Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 2017, the filing reported:

New Buys - AMN Healthcare Services Inc, Deutsche Bank, Five Point Holdings, LLC, Haynes International, Inc., Reliance, Inc., and 1 more

Increases - Avnet, Inc., EOG Resources, Inc., Kaiser Aluminum Corporation, Kennedy-Wilson Holdings Inc., Macerich Company (The), and 8 more

Reductions - Alico, Inc., Alamo Group, Inc., Amgen Inc., Barnes Group, Inc., Brookfield Asset Management Ltd., and 39 more

Complete Exits - 1-800-FLOWERS.COM, Inc., Vail Resorts, Inc., Tanger Inc., Teleflex Incorporated

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	ALCO Alico, Inc.	Alico, Inc.	Sell	-904	-0.7%	$4.02K	128,323
Q2 2017	ALG Alamo Group, Inc.	Alamo Group, Inc.	Sell	-12,600	-18.1%	$5.17K	56,906
Q2 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-654	-0.3%	$36.24K	210,430
Q2 2017	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy - Position Entry	+73,842	-	$2.88K	73,842
Q2 2017	AVT Avnet, Inc.	Avnet, Inc.	Buy	+232,451	+81.8%	$20.09K	516,792
Q2 2017	B Barnes Group, Inc.	Barnes Group, Inc.	Sell	-13,000	-12.5%	$5.34K	91,200
Q2 2017	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Sell	-3,205	-0.1%	$168.28K	4,291,808
Q2 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-5,719	-0.3%	$89.92K	1,762,417
Q2 2017	BKD Brookdale Senior Living Inc.	Brookdale Senior Living Inc.	Sell	-5,634	-0.3%	$30.37K	2,064,320
Q2 2017	CBSH Commerce Bancshares, Inc.	Commerce Bancshares, Inc.	Sell	-13,400	-8.8%	$7.92K	139,306
Q2 2017	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Sell	-5,600	-8.4%	$5.71K	60,800
Q2 2017	CMA Comerica Incorporated	Comerica Incorporated	Sell	-3,791	-0.4%	$71.16K	971,553
Q2 2017	CNH CNH Industrial	CNH Industrial	Sell	-166,200	-36.4%	$3.31K	290,600
Q2 2017	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell	-80,547	-19.3%	$43.55K	335,919
Q2 2017	DB Deutsche Bank	Deutsche Bank	Buy - Position Entry	+400,000	-	$7.12K	400,000
Q2 2017	DORM Dorman Products, Inc.	Dorman Products, Inc.	Sell	-14,800	-25.3%	$3.61K	43,600
Q2 2017	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-148,423	-19.3%	$19.82K	619,883
Q2 2017	EOG EOG Resources, Inc.	EOG Resources, Inc.	Buy	+82,724	+52.7%	$21.69K	239,621
Q2 2017	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-4,100	-2.9%	$4.76K	136,292
Q2 2017	FLWS 1-800-FLOWERS.COM, Inc.	1-800-FLOWERS.COM, Inc.	Sell - Position Exit	-404,033	-100.0%	$0.00	-
Q2 2017	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy - Position Entry	+2,466,661	-	$36.41K	2,466,661
Q2 2017	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-9,900	-0.6%	$51.15K	1,787,243
Q2 2017	G Genpact	Genpact	Sell	-65,600	-25.8%	$5.25K	188,766
Q2 2017	G0457F107 Arcos Dorados	Arcos Dorados	Sell	-272,900	-21.6%	$7.37K	989,700
Q2 2017	G9618E107 White Mountains	White Mountains	Sell	-31,351	-48.7%	$28.70K	33,035
Q2 2017	HAYN Haynes International, Inc.	Haynes International, Inc.	Buy - Position Entry	+127,187	-	$4.62K	127,187
Q2 2017	JCI Johnson Controls International	Johnson Controls International	Sell	-3,552	-0.5%	$32.93K	759,515
Q2 2017	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Buy	+8,100	+13.2%	$6.16K	69,578
Q2 2017	KEY KeyCorp	KeyCorp	Sell	-140,236	-14.1%	$16.06K	856,940
Q2 2017	KW Kennedy-Wilson Holdings Inc.	Kennedy-Wilson Holdings Inc.	Buy	+3,500	+0.3%	$23.66K	1,242,253

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