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Third Avenue Management Buys Mohawk Industries Inc, Visteon Corp, Argan Inc, Sells Lennar Corp, First Industrial Realty Trust Inc, AdvanSix Inc

August 14, 2019 | About:

Investment company Third Avenue Management (Current Portfolio) buys Mohawk Industries Inc, Visteon Corp, Argan Inc, sells Lennar Corp, First Industrial Realty Trust Inc, AdvanSix Inc, Sanderson Farms Inc, Viad Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Third Avenue Management. As of 2019Q2, Third Avenue Management owns 58 stocks with a total value of $1.2 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/portfolioportfolio

These are the top 5 holdings of Third Avenue Management
  1. Weyerhaeuser Co (WY) - 4,097,807 shares, 9.06% of the total portfolio. Shares reduced by 4.62%
  2. Five Point Holdings LLC (FPH) - 11,591,086 shares, 7.32% of the total portfolio. Shares added by 0.30%
  3. Brookfield Asset Management Inc (BAM) - 1,628,504 shares, 6.53% of the total portfolio. Shares reduced by 4.52%
  4. Lennar Corp (LEN) - 1,305,992 shares, 5.31% of the total portfolio. Shares reduced by 32.88%
  5. Rayonier Inc (RYN) - 2,028,817 shares, 5.16% of the total portfolio. Shares reduced by 3.4%
Added: Mohawk Industries Inc (MHK)

Third Avenue Management added to a holding in Mohawk Industries Inc by 38.80%. The purchase prices were between $126.82 and $152.29, with an estimated average price of $138.45. The stock is now traded at around $111.87. The impact to a portfolio due to this purchase was 0.43%. The holding were 123,257 shares as of .

Added: Visteon Corp (VC)

Third Avenue Management added to a holding in Visteon Corp by 38.65%. The purchase prices were between $44.51 and $82.6, with an estimated average price of $61.17. The stock is now traded at around $60.74. The impact to a portfolio due to this purchase was 0.26%. The holding were 188,730 shares as of .

Added: Argan Inc (AGX)

Third Avenue Management added to a holding in Argan Inc by 49.60%. The purchase prices were between $38.4 and $51.88, with an estimated average price of $46.92. The stock is now traded at around $39.06. The impact to a portfolio due to this purchase was 0.15%. The holding were 133,142 shares as of .

Sold Out: Cubic Corp (CUB)

Third Avenue Management sold out a holding in Cubic Corp. The sale prices were between $53.43 and $64.48, with an estimated average price of $58.67.



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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