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	MAC Macerich Company (The)	Macerich Company (The)	Sell	-61,628-3.9%	$65.95K	1,523,888
Q4 2018Dec 31, 2018	AKR Acadia Realty Trust	Acadia Realty Trust	Sell	-70,887-3.9%	$41.83K	1,760,583
Q4 2018Dec 31, 2018	LEN Lennar Corporation	Lennar Corporation	Sell	-78,546-3.0%	$99.86K	2,550,662
Q4 2018Dec 31, 2018	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-91,830-3.9%	$63.16K	2,281,005
Q4 2018Dec 31, 2018	CBSH Commerce Bancshares, Inc.	Commerce Bancshares, Inc.	Sell - Position Exit	-108,051-100.0%	$0.00	-
Q4 2018Dec 31, 2018	WSBC WesBanco, Inc.	WesBanco, Inc.	Sell - Position Exit	-111,300-100.0%	$0.00	-
Q4 2018Dec 31, 2018	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-128,288-26.7%	$32.58K	352,738
Q4 2018Dec 31, 2018	CSWC Capital Southwest Corporation	Capital Southwest Corporation	Sell - Position Exit	-140,574-100.0%	$0.00	-
Q4 2018Dec 31, 2018	CSWI CSW Industrials, Inc.	CSW Industrials, Inc.	Sell - Position Exit	-140,574-100.0%	$0.00	-
Q4 2018Dec 31, 2018	CSGS CSG Systems International, Inc.	CSG Systems International, Inc.	Sell - Position Exit	-158,988-100.0%	$0.00	-
Q4 2018Dec 31, 2018	TRC Tejon Ranch Co	Tejon Ranch Co	Sell	-160,188-12.5%	$18.55K	1,118,503
Q4 2018Dec 31, 2018	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-359,652-25.2%	$30.75K	1,065,381
Q4 2018Dec 31, 2018	ZION Zions Bancorporation N.A.	Zions Bancorporation N.A.	Sell - Position Exit	-563,711-100.0%	$0.00	-
Q4 2018Dec 31, 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell - Position Exit	-651,082-100.0%	$0.00	-
Q3 2018Sep 30, 2018	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+1,541,609+17.8%	$96.15K	10,218,135
Q3 2018Sep 30, 2018	JBGS JBG SMITH Properties	JBG SMITH Properties	Buy	+307,848+95.6%	$23.20K	629,885
Q3 2018Sep 30, 2018	HA		Buy	+175,319+44.0%	$23.03K	574,199
Q3 2018Sep 30, 2018	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Buy	+153,213+37.3%	$7.00K	564,113
Q3 2018Sep 30, 2018	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+140,067+5.6%	$71.81K	2,655,834
Q3 2018Sep 30, 2018	LEN-B Lennar Corporation	Lennar Corporation	Buy	+77,797+7.1%	$45.27K	1,175,800
Q3 2018Sep 30, 2018	ASIX AdvanSix Inc.	AdvanSix Inc.	Buy - Position Entry	+76,658	$2.60K	76,658
Q3 2018Sep 30, 2018	UMBF UMB Financial Corporation	UMB Financial Corporation	Buy	+30,253+37.1%	$7.93K	111,865
Q3 2018Sep 30, 2018	CSGS CSG Systems International, Inc.	CSG Systems International, Inc.	Buy	+28,445+21.8%	$6.38K	158,988
Q3 2018Sep 30, 2018	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+15,987+5.6%	$9.78K	299,535
Q3 2018Sep 30, 2018	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+14,085+0.3%	$30.14K	4,948,595
Q3 2018Sep 30, 2018	VC Visteon Corporation	Visteon Corporation	Buy	+8,208+15.5%	$5.69K	61,260
Q3 2018Sep 30, 2018	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+5,037+0.2%	$80.23K	2,372,835
Q3 2018Sep 30, 2018	MAC Macerich Company (The)	Macerich Company (The)	Buy	+4,742+0.3%	$87.66K	1,585,516
Q3 2018Sep 30, 2018	GRBK Green Brick Partners, Inc.	Green Brick Partners, Inc.	Buy	+3,200+6.4%	$538.00	53,200
Q3 2018Sep 30, 2018	AKR Acadia Realty Trust	Acadia Realty Trust	Buy	+2,964+0.2%	$51.34K	1,831,470

Page 32 of 74 • 2206 total trades

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