Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 2017, the filing reported:

New Buys - JBG SMITH Properties, Kimco Realty Corporation (HC), Tidewater Inc.

Increases - AMN Healthcare Services Inc, Brookfield Asset Management Ltd., Century Communities, Inc., Deutsche Bank, EOG Resources, Inc., and 16 more

Reductions - Alico, Inc., Alamo Group, Inc., Amgen Inc., Avnet, Inc., Barnes Group, Inc., and 26 more

Complete Exits - ANI Pharmaceuticals, Inc., Brookdale Senior Living Inc., G-III Apparel Group, LTD.

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
Q3 2017	ALCO Alico, Inc.	Alico, Inc.	Sell	-8,596	-6.7%	$4.09K	119,727
Q3 2017	ALG Alamo Group, Inc.	Alamo Group, Inc.	Sell	-10,200	-17.9%	$5.01K	46,706
Q3 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-306	-0.1%	$39.18K	210,124
Q3 2017	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Buy	+69,800	+94.5%	$6.57K	143,642
Q3 2017	ANIP ANI Pharmaceuticals, Inc.	ANI Pharmaceuticals, Inc.	Sell - Position Exit	-49,933	-100.0%	$0.00	-
Q3 2017	AVT Avnet, Inc.	Avnet, Inc.	Sell	-503,413	-97.4%	$526.00	13,379
Q3 2017	B Barnes Group, Inc.	Barnes Group, Inc.	Sell	-23,600	-25.9%	$4.76K	67,600
Q3 2017	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Buy	+8,899	+0.2%	$177.62K	4,300,707
Q3 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-212,113	-12.0%	$82.20K	1,550,304
Q3 2017	BKD Brookdale Senior Living Inc.	Brookdale Senior Living Inc.	Sell - Position Exit	-2,064,320	-100.0%	$0.00	-
Q3 2017	CBSH Commerce Bancshares, Inc.	Commerce Bancshares, Inc.	Sell	-36,400	-26.1%	$5.95K	102,906
Q3 2017	CCS Century Communities, Inc.	Century Communities, Inc.	Buy	+14,697	+25.8%	$1.77K	71,671
Q3 2017	CMA Comerica Incorporated	Comerica Incorporated	Sell	-123,983	-12.8%	$64.64K	847,570
Q3 2017	CNH CNH Industrial	CNH Industrial	Sell	-25,500	-8.8%	$3.18K	265,100
Q3 2017	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell	-64,719	-19.3%	$40.02K	271,200
Q3 2017	DB Deutsche Bank	Deutsche Bank	Buy	+100,000	+25.0%	$8.64K	500,000
Q3 2017	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-1,845	-0.3%	$22.69K	618,038
Q3 2017	EOG EOG Resources, Inc.	EOG Resources, Inc.	Buy	+9,235	+3.9%	$24.07K	248,856
Q3 2017	FIX Comfort Systems USA, Inc.	Comfort Systems USA, Inc.	Buy	+8,100	+5.0%	$6.05K	169,475
Q3 2017	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Buy	+3,500	+0.2%	$53.88K	1,790,743
Q3 2017	G Genpact	Genpact	Sell	-26,700	-14.1%	$4.66K	162,066
Q3 2017	G0457F107 Arcos Dorados	Arcos Dorados	Sell	-18,550	-1.9%	$9.76K	971,150
Q3 2017	G9618E107 White Mountains	White Mountains	Sell	-434	-1.3%	$27.94K	32,601
Q3 2017	GIII G-III Apparel Group, LTD.	G-III Apparel Group, LTD.	Sell - Position Exit	-194,701	-100.0%	$0.00	-
Q3 2017	HAYN Haynes International, Inc.	Haynes International, Inc.	Buy	+3,256	+2.6%	$4.68K	130,443
Q3 2017	JBGS JBG SMITH Properties	JBG SMITH Properties	Buy - Position Entry	+319,357	-	$10.93K	319,357
Q3 2017	JCI Johnson Controls International	Johnson Controls International	Buy	+430,233	+56.6%	$47.94K	1,189,748
Q3 2017	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Sell	-6,900	-9.9%	$6.46K	62,678
Q3 2017	KEY KeyCorp	KeyCorp	Sell	-5,122	-0.6%	$16.03K	851,818
Q3 2017	KIM Kimco Realty Corporation (HC)	Kimco Realty Corporation (HC)	Buy - Position Entry	+1,080,300	-	$21.12K	1,080,300

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