- Added Positions: MHK, TDW, VC, TPHS, AGX, SRG, HA, LEN.B, MAC, CUBI,
- Reduced Positions: LEN, FR, HCC, WY, ASIX, LOW, BAM, SAFM, AKR, RYN, VVI, UHAL, VNO, FNF, FCN, CMA,
- Sold Out: CUB,
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- Weyerhaeuser Co (WY) - 4,097,807 shares, 9.06% of the total portfolio. Shares reduced by 4.62%
- Five Point Holdings LLC (FPH) - 11,591,086 shares, 7.32% of the total portfolio. Shares added by 0.30%
- Brookfield Asset Management Inc (BAM) - 1,628,504 shares, 6.53% of the total portfolio. Shares reduced by 4.52%
- Lennar Corp (LEN) - 1,305,992 shares, 5.31% of the total portfolio. Shares reduced by 32.88%
- Rayonier Inc (RYN) - 2,028,817 shares, 5.16% of the total portfolio. Shares reduced by 3.4%
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.
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