Marty Whitman - Third Avenue Management 13F Activity & Position Changes (Q4 2017)
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, 2017. 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 Ltd., 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 Ltd.
|
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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