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 2018Jun 30, 2018	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+65,750+22.5%	$8.25K	357,650
Q2 2018Jun 30, 2018	GRBK Green Brick Partners, Inc.	Green Brick Partners, Inc.	Buy - Position Entry	+50,000	$490.00	50,000
Q2 2018Jun 30, 2018	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+36,724+14.9%	$10.05K	283,548
Q2 2018Jun 30, 2018	TDW Tidewater Inc.	Tidewater Inc.	Buy	+26,106+1.2%	$65.36K	2,259,154
Q2 2018Jun 30, 2018	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Buy	+21,152+20.4%	$8.55K	125,024
Q2 2018Jun 30, 2018	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+9,865+0.2%	$32.32K	4,934,510
Q2 2018Jun 30, 2018	CSGS CSG Systems International, Inc.	CSG Systems International, Inc.	Buy	+9,629+8.0%	$5.34K	130,543
Q2 2018Jun 30, 2018	AKR Acadia Realty Trust	Acadia Realty Trust	Buy	+6,260+0.3%	$50.05K	1,828,506
Q2 2018Jun 30, 2018	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Buy	+2,994+0.2%	$56.85K	1,705,022
Q2 2018Jun 30, 2018	VNO Vornado Realty Trust	Vornado Realty Trust	Buy	+1,731+0.2%	$61.61K	833,430
Q2 2018Jun 30, 2018	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy	+1,364+0.3%	$20.44K	543,269
Q2 2018Jun 30, 2018	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+1,289+3.2%	$5.57K	41,249
Q2 2018Jun 30, 2018	ZION Zions Bancorporation N.A.	Zions Bancorporation N.A.	Buy	+1,232+0.2%	$29.70K	563,711
Q2 2018Jun 30, 2018	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+1,006+0.2%	$45.85K	479,719
Q2 2018Jun 30, 2018	VVI Viad Corp	Viad Corp	Buy	+293+0.3%	$5.89K	108,528
Q2 2018Jun 30, 2018	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Buy	+289+0.2%	$7.71K	131,733
Q2 2018Jun 30, 2018	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+279+0.8%	$2.35K	36,211
Q2 2018Jun 30, 2018	ICFI ICF International, Inc.	ICF International, Inc.	Buy	+243+0.2%	$10.31K	145,065
Q2 2018Jun 30, 2018	UMBF UMB Financial Corporation	UMB Financial Corporation	Buy	+221+0.3%	$6.22K	81,612
Q2 2018Jun 30, 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Buy	+214+0.2%	$31.14K	87,438
Q2 2018Jun 30, 2018	SEB Seaboard Corporation	Seaboard Corporation	Buy	+126+9.8%	$5.61K	1,415
Q2 2018Jun 30, 2018	UNF Unifirst Corporation	Unifirst Corporation	Buy	+92+0.3%	$5.31K	30,002
Q2 2018Jun 30, 2018	TTE TotalEnergies SE	TotalEnergies SE	Sell	-171-17.4%	$50.00	813
Q2 2018Jun 30, 2018	CMA Comerica Incorporated	Comerica Incorporated	Sell	-2,398-0.4%	$48.90K	537,840
Q2 2018Jun 30, 2018	LEN Lennar Corporation	Lennar Corporation	Sell	-8,336-0.3%	$137.93K	2,627,183
Q2 2018Jun 30, 2018	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-13,177-0.3%	$183.83K	5,042,034
Q2 2018Jun 30, 2018	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-24,515-15.4%	$8.12K	134,168
Q2 2018Jun 30, 2018	AMN AMN Healthcare Services Inc	AMN Healthcare Services Inc	Sell	-30,868-26.0%	$5.14K	87,749
Q2 2018Jun 30, 2018	KFY Korn Ferry	Korn Ferry	Sell - Position Exit	-125,500-100.0%	$0.00	-
Q2 2018Jun 30, 2018	NSIT Insight Enterprises, Inc.	Insight Enterprises, Inc.	Sell - Position Exit	-147,700-100.0%	$0.00	-

Page 34 of 74 • 2206 total trades

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