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
Q4 2018Dec 31, 2018	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+1,228,656+12.0%	$79.44K	11,446,791
Q4 2018Dec 31, 2018	HA		Buy	+619,532+107.9%	$31.53K	1,193,731
Q4 2018Dec 31, 2018	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Buy - Position Entry	+519,113	$9.45K	519,113
Q4 2018Dec 31, 2018	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+241,068+584.4%	$33.01K	282,320
Q4 2018Dec 31, 2018	TDW Tidewater Inc.	Tidewater Inc.	Buy	+170,464+7.6%	$46.08K	2,408,549
Q4 2018Dec 31, 2018	ASIX AdvanSix Inc.	AdvanSix Inc.	Buy	+152,085+198.4%	$5.57K	228,743
Q4 2018Dec 31, 2018	WY Weyerhaeuser Company	Weyerhaeuser Company	Buy	+124,006+2.6%	$105.14K	4,809,541
Q4 2018Dec 31, 2018	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+87,776+242.4%	$5.71K	123,987
Q4 2018Dec 31, 2018	LEN-B Lennar Corporation	Lennar Corporation	Buy	+66,736+5.7%	$38.93K	1,242,536
Q4 2018Dec 31, 2018	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Buy	+41,844+7.4%	$6.62K	605,957
Q4 2018Dec 31, 2018	UMBF UMB Financial Corporation	UMB Financial Corporation	Buy	+38,958+34.8%	$9.20K	150,823
Q4 2018Dec 31, 2018	VC Visteon Corporation	Visteon Corporation	Buy	+35,638+58.2%	$5.84K	96,898
Q4 2018Dec 31, 2018	CCS Century Communities, Inc.	Century Communities, Inc.	Buy	+24,031+57.7%	$1.14K	65,702
Q4 2018Dec 31, 2018	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+21,950+7.3%	$9.06K	321,485
Q4 2018Dec 31, 2018	GRBK Green Brick Partners, Inc.	Green Brick Partners, Inc.	Buy	+21,800+41.0%	$543.00	75,000
Q4 2018Dec 31, 2018	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+11,248	$2.81K	11,248
Q4 2018Dec 31, 2018	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+10,797+0.2%	$21.52K	4,959,392
Q4 2018Dec 31, 2018	CMA Comerica Incorporated	Comerica Incorporated	Buy	+9,683+1.8%	$37.22K	541,908
Q4 2018Dec 31, 2018	JBGS JBG SMITH Properties	JBG SMITH Properties	Buy	+7,109+1.1%	$22.17K	636,994
Q4 2018Dec 31, 2018	SEB Seaboard Corporation	Seaboard Corporation	Buy	+193+13.6%	$5.70K	1,610
Q4 2018Dec 31, 2018	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+102+0.0%	$4.21K	358,011
Q4 2018Dec 31, 2018	TTE TotalEnergies SE	TotalEnergies SE	Sell - Position Exit	-612-100.0%	$0.00	-
Q4 2018Dec 31, 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-3,385-3.9%	$27.65K	84,274
Q4 2018Dec 31, 2018	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Sell	-11,876-9.0%	$6.20K	119,797
Q4 2018Dec 31, 2018	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Sell	-14,139-11.3%	$6.91K	110,885
Q4 2018Dec 31, 2018	NXRT NexPoint Residential Trust, Inc	NexPoint Residential Trust, Inc	Sell - Position Exit	-17,300-100.0%	$0.00	-
Q4 2018Dec 31, 2018	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-20,887-3.8%	$16.48K	524,035
Q4 2018Dec 31, 2018	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-32,255-3.9%	$49.84K	803,438
Q4 2018Dec 31, 2018	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-36,340-1.4%	$63.16K	2,619,494
Q4 2018Dec 31, 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Sell - Position Exit	-55,755-100.0%	$0.00	-

Page 31 of 74 • 2206 total trades

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