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	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Sell	-15,600-19.0%	$5.91K	66,400
Q1 2017Mar 31, 2017	ALG Alamo Group, Inc.	Alamo Group, Inc.	Sell	-16,500-19.2%	$5.30K	69,506
Q1 2017Mar 31, 2017	VVI Viad Corp	Viad Corp	Sell	-18,398-14.4%	$4.93K	109,135
Q1 2017Mar 31, 2017	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell	-21,700-25.2%	$2.64K	64,300
Q1 2017Mar 31, 2017	DORM Dorman Products, Inc.	Dorman Products, Inc.	Sell	-23,100-28.3%	$4.80K	58,400
Q1 2017Mar 31, 2017	UMBF UMB Financial Corporation	UMB Financial Corporation	Sell	-31,100-24.3%	$7.28K	96,691
Q1 2017Mar 31, 2017	CBSH Commerce Bancshares, Inc.	Commerce Bancshares, Inc.	Sell	-32,600-17.6%	$8.58K	152,706
Q1 2017Mar 31, 2017	CCS Century Communities, Inc.	Century Communities, Inc.	Sell	-38,000-40.0%	$1.45K	56,974
Q1 2017Mar 31, 2017	ZION Zions Bancorporation N.A.	Zions Bancorporation N.A.	Sell	-42,400-7.0%	$23.72K	564,658
Q1 2017Mar 31, 2017	VC Visteon Corporation	Visteon Corporation	Sell	-43,824-39.8%	$6.49K	66,288
Q1 2017Mar 31, 2017	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell	-56,453-11.9%	$48.48K	416,466
Q1 2017Mar 31, 2017	CMA Comerica Incorporated	Comerica Incorporated	Sell	-62,260-6.0%	$66.89K	975,344
Q1 2017Mar 31, 2017	NSIT Insight Enterprises, Inc.	Insight Enterprises, Inc.	Sell	-63,250-30.0%	$6.07K	147,700
Q1 2017Mar 31, 2017	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-73,174-11.6%	$67.23K	559,122
Q1 2017Mar 31, 2017	KEX Kirby Corporation	Kirby Corporation	Sell - Position Exit	-82,600-100.0%	$0.00	-
Q1 2017Mar 31, 2017	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-93,832-1.6%	$201.14K	5,919,490
Q1 2017Mar 31, 2017	FLWS 1-800-FLOWERS.COM, Inc.	1-800-FLOWERS.COM, Inc.	Sell	-97,531-19.4%	$4.12K	404,033
Q1 2017Mar 31, 2017	VLY Valley National Bancorp	Valley National Bancorp	Sell	-171,000-33.6%	$3.99K	337,775
Q1 2017Mar 31, 2017	AGCO AGCO Corporation	AGCO Corporation	Sell - Position Exit	-374,671-100.0%	$0.00	-
Q4 2016Dec 31, 2016	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+4,206,285+33044.9%	$39.11K	4,219,014
Q4 2016Dec 31, 2016	LEN Lennar Corporation	Lennar Corporation	Buy	+1,967,747+199.9%	$126.73K	2,951,947
Q4 2016Dec 31, 2016	TNET TriNet Group, Inc.	TriNet Group, Inc.	Buy - Position Entry	+128,600	$3.29K	128,600
Q4 2016Dec 31, 2016	KFY Korn Ferry	Korn Ferry	Buy - Position Entry	+125,500	$3.69K	125,500
Q4 2016Dec 31, 2016	NX Quanex Building Products Corpor	Quanex Building Products Corpor	Buy - Position Entry	+78,300	$1.59K	78,300
Q4 2016Dec 31, 2016	AMGN Amgen Inc.	Amgen Inc.	Buy	+76,036+56.6%	$30.74K	210,262
Q4 2016Dec 31, 2016	MAS Masco Corporation	Masco Corporation	Buy	+64,969+8.2%	$26.96K	852,594
Q4 2016Dec 31, 2016	WKC World Kinect Corporation	World Kinect Corporation	Buy	+16,340+12.1%	$6.93K	151,019
Q4 2016Dec 31, 2016	SYNA Synaptics Incorporated	Synaptics Incorporated	Buy - Position Entry	+15,800	$847.00	15,800
Q4 2016Dec 31, 2016	LEN-B Lennar Corporation	Lennar Corporation	Buy - Position Entry	+11,356	$392.00	11,356
Q4 2016Dec 31, 2016	JCI Johnson Controls International	Johnson Controls International	Buy	+9,981+1.4%	$29.48K	715,724

Page 43 of 74 • 2206 total trades

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