Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q3  2019
≡ RIG - Transocean Ltd. Sell 100.00% 1,521,285 0.82
≡ VC - Visteon Corp. Reduce 40.62% 76,667 0.57
≡ AKR - Acadia Realty Trust Reduce 18.49% 211,951 0.55
≡ FNF - Fidelity National Financial Inc. Reduce 27.08% 125,884 0.50
≡ RYN - Rayonier Inc. Reduce 9.08% 184,173 0.47
≡ TRC - Tejon Ranch Co. Reduce 30.35% 298,968 0.46
≡ CMA - Comerica Inc. Reduce 15.06% 67,193 0.40
≡ FPH - Five Point Holdings LLC Reduce 4.89% 566,773 0.38
≡ PB - Prosperity Bancshares Inc. Reduce 44.85% 49,737 0.32
≡ SAFM-OLD - Sanderson Farms Sell 100.00% 25,755 0.30
≡ MHK - Mohawk Industries Add 18.63% 22,965 0.26
≡ CTB - Cooper Tire & Rubber Co. Buy 97,126 0.23
≡ BN - Brookfield Corp. Reduce 2.76% 67,490 0.22
≡ TDW - Tidewater Inc. Add 5.23% 136,110 0.19
≡ MYRG - MYR Group Inc. Add 19.28% 61,974 0.17
≡ UMBF - UMB Financial Corp. Reduce 19.26% 29,043 0.17
≡ FCN - FTI Consulting Inc. Reduce 16.26% 16,870 0.16
≡ LOW - Lowe's Cos. Reduce 6.52% 15,144 0.15
≡ FR - First Industrial Realty Trust Inc. Reduce 5.55% 39,772 0.14
≡ UNF - UniFirst Corp. Reduce 18.83% 5,648 0.10
≡ FIX - Comfort Systems USA Inc. Add 19.00% 21,499 0.09
≡ PNC - PNC Financial Services Add 1.99% 5,285 0.07
≡ ASIX - AdvanSix Inc. Sell 100.00% 30,709 0.06
≡ LEN.B - Lennar Corp. CL B Add 0.70% 8,813 0.04
≡ VVI - Viad Corp. Reduce 8.62% 7,221 0.04
≡ CUBI - Customers Bancorp Inc. Add 2.95% 16,092 0.03
≡ SRG - Seritage Growth Properties Add 1.94% 6,152 0.02
≡ UHAL - U-Haul Holding Co. Add 0.78% 584 0.02
≡ JBGS - JBG Smith Properties Add 0.51% 6,635 0.02
≡ TPHS - Trinity Place Holdings Add 0.48% 27,508 0.01
≡ HCC - Warrior Met Coal Inc. Add 0.35% 6,227 0.01
≡ HA - Hawaiian Holdings Inc. Reduce 0.00% 2 0.00
Q2  2019
≡ LEN - Lennar Corp. Reduce 32.88% 639,832 2.60
≡ FR - First Industrial Realty Trust Inc. Reduce 21.19% 192,570 0.59
≡ WY - Weyerhaeuser Co. Reduce 4.62% 198,675 0.44
≡ HCC - Warrior Met Coal Inc. Reduce 10.29% 202,324 0.44
≡ MHK - Mohawk Industries Add 38.80% 34,452 0.43
≡ LOW - Lowe's Cos. Reduce 15.84% 43,734 0.37
≡ TDW - Tidewater Inc. Add 6.47% 158,043 0.31
≡ BN - Brookfield Corp. Reduce 4.52% 115,670 0.31
≡ ASIX - AdvanSix Inc. Reduce 83.01% 150,027 0.29
≡ SAFM-OLD - Sanderson Farms Reduce 47.73% 23,516 0.27
≡ VC - Visteon Corp. Add 38.65% 52,615 0.26
≡ TPHS - Trinity Place Holdings Add 12.87% 647,578 0.21
≡ AKR - Acadia Realty Trust Reduce 7.38% 91,311 0.21
≡ RYN - Rayonier Inc. Reduce 3.40% 71,307 0.18
≡ AGX - Argan Inc. Add 49.60% 44,142 0.15
≡ VVI - Viad Corp. Reduce 22.60% 24,457 0.14
≡ SRG - Seritage Growth Properties Add 12.32% 34,837 0.13
≡ HA - Hawaiian Holdings Inc. Add 3.44% 47,019 0.11
≡ UHAL - U-Haul Holding Co. Reduce 3.88% 3,023 0.10
≡ VNO - Vornado Realty Trust Reduce 3.91% 16,192 0.09
≡ LEN.B - Lennar Corp. CL B Add 1.45% 18,121 0.06
≡ MAC - Macerich Co. Add 1.45% 20,402 0.06
≡ FNF - Fidelity National Financial Inc. Reduce 3.80% 18,350 0.06
≡ CUBI - Customers Bancorp Inc. Add 4.98% 25,877 0.05
≡ FCN - FTI Consulting Inc. Reduce 5.98% 6,604 0.05
≡ CUB - Cubic Corp. Sell 100.00% 10,064 0.05
≡ JBGS - JBG Smith Properties Reduce 1.00% 13,084 0.04
≡ CMA - Comerica Inc. Reduce 1.13% 5,101 0.03
≡ FPH - Five Point Holdings LLC Add 0.30% 34,718 0.02
≡ PNC - PNC Financial Services Add 0.34% 895 0.01
Q1  2019
≡ BN - Brookfield Corp. Reduce 37.15% 1,512,426 3.67
≡ LEN - Lennar Corp. Reduce 23.71% 604,838 2.39
≡ JBGS - JBG Smith Properties Add 106.40% 677,731 2.17
≡ VNO - Vornado Realty Trust Reduce 48.47% 389,412 1.98
≡ HCC - Warrior Met Coal Inc. Reduce 24.95% 653,507 1.42
≡ EXP - Eagle Materials Inc. Buy 175,889 1.21
≡ AKR - Acadia Realty Trust Reduce 29.71% 523,148 1.14
≡ DD - DuPont de Nemours Inc. Sell 100.00% 251,181 1.09
≡ WY - Weyerhaeuser Co. Reduce 10.67% 513,059 1.02
≡ MHK - Mohawk Industries Buy 88,805 0.92
≡ LOW - Lowe's Cos. Reduce 21.72% 76,602 0.63
≡ CMA - Comerica Inc. Reduce 16.73% 90,652 0.53
≡ CARE - Carter Bankshares Inc. Buy 337,575 0.52
≡ CUB - Cubic Corp. Reduce 90.86% 100,080 0.50
≡ TTEK - Tetra Tech Sell 100.00% 119,797 0.50
≡ RYN - Rayonier Inc. Reduce 7.93% 180,881 0.44
≡ FR - First Industrial Realty Trust Inc. Reduce 14.72% 156,773 0.42
≡ MAC - Macerich Co. Reduce 7.92% 120,766 0.38
≡ HA - Hawaiian Holdings Inc. Add 14.59% 174,111 0.37
≡ AGX - Argan Inc. Buy 89,000 0.33
≡ VC - Visteon Corp. Add 40.47% 39,217 0.19
≡ UHAL - U-Haul Holding Co. Reduce 7.66% 6,456 0.19
≡ TRC - Tejon Ranch Co. Reduce 11.93% 133,427 0.19
≡ PNC - PNC Financial Services Reduce 6.30% 17,776 0.18
≡ SMP - Standard Motor Products Inc. Sell 100.00% 46,947 0.18
≡ KALU - Kaiser Aluminum Corp. Reduce 34.88% 21,859 0.16
≡ FCN - FTI Consulting Inc. Reduce 17.73% 23,779 0.15
≡ SAFM-OLD - Sanderson Farms Reduce 19.33% 11,803 0.14
≡ CFR - Cullen Frost Bankers Reduce 30.38% 18,469 0.14
≡ FNF - Fidelity National Financial Inc. Reduce 7.78% 40,785 0.12
≡ G - Genpact Ltd. Reduce 25.42% 41,194 0.12
≡ ASIX - AdvanSix Inc. Reduce 20.99% 48,007 0.11
≡ ATNI - ATN International Inc. Add 18.39% 21,157 0.10
≡ FPH - Five Point Holdings LLC Add 0.96% 109,577 0.08
≡ RESI-OLD - Altisource Residential Corp. Reduce 45.23% 74,318 0.07
≡ CDR-OLD - Cedar Realty Trust Inc. Sell 100.00% 44,596 0.07
≡ TDW - Tidewater Inc. Add 1.44% 34,721 0.06
≡ SRG - Seritage Growth Properties Reduce 4.78% 14,188 0.05