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Third Avenue Value Fund Buys Buzzi Unicem SpA, Warrior Met Coal Inc, Hutchison Port Holdings Trust, Sells Cavco Industries Inc, Toyota Industries Corp, Henderson Land Development Co

Investment company Third Avenue Value Fund buys Buzzi Unicem SpA, Warrior Met Coal Inc, Hutchison Port Holdings Trust, Deutsche Bank AG, Hawaiian Holdings Inc, Bayerische Motoren Werke AG, Brilliance China Automotive Holdings, Lennar Corp, Lundin Mining Corp, Five Point Holdings LLC, sells Cavco Industries Inc, Toyota Industries Corp, Henderson Land Development Co, Total S.A., Tejon Ranch Co during the 3-months ended 2018-07-31, according to the most recent filings of the investment company, Third Avenue Value Fund. As of 2018-07-31, Third Avenue Value Fund owns 33 stocks with a total value of $970 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. Warrior Met Coal Inc (HCC) - 2,196,713 shares, 5.86% of the total portfolio. Shares added by 91.52%
  2. CK Hutchison Holdings Ltd (00001) - 5,000,859 shares, 5.61% of the total portfolio. Shares added by 3.02%
  3. Weyerhaeuser Co (WY) - 1,560,737 shares, 5.5% of the total portfolio.
  4. Tidewater Inc (TDW) - 1,497,179 shares, 5.3% of the total portfolio.
  5. Brookfield Asset Management Inc (BAM.A) - 1,056,231 shares, 4.59% of the total portfolio. Shares reduced by 7.53%
New Purchase: Buzzi Unicem SpA (BZU)

Third Avenue Value Fund initiated holding in Buzzi Unicem SpA. The purchase prices were between $18.91 and $22.64, with an estimated average price of $21. The stock is now traded at around $18.55. The impact to a portfolio due to this purchase was 2.89%. The holding were 1,276,478 shares as of 2018-07-31.

New Purchase: Hutchison Port Holdings Trust (NS8U)

Third Avenue Value Fund initiated holding in Hutchison Port Holdings Trust. The purchase prices were between $0.26 and $0.35, with an estimated average price of $0.3. The stock is now traded at around $0.25. The impact to a portfolio due to this purchase was 2.35%. The holding were 89,278,927 shares as of 2018-07-31.

New Purchase: Deutsche Bank AG (DBK)

Third Avenue Value Fund initiated holding in Deutsche Bank AG. The purchase prices were between $9.05 and $11.64, with an estimated average price of $10.19. The stock is now traded at around $10.21. The impact to a portfolio due to this purchase was 2.21%. The holding were 1,639,088 shares as of 2018-07-31.

New Purchase: Hawaiian Holdings Inc (HA)

Third Avenue Value Fund initiated holding in Hawaiian Holdings Inc. The purchase prices were between $35.95 and $40.9, with an estimated average price of $37.75. The stock is now traded at around $40.10. The impact to a portfolio due to this purchase was 1.9%. The holding were 459,120 shares as of 2018-07-31.

New Purchase: Brilliance China Automotive Holdings Ltd (01114)

Third Avenue Value Fund initiated holding in Brilliance China Automotive Holdings Ltd. The purchase prices were between $10.14 and $15.72, with an estimated average price of $13.73. The stock is now traded at around $12.66. The impact to a portfolio due to this purchase was 1.86%. The holding were 13,755,903 shares as of 2018-07-31.

New Purchase: Five Point Holdings LLC (FPH)

Third Avenue Value Fund initiated holding in Five Point Holdings LLC. The purchase prices were between $10.62 and $13.34, with an estimated average price of $11.75. The stock is now traded at around $9.41. The impact to a portfolio due to this purchase was 0.22%. The holding were 190,610 shares as of 2018-07-31.

Added: Warrior Met Coal Inc (HCC)

Third Avenue Value Fund added to a holding in Warrior Met Coal Inc by 91.52%. The purchase prices were between $24 and $30.27, with an estimated average price of $26.93. The stock is now traded at around $27.03. The impact to a portfolio due to this purchase was 2.8%. The holding were 2,196,713 shares as of 2018-07-31.

Added: Bayerische Motoren Werke AG (BMW)

Third Avenue Value Fund added to a holding in Bayerische Motoren Werke AG by 80.23%. The purchase prices were between $77.56 and $93.3, with an estimated average price of $84.7. The stock is now traded at around $79.00. The impact to a portfolio due to this purchase was 1.86%. The holding were 418,411 shares as of 2018-07-31.

Added: Lennar Corp (LEN.B)

Third Avenue Value Fund added to a holding in Lennar Corp by 143.46%. The purchase prices were between $40.21 and $45.36, with an estimated average price of $42.74. The stock is now traded at around $38.56. The impact to a portfolio due to this purchase was 1.39%. The holding were 530,354 shares as of 2018-07-31.

Added: Lundin Mining Corp (LUN)

Third Avenue Value Fund added to a holding in Lundin Mining Corp by 25.89%. The purchase prices were between $7.02 and $8.9, with an estimated average price of $7.95. The stock is now traded at around $6.56. The impact to a portfolio due to this purchase was 0.83%. The holding were 7,094,698 shares as of 2018-07-31.

Sold Out: Cavco Industries Inc (CVCO)

Third Avenue Value Fund sold out a holding in Cavco Industries Inc. The sale prices were between $168.75 and $224.9, with an estimated average price of $201.87.

Sold Out: Toyota Industries Corp (6201)

Third Avenue Value Fund sold out a holding in Toyota Industries Corp. The sale prices were between $52.35 and $61.57, with an estimated average price of $57.15.

Sold Out: Henderson Land Development Co Ltd (00012)

Third Avenue Value Fund sold out a holding in Henderson Land Development Co Ltd. The sale prices were between $5.32 and $6.55, with an estimated average price of $5.85.

Sold Out: KeyCorp (KEY)

Third Avenue Value Fund sold out a holding in KeyCorp. The sale prices were between $19.2 and $21.27, with an estimated average price of $20.21.

Sold Out: Arcos Dorados Holdings Inc (ARCO)

Third Avenue Value Fund sold out a holding in Arcos Dorados Holdings Inc. The sale prices were between $6.8 and $9.1, with an estimated average price of $7.4.

Sold Out: Grupo Cementos de Chihuahua SAB de CV (GCC)

Third Avenue Value Fund sold out a holding in Grupo Cementos de Chihuahua SAB de CV. The sale prices were between $5.34 and $6.5, with an estimated average price of $5.52.

Reduced: Total S.A. (FP)

Third Avenue Value Fund reduced to a holding in Total S.A. by 37.98%. The sale prices were between $50.76 and $55.15, with an estimated average price of $52.77. The stock is now traded at around $56.02. The impact to a portfolio due to this sale was -1.96%. Third Avenue Value Fund still held 506,917 shares as of 2018-07-31.

Reduced: Tejon Ranch Co (TRC)

Third Avenue Value Fund reduced to a holding in Tejon Ranch Co by 58.71%. The sale prices were between $23.28 and $25.89, with an estimated average price of $24.8. The stock is now traded at around $21.68. The impact to a portfolio due to this sale was -1.94%. Third Avenue Value Fund still held 559,385 shares as of 2018-07-31.

Reduced: Bank of New York Mellon Corp (BK)

Third Avenue Value Fund reduced to a holding in Bank of New York Mellon Corp by 40.19%. The sale prices were between $52.46 and $57.72, with an estimated average price of $55.44. The stock is now traded at around $50.99. The impact to a portfolio due to this sale was -1.91%. Third Avenue Value Fund still held 518,848 shares as of 2018-07-31.

Reduced: Pargesa Holding SA (PARG)

Third Avenue Value Fund reduced to a holding in Pargesa Holding SA by 43.87%. The sale prices were between $82 and $94.05, with an estimated average price of $87.24. The stock is now traded at around $78.05. The impact to a portfolio due to this sale was -1.14%. Third Avenue Value Fund still held 154,962 shares as of 2018-07-31.



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

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