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
Q3 2024Sep 30, 2024
PRA
ProAssurance Corporation
Sell
-81-0.0%
Q3 2024Sep 30, 2024
FRPH
FRP Holdings, Inc.
Sell
-103-0.0%
Q3 2024Sep 30, 2024
IVT
InvenTrust Properties Corp.
Sell
-120-0.1%
Q3 2024Sep 30, 2024
TPH
Tri Pointe Homes, Inc.
Sell
-167-0.1%
Q3 2024Sep 30, 2024
BATRK
Atlanta Braves Holdings, Inc. -
Sell
-188-0.7%
Q3 2024Sep 30, 2024
CMA
Comerica Incorporated
Sell
-529-0.1%
Q3 2024Sep 30, 2024
HBB
Hamilton Beach Brands Holding C
Sell
-679-0.2%
Q3 2024Sep 30, 2024
LOW
Lowe's Companies, Inc.
Sell - Position Exit
-14,096-100.0%
Q3 2024Sep 30, 2024
DHI
D.R. Horton, Inc.
Sell
-27,245-25.7%
Q3 2024Sep 30, 2024
TDW
Tidewater Inc.
Sell
-28,337-5.6%
Q3 2024Sep 30, 2024
BN
Brookfield Corporation
Sell
-29,736-6.1%
Q3 2024Sep 30, 2024
WY
Weyerhaeuser Company
Sell
-36,733-10.7%
Q3 2024Sep 30, 2024
UMBF
UMB Financial Corporation
Sell
-38,388-25.7%
Q3 2024Sep 30, 2024
LAZ
Lazard, Inc.
Sell
-188,294-34.2%
Q3 2024Sep 30, 2024
WASH
Washington Trust Bancorp, Inc.
Sell - Position Exit
-199,119-100.0%
Q3 2024Sep 30, 2024
ORI
Old Republic International Corp
Sell
-317,794-38.4%
Q2 2024Jun 30, 2024
FRPH
FRP Holdings, Inc.
Buy
+126,566+100.1%
Q2 2024Jun 30, 2024
COLL
Collegium Pharmaceutical, Inc.
Buy
+74,161+68.6%
Q2 2024Jun 30, 2024
SUPN
Supernus Pharmaceuticals, Inc.
Buy
+29,401+18.4%
Q2 2024Jun 30, 2024
SUI
Sun Communities, Inc.
Buy
+20,617+23.6%
Q2 2024Jun 30, 2024
PLD
Prologis, Inc.
Buy
+12,043+10.3%
Q2 2024Jun 30, 2024
VTMX
Corporacion Inmobiliaria Vesta,
Buy - Position Entry
+10,000
Q2 2024Jun 30, 2024
FPH
Five Point Holdings, LLC
Buy
+7,267+0.2%
Q2 2024Jun 30, 2024
WCC
WESCO International, Inc.
Buy - Position Entry
+4,736
Q2 2024Jun 30, 2024
UNF
Unifirst Corporation
Buy
+3,519+17.7%
Q2 2024Jun 30, 2024
FR
First Industrial Realty Trust,
Buy
+1,867+1.2%
Q2 2024Jun 30, 2024
FNF
FNF Group of Fidelity National
Buy
+703+0.6%
Q2 2024Jun 30, 2024
CBRE
CBRE Group Inc
Buy
+601+0.3%
Q2 2024Jun 30, 2024
BAM
Brookfield Asset Management Inc
Buy
+433+0.3%
Q2 2024Jun 30, 2024
ORI
Old Republic International Corp
Buy
+427+0.1%
Page 5 of 742206 total trades