Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, 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 2018, the filing reported:
Increases - The Bank of New York Mellon Cor, CSG Systems International, Inc., Deutsche Bank, FNF Group of Fidelity National , Five Point Holdings, LLC, and 15 more
Reductions - Brookfield Asset Management Ltd., Comerica Incorporated, KeyCorp, PNC Financial Services Group, I, Tejon Ranch Co, and 2 more
Complete Exits - ABM Industries Incorporated, Amgen Inc., CNH Industrial, EOG Resources, Inc., Haynes International, Inc., and 9 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 2018
|
ABM
ABM Industries Incorporated
|
Sell - Position Exit |
-89,857
|
|
Q1 2018
|
AKR
Acadia Realty Trust
|
Buy - Position Entry |
+1,822,246
|
|
Q1 2018
|
AMGN
Amgen Inc.
|
Sell - Position Exit |
-216,733
|
|
Q1 2018
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-195,394
|
|
Q1 2018
|
BK
The Bank of New York Mellon Cor
|
Buy |
+19
|
|
Q1 2018
|
CMA
Comerica Incorporated
|
Sell |
-6,105
|
|
Q1 2018
|
CNH
CNH Industrial
|
Sell - Position Exit |
-265,100
|
|
Q1 2018
|
CSGS
CSG Systems International, Inc.
|
Buy |
+53,716
|
|
Q1 2018
|
DB
Deutsche Bank
|
Buy |
+100,000
|
|
Q1 2018
|
EOG
EOG Resources, Inc.
|
Sell - Position Exit |
-248,842
|
|
Q1 2018
|
FNF
FNF Group of Fidelity National
|
Buy |
+2,435
|
|
Q1 2018
|
FPH
Five Point Holdings, LLC
|
Buy |
+83,435
|
|
Q1 2018
|
FR
First Industrial Realty Trust,
|
Buy |
+9,694
|
|
Q1 2018
|
FRPH
FRP Holdings, Inc.
|
Buy - Position Entry |
+35,932
|
|
Q1 2018
|
G9618E107
White Mountains
|
Buy |
+347
|
|
Q1 2018
|
HAYN
Haynes International, Inc.
|
Sell - Position Exit |
-4,900
|
|
Q1 2018
|
HCC
Warrior Met Coal, Inc.
|
Buy |
+586,102
|
|
Q1 2018
|
JBGS
JBG SMITH Properties
|
Buy |
+2,680
|
|
Q1 2018
|
JCI
Johnson Controls International
|
Sell - Position Exit |
-1,228,339
|
|
Q1 2018
|
KEY
KeyCorp
|
Sell |
-802
|
|
Q1 2018
|
KIM
Kimco Realty Corporation (HC)
|
Sell - Position Exit |
-1,080,300
|
|
Q1 2018
|
KW
Kennedy-Wilson Holdings Inc.
|
Sell - Position Exit |
-124,753
|
|
Q1 2018
|
LEN
Lennar Corporation
|
Buy |
+10,067
|
|
Q1 2018
|
LEN-B
Lennar Corporation
|
Buy |
+299,127
|
|
Q1 2018
|
LOW
Lowe's Companies, Inc.
|
Buy |
+4,497
|
|
Q1 2018
|
MAC
Macerich Company (The)
|
Buy |
+367,332
|
|
Q1 2018
|
MAS
Masco Corporation
|
Sell - Position Exit |
-558,114
|
|
Q1 2018
|
NTCT
NetScout Systems, Inc.
|
Sell - Position Exit |
-192,244
|
|
Q1 2018
|
PNC
PNC Financial Services Group, I
|
Sell |
-281,620
|
|
Q1 2018
|
PRGS
Progress Software Corporation
|
Sell - Position Exit |
-87,555
|
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