Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2014)
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, 2014. 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 2014, the filing reported:
New Buys - AGCO Corporation, American International Group, I, Ally Financial Inc., L.B. Foster Company, Arcos Dorados, and 4 more
Increases - Ares Dynamic Credit Allocation , BlackRock Credit Allocation Inc, Commerce Bancshares, Inc., Comerica Incorporated, CSG Systems International, Inc., and 16 more
Reductions - ABM Industries Incorporated, Alico, Inc., Alamo Group, Inc., American Homes 4 Rent, Brookfield Asset Management Ltd., and 37 more
Complete Exits - Alexander's, Inc., , Cass Information Systems, Inc, Compass Minerals Intl Inc, Denison Mines Corp, and 7 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 |
|---|---|---|---|
|
Q2 2014
|
ABM
ABM Industries Incorporated
|
Sell |
-95,509
|
|
Q2 2014
|
AGCO
AGCO Corporation
|
Buy - Position Entry |
+1,006,478
|
|
Q2 2014
|
AIG
American International Group, I
|
Buy - Position Entry |
+10,000
|
|
Q2 2014
|
ALCO
Alico, Inc.
|
Sell |
-9,604
|
|
Q2 2014
|
ALG
Alamo Group, Inc.
|
Sell |
-15,351
|
|
Q2 2014
|
ALLY
Ally Financial Inc.
|
Buy - Position Entry |
+139,500
|
|
Q2 2014
|
ALX
Alexander's, Inc.
|
Sell - Position Exit |
-5,000
|
|
Q2 2014
|
AMH
American Homes 4 Rent
|
Sell |
-194,503
|
|
Q2 2014
|
ARDC
Ares Dynamic Credit Allocation
|
Buy |
+6,354
|
|
Q2 2014
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-814,571
|
|
Q2 2014
|
Sell - Position Exit |
-546,692
|
|
|
Q2 2014
|
BK
The Bank of New York Mellon Cor
|
Sell |
-267,528
|
|
Q2 2014
|
BKD
Brookdale Senior Living Inc.
|
Sell |
-41,533
|
|
Q2 2014
|
BR
Broadridge Financial Solutions,
|
Sell |
-50,971
|
|
Q2 2014
|
BTZ
BlackRock Credit Allocation Inc
|
Buy |
+18,323
|
|
Q2 2014
|
CALM
Cal-Maine Foods, Inc.
|
Sell |
-193,701
|
|
Q2 2014
|
CASS
Cass Information Systems, Inc
|
Sell - Position Exit |
-97,070
|
|
Q2 2014
|
CBSH
Commerce Bancshares, Inc.
|
Buy |
+91,578
|
|
Q2 2014
|
CFR
Cullen/Frost Bankers, Inc.
|
Sell |
-29,400
|
|
Q2 2014
|
CMA
Comerica Incorporated
|
Buy |
+146,307
|
|
Q2 2014
|
CMP
Compass Minerals Intl Inc
|
Sell - Position Exit |
-464,147
|
|
Q2 2014
|
CSGS
CSG Systems International, Inc.
|
Buy |
+102,454
|
|
Q2 2014
|
CVCO
Cavco Industries, Inc.
|
Sell |
-208,867
|
|
Q2 2014
|
DAR
Darling Ingredients Inc.
|
Buy |
+44,174
|
|
Q2 2014
|
DNN
Denison Mines Corp
|
Sell - Position Exit |
-1,245,100
|
|
Q2 2014
|
DVN
Devon Energy Corporation
|
Sell |
-491,477
|
|
Q2 2014
|
EME
EMCOR Group, Inc.
|
Sell |
-122,013
|
|
Q2 2014
|
ENS
EnerSys
|
Sell |
-73,404
|
|
Q2 2014
|
EXLS
ExlService Holdings, Inc.
|
Buy |
+93,804
|
|
Q2 2014
|
FCN
FTI Consulting, Inc.
|
Sell |
-63,353
|
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