Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q1 2018)
According to the SEC 13F filed on Aug 12, 2026, the Third Avenue Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2018. 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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