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 2019Jun 30, 2019	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+34,718+0.3%	$87.17K	11,591,086
Q2 2019Jun 30, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+34,452+38.8%	$18.18K	123,257
Q2 2019Jun 30, 2019	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Buy	+25,877+5.0%	$11.45K	545,029
Q2 2019Jun 30, 2019	MAC Macerich Company (The)	Macerich Company (The)	Buy	+20,402+1.5%	$47.67K	1,423,524
Q2 2019Jun 30, 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+18,121+1.5%	$48.77K	1,266,322
Q2 2019Jun 30, 2019	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+895+0.3%	$36.44K	265,439
Q2 2019Jun 30, 2019	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-3,023-3.9%	$28.31K	74,795
Q2 2019Jun 30, 2019	CMA Comerica Incorporated	Comerica Incorporated	Sell	-5,101-1.1%	$32.41K	446,155
Q2 2019Jun 30, 2019	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-6,604-6.0%	$8.70K	103,739
Q2 2019Jun 30, 2019	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-13,084-1.0%	$51.21K	1,301,641
Q2 2019Jun 30, 2019	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-16,192-3.9%	$25.50K	397,834
Q2 2019Jun 30, 2019	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-18,350-3.8%	$18.74K	464,900
Q2 2019Jun 30, 2019	VVI Viad Corp	Viad Corp	Sell	-24,457-22.6%	$5.55K	83,778
Q2 2019Jun 30, 2019	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-43,734-15.8%	$23.45K	232,402
Q2 2019Jun 30, 2019	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-71,307-3.4%	$61.47K	2,028,817
Q2 2019Jun 30, 2019	AKR Acadia Realty Trust	Acadia Realty Trust	Sell	-91,311-7.4%	$31.37K	1,146,124
Q2 2019Jun 30, 2019	ASIX AdvanSix Inc.	AdvanSix Inc.	Sell	-150,027-83.0%	$751.00	30,709
Q2 2019Jun 30, 2019	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-192,570-21.2%	$26.31K	716,038
Q2 2019Jun 30, 2019	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-198,675-4.6%	$107.94K	4,097,807
Q2 2019Jun 30, 2019	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-202,324-10.3%	$46.07K	1,763,663
Q2 2019Jun 30, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-639,832-32.9%	$63.29K	1,305,992
Q1 2019Mar 31, 2019	JBGS JBG SMITH Properties	JBG SMITH Properties	Buy	+677,731+106.4%	$54.27K	1,314,725
Q1 2019Mar 31, 2019	EXP Eagle Materials Inc	Eagle Materials Inc	Buy - Position Entry	+175,889	$15.65K	175,889
Q1 2019Mar 31, 2019	HA		Buy	+174,111+14.6%	$37.07K	1,367,842
Q1 2019Mar 31, 2019	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+109,577+1.0%	$105.97K	11,556,368
Q1 2019Mar 31, 2019	AGX Argan, Inc.	Argan, Inc.	Buy - Position Entry	+89,000	$4.29K	89,000
Q1 2019Mar 31, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+88,805	$11.90K	88,805
Q1 2019Mar 31, 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+72,758+1.5%	$21.39K	5,032,150
Q1 2019Mar 31, 2019	VC Visteon Corporation	Visteon Corporation	Buy	+39,217+40.5%	$8.52K	136,115
Q1 2019Mar 31, 2019	TDW Tidewater Inc.	Tidewater Inc.	Buy	+34,721+1.4%	$56.98K	2,443,270

Page 29 of 74 • 2206 total trades

«‹

27 28 29 30 31

›»