Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2015)
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, 2015. 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 2015, the filing reported:
New Buys - Advanced Micro Devices, Inc., ANI Pharmaceuticals, Inc., CNH Industrial, 1-800-FLOWERS.COM, Inc., Masco Corporation
Increases - Ares Dynamic Credit Allocation , Brookfield Asset Management Inc, Brookdale Senior Living Inc., BlackRock Credit Allocation Inc, Dorman Products, Inc., and 19 more
Reductions - AGCO Corporation, Alamo Group, Inc., Barnes Group, Inc., The Bank of New York Mellon Cor, Comerica Incorporated, and 15 more
Complete Exits - Clean Harbors, Inc., Darling Ingredients Inc., Arch Capital, Pacific Premier Bancorp Inc, Stepan Company, and 2 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 2015
|
AGCO
AGCO Corporation
|
Sell |
-12,866
|
|
Q2 2015
|
ALG
Alamo Group, Inc.
|
Sell |
-11,423
|
|
Q2 2015
|
AMD
Advanced Micro Devices, Inc.
|
Buy - Position Entry |
+250,000
|
|
Q2 2015
|
ANIP
ANI Pharmaceuticals, Inc.
|
Buy - Position Entry |
+51,790
|
|
Q2 2015
|
ARDC
Ares Dynamic Credit Allocation
|
Buy |
+6,535
|
|
Q2 2015
|
B
Barnes Group, Inc.
|
Sell |
-1,500
|
|
Q2 2015
|
BAM
Brookfield Asset Management Inc
|
Buy |
+1,284,918
|
|
Q2 2015
|
BK
The Bank of New York Mellon Cor
|
Sell |
-322,287
|
|
Q2 2015
|
BKD
Brookdale Senior Living Inc.
|
Buy |
+174,736
|
|
Q2 2015
|
BTZ
BlackRock Credit Allocation Inc
|
Buy |
+15,469
|
|
Q2 2015
|
CLH
Clean Harbors, Inc.
|
Sell - Position Exit |
-78,715
|
|
Q2 2015
|
CMA
Comerica Incorporated
|
Sell |
-173,472
|
|
Q2 2015
|
CNH
CNH Industrial
|
Buy - Position Entry |
+325,215
|
|
Q2 2015
|
CVCO
Cavco Industries, Inc.
|
Sell |
-114,241
|
|
Q2 2015
|
DAR
Darling Ingredients Inc.
|
Sell - Position Exit |
-271,325
|
|
Q2 2015
|
DORM
Dorman Products, Inc.
|
Buy |
+25,681
|
|
Q2 2015
|
DVN
Devon Energy Corporation
|
Sell |
-204,120
|
|
Q2 2015
|
EME
EMCOR Group, Inc.
|
Sell |
-53,031
|
|
Q2 2015
|
ENS
EnerSys
|
Sell |
-63,657
|
|
Q2 2015
|
EQC
Equity
|
Buy |
+13,400
|
|
Q2 2015
|
FLWS
1-800-FLOWERS.COM, Inc.
|
Buy - Position Entry |
+346,433
|
|
Q2 2015
|
FR
First Industrial Realty Trust,
|
Buy |
+1,142,400
|
|
Q2 2015
|
G0450A105
Arch Capital
|
Sell - Position Exit |
-103,494
|
|
Q2 2015
|
G0457F107
Arcos Dorados
|
Sell |
-79,674
|
|
Q2 2015
|
G9618E107
White Mountains
|
Sell |
-19,103
|
|
Q2 2015
|
GM
General Motors Company
|
Buy |
+68,539
|
|
Q2 2015
|
H
Hyatt Hotels Corporation
|
Buy |
+300
|
|
Q2 2015
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+7,100
|
|
Q2 2015
|
HYB
New America High Income Fund, I
|
Buy |
+12,148
|
|
Q2 2015
|
HYI
Western Asset High Yield Define
|
Buy |
+10,964
|
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