Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 2013)
As of Sep 30, 2013, 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 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 Ltd., 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 Ltd.
|
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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