Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2019
≡ SRG - Seritage Growth Properties Add 1.94% 6,152 0.02
≡ PNC - PNC Financial Services Add 1.99% 5,285 0.07
≡ CUBI - Customers Bancorp Inc. Add 2.95% 16,092 0.03
≡ TDW - Tidewater Inc. Add 5.23% 136,110 0.19
≡ MHK - Mohawk Industries Add 18.63% 22,965 0.26
≡ FIX - Comfort Systems USA Inc. Add 19.00% 21,499 0.09
≡ MYRG - MYR Group Inc. Add 19.28% 61,974 0.17
≡ VNO - Vornado Realty Trust Add 56.27% 223,862 1.29
≡ CTB - Cooper Tire & Rubber Co. Buy 97,126 0.23
≡ DBRG - DigitalBridge Group Inc. Buy 438,727 0.95
≡ PB - Prosperity Bancshares Inc. Reduce 44.85% 49,737 0.32
≡ VC - Visteon Corp. Reduce 40.62% 76,667 0.57
≡ TRC - Tejon Ranch Co. Reduce 30.35% 298,968 0.46
≡ LEN - Lennar Corp. Reduce 27.75% 362,415 1.83
≡ FNF - Fidelity National Financial Inc. Reduce 27.08% 125,884 0.50
≡ WY - Weyerhaeuser Co. Reduce 21.95% 899,448 2.25
≡ MAC - Macerich Co. Reduce 21.47% 305,689 0.87
≡ UMBF - UMB Financial Corp. Reduce 19.26% 29,043 0.17
≡ UNF - UniFirst Corp. Reduce 18.83% 5,648 0.10
≡ AKR - Acadia Realty Trust Reduce 18.49% 211,951 0.55
≡ FCN - FTI Consulting Inc. Reduce 16.26% 16,870 0.16
≡ CMA - Comerica Inc. Reduce 15.06% 67,193 0.40
≡ RYN - Rayonier Inc. Reduce 9.08% 184,173 0.47
≡ VVI - Viad Corp. Reduce 8.62% 7,221 0.04
≡ LOW - Lowe's Cos. Reduce 6.52% 15,144 0.15
≡ FR - First Industrial Realty Trust Inc. Reduce 5.55% 39,772 0.14
≡ FPH - Five Point Holdings LLC Reduce 4.89% 566,773 0.38
≡ BN - Brookfield Corp. Reduce 2.76% 67,490 0.22
≡ HA - Hawaiian Holdings Inc. Reduce 0.00% 2 0.00
≡ ASIX - AdvanSix Inc. Sell 100.00% 30,709 0.06
≡ SAFM-OLD - Sanderson Farms Sell 100.00% 25,755 0.30
≡ RIG - Transocean Ltd. Sell 100.00% 1,521,285 0.82
Q2  2019
≡ FPH - Five Point Holdings LLC Add 0.30% 34,718 0.02
≡ PNC - PNC Financial Services Add 0.34% 895 0.01
≡ LEN.B - Lennar Corp. CL B Add 1.45% 18,121 0.06
≡ MAC - Macerich Co. Add 1.45% 20,402 0.06
≡ HA - Hawaiian Holdings Inc. Add 3.44% 47,019 0.11
≡ CUBI - Customers Bancorp Inc. Add 4.98% 25,877 0.05
≡ TDW - Tidewater Inc. Add 6.47% 158,043 0.31
≡ SRG - Seritage Growth Properties Add 12.32% 34,837 0.13
≡ TPHS - Trinity Place Holdings Add 12.87% 647,578 0.21
≡ VC - Visteon Corp. Add 38.65% 52,615 0.26
≡ MHK - Mohawk Industries Add 38.80% 34,452 0.43
≡ AGX - Argan Inc. Add 49.60% 44,142 0.15
≡ ASIX - AdvanSix Inc. Reduce 83.01% 150,027 0.29
≡ SAFM-OLD - Sanderson Farms Reduce 47.73% 23,516 0.27
≡ LEN - Lennar Corp. Reduce 32.88% 639,832 2.60
≡ VVI - Viad Corp. Reduce 22.60% 24,457 0.14
≡ FR - First Industrial Realty Trust Inc. Reduce 21.19% 192,570 0.59
≡ LOW - Lowe's Cos. Reduce 15.84% 43,734 0.37
≡ HCC - Warrior Met Coal Inc. Reduce 10.29% 202,324 0.44
≡ AKR - Acadia Realty Trust Reduce 7.38% 91,311 0.21
≡ FCN - FTI Consulting Inc. Reduce 5.98% 6,604 0.05
≡ WY - Weyerhaeuser Co. Reduce 4.62% 198,675 0.44
≡ BN - Brookfield Corp. Reduce 4.52% 115,670 0.31
≡ VNO - Vornado Realty Trust Reduce 3.91% 16,192 0.09
≡ UHAL - U-Haul Holding Co. Reduce 3.88% 3,023 0.10
≡ FNF - Fidelity National Financial Inc. Reduce 3.80% 18,350 0.06
≡ RYN - Rayonier Inc. Reduce 3.40% 71,307 0.18
≡ CMA - Comerica Inc. Reduce 1.13% 5,101 0.03
≡ JBGS - JBG Smith Properties Reduce 1.00% 13,084 0.04
≡ CUB - Cubic Corp. Sell 100.00% 10,064 0.05
Q1  2019
≡ CUBI - Customers Bancorp Inc. Add 0.01% 39 0.00
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.02% 63 0.00
≡ TPH - TRI Pointe Group Add 0.12% 709 0.00
≡ LEN.B - Lennar Corp. CL B Add 0.46% 5,665 0.02
≡ RIG - Transocean Ltd. Add 0.71% 10,657 0.01
≡ FPH - Five Point Holdings LLC Add 0.96% 109,577 0.08
≡ TDW - Tidewater Inc. Add 1.44% 34,721 0.06
≡ TPHS - Trinity Place Holdings Add 1.47% 72,758 0.02
≡ SEB - Seaboard Corp. Add 6.09% 98 0.03
≡ FRPH - FRP Holdings Inc. Add 6.27% 15,540 0.03
≡ HA - Hawaiian Holdings Inc. Add 14.59% 174,111 0.37
≡ ATNI - ATN International Inc. Add 18.39% 21,157 0.10
≡ VC - Visteon Corp. Add 40.47% 39,217 0.19
≡ JBGS - JBG Smith Properties Add 106.40% 677,731 2.17
≡ AGX - Argan Inc. Buy 89,000 0.33
≡ CARE - Carter Bankshares Inc. Buy 337,575 0.52
≡ MHK - Mohawk Industries Buy 88,805 0.92
≡ EXP - Eagle Materials Inc. Buy 175,889 1.21
≡ CUB - Cubic Corp. Reduce 90.86% 100,080 0.50
≡ VNO - Vornado Realty Trust Reduce 48.47% 389,412 1.98
≡ RESI-OLD - Altisource Residential Corp. Reduce 45.23% 74,318 0.07
≡ CTT-OLD - CatchMark Timber Trust Inc. Reduce 40.65% 54,802 0.04
≡ CCS - Century Communities Inc. Reduce 39.12% 25,702 0.05
≡ BN - Brookfield Corp. Reduce 37.15% 1,512,426 3.67
≡ KALU - Kaiser Aluminum Corp. Reduce 34.88% 21,859 0.16
≡ CFR - Cullen Frost Bankers Reduce 30.38% 18,469 0.14
≡ AKR - Acadia Realty Trust Reduce 29.71% 523,148 1.14
≡ G - Genpact Ltd. Reduce 25.42% 41,194 0.12
≡ HCC - Warrior Met Coal Inc. Reduce 24.95% 653,507 1.42
≡ LEN - Lennar Corp. Reduce 23.71% 604,838 2.39
≡ LOW - Lowe's Cos. Reduce 21.72% 76,602 0.63
≡ ASIX - AdvanSix Inc. Reduce 20.99% 48,007 0.11
≡ GRBK - Green Brick Partners Reduce 20.00% 15,000 0.01
≡ JCAP - Jernigan Capital Inc. Reduce 20.00% 5,000 0.01
≡ SAFM-OLD - Sanderson Farms Reduce 19.33% 11,803 0.14
≡ FCN - FTI Consulting Inc. Reduce 17.73% 23,779 0.15
≡ CMA - Comerica Inc. Reduce 16.73% 90,652 0.53
≡ FR - First Industrial Realty Trust Inc. Reduce 14.72% 156,773 0.42