Marty Whitman - Third Avenue Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

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

Third Avenue Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2020Jun 30, 2020	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Sell	-1,785-1.8%	$21.99K	95,949
Q2 2020Jun 30, 2020	PLD Prologis, Inc.	Prologis, Inc.	Sell	-4,034-1.1%	$34.06K	364,892
Q2 2020Jun 30, 2020	EXP Eagle Materials Inc	Eagle Materials Inc	Sell	-7,464-3.1%	$16.64K	236,933
Q2 2020Jun 30, 2020	IYR iShares U.S. Real Estate ETF	iShares U.S. Real Estate ETF	Sell - Position Exit	-9,000-100.0%	$0.00	-
Q2 2020Jun 30, 2020	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-9,866-23.0%	$3.79K	33,091
Q2 2020Jun 30, 2020	ICFI ICF International, Inc.	ICF International, Inc.	Sell	-10,061-10.7%	$5.42K	83,604
Q2 2020Jun 30, 2020	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-12,770-17.4%	$18.38K	60,831
Q2 2020Jun 30, 2020	AGX Argan, Inc.	Argan, Inc.	Sell	-14,222-11.9%	$4.99K	105,230
Q2 2020Jun 30, 2020	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-15,043-9.0%	$15.42K	151,559
Q2 2020Jun 30, 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-17,980-7.6%	$9.82K	217,135
Q2 2020Jun 30, 2020	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-26,559-8.8%	$10.59K	275,569
Q2 2020Jun 30, 2020	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-32,247-8.7%	$10.37K	338,118
Q2 2020Jun 30, 2020	ATNI ATN International, Inc.	ATN International, Inc.	Sell	-36,575-33.6%	$4.39K	72,427
Q2 2020Jun 30, 2020	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-40,838-4.0%	$37.50K	981,288
Q2 2020Jun 30, 2020	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell	-49,694-13.0%	$10.66K	333,913
Q2 2020Jun 30, 2020	HA		Sell	-55,023-4.5%	$16.30K	1,160,715
Q2 2020Jun 30, 2020	SRG Seritage Growth Properties	Seritage Growth Properties	Sell	-57,331-8.8%	$6.78K	594,279
Q2 2020Jun 30, 2020	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-59,220-3.2%	$27.50K	1,786,569
Q2 2020Jun 30, 2020	PSA Public Storage	Public Storage	Sell	-63,263-62.3%	$7.34K	38,265
Q2 2020Jun 30, 2020	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-104,948-5.7%	$38.91K	1,732,549
Q2 2020Jun 30, 2020	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-107,119-8.8%	$27.66K	1,115,566
Q2 2020Jun 30, 2020	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-143,634-11.7%	$32.18K	1,088,102
Q2 2020Jun 30, 2020	LEN-B Lennar Corporation	Lennar Corporation	Sell	-174,487-17.6%	$37.73K	818,696
Q2 2020Jun 30, 2020	LEN Lennar Corporation	Lennar Corporation	Sell	-265,203-43.2%	$21.50K	348,885
Q2 2020Jun 30, 2020	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell - Position Exit	-358,074-100.0%	$0.00	-
Q2 2020Jun 30, 2020	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Sell	-497,774-88.7%	$762.00	63,347
Q2 2020Jun 30, 2020	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Sell	-821,075-7.0%	$49.81K	10,827,355
Q1 2020Mar 31, 2020	ORI Old Republic International Corp	Old Republic International Corp	Buy - Position Entry	+797,168	$12.16K	797,168
Q1 2020Mar 31, 2020	VNO Vornado Realty Trust	Vornado Realty Trust	Buy	+441,462+76.0%	$37.01K	1,022,126
Q1 2020Mar 31, 2020	PLD Prologis, Inc.	Prologis, Inc.	Buy - Position Entry	+368,926	$29.65K	368,926

Page 24 of 74 • 2206 total trades

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