Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q3 2024)

According to the SEC 13F filed on Nov 14, 2024, the Third Avenue Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:

New Buys - PBF Energy Inc., SandRidge Energy, Inc.

Increases - American Homes 4 Rent, CBRE Group Inc, Collegium Pharmaceutical, Inc., Deutsche Bank, Encore Capital Group Inc, and 10 more

Reductions - Atlanta Braves Holdings, Inc. -, Brookfield Corporation, Comerica Incorporated, D.R. Horton, Inc., FRP Holdings, Inc., and 11 more

Complete Exits - Lowe's Companies, Inc., Washington Trust Bancorp, Inc.

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 2024	AMH American Homes 4 Rent	American Homes 4 Rent	Buy	+600	+0.2%	$12.33M	321,221
Q3 2024	BATRK Atlanta Braves Holdings, Inc. -	Atlanta Braves Holdings, Inc. -	Sell	-188	-0.7%	$1.04M	26,104
Q3 2024	BN Brookfield Corporation	Brookfield Corporation	Sell	-29,736	-6.1%	$24.17M	454,794
Q3 2024	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+210	+0.1%	$22.78M	183,011
Q3 2024	CMA Comerica Incorporated	Comerica Incorporated	Sell	-529	-0.1%	$28.51M	475,883
Q3 2024	COLL Collegium Pharmaceutical, Inc.	Collegium Pharmaceutical, Inc.	Buy	+370	+0.2%	$7.06M	182,651
Q3 2024	DB Deutsche Bank	Deutsche Bank	Buy	+7,232	+0.3%	$43.05M	2,488,930
Q3 2024	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-27,245	-25.7%	$15.02M	78,745
Q3 2024	ECPG Encore Capital Group Inc	Encore Capital Group Inc	Buy	+344	+0.2%	$8.08M	171,022
Q3 2024	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Sell	-103	-0.0%	$7.55M	252,952
Q3 2024	HBB Hamilton Beach Brands Holding C	Hamilton Beach Brands Holding C	Sell	-679	-0.2%	$9.64M	316,634
Q3 2024	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+31,012	+4.1%	$50.83M	795,414
Q3 2024	ICFI ICF International, Inc.	ICF International, Inc.	Sell	-69	-0.2%	$7.37M	44,188
Q3 2024	ITIC Investors Title Company	Investors Title Company	Sell	-58	-0.1%	$8.99M	39,139
Q3 2024	IVT InvenTrust Properties Corp.	InvenTrust Properties Corp.	Sell	-120	-0.1%	$5.20M	183,176
Q3 2024	LAZ Lazard, Inc.	Lazard, Inc.	Sell	-188,294	-34.2%	$18.26M	362,515
Q3 2024	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell - Position Exit	-14,096	-100.0%	$0.00	-
Q3 2024	LXU LSB Industries, Inc.	LSB Industries, Inc.	Buy	+1,538	+0.2%	$6.35M	789,447
Q3 2024	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+5,040	+7.4%	$7.44M	72,797
Q3 2024	ORI Old Republic International Corp	Old Republic International Corp	Sell	-317,794	-38.4%	$18.07M	510,054
Q3 2024	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Buy	+203	+0.2%	$7.36M	102,168
Q3 2024	PBF PBF Energy Inc.	PBF Energy Inc.	Buy - Position Entry	+85,958	-	$2.66M	85,958
Q3 2024	PLD Prologis, Inc.	Prologis, Inc.	Buy	+54	+0.0%	$16.28M	128,943
Q3 2024	PRA ProAssurance Corporation	ProAssurance Corporation	Sell	-81	-0.0%	$8.48M	563,988
Q3 2024	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+47	+0.0%	$10.16M	315,800
Q3 2024	SD SandRidge Energy, Inc.	SandRidge Energy, Inc.	Buy - Position Entry	+280,554	-	$3.43M	280,554
Q3 2024	SUPN Supernus Pharmaceuticals, Inc.	Supernus Pharmaceuticals, Inc.	Buy	+375	+0.2%	$5.91M	189,493
Q3 2024	TDW Tidewater Inc.	Tidewater Inc.	Sell	-28,337	-5.6%	$34.57M	481,474
Q3 2024	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-167	-0.1%	$7.06M	155,830
Q3 2024	UHAL-B U-Haul Holding Company Series N	U-Haul Holding Company Series N	Buy	+19	+0.0%	$20.49M	284,528

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