Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 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 Q4 2017, the filing reported:
New Buys - Warrior Met Coal, Inc., U-Haul Holding Company
Increases - Alico, Inc., Amgen Inc., Brookfield Asset Management Inc, Commerce Bancshares, Inc., Deutsche Bank, and 14 more
Reductions - AMN Healthcare Services Inc, The Bank of New York Mellon Cor, Comerica Incorporated, EOG Resources, Inc., Comfort Systems USA, Inc., and 13 more
Complete Exits - Avnet, Inc., Barnes Group, Inc., Devon Energy Corporation, LivaNova, Quanex Building Products Corpor, and 7 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 2017
|
ALCO
Alico, Inc.
|
Buy |
+20,724
|
|
Q4 2017
|
AMGN
Amgen Inc.
|
Buy |
+6,609
|
|
Q4 2017
|
AMN
AMN Healthcare Services Inc
|
Sell |
-25,025
|
|
Q4 2017
|
AVT
Avnet, Inc.
|
Sell - Position Exit |
-13,379
|
|
Q4 2017
|
B
Barnes Group, Inc.
|
Sell - Position Exit |
-67,600
|
|
Q4 2017
|
BAM
Brookfield Asset Management Inc
|
Buy |
+2,372
|
|
Q4 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-461,880
|
|
Q4 2017
|
CBSH
Commerce Bancshares, Inc.
|
Buy |
+5,145
|
|
Q4 2017
|
CMA
Comerica Incorporated
|
Sell |
-301,227
|
|
Q4 2017
|
DB
Deutsche Bank
|
Buy |
+100,000
|
|
Q4 2017
|
DVN
Devon Energy Corporation
|
Sell - Position Exit |
-618,038
|
|
Q4 2017
|
EOG
EOG Resources, Inc.
|
Sell |
-14
|
|
Q4 2017
|
FCN
FTI Consulting, Inc.
|
Buy |
+22,391
|
|
Q4 2017
|
FIX
Comfort Systems USA, Inc.
|
Sell |
-34,778
|
|
Q4 2017
|
FNF
FNF Group of Fidelity National
|
Sell |
-125,030
|
|
Q4 2017
|
FPH
Five Point Holdings, LLC
|
Buy |
+118,878
|
|
Q4 2017
|
FR
First Industrial Realty Trust,
|
Sell |
-98,409
|
|
Q4 2017
|
G9618E107
White Mountains
|
Buy |
+1,247
|
|
Q4 2017
|
HAYN
Haynes International, Inc.
|
Sell |
-125,543
|
|
Q4 2017
|
HCC
Warrior Met Coal, Inc.
|
Buy - Position Entry |
+686,383
|
|
Q4 2017
|
JCI
Johnson Controls International
|
Buy |
+38,591
|
|
Q4 2017
|
KEY
KeyCorp
|
Sell |
-116
|
|
Q4 2017
|
KW
Kennedy-Wilson Holdings Inc.
|
Sell |
-1,054,800
|
|
Q4 2017
|
LEN
Lennar Corporation
|
Sell |
-243,838
|
|
Q4 2017
|
LEN-B
Lennar Corporation
|
Buy |
+93,757
|
|
Q4 2017
|
LIVN
LivaNova
|
Sell - Position Exit |
-219,422
|
|
Q4 2017
|
LOW
Lowe's Companies, Inc.
|
Sell |
-1,395
|
|
Q4 2017
|
MAC
Macerich Company (The)
|
Buy |
+2,128
|
|
Q4 2017
|
MAS
Masco Corporation
|
Buy |
+2,069
|
|
Q4 2017
|
MYRG
MYR Group, Inc.
|
Buy |
+116,424
|
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