Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q1  2022
≡ TDW - Tidewater Inc. Add 0.97% 20,225 0.06
≡ LEN.B - Lennar Corp. CL B Reduce 0.76% 3,639 0.03
≡ WY - Weyerhaeuser Co. Reduce 0.82% 6,316 0.03
≡ DHI - D.R. Horton Buy 3,028 0.03
≡ ORI - Old Republic International Add 0.83% 6,949 0.02
≡ RYN - Rayonier Inc. Reduce 0.39% 3,019 0.02
≡ AMH - American Homes 4 Rent Reduce 0.82% 4,142 0.02
≡ LAZ - Lazard Inc. Add 0.47% 1,723 0.01
≡ FPH - Five Point Holdings LLC Add 0.20% 17,239 0.01
≡ UMBF - UMB Financial Corp. Reduce 0.40% 517 0.01
≡ FR - First Industrial Realty Trust Inc. Reduce 0.82% 1,638 0.01
≡ FNF - Fidelity National Financial Inc. Reduce 0.83% 2,056 0.01
≡ CBRE - CBRE Group Reduce 0.02% 29 0.00
Q4  2021
≡ IVT - Inventrust Properties Corp Buy 503,945 1.81
≡ MHK - Mohawk Industries Sell 100.00% 66,464 1.59
≡ VNO - Vornado Realty Trust Sell 100.00% 193,011 1.09
≡ BN - Brookfield Corp. Reduce 14.01% 116,045 0.92
≡ ORI - Old Republic International Reduce 24.24% 269,123 0.87
≡ JBGS - JBG Smith Properties Reduce 35.70% 188,459 0.71
≡ ATNI - ATN International Inc. Sell 100.00% 93,903 0.59
≡ APTS-OLD - Preferred Apartment Communities Inc. CL A Add 76.32% 196,698 0.47
≡ HCC - Warrior Met Coal Inc. Add 7.80% 134,911 0.46
≡ SRG - Seritage Growth Properties Sell 100.00% 202,271 0.40
≡ SPHR - Sphere Entertainment Co. Add 147.91% 40,597 0.38
≡ TDW - Tidewater Inc. Reduce 11.15% 261,807 0.37
≡ BSIG - BrightSphere Investment Grp Plc Reduce 51.30% 99,143 0.34
≡ WY - Weyerhaeuser Co. Reduce 6.86% 56,908 0.31
≡ RYN - Rayonier Inc. Reduce 7.17% 59,113 0.31
≡ UMBF - UMB Financial Corp. Reduce 11.41% 16,667 0.23
≡ FPH - Five Point Holdings LLC Reduce 1.86% 165,745 0.14
≡ TPH - TRI Pointe Group Reduce 16.23% 37,806 0.14
≡ TPHS - Trinity Place Holdings Add 7.14% 434,210 0.11
≡ CTT-OLD - CatchMark Timber Trust Inc. Buy 88,539 0.10
≡ HBB - Hamilton Beach Brands Hldg Co Add 15.11% 42,688 0.08
≡ LEN.B - Lennar Corp. CL B Reduce 1.35% 6,554 0.08
≡ PLD - Prologis Inc. Reduce 1.49% 3,814 0.08
≡ MNR-OLD - Monmouth Real Estate Investment Corp. Sell 100.00% 30,000 0.08
≡ UHAL - U-Haul Holding Co. Reduce 1.50% 637 0.06
≡ LOW - Lowe's Cos. Reduce 1.51% 1,763 0.06
≡ CBRE - CBRE Group Reduce 1.91% 3,198 0.05
≡ HA - Hawaiian Holdings Inc. Reduce 1.11% 11,003 0.03
≡ FR - First Industrial Realty Trust Inc. Reduce 1.52% 3,078 0.03
≡ FNF - Fidelity National Financial Inc. Reduce 1.85% 4,702 0.03
≡ AMH - American Homes 4 Rent Reduce 0.60% 3,059 0.02
≡ ESS - Essex Property Trust Reduce 1.50% 455 0.02
≡ STRS - Stratus Properties Inc. Add 1.22% 1,717 0.01
≡ WHLR - Wheeler Real Estate Inv Trust Buy 166 0.01
≡ MYRG - MYR Group Inc. Reduce 0.12% 122 0.00
Q3  2021
≡ EXP - Eagle Materials Inc. Sell 100.00% 86,977 1.64
≡ VAL - Valaris plc Buy 310,047 1.46
≡ LEN - Lennar Corp. Sell 100.00% 90,776 1.16
≡ MHK - Mohawk Industries Reduce 30.80% 29,580 0.71
≡ JBGS - JBG Smith Properties Reduce 24.67% 172,902 0.69
≡ APTS-OLD - Preferred Apartment Communities Inc. CL A Buy 257,713 0.42
≡ MAC - Macerich Co. Sell 100.00% 164,679 0.40
≡ TDW - Tidewater Inc. Reduce 7.54% 191,461 0.31
≡ SRG - Seritage Growth Properties Reduce 41.37% 142,744 0.28
≡ SPHR - Sphere Entertainment Co. Buy 27,448 0.27
≡ HBB - Hamilton Beach Brands Hldg Co Add 24.30% 55,213 0.12
≡ CALM - Cal-Maine Foods Inc. Add 20.28% 23,541 0.11
≡ CIO - City Office Reit Sell 100.00% 46,000 0.08
≡ STRS - Stratus Properties Inc. Add 10.63% 13,556 0.06
≡ BN - Brookfield Corp. Reduce 0.75% 6,230 0.04
≡ FPH - Five Point Holdings LLC Add 0.32% 28,806 0.03
≡ UHAL - U-Haul Holding Co. Reduce 0.83% 354 0.03
≡ LOW - Lowe's Cos. Reduce 0.96% 1,136 0.03
≡ VNO - Vornado Realty Trust Reduce 2.88% 5,728 0.03
≡ CBRE - CBRE Group Add 0.95% 1,571 0.02
≡ LEN.B - Lennar Corp. CL B Add 0.40% 1,943 0.02
≡ HCC - Warrior Met Coal Inc. Add 0.29% 5,043 0.02
≡ WY - Weyerhaeuser Co. Add 0.25% 2,034 0.01
≡ RYN - Rayonier Inc. Add 0.20% 1,665 0.01
≡ PLD - Prologis Inc. Reduce 0.18% 468 0.01
≡ FNF - Fidelity National Financial Inc. Add 0.25% 639 0.00
≡ AMH - American Homes 4 Rent Reduce 0.18% 924 0.00
≡ ESS - Essex Property Trust Reduce 0.18% 56 0.00
≡ FR - First Industrial Realty Trust Inc. Reduce 0.18% 367 0.00
Q2  2021
≡ CTB - Cooper Tire & Rubber Co. Sell 100.00% 252,680 1.87
≡ EXP - Eagle Materials Inc. Reduce 32.47% 41,815 0.79
≡ HCC - Warrior Met Coal Inc. Add 24.52% 339,727 0.77
≡ LEN - Lennar Corp. Reduce 26.44% 32,632 0.42
≡ STRS - Stratus Properties Inc. Buy 127,562 0.42
≡ LOW - Lowe's Cos. Reduce 9.57% 12,506 0.32
≡ JBGS - JBG Smith Properties Reduce 9.46% 73,184 0.30
≡ PLD - Prologis Inc. Reduce 6.15% 16,777 0.27
≡ BN - Brookfield Corp. Reduce 4.34% 37,835 0.26
≡ SRG - Seritage Growth Properties Reduce 22.96% 102,818 0.25
≡ WY - Weyerhaeuser Co. Reduce 3.02% 25,774 0.12
≡ RYN - Rayonier Inc. Reduce 3.03% 25,679 0.12
≡ AMH - American Homes 4 Rent Add 4.29% 20,851 0.11
≡ FPH - Five Point Holdings LLC Reduce 1.07% 96,210 0.10
≡ HA - Hawaiian Holdings Inc. Reduce 3.12% 31,977 0.10
≡ UHAL - U-Haul Holding Co. Reduce 2.50% 1,098 0.09
≡ GRBK - Green Brick Partners Reduce 60.00% 24,000 0.08
≡ ESS - Essex Property Trust Reduce 5.78% 1,866 0.07
≡ RMR - RMR Group Inc. Add 64.29% 9,000 0.05
≡ FNF - Fidelity National Financial Inc. Reduce 3.12% 8,148 0.05
≡ VNO - Vornado Realty Trust Reduce 3.78% 7,807 0.05
≡ FR - First Industrial Realty Trust Inc. Reduce 3.02% 6,331 0.04
≡ CMA - Comerica Inc. Reduce 0.43% 1,614 0.02