Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2013)
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 Jun 30, 2013. 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 Ltd.
|
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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