Marty Whitman - Third Avenue Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 14, 2025
Total Stocks  61
Portfolio Value  $498.71M

Portfolio Overview

Comprehensive analysis of Marty Whitman's investment portfolio

58
Total Holdings
$498.7M
Portfolio Value
Mar 31, 2025
Latest Filing
6.9%
Largest Position

Top Holdings

1
TDW
Tidewater Inc.
$34.2M
6.9%
+0.4%
2
HCC
Warrior Met Coal Inc.
$29.3M
5.9%
+0.0%
3
FPH
Five Point Holdings LLC - CL A
$22.0M
4.4%
4
CBRE
CBRE Group, Inc.
$21.6M
4.3%
-0.1%
5
BN
Brookfield Corp.
$19.8M
4.0%
-0.0%

Recent Activity

SEB
Seaboard Corporation
-1,319
Jun 30, 2025
UHAL
U-Haul Holding Company
-1,456
Jun 30, 2025
GRBK
Green Brick Partners, Inc.
-5,000
Jun 30, 2025
Marty Whitman - Third Avenue Management Portfolio & Holdings (2024) | insiderset.com