Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 2014)
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, 2014. 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 Ltd., 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 Ltd.
|
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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