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
Q3 2018Sep 30, 2018	VNO Vornado Realty Trust	Vornado Realty Trust	Buy	+2,263+0.3%	$61.01K	835,693
Q3 2018Sep 30, 2018	LEN Lennar Corporation	Lennar Corporation	Buy	+2,025+0.1%	$122.76K	2,629,208
Q3 2018Sep 30, 2018	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy	+1,653+0.3%	$21.44K	544,922
Q3 2018Sep 30, 2018	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+1,307+0.3%	$55.23K	481,026
Q3 2018Sep 30, 2018	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+259+0.1%	$8.10K	357,909
Q3 2018Sep 30, 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Buy	+221+0.3%	$31.26K	87,659
Q3 2018Sep 30, 2018	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+3+0.0%	$5.62K	41,252
Q3 2018Sep 30, 2018	SEB Seaboard Corporation	Seaboard Corporation	Buy	+2+0.1%	$5.26K	1,417
Q3 2018Sep 30, 2018	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-46-0.0%	$9.82K	134,122
Q3 2018Sep 30, 2018	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Sell	-60-0.0%	$8.99K	131,673
Q3 2018Sep 30, 2018	TTE TotalEnergies SE	TotalEnergies SE	Sell	-201-24.7%	$40.00	612
Q3 2018Sep 30, 2018	VVI Viad Corp	Viad Corp	Sell	-293-0.3%	$6.41K	108,235
Q3 2018Sep 30, 2018	CMA Comerica Incorporated	Comerica Incorporated	Sell	-5,615-1.0%	$48.01K	532,225
Q3 2018Sep 30, 2018	CSWI CSW Industrials, Inc.	CSW Industrials, Inc.	Sell	-9,774-6.5%	$7.55K	140,574
Q3 2018Sep 30, 2018	CSWC Capital Southwest Corporation	Capital Southwest Corporation	Sell	-9,774-6.5%	$2.67K	140,574
Q3 2018Sep 30, 2018	TDW Tidewater Inc.	Tidewater Inc.	Sell	-21,069-0.9%	$69.81K	2,238,085
Q3 2018Sep 30, 2018	FIX Comfort Systems USA, Inc.	Comfort Systems USA, Inc.	Sell	-21,567-16.0%	$6.38K	113,130
Q3 2018Sep 30, 2018	CCS Century Communities, Inc.	Century Communities, Inc.	Sell	-30,000-41.9%	$1.09K	41,671
Q3 2018Sep 30, 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Sell	-31,994-36.5%	$3.05K	55,755
Q3 2018Sep 30, 2018	ICFI ICF International, Inc.	ICF International, Inc.	Sell	-32,278-22.3%	$8.51K	112,787
Q3 2018Sep 30, 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-130,866-16.7%	$33.20K	651,082
Q3 2018Sep 30, 2018	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-279,989-16.4%	$44.75K	1,425,033
Q3 2018Sep 30, 2018	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-356,499-7.1%	$151.20K	4,685,535
Q3 2018Sep 30, 2018	TRC Tejon Ranch Co	Tejon Ranch Co	Sell	-568,463-30.8%	$27.76K	1,278,691
Q2 2018Jun 30, 2018	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+6,007,552+225.1%	$97.61K	8,676,526
Q2 2018Jun 30, 2018	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+1,243,282+97.7%	$69.36K	2,515,767
Q2 2018Jun 30, 2018	LEN-B Lennar Corporation	Lennar Corporation	Buy	+658,113+149.6%	$46.87K	1,098,003
Q2 2018Jun 30, 2018	HA		Buy - Position Entry	+398,880	$14.34K	398,880
Q2 2018Jun 30, 2018	MAC Macerich Company (The)	Macerich Company (The)	Buy	+363,613+29.9%	$89.84K	1,580,774
Q2 2018Jun 30, 2018	ATNI ATN International, Inc.	ATN International, Inc.	Buy - Position Entry	+115,053	$6.07K	115,053

Page 33 of 74 • 2206 total trades

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