Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 Q2 2013, the filing reported:
New Buys - ABM Industries Incorporated, American Eagle Outfitters, Inc., Acadia Realty Trust, Alico, Inc., Alamo Group, Inc., and 64 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q2 2013
|
ABM
ABM Industries Incorporated
|
Buy - Position Entry |
+1,026,623
|
|
Q2 2013
|
AEO
American Eagle Outfitters, Inc.
|
Buy - Position Entry |
+551,302
|
|
Q2 2013
|
AKR
Acadia Realty Trust
|
Buy - Position Entry |
+19,999
|
|
Q2 2013
|
ALCO
Alico, Inc.
|
Buy - Position Entry |
+323,566
|
|
Q2 2013
|
ALG
Alamo Group, Inc.
|
Buy - Position Entry |
+525,789
|
|
Q2 2013
|
ALX
Alexander's, Inc.
|
Buy - Position Entry |
+5,000
|
|
Q2 2013
|
AMAT
Applied Materials, Inc.
|
Buy - Position Entry |
+8,858,678
|
|
Q2 2013
|
BAM
Brookfield Asset Management Inc
|
Buy - Position Entry |
+5,584,130
|
|
Q2 2013
|
BELFB
Bel Fuse Inc.
|
Buy - Position Entry |
+839,770
|
|
Q2 2013
|
Buy - Position Entry |
+321,143
|
|
|
Q2 2013
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+8,920,851
|
|
Q2 2013
|
BKD
Brookdale Senior Living Inc.
|
Buy - Position Entry |
+658,866
|
|
Q2 2013
|
BR
Broadridge Financial Solutions,
|
Buy - Position Entry |
+822,683
|
|
Q2 2013
|
CALM
Cal-Maine Foods, Inc.
|
Buy - Position Entry |
+549,729
|
|
Q2 2013
|
CASS
Cass Information Systems, Inc
|
Buy - Position Entry |
+248,574
|
|
Q2 2013
|
CBSH
Commerce Bancshares, Inc.
|
Buy - Position Entry |
+525,491
|
|
Q2 2013
|
CCRN
Cross Country Healthcare, Inc.
|
Buy - Position Entry |
+1,496,411
|
|
Q2 2013
|
CFR
Cullen/Frost Bankers, Inc.
|
Buy - Position Entry |
+292,727
|
|
Q2 2013
|
CMA
Comerica Incorporated
|
Buy - Position Entry |
+2,469,056
|
|
Q2 2013
|
CMP
Compass Minerals Intl Inc
|
Buy - Position Entry |
+494,000
|
|
Q2 2013
|
CSWC
Capital Southwest Corporation
|
Buy - Position Entry |
+56,843
|
|
Q2 2013
|
CVCO
Cavco Industries, Inc.
|
Buy - Position Entry |
+145,650
|
|
Q2 2013
|
CVE
Cenovus Energy Inc
|
Buy - Position Entry |
+19,200
|
|
Q2 2013
|
DAR
Darling Ingredients Inc.
|
Buy - Position Entry |
+562,366
|
|
Q2 2013
|
DVN
Devon Energy Corporation
|
Buy - Position Entry |
+3,883,863
|
|
Q2 2013
|
EME
EMCOR Group, Inc.
|
Buy - Position Entry |
+1,056,875
|
|
Q2 2013
|
ENS
EnerSys
|
Buy - Position Entry |
+981,376
|
|
Q2 2013
|
FR
First Industrial Realty Trust,
|
Buy - Position Entry |
+4,334,466
|
|
Q2 2013
|
G0450A105
Arch Capital
|
Buy - Position Entry |
+777,715
|
|
Q2 2013
|
G9618E107
White Mountains
|
Buy - Position Entry |
+267,273
|
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