Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q4 2014)
As of Dec 31, 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 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
|
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