Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 2018, the filing reported:

New Buys - ATN International, Inc., Green Brick Partners, Inc.,

Increases - Acadia Realty Trust, CSG Systems International, Inc., FNF Group of Fidelity National , Five Point Holdings, LLC, First Industrial Realty Trust, , and 20 more

Reductions - AMN Healthcare Services Inc, Brookfield Asset Management Inc, The Bank of New York Mellon Cor, Comerica Incorporated, Deutsche Bank, and 7 more

Complete Exits - Cavco Industries, Inc., KeyCorp, Korn Ferry, Insight Enterprises, Inc., Interface, Inc.

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 2018	AKR Acadia Realty Trust	Acadia Realty Trust	Buy	+6,260	+0.3%	$50.05K	1,828,506
Q2 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Sell	-30,868	-26.0%	$5.14K	87,749
Q2 2018	ATNI ATN International, Inc.	ATN International, Inc.	Buy - Position Entry	+115,053	-	$6.07K	115,053
Q2 2018	BAM Brookfield Asset Management Inc	Brookfield Asset Management Inc	Sell	-88,108	-2.1%	$162.95K	4,019,577
Q2 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-306,495	-28.2%	$42.17K	781,948
Q2 2018	CMA Comerica Incorporated	Comerica Incorporated	Sell	-2,398	-0.4%	$48.90K	537,840
Q2 2018	CSGS CSG Systems International, Inc.	CSG Systems International, Inc.	Buy	+9,629	+8.0%	$5.34K	130,543
Q2 2018	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell - Position Exit	-271,200	-100.0%	$0.00	-
Q2 2018	DB Deutsche Bank	Deutsche Bank	Sell	-378,000	-54.0%	$3.42K	322,000
Q2 2018	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-24,515	-15.4%	$8.12K	134,168
Q2 2018	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy	+1,364	+0.3%	$20.44K	543,269
Q2 2018	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+6,007,552	+225.1%	$97.61K	8,676,526
Q2 2018	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Buy	+2,994	+0.2%	$56.85K	1,705,022
Q2 2018	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+279	+0.8%	$2.35K	36,211
Q2 2018	G9618E107 White Mountains	White Mountains	Sell	-5,450	-15.9%	$26.06K	28,745
Q2 2018	GRBK Green Brick Partners, Inc.	Green Brick Partners, Inc.	Buy - Position Entry	+50,000	-	$490.00	50,000
Q2 2018	HA		Buy - Position Entry	+398,880	-	$14.34K	398,880
Q2 2018	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+1,243,282	+97.7%	$69.36K	2,515,767
Q2 2018	ICFI ICF International, Inc.	ICF International, Inc.	Buy	+243	+0.2%	$10.31K	145,065
Q2 2018	KEY KeyCorp	KeyCorp	Sell - Position Exit	-850,900	-100.0%	$0.00	-
Q2 2018	KFY Korn Ferry	Korn Ferry	Sell - Position Exit	-125,500	-100.0%	$0.00	-
Q2 2018	LEN Lennar Corporation	Lennar Corporation	Sell	-8,336	-0.3%	$137.93K	2,627,183
Q2 2018	LEN-B Lennar Corporation	Lennar Corporation	Buy	+658,113	+149.6%	$46.87K	1,098,003
Q2 2018	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+1,006	+0.2%	$45.85K	479,719
Q2 2018	MAC Macerich Company (The)	Macerich Company (The)	Buy	+363,613	+29.9%	$89.84K	1,580,774
Q2 2018	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+36,724	+14.9%	$10.05K	283,548
Q2 2018	NSIT Insight Enterprises, Inc.	Insight Enterprises, Inc.	Sell - Position Exit	-147,700	-100.0%	$0.00	-
Q2 2018	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Buy	+21,152	+20.4%	$8.55K	125,024
Q2 2018	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+1,289	+3.2%	$5.57K	41,249
Q2 2018	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-699,327	-22.8%	$91.61K	2,367,798

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