Marty Whitman - Third Avenue Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 61 | |
| Portfolio Value | $498.71M |
Third Avenue Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | PLD Prologis, Inc. | Sell - Position Exit | -129,162-100.0% |
Q2 2025Jun 30, 2025 | PBF PBF Energy Inc. | Sell - Position Exit | -131,050-100.0% |
Q2 2025Jun 30, 2025 | BAM Brookfield Asset Management Inc | Sell - Position Exit | -132,103-100.0% |
Q2 2025Jun 30, 2025 | FR First Industrial Realty Trust, | Sell - Position Exit | -134,558-100.0% |
Q2 2025Jun 30, 2025 | LEN-B Lennar Corporation | Sell - Position Exit | -147,770-100.0% |
Q2 2025Jun 30, 2025 | TPH Tri Pointe Homes, Inc. | Sell - Position Exit | -155,830-100.0% |
Q2 2025Jun 30, 2025 | BATRA Atlanta Braves Holdings, Inc. - | Sell - Position Exit | -164,438-100.0% |
Q2 2025Jun 30, 2025 | CBRE CBRE Group Inc | Sell - Position Exit | -165,109-100.0% |
Q2 2025Jun 30, 2025 | ECPG Encore Capital Group Inc | Sell - Position Exit | -171,022-100.0% |
Q2 2025Jun 30, 2025 | SUPN Supernus Pharmaceuticals, Inc. | Sell - Position Exit | -189,493-100.0% |
Q2 2025Jun 30, 2025 | AMH American Homes 4 Rent | Sell - Position Exit | -192,560-100.0% |
Q2 2025Jun 30, 2025 | COLL Collegium Pharmaceutical, Inc. | Sell - Position Exit | -203,401-100.0% |
Q2 2025Jun 30, 2025 | SBSI Southside Bancshares, Inc. | Sell - Position Exit | -209,426-100.0% |
Q2 2025Jun 30, 2025 | WY Weyerhaeuser Company | Sell - Position Exit | -220,849-100.0% |
Q2 2025Jun 30, 2025 | UHAL-B U-Haul Holding Company Series N | Sell - Position Exit | -249,865-100.0% |
Q2 2025Jun 30, 2025 | HBB Hamilton Beach Brands Holding C | Sell - Position Exit | -249,969-100.0% |
Q2 2025Jun 30, 2025 | FRPH FRP Holdings, Inc. | Sell - Position Exit | -252,952-100.0% |
Q2 2025Jun 30, 2025 | RYN Rayonier Inc. REIT | Sell - Position Exit | -258,499-100.0% |
Q2 2025Jun 30, 2025 | CMA Comerica Incorporated | Sell - Position Exit | -302,904-100.0% |
Q2 2025Jun 30, 2025 | SD SandRidge Energy, Inc. | Sell - Position Exit | -330,698-100.0% |
Q2 2025Jun 30, 2025 | ORI Old Republic International Corp | Sell - Position Exit | -336,388-100.0% |
Q2 2025Jun 30, 2025 | AMBC Ambac Financial Group, Inc. | Sell - Position Exit | -366,461-100.0% |
Q2 2025Jun 30, 2025 | BN Brookfield Corporation | Sell - Position Exit | -378,249-100.0% |
Q2 2025Jun 30, 2025 | PRA ProAssurance Corporation | Sell - Position Exit | -563,988-100.0% |
Q2 2025Jun 30, 2025 | HCC Warrior Met Coal, Inc. | Sell - Position Exit | -613,206-100.0% |
Q2 2025Jun 30, 2025 | LXU LSB Industries, Inc. | Sell - Position Exit | -789,447-100.0% |
Q2 2025Jun 30, 2025 | TDW Tidewater Inc. | Sell - Position Exit | -809,258-100.0% |
Q2 2025Jun 30, 2025 | FPH Five Point Holdings, LLC | Sell - Position Exit | -4,125,911-100.0% |
Q1 2025Mar 31, 2025 | TDW Tidewater Inc. | Buy | +221,079+37.6% |
Q1 2025Mar 31, 2025 | AMBC Ambac Financial Group, Inc. | Buy | +136,045+59.0% |