Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q1 2015)
As of Mar 31, 2015, the Third Avenue Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2015, the filing reported:
New Buys - Dorman Products, Inc., Macerich Company (The), Pacific Premier Bancorp Inc, Vodafone Group Plc, Verizon Communications Inc.
Increases - ABM Industries Incorporated, AGCO Corporation, Alico, Inc., Alamo Group, Inc., Ares Dynamic Credit Allocation , and 37 more
Reductions - Brookfield Asset Management Inc, The Bank of New York Mellon Cor, BlackRock Credit Allocation Inc, Clean Harbors, Inc., CSG Systems International, Inc., and 19 more
Complete Exits - American International Group, I, Ally Financial Inc., ExlService Holdings, Inc., Navient Corporation, Regal Rexnord Corporation, and 3 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
ABM
ABM Industries Incorporated
|
Buy |
+24,085
|
|
Q1 2015
|
AGCO
AGCO Corporation
|
Buy |
+63,911
|
|
Q1 2015
|
AIG
American International Group, I
|
Sell - Position Exit |
-28,200
|
|
Q1 2015
|
ALCO
Alico, Inc.
|
Buy |
+75
|
|
Q1 2015
|
ALG
Alamo Group, Inc.
|
Buy |
+27,543
|
|
Q1 2015
|
ALLY
Ally Financial Inc.
|
Sell - Position Exit |
-149,500
|
|
Q1 2015
|
ARDC
Ares Dynamic Credit Allocation
|
Buy |
+4,260
|
|
Q1 2015
|
B
Barnes Group, Inc.
|
Buy |
+37
|
|
Q1 2015
|
BAM
Brookfield Asset Management Inc
|
Sell |
-195,598
|
|
Q1 2015
|
BK
The Bank of New York Mellon Cor
|
Sell |
-429,808
|
|
Q1 2015
|
BKD
Brookdale Senior Living Inc.
|
Buy |
+123,173
|
|
Q1 2015
|
BTZ
BlackRock Credit Allocation Inc
|
Sell |
-80,644
|
|
Q1 2015
|
CBSH
Commerce Bancshares, Inc.
|
Buy |
+17,884
|
|
Q1 2015
|
CFR
Cullen/Frost Bankers, Inc.
|
Buy |
+17,694
|
|
Q1 2015
|
CLH
Clean Harbors, Inc.
|
Sell |
-35,392
|
|
Q1 2015
|
CMA
Comerica Incorporated
|
Buy |
+420,530
|
|
Q1 2015
|
CSGS
CSG Systems International, Inc.
|
Sell |
-33,912
|
|
Q1 2015
|
CVCO
Cavco Industries, Inc.
|
Sell |
-60,395
|
|
Q1 2015
|
DAR
Darling Ingredients Inc.
|
Sell |
-170,700
|
|
Q1 2015
|
DORM
Dorman Products, Inc.
|
Buy - Position Entry |
+122,452
|
|
Q1 2015
|
DVN
Devon Energy Corporation
|
Sell |
-17,162
|
|
Q1 2015
|
EME
EMCOR Group, Inc.
|
Buy |
+87
|
|
Q1 2015
|
ENS
EnerSys
|
Buy |
+25
|
|
Q1 2015
|
EQC
Equity
|
Buy |
+36,405
|
|
Q1 2015
|
EXLS
ExlService Holdings, Inc.
|
Sell - Position Exit |
-15,007
|
|
Q1 2015
|
FCN
FTI Consulting, Inc.
|
Buy |
+92
|
|
Q1 2015
|
FR
First Industrial Realty Trust,
|
Buy |
+48,624
|
|
Q1 2015
|
G
Genpact
|
Sell |
-213,156
|
|
Q1 2015
|
G0450A105
Arch Capital
|
Sell |
-18,423
|
|
Q1 2015
|
G0457F107
Arcos Dorados
|
Sell |
-18,025
|
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