1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Third Avenue Value Fund Buys Koninklijke Boskalis Westminster NV, Borr Drilling, Petroleum Geo-Services ASA, Sells PNC Financial Services Group Inc, Johnson Controls International PLC, Amgen Inc

Investment company Third Avenue Value Fund buys Koninklijke Boskalis Westminster NV, Borr Drilling, Petroleum Geo-Services ASA, Ocean Rig UDW Inc, Tidewater Inc, Warrior Met Coal Inc, Bayerische Motoren Werke AG, Interfor Corp, Forest City Realty Trust Inc, Capstone Mining Corp, sells PNC Financial Services Group Inc, Johnson Controls International PLC, Amgen Inc, Reliance Steel & Aluminum Co, Masco Corp during the 3-months ended 2018-04-30, according to the most recent filings of the investment company, Third Avenue Value Fund. As of 2018-04-30, Third Avenue Value Fund owns 37 stocks with a total value of $996 million. These are the details of the buys and sells.

For the details of Martin Whitman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Martin+Whitman

These are the top 5 holdings of Martin Whitman
  1. CK Hutchison Holdings Ltd (00001) - 4,854,458 shares, 5.77% of the total portfolio. Shares added by 20.00%
  2. Weyerhaeuser Co (WY) - 1,560,737 shares, 5.77% of the total portfolio. Shares reduced by 10.91%
  3. Total SA (FP) - 817,293 shares, 5.16% of the total portfolio. Shares reduced by 5.31%
  4. Tidewater Inc (TDW) - 1,497,179 shares, 5.15% of the total portfolio. Shares added by 49.74%
  5. Bank of New York Mellon Corp (BK) - 867,523 shares, 4.75% of the total portfolio.
New Purchase: Koninklijke Boskalis Westminster NV (BOKA)

Third Avenue Value Fund initiated holding in Koninklijke Boskalis Westminster NV. The purchase prices were between $23.21 and $32.19, with an estimated average price of $26.94. The stock is now traded at around $25.00. The impact to a portfolio due to this purchase was 3.24%. The holding were 1,087,930 shares as of 2018-04-30.

New Purchase: Borr Drilling Ltd (BDRILL)

Third Avenue Value Fund initiated holding in Borr Drilling Ltd. The purchase prices were between $32 and $38.6, with an estimated average price of $35.3. The stock is now traded at around $37.40. The impact to a portfolio due to this purchase was 2.49%. The holding were 5,401,246 shares as of 2018-04-30.

New Purchase: Petroleum Geo-Services ASA (PGS)

Third Avenue Value Fund initiated holding in Petroleum Geo-Services ASA. The purchase prices were between $20.56 and $34.66, with an estimated average price of $25.62. The stock is now traded at around $36.62. The impact to a portfolio due to this purchase was 2.1%. The holding were 4,846,358 shares as of 2018-04-30.

New Purchase: Ocean Rig UDW Inc (ORIG)

Third Avenue Value Fund initiated holding in Ocean Rig UDW Inc. The purchase prices were between $23.48 and $27.4, with an estimated average price of $25.32. The stock is now traded at around $29.33. The impact to a portfolio due to this purchase was 1.86%. The holding were 763,542 shares as of 2018-04-30.

New Purchase: Arcos Dorados Holdings Inc (ARCO)

Third Avenue Value Fund initiated holding in Arcos Dorados Holdings Inc. The purchase prices were between $8.75 and $10.25, with an estimated average price of $9.44. The stock is now traded at around $7.15. The impact to a portfolio due to this purchase was 0.89%. The holding were 971,150 shares as of 2018-04-30.

New Purchase: Grupo Cementos de Chihuahua SAB de CV (GCC)

Third Avenue Value Fund initiated holding in Grupo Cementos de Chihuahua SAB de CV. The purchase prices were between $97.17 and $108.85, with an estimated average price of $101.61. The stock is now traded at around $125.48. The impact to a portfolio due to this purchase was 0.48%. The holding were 816,900 shares as of 2018-04-30.

Added: Tidewater Inc (TDW)

Third Avenue Value Fund added to a holding in Tidewater Inc by 49.74%. The purchase prices were between $24.4 and $35.06, with an estimated average price of $28.24. The stock is now traded at around $30.41. The impact to a portfolio due to this purchase was 1.71%. The holding were 1,497,179 shares as of 2018-04-30.

Added: Warrior Met Coal Inc (HCC)

Third Avenue Value Fund added to a holding in Warrior Met Coal Inc by 164.13%. The purchase prices were between $22.44 and $33.39, with an estimated average price of $28.18. The stock is now traded at around $27.54. The impact to a portfolio due to this purchase was 1.67%. The holding were 1,147,004 shares as of 2018-04-30.

Added: Bayerische Motoren Werke AG (BMW)

Third Avenue Value Fund added to a holding in Bayerische Motoren Werke AG by 129.91%. The purchase prices were between $83.49 and $92.47, with an estimated average price of $87.79. The stock is now traded at around $80.66. The impact to a portfolio due to this purchase was 1.46%. The holding were 232,155 shares as of 2018-04-30.

Added: Interfor Corp (IFP)

Third Avenue Value Fund added to a holding in Interfor Corp by 98.14%. The purchase prices were between $22.58 and $25.6, with an estimated average price of $24.07. The stock is now traded at around $24.70. The impact to a portfolio due to this purchase was 1.41%. The holding were 1,516,011 shares as of 2018-04-30.

Added: Forest City Realty Trust Inc (FCE.A)

Third Avenue Value Fund added to a holding in Forest City Realty Trust Inc by 90.73%. The purchase prices were between $19.76 and $23.47, with an estimated average price of $21.07. The stock is now traded at around $23.25. The impact to a portfolio due to this purchase was 1.28%. The holding were 1,337,509 shares as of 2018-04-30.

Added: Capstone Mining Corp (CS)

Third Avenue Value Fund added to a holding in Capstone Mining Corp by 252.85%. The purchase prices were between $1.12 and $1.48, with an estimated average price of $1.31. The stock is now traded at around $1.01. The impact to a portfolio due to this purchase was 1.12%. The holding were 17,756,306 shares as of 2018-04-30.

Sold Out: PNC Financial Services Group Inc (PNC)

Third Avenue Value Fund sold out a holding in PNC Financial Services Group Inc. The sale prices were between $140.86 and $162.45, with an estimated average price of $153.53.

Sold Out: Johnson Controls International PLC (JCI)

Third Avenue Value Fund sold out a holding in Johnson Controls International PLC. The sale prices were between $33.26 and $39.81, with an estimated average price of $36.15.

Sold Out: Amgen Inc (AMGN)

Third Avenue Value Fund sold out a holding in Amgen Inc. The sale prices were between $166.05 and $191.1, with an estimated average price of $178.8.

Sold Out: Reliance Steel & Aluminum Co (RS)

Third Avenue Value Fund sold out a holding in Reliance Steel & Aluminum Co. The sale prices were between $80.96 and $94.57, with an estimated average price of $88.33.

Sold Out: Masco Corp (MAS)

Third Avenue Value Fund sold out a holding in Masco Corp. The sale prices were between $36.16 and $44.66, with an estimated average price of $41.11.

Sold Out: EOG Resources Inc (EOG)

Third Avenue Value Fund sold out a holding in EOG Resources Inc. The sale prices were between $98.47 and $118.17, with an estimated average price of $106.66.



Here is the complete portfolio of Martin Whitman. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)