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Third Avenue Management Buys Valaris, Preferred Apartment Communities Inc, Madison Square Garden Entertainment Corp, Sells Eagle Materials Inc, Lennar Corp, Mohawk Industries Inc

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Nov 12, 2021
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Investment company Third Avenue Management (Current Portfolio) buys Valaris, Preferred Apartment Communities Inc, Madison Square Garden Entertainment Corp, Hamilton Beach Brands Holding Co, Cal-Maine Foods Inc, sells Eagle Materials Inc, Lennar Corp, Mohawk Industries Inc, JBG SMITH Properties, Macerich Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Third Avenue Management . As of 2021Q3, Third Avenue Management owns 59 stocks with a total value of $743 million. These are the details of the buys and sells.

For the details of

Third Avenue Management 's stock buys and sells, go to https://www.gurufocus.com/guru/third+avenue+management/current-portfolio/portfolio

These are the top 5 holdings of Third Avenue Management
  1. Five Point Holdings LLC (FPH) - 8,898,419 shares, 9.38% of the total portfolio. Shares added by 0.32%
  2. Brookfield Asset Management Inc (BAM) - 828,596 shares, 5.97% of the total portfolio. Shares reduced by 0.75%
  3. Warrior Met Coal Inc (HCC) - 1,730,328 shares, 5.42% of the total portfolio. Shares added by 0.29%
  4. Lennar Corp (LEN.B) - 484,684 shares, 5.06% of the total portfolio. Shares added by 0.40%
  5. Prologis Inc (PLD) - 255,401 shares, 4.31% of the total portfolio. Shares reduced by 0.18%
New Purchase: Valaris Ltd (VAL)

Third Avenue Management initiated holding in Valaris Ltd. The purchase prices were between $24.08 and $34.9, with an estimated average price of $28.76. The stock is now traded at around $35.570000. The impact to a portfolio due to this purchase was 1.46%. The holding were 310,047 shares as of 2021-09-30.

New Purchase: Preferred Apartment Communities Inc (APTS)

Third Avenue Management initiated holding in Preferred Apartment Communities Inc. The purchase prices were between $9.78 and $12.75, with an estimated average price of $11.31. The stock is now traded at around $13.810000. The impact to a portfolio due to this purchase was 0.42%. The holding were 257,713 shares as of 2021-09-30.

New Purchase: Madison Square Garden Entertainment Corp (MSGE)

Third Avenue Management initiated holding in Madison Square Garden Entertainment Corp. The purchase prices were between $61.55 and $84.79, with an estimated average price of $75.17. The stock is now traded at around $75.630000. The impact to a portfolio due to this purchase was 0.27%. The holding were 27,448 shares as of 2021-09-30.

Added: Hamilton Beach Brands Holding Co (HBB)

Third Avenue Management added to a holding in Hamilton Beach Brands Holding Co by 24.30%. The purchase prices were between $15.46 and $22.34, with an estimated average price of $18. The stock is now traded at around $17.120000. The impact to a portfolio due to this purchase was 0.12%. The holding were 282,436 shares as of 2021-09-30.

Added: Cal-Maine Foods Inc (CALM)

Third Avenue Management added to a holding in Cal-Maine Foods Inc by 20.28%. The purchase prices were between $34.05 and $37.85, with an estimated average price of $35.67. The stock is now traded at around $36.360000. The impact to a portfolio due to this purchase was 0.11%. The holding were 139,635 shares as of 2021-09-30.

Sold Out: Eagle Materials Inc (EXP)

Third Avenue Management sold out a holding in Eagle Materials Inc. The sale prices were between $131.08 and $157.34, with an estimated average price of $143.72.

Sold Out: Lennar Corp (LEN)

Third Avenue Management sold out a holding in Lennar Corp. The sale prices were between $93.68 and $108.84, with an estimated average price of $102.27.

Sold Out: Macerich Co (MAC)

Third Avenue Management sold out a holding in Macerich Co. The sale prices were between $15.36 and $18.7, with an estimated average price of $17.

Sold Out: City Office REIT Inc (CIO)

Third Avenue Management sold out a holding in City Office REIT Inc. The sale prices were between $11.98 and $18.15, with an estimated average price of $14.55.



Here is the complete portfolio of Third Avenue Management. Also check out:

1. Third Avenue Management's Undervalued Stocks
2. Third Avenue Management's Top Growth Companies, and
3. Third Avenue Management's High Yield stocks
4. Stocks that Third Avenue Management keeps buying
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