Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2014, the filing reported:
New Buys - Barnes Group, Inc., Powell Industries, Inc., TotalEnergies SE, Valmont Industries, Inc., Voya Financial, Inc., and 2 more
Increases - AGCO Corporation, American International Group, I, Ally Financial Inc., Brookfield Asset Management Ltd., Brookdale Senior Living Inc., and 20 more
Reductions - ABM Industries Incorporated, Alico, Inc., Alamo Group, Inc., Ares Dynamic Credit Allocation , The Bank of New York Mellon Cor, and 42 more
Complete Exits - L.B. Foster Company, InterDigital, Inc., Kelly Services, Inc., Kennametal Inc., Oshkosh Corporation (Holding Co, and 2 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 |
|---|---|---|---|
|
Q4 2014
|
ABM
ABM Industries Incorporated
|
Sell |
-433,566
|
|
Q4 2014
|
AGCO
AGCO Corporation
|
Buy |
+176,482
|
|
Q4 2014
|
AIG
American International Group, I
|
Buy |
+8,200
|
|
Q4 2014
|
ALCO
Alico, Inc.
|
Sell |
-85,892
|
|
Q4 2014
|
ALG
Alamo Group, Inc.
|
Sell |
-294,834
|
|
Q4 2014
|
ALLY
Ally Financial Inc.
|
Buy |
+10,000
|
|
Q4 2014
|
ARDC
Ares Dynamic Credit Allocation
|
Sell |
-45,125
|
|
Q4 2014
|
B
Barnes Group, Inc.
|
Buy - Position Entry |
+264,348
|
|
Q4 2014
|
BAM
Brookfield Asset Management Ltd.
|
Buy |
+19,172
|
|
Q4 2014
|
BK
The Bank of New York Mellon Cor
|
Sell |
-389,265
|
|
Q4 2014
|
BKD
Brookdale Senior Living Inc.
|
Buy |
+609,580
|
|
Q4 2014
|
BR
Broadridge Financial Solutions,
|
Sell |
-231,074
|
|
Q4 2014
|
BTZ
BlackRock Credit Allocation Inc
|
Buy |
+638,888
|
|
Q4 2014
|
CBSH
Commerce Bancshares, Inc.
|
Sell |
-373,830
|
|
Q4 2014
|
CCS
Century Communities, Inc.
|
Buy |
+49,600
|
|
Q4 2014
|
CFR
Cullen/Frost Bankers, Inc.
|
Sell |
-94,253
|
|
Q4 2014
|
CLH
Clean Harbors, Inc.
|
Buy |
+24
|
|
Q4 2014
|
CMA
Comerica Incorporated
|
Buy |
+261,910
|
|
Q4 2014
|
CSGS
CSG Systems International, Inc.
|
Sell |
-777,612
|
|
Q4 2014
|
CVCO
Cavco Industries, Inc.
|
Sell |
-116,384
|
|
Q4 2014
|
DAR
Darling Ingredients Inc.
|
Sell |
-936,996
|
|
Q4 2014
|
DVN
Devon Energy Corporation
|
Sell |
-8,893
|
|
Q4 2014
|
EME
EMCOR Group, Inc.
|
Sell |
-527,833
|
|
Q4 2014
|
ENS
EnerSys
|
Sell |
-371,585
|
|
Q4 2014
|
EQC
Equity
|
Buy |
+55,880
|
|
Q4 2014
|
EXLS
ExlService Holdings, Inc.
|
Sell |
-535,276
|
|
Q4 2014
|
FCN
FTI Consulting, Inc.
|
Sell |
-618,439
|
|
Q4 2014
|
FR
First Industrial Realty Trust,
|
Buy |
+85,386
|
|
Q4 2014
|
FSTR
L.B. Foster Company
|
Sell - Position Exit |
-66,826
|
|
Q4 2014
|
G
Genpact
|
Sell |
-1,295,538
|
Page 1 of 3