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
Q1 2017Mar 31, 2017	MAC Macerich Company (The)	Macerich Company (The)	Buy	+118,500+44.3%	$24.85K	385,801
Q1 2017Mar 31, 2017	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+90,537+33.5%	$29.44K	360,653
Q1 2017Mar 31, 2017	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy	+70,107+443.7%	$4.25K	85,907
Q1 2017Mar 31, 2017	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy	+56,800+44.2%	$5.36K	185,400
Q1 2017Mar 31, 2017	GIII G-III Apparel Group, LTD.	G-III Apparel Group, LTD.	Buy	+52,100+36.5%	$4.26K	194,701
Q1 2017Mar 31, 2017	JCI Johnson Controls International	Johnson Controls International	Buy	+47,343+6.6%	$32.14K	763,067
Q1 2017Mar 31, 2017	BKD Brookdale Senior Living Inc.	Brookdale Senior Living Inc.	Buy	+46,013+2.3%	$27.80K	2,069,954
Q1 2017Mar 31, 2017	TILE Interface, Inc.	Interface, Inc.	Buy	+39,900+19.8%	$4.61K	241,920
Q1 2017Mar 31, 2017	LEN-B Lennar Corporation	Lennar Corporation	Buy	+39,100+344.3%	$2.11K	50,456
Q1 2017Mar 31, 2017	WKC World Kinect Corporation	World Kinect Corporation	Buy	+15,300+10.1%	$6.03K	166,319
Q1 2017Mar 31, 2017	KEY KeyCorp	KeyCorp	Buy	+10,208+1.0%	$17.73K	997,176
Q1 2017Mar 31, 2017	ICFI ICF International, Inc.	ICF International, Inc.	Buy	+9,400+6.9%	$5.98K	144,822
Q1 2017Mar 31, 2017	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Buy	+8,700+16.5%	$4.91K	61,478
Q1 2017Mar 31, 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy	+8,671+0.5%	$83.51K	1,768,136
Q1 2017Mar 31, 2017	PDCO Patterson Companies, Inc.	Patterson Companies, Inc.	Buy	+6,100+8.1%	$3.69K	81,500
Q1 2017Mar 31, 2017	LEN Lennar Corporation	Lennar Corporation	Buy	+4,766+0.2%	$151.35K	2,956,713
Q1 2017Mar 31, 2017	DVN Devon Energy Corporation	Devon Energy Corporation	Buy	+3,961+0.5%	$32.05K	768,306
Q1 2017Mar 31, 2017	MAS Masco Corporation	Masco Corporation	Buy	+3,453+0.4%	$29.10K	856,047
Q1 2017Mar 31, 2017	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+1,259+67.1%	$83.00	3,136
Q1 2017Mar 31, 2017	TTE TotalEnergies SE	TotalEnergies SE	Buy	+984+54.0%	$142.00	2,807
Q1 2017Mar 31, 2017	AMGN Amgen Inc.	Amgen Inc.	Buy	+822+0.4%	$34.63K	211,084
Q1 2017Mar 31, 2017	VMI Valmont Industries, Inc.	Valmont Industries, Inc.	Buy	+458+27.0%	$335.00	2,157
Q1 2017Mar 31, 2017	SKT Tanger Inc.	Tanger Inc.	Sell	-400-1.1%	$1.22K	37,119
Q1 2017Mar 31, 2017	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Sell	-2,917-2.9%	$6.90K	99,046
Q1 2017Mar 31, 2017	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-3,000-0.5%	$45.87K	557,911
Q1 2017Mar 31, 2017	MTN Vail Resorts, Inc.	Vail Resorts, Inc.	Sell	-5,100-18.9%	$4.19K	21,839
Q1 2017Mar 31, 2017	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Sell	-5,500-6.3%	$5.17K	82,107
Q1 2017Mar 31, 2017	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-5,800-0.3%	$47.86K	1,797,143
Q1 2017Mar 31, 2017	KW Kennedy-Wilson Holdings Inc.	Kennedy-Wilson Holdings Inc.	Sell	-6,400-0.5%	$27.50K	1,238,753
Q1 2017Mar 31, 2017	SMP Standard Motor Products, Inc.	Standard Motor Products, Inc.	Sell	-10,146-10.6%	$4.21K	85,601

Page 42 of 74 • 2206 total trades

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