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Third Avenue Management Buys JBG SMITH Properties, Eagle Materials Inc, Mohawk Industries Inc, Sells Brookfield Asset Management Inc, Vornado Realty Trust, Lennar Corp

Investment company Third Avenue Management buys JBG SMITH Properties, Eagle Materials Inc, Mohawk Industries Inc, Carter Bank & Trust, Argan Inc, Visteon Corp, sells Brookfield Asset Management Inc, Vornado Realty Trust, Lennar Corp, Warrior Met Coal Inc, Acadia Realty Trust, Lowe's Inc, Tetra Tech Inc, Cubic Corp, SPDR S&P 500, Standard Motor Products Inc, Kaiser Aluminum Corp, Cullen/Frost Bankers Inc, Genpact, AdvanSix Inc, Cedar Realty Trust Inc, Front Yard Residential Corp, Century Communities Inc, CatchMark Timber Trust Inc, Aspen Insurance Holdings during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Third Avenue Management. As of 2019Q1, Third Avenue Management owns 59 stocks with a total value of $1.3 billion. 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. Weyerhaeuser Co (WY) - 4,296,482 shares, 8.52% of the total portfolio. Shares reduced by 10.67%
  2. Five Point Holdings LLC (FPH) - 11,556,368 shares, 8.20% of the total portfolio. Shares added by 0.96%
  3. Lennar Corp (LEN) - 1,945,824 shares, 7.70% of the total portfolio. Shares reduced by 23.71%
  4. Brookfield Asset Management Inc (BAM) - 1,705,617 shares, 6.20% of the total portfolio. Shares reduced by 37.15%
  5. Rayonier Inc (RYN) - 2,100,124 shares, 5.11% of the total portfolio. Shares reduced by 7.93%
New Purchase: Eagle Materials Inc (EXP)

Third Avenue Management initiated holding in Eagle Materials Inc. The purchase prices were between $61.03 and $84.3, with an estimated average price of $72.06. The stock is now traded at around $85.68. The impact to a portfolio due to this purchase was 1.21%. The holding were 175,889 shares as of .

New Purchase: Mohawk Industries Inc (MHK)

Third Avenue Management initiated holding in Mohawk Industries Inc. The purchase prices were between $116.9 and $143.14, with an estimated average price of $130.07. The stock is now traded at around $149.00. The impact to a portfolio due to this purchase was 0.92%. The holding were 88,805 shares as of .

New Purchase: Carter Bank & Trust (CARE)

Third Avenue Management initiated holding in Carter Bank & Trust. The purchase prices were between $15 and $19.25, with an estimated average price of $16.98. The stock is now traded at around $20.00. The impact to a portfolio due to this purchase was 0.52%. The holding were 337,575 shares as of .

New Purchase: Argan Inc (AGX)

Third Avenue Management initiated holding in Argan Inc. The purchase prices were between $37.84 and $50, with an estimated average price of $44.89. The stock is now traded at around $42.01. The impact to a portfolio due to this purchase was 0.33%. The holding were 89,000 shares as of .

Added: JBG SMITH Properties (JBGS)

Third Avenue Management added to a holding in JBG SMITH Properties by 106.40%. The purchase prices were between $34.39 and $41.59, with an estimated average price of $39.17. The stock is now traded at around $40.03. The impact to a portfolio due to this purchase was 2.17%. The holding were 1,314,725 shares as of .

Added: Visteon Corp (VC)

Third Avenue Management added to a holding in Visteon Corp by 40.47%. The purchase prices were between $57.82 and $90.07, with an estimated average price of $75.12. The stock is now traded at around $51.36. The impact to a portfolio due to this purchase was 0.19%. The holding were 136,115 shares as of .

Sold Out: Tetra Tech Inc (TTEK)

Third Avenue Management sold out a holding in Tetra Tech Inc. The sale prices were between $48.61 and $60.64, with an estimated average price of $56.

Sold Out: SPDR S&P 500 (SPY)

Third Avenue Management sold out a holding in SPDR S&P 500. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34.

Sold Out: Standard Motor Products Inc (SMP)

Third Avenue Management sold out a holding in Standard Motor Products Inc. The sale prices were between $47.53 and $51.68, with an estimated average price of $49.35.

Sold Out: Cedar Realty Trust Inc (CDR)

Third Avenue Management sold out a holding in Cedar Realty Trust Inc. The sale prices were between $3.1 and $3.65, with an estimated average price of $3.4.

Sold Out: Aspen Insurance Holdings Ltd (AHL)

Third Avenue Management sold out a holding in Aspen Insurance Holdings Ltd. The sale prices were between $41.73 and $42.74, with an estimated average price of $42.15.

Reduced: Brookfield Asset Management Inc (BAM)

Third Avenue Management reduced to a holding in Brookfield Asset Management Inc by 37.15%. The sale prices were between $37.89 and $46.65, with an estimated average price of $43.54. The stock is now traded at around $47.35. The impact to a portfolio due to this sale was -3.12%. Third Avenue Management still held 1,705,617 shares as of .

Reduced: Vornado Realty Trust (VNO)

Third Avenue Management reduced to a holding in Vornado Realty Trust by 48.47%. The sale prices were between $60.2 and $70.5, with an estimated average price of $67.01. The stock is now traded at around $66.73. The impact to a portfolio due to this sale was -1.95%. Third Avenue Management still held 414,026 shares as of .

Reduced: Lennar Corp (LEN)

Third Avenue Management reduced to a holding in Lennar Corp by 23.71%. The sale prices were between $39.15 and $51.67, with an estimated average price of $46.62. The stock is now traded at around $52.09. The impact to a portfolio due to this sale was -1.91%. Third Avenue Management still held 1,945,824 shares as of .

Reduced: Warrior Met Coal Inc (HCC)

Third Avenue Management reduced to a holding in Warrior Met Coal Inc by 24.95%. The sale prices were between $21.95 and $30.4, with an estimated average price of $27.3. The stock is now traded at around $26.97. The impact to a portfolio due to this sale was -1.27%. Third Avenue Management still held 1,965,987 shares as of .

Reduced: Acadia Realty Trust (AKR)

Third Avenue Management reduced to a holding in Acadia Realty Trust by 29.71%. The sale prices were between $23.3 and $29.65, with an estimated average price of $27.54. The stock is now traded at around $27.85. The impact to a portfolio due to this sale was -1%. Third Avenue Management still held 1,237,435 shares as of .

Reduced: Lowe's Companies Inc (LOW)

Third Avenue Management reduced to a holding in Lowe's Companies Inc by 21.72%. The sale prices were between $91.17 and $109.47, with an estimated average price of $99.68. The stock is now traded at around $96.33. The impact to a portfolio due to this sale was -0.57%. Third Avenue Management still held 276,136 shares as of .



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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