.71
$42.23
46.38%
Add 21.11%
180,778
EXP Eagle Materials Inc2020-12-31Reduce
-0.13%
82.97 ($93.09) 101.95
$151.21
62.43%
Reduce -5.4%
186,032
CALM Cal-Maine Foods Inc2020-12-31Add
+0.12%
36.56 ($38.48) 40.71
$37.10
-3.59%
Add 16.41%
159,394
CBRE CBRE Group Inc2020-12-31Reduce
-0.12%
43.92 ($56.66) 66.75
$88.71
56.57%
Reduce -8.49%
190,511
FR First Industrial Realty Trust Inc2020-12-31Reduce
-0.12%
39.75 ($41.88) 44.3
$53.62
28.03%
Reduce -8.55%
241,732
CMA Comerica Inc2020-12-31Reduce
-0.10%
39.33 ($48.92) 56.2
$73.79
50.84%
Reduce -4.79%
371,331
FNF Fidelity National Financial Inc2020-12-31Reduce
-0.10%
30.29 ($35.14) 39.31
$47.19
34.29%
Reduce -7.23%
300,909
WASH Washington Trust Bancorp Inc2020-12-31Add
+0.09%
31.48 ($38.71) 46.24
$54.20
40.02%
Add 8.82%
182,745
ATNI ATN International Inc2020-12-31Reduce
-0.08%
41.76 ($47.48) 51.36
$48.54
2.23%
Reduce -16.8%
60,261
SRG Seritage Growth Properties2020-12-31Reduce
-0.08%
11.2 ($14.8) 19.45
$18.89
27.64%
Reduce -7.43%
516,264
NXRT NexPoint Residential Trust Inc2020-12-31Reduce
-0.06%
40.56 ($43.75) 45.9
$56.74
29.69%
Reduce -43.48%
13,000
KALU Kaiser Aluminum Corp2020-12-31Reduce
-0.04%
54.81 ($76.98) 99.32
$134.10
74.20%
Reduce -10.18%
52,160
SEB Seaboard Corp2020-12-31Add
+0.03%
2950.39 ($3262.23) 3540
$3,770.99
15.60%
Add 4.06%
2,000
MAC Macerich Co2020-12-31Add
+0.03%
6.53 ($9.12) 12.21
$17.69
93.97%
Add 4.92%
393,421
CIO City Office REIT Inc2020-12-31Reduce
-0.02%
6.32 ($8.24) 9.87
$12.74
54.61%
Reduce -34.29%
46,000
CTO CTO Realty Growth Inc2020-12-31Add
+0.02%
38.88 ($44.15) 52.59
$55.30
25.25%
Add 28.62%
19,293
SPY SSGA SPDR S&P 5002020-12-31New Buy
+0.02%
326.54 ($355.39) 373.88
$424.31
19.39%
New holding
377
FRPH FRP Holdings Inc2020-12-31Reduce
-0.01%
40 ($43.92) 46.75
$58.35
32.86%
Reduce -1.54%
129,723
ICFI ICF International Inc2020-12-31Add
0%
62.92 ($72.1) 79.5
$94.44
30.98%
Add 0.08%
83,673
UMBF UMB Financial Corp2020-12-31Add
0%
51.24 ($64.36) 72.48
$94.09
46.19%
Add 0.04%
146,136
KFY Korn Ferry2020-09-30New Buy
+1.32%
26.45 ($29.58) 31.68
$66
123.12%
New holding
328,473
ESS Essex Property Trust Inc2020-09-30Reduce
-1.06%
198.98 ($218.2) 239.37
$314.11
43.96%
Reduce -34.3%
63,043
PSA Public Storage2020-09-30Sold Out
-1.03%
185.36 ($204.39) 224.74
$295.81
44.73%
Sold Out
0
LEN.B Lennar Corp2020-09-30Reduce
-0.78%
44.71 ($56.63) 65.66
$74.37
31.33%
Reduce -14.72%
698,183
HCC Warrior Met Coal Inc2020-09-30Reduce
-0.64%
14.53 ($16.22) 20.8
$17.82
9.86%
Reduce -16.61%
1,489,803
FCN FTI Consulting Inc2020-09-30Reduce
-0.53%
104.9 ($113.7) 122.37
$140.99
24%
Reduce -99.69%
101
FIX Comfort Systems USA Inc2020-09-30Reduce
-0.52%
37.75 ($48.44) 55.13
$83.96
73.33%
Reduce -63.6%
52,390
WASH Washington Trust Bancorp Inc2020-09-30Add
+0.44%
28.85 ($32.93) 35.97
$54.20
64.59%
Add 155.09%
167,939
FDX FedEx Corp2020-09-30Reduce
-0.42%
155.48 ($199.73) 254.44
$296.09
48.25%
Reduce -29.44%
50,628
100/Page
Total 3995