Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 2014, the filing reported:
New Buys - Century Communities, Inc., Clean Harbors, Inc., Equity, Loews Corporation, Navient Corporation, and 5 more
Increases - AGCO Corporation, American International Group, I, Ares Dynamic Credit Allocation , Brookdale Senior Living Inc., First Industrial Realty Trust, , and 17 more
Reductions - Alico, Inc., Alamo Group, Inc., Brookfield Asset Management Inc, The Bank of New York Mellon Cor, BlackRock Credit Allocation Inc, and 19 more
Complete Exits - American Homes 4 Rent, Cal-Maine Foods, Inc., MFS Intermediate High Income Fu, Western Asset High Income Oppor, Intel Corporation, and 3 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 |
|---|---|---|---|
|
Q3 2014
|
AGCO
AGCO Corporation
|
Buy |
+669,209
|
|
Q3 2014
|
AIG
American International Group, I
|
Buy |
+10,000
|
|
Q3 2014
|
ALCO
Alico, Inc.
|
Sell |
-96,153
|
|
Q3 2014
|
ALG
Alamo Group, Inc.
|
Sell |
-3,437
|
|
Q3 2014
|
AMH
American Homes 4 Rent
|
Sell - Position Exit |
-686,217
|
|
Q3 2014
|
ARDC
Ares Dynamic Credit Allocation
|
Buy |
+6,639
|
|
Q3 2014
|
BAM
Brookfield Asset Management Inc
|
Sell |
-311,690
|
|
Q3 2014
|
BK
The Bank of New York Mellon Cor
|
Sell |
-536,747
|
|
Q3 2014
|
BKD
Brookdale Senior Living Inc.
|
Buy |
+710,904
|
|
Q3 2014
|
BTZ
BlackRock Credit Allocation Inc
|
Sell |
-786,211
|
|
Q3 2014
|
CALM
Cal-Maine Foods, Inc.
|
Sell - Position Exit |
-208,915
|
|
Q3 2014
|
CCS
Century Communities, Inc.
|
Buy - Position Entry |
+82,874
|
|
Q3 2014
|
CIF
MFS Intermediate High Income Fu
|
Sell - Position Exit |
-524,984
|
|
Q3 2014
|
CLH
Clean Harbors, Inc.
|
Buy - Position Entry |
+114,083
|
|
Q3 2014
|
CMA
Comerica Incorporated
|
Sell |
-92,451
|
|
Q3 2014
|
CSWC
Capital Southwest Corporation
|
Sell |
-62,024
|
|
Q3 2014
|
CVCO
Cavco Industries, Inc.
|
Sell |
-9,448
|
|
Q3 2014
|
DVN
Devon Energy Corporation
|
Sell |
-287,697
|
|
Q3 2014
|
EME
EMCOR Group, Inc.
|
Sell |
-40,490
|
|
Q3 2014
|
EQC
Equity
|
Buy - Position Entry |
+3,540,070
|
|
Q3 2014
|
FR
First Industrial Realty Trust,
|
Buy |
+1,031,398
|
|
Q3 2014
|
FSTR
L.B. Foster Company
|
Buy |
+8,500
|
|
Q3 2014
|
G0450A105
Arch Capital
|
Sell |
-8,000
|
|
Q3 2014
|
G0457F107
Arcos Dorados
|
Buy |
+14,397
|
|
Q3 2014
|
G9618E107
White Mountains
|
Sell |
-9,633
|
|
Q3 2014
|
GM
General Motors Company
|
Buy |
+28,500
|
|
Q3 2014
|
H
Hyatt Hotels Corporation
|
Buy |
+100
|
|
Q3 2014
|
HIO
Western Asset High Income Oppor
|
Sell - Position Exit |
-179,449
|
|
Q3 2014
|
HOUS
Anywhere Real Estate Inc.
|
Buy |
+1,213,284
|
|
Q3 2014
|
HYB
New America High Income Fund, I
|
Buy |
+12,745
|
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