Marty Whitman - Third Avenue Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 14, 2025
Total Stocks  61
Portfolio Value  $498.71M

Third Avenue Management Activity

DateSymbolTypeQuantity
Q2 2018Jun 30, 2018
TILE
Interface, Inc.
Sell - Position Exit
-241,920-100.0%
Q2 2018Jun 30, 2018
CVCO
Cavco Industries, Inc.
Sell - Position Exit
-271,200-100.0%
Q2 2018Jun 30, 2018
BK
The Bank of New York Mellon Cor
Sell
-306,495-28.2%
Q2 2018Jun 30, 2018
RYN
Rayonier Inc. REIT
Sell
-699,327-22.8%
Q2 2018Jun 30, 2018
TRC
Tejon Ranch Co
Sell
-802,528-30.3%
Q2 2018Jun 30, 2018
KEY
KeyCorp
Sell - Position Exit
-850,900-100.0%
Q1 2018Mar 31, 2018
AKR
Acadia Realty Trust
Buy - Position Entry
+1,822,246
Q1 2018Mar 31, 2018
HCC
Warrior Met Coal, Inc.
Buy
+586,102+85.4%
Q1 2018Mar 31, 2018
TDW
Tidewater Inc.
Buy
+557,318+33.3%
Q1 2018Mar 31, 2018
MAC
Macerich Company (The)
Buy
+367,332+43.2%
Q1 2018Mar 31, 2018
LEN-B
Lennar Corporation
Buy
+299,127+212.5%
Q1 2018Mar 31, 2018
SMHI
SEACOR Marine Holdings Inc.
Buy - Position Entry
+291,900
Q1 2018Mar 31, 2018
VNO
Vornado Realty Trust
Buy
+139,772+20.2%
Q1 2018Mar 31, 2018
FPH
Five Point Holdings, LLC
Buy
+83,435+3.2%
Q1 2018Mar 31, 2018
CSGS
CSG Systems International, Inc.
Buy
+53,716+79.9%
Q1 2018Mar 31, 2018
FRPH
FRP Holdings, Inc.
Buy - Position Entry
+35,932
Q1 2018Mar 31, 2018
UHAL
U-Haul Holding Company
Buy
+31,938+57.8%
Q1 2018Mar 31, 2018
TPHS
Trinity Place Holdings Inc.
Buy
+31,131+0.6%
Q1 2018Mar 31, 2018
RYN
Rayonier Inc. REIT
Buy
+18,699+0.6%
Q1 2018Mar 31, 2018
LEN
Lennar Corporation
Buy
+10,067+0.4%
Q1 2018Mar 31, 2018
FR
First Industrial Realty Trust,
Buy
+9,694+0.6%
Q1 2018Mar 31, 2018
LOW
Lowe's Companies, Inc.
Buy
+4,497+0.9%
Q1 2018Mar 31, 2018
ZION
Zions Bancorporation N.A.
Buy
+2,854+0.5%
Q1 2018Mar 31, 2018
JBGS
JBG SMITH Properties
Buy
+2,680+0.8%
Q1 2018Mar 31, 2018
FNF
FNF Group of Fidelity National
Buy
+2,435+0.5%
Q1 2018Mar 31, 2018
SEB
Seaboard Corporation
Buy
+352+37.6%
Q1 2018Mar 31, 2018
BK
The Bank of New York Mellon Cor
Buy
+19+0.0%
Q1 2018Mar 31, 2018
KEY
KeyCorp
Sell
-802-0.1%
Q1 2018Mar 31, 2018
VC
Visteon Corporation
Sell
-2,067-3.8%
Q1 2018Mar 31, 2018
TRC
Tejon Ranch Co
Sell
-4,300-0.2%
Page 35 of 742206 total trades