Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2013, the filing reported:
New Buys - BlackRock Credit Allocation Inc, Capitol Federal Financial, Inc., MFS Intermediate High Income Fu, FTI Consulting, Inc., Western Asset High Income Oppor, and 6 more
Increases - ABM Industries Incorporated, American Eagle Outfitters, Inc., Alico, Inc., , Brookdale Senior Living Inc., and 20 more
Reductions - Alamo Group, Inc., Brookfield Asset Management Inc, Bel Fuse Inc., The Bank of New York Mellon Cor, Broadridge Financial Solutions,, and 24 more
Complete Exits - Applied Materials, Inc., Hyster-Yale, Inc.
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 |
|---|---|---|---|
|
Q3 2013
|
ABM
ABM Industries Incorporated
|
Buy |
+15,175
|
|
Q3 2013
|
AEO
American Eagle Outfitters, Inc.
|
Buy |
+66,765
|
|
Q3 2013
|
ALCO
Alico, Inc.
|
Buy |
+20,346
|
|
Q3 2013
|
ALG
Alamo Group, Inc.
|
Sell |
-15,000
|
|
Q3 2013
|
AMAT
Applied Materials, Inc.
|
Sell - Position Exit |
-8,858,678
|
|
Q3 2013
|
BAM
Brookfield Asset Management Inc
|
Sell |
-69,869
|
|
Q3 2013
|
BELFB
Bel Fuse Inc.
|
Sell |
-308,949
|
|
Q3 2013
|
Buy |
+125,910
|
|
|
Q3 2013
|
BK
The Bank of New York Mellon Cor
|
Sell |
-1,303,991
|
|
Q3 2013
|
BKD
Brookdale Senior Living Inc.
|
Buy |
+987,272
|
|
Q3 2013
|
BR
Broadridge Financial Solutions,
|
Sell |
-278,800
|
|
Q3 2013
|
BTZ
BlackRock Credit Allocation Inc
|
Buy - Position Entry |
+447,448
|
|
Q3 2013
|
CALM
Cal-Maine Foods, Inc.
|
Buy |
+48,303
|
|
Q3 2013
|
CASS
Cass Information Systems, Inc
|
Sell |
-54,720
|
|
Q3 2013
|
CBSH
Commerce Bancshares, Inc.
|
Sell |
-130,350
|
|
Q3 2013
|
CCRN
Cross Country Healthcare, Inc.
|
Sell |
-361,103
|
|
Q3 2013
|
CFFN
Capitol Federal Financial, Inc.
|
Buy - Position Entry |
+14,075
|
|
Q3 2013
|
CFR
Cullen/Frost Bankers, Inc.
|
Sell |
-73,255
|
|
Q3 2013
|
CIF
MFS Intermediate High Income Fu
|
Buy - Position Entry |
+480,650
|
|
Q3 2013
|
CMA
Comerica Incorporated
|
Sell |
-68,537
|
|
Q3 2013
|
CMP
Compass Minerals Intl Inc
|
Buy |
+55,128
|
|
Q3 2013
|
CSWC
Capital Southwest Corporation
|
Buy |
+170,529
|
|
Q3 2013
|
CVCO
Cavco Industries, Inc.
|
Buy |
+1,867,370
|
|
Q3 2013
|
DVN
Devon Energy Corporation
|
Sell |
-163,533
|
|
Q3 2013
|
EME
EMCOR Group, Inc.
|
Buy |
+158,580
|
|
Q3 2013
|
ENS
EnerSys
|
Buy |
+52,785
|
|
Q3 2013
|
FCN
FTI Consulting, Inc.
|
Buy - Position Entry |
+381,698
|
|
Q3 2013
|
G9618E107
White Mountains
|
Buy |
+3,551
|
|
Q3 2013
|
H
Hyatt Hotels Corporation
|
Sell |
-1,170
|
|
Q3 2013
|
HIO
Western Asset High Income Oppor
|
Buy - Position Entry |
+179,449
|
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