Third Avenue Management

History Stock Activity Share change % change to portfolio
Q1  2019
CCS - Century Communities Inc. Reduce 39.12% 25,702 0.05
CTT-OLD - CatchMark Timber Trust Inc. Reduce 40.65% 54,802 0.04
FRPH - FRP Holdings Inc. Add 6.27% 15,540 0.03
SEB - Seaboard Corp. Add 6.09% 98 0.03
TPHS - Trinity Place Holdings Add 1.47% 72,758 0.02
LEN.B - Lennar Corp. CL B Add 0.46% 5,665 0.02
RIG - Transocean Ltd. Add 0.71% 10,657 0.01
WLH - William Lyon Homes Reduce 10.05% 4,471 0.01
GRBK - Green Brick Partners Reduce 20.00% 15,000 0.01
JCAP - Jernigan Capital Inc. Reduce 20.00% 5,000 0.01
TPH - TRI Pointe Group Add 0.12% 709 0.00
SMHI - SEACOR Marine Holdings Inc. Add 0.02% 63 0.00
CUBI - Customers Bancorp Inc. Add 0.01% 39 0.00
AHL - Aspen Insurance Holdings Ltd. Sell 100.00% 342 0.00
Q4  2018
BN - Brookfield Corp. Reduce 31.77% 1,895,762 3.93
PNC.WS - PNC Financial Services WTS Sell 100.00% 896,250 3.49
PNC - PNC Financial Services Add 584.38% 241,068 2.28
BK - Bank of New York Mellon Corp. Sell 100.00% 651,082 1.87
ORIG - Ocean Rig UDW Inc. Sell 100.00% 936,650 1.83
ZION - Zions Bancorp Sell 100.00% 563,711 1.60
WTM - White Mountains Insurance Sell 100.00% 28,649 1.51
HA - Hawaiian Holdings Inc. Add 107.89% 619,532 1.32
DD - DuPont de Nemours Inc. Buy 251,181 1.09
LOW - Lowe's Cos. Reduce 26.67% 128,288 0.96
RIG - Transocean Ltd. Buy 1,510,628 0.85
FR - First Industrial Realty Trust Inc. Reduce 25.24% 359,652 0.84
CUBI - Customers Bancorp Inc. Buy 519,113 0.77
FPH - Five Point Holdings LLC Add 12.02% 1,228,656 0.69
CSWI - CSW Industrials Inc. Sell 100.00% 140,574 0.43
CBSH - Commerce Bancshares Inc. Sell 100.00% 108,051 0.40
CSGS - CSG Systems International Sell 100.00% 158,988 0.36
FCE.A - Forest City Enterprises Inc. Sell 100.00% 256,418 0.36
SP-OLD - SP Plus Corp. Sell 100.00% 166,523 0.34
FRPH - FRP Holdings Inc. Add 242.40% 175,552 0.33
BMCH - BMC Stock Holdings Sell 100.00% 296,399 0.31
ASIX - AdvanSix Inc. Add 198.39% 152,085 0.30
WSBC - WesBanco Inc. Sell 100.00% 111,300 0.28
TDW - Tidewater Inc. Add 7.62% 170,464 0.26
LEN - Lennar Corp. Reduce 2.99% 78,546 0.25
WY - Weyerhaeuser Co. Add 2.65% 124,006 0.22
MAC - Macerich Co. Reduce 3.89% 61,628 0.22
RYN - Rayonier Inc. Reduce 3.87% 91,830 0.21
TRC - Tejon Ranch Co. Reduce 12.53% 160,188 0.21
SAFM-OLD - Sanderson Farms Add 71.52% 25,467 0.20
UMBF - UMB Financial Corp. Add 34.83% 38,958 0.19
VC - Visteon Corp. Add 58.17% 35,638 0.17
LEN.B - Lennar Corp. CL B Add 5.68% 66,736 0.17
AMN - AMN Healthcare Services Sell 100.00% 55,755 0.17
VNO - Vornado Realty Trust Reduce 3.86% 32,255 0.16
CSWC - Capital Southwest Corp. Sell 100.00% 140,574 0.15
AKR - Acadia Realty Trust Reduce 3.87% 70,887 0.14
CMA.WS - Comerica Inc. WTS Sell 100.00% 32,900 0.11
CUB - Cubic Corp. Reduce 16.84% 22,306 0.10
UHAL - U-Haul Holding Co. Reduce 3.86% 3,385 0.09
HCC - Warrior Met Coal Inc. Reduce 1.37% 36,340 0.07
PB - Prosperity Bancshares Inc. Reduce 11.31% 14,139 0.07
SEB - Seaboard Corp. Add 13.62% 193 0.06
RESI-OLD - Altisource Residential Corp. Add 79.37% 72,709 0.05
MYRG - MYR Group Inc. Add 7.33% 21,950 0.05
CMA - Comerica Inc. Add 1.82% 9,683 0.05
FNF - Fidelity National Financial Inc. Reduce 3.83% 20,887 0.05
TTEK - Tetra Tech Reduce 9.02% 11,876 0.05
TPH - TRI Pointe Group Add 7.42% 41,844 0.04
WLH - William Lyon Homes Buy 44,471 0.04
CTT-OLD - CatchMark Timber Trust Inc. Add 68.50% 54,802 0.03
CCS - Century Communities Inc. Add 57.67% 24,031 0.03
NXRT - NexPoint Residential Trust Sell 100.00% 17,300 0.03
CDR-OLD - Cedar Realty Trust Inc. Add 30.62% 10,454 0.02
JBGS - JBG Smith Properties Add 1.13% 7,109 0.02
GRBK - Green Brick Partners Add 40.98% 21,800 0.01
SRG - Seritage Growth Properties Add 1.28% 3,750 0.01
TPHS - Trinity Place Holdings Add 0.22% 10,797 0.00
SMHI - SEACOR Marine Holdings Inc. Add 0.03% 102 0.00
AHL - Aspen Insurance Holdings Ltd. Reduce 99.93% 513,114 0.00
TTE - TotalEnergies SE Sell 100.00% 612 0.00
Q3  2018
FCE.A - Forest City Enterprises Inc. Reduce 96.43% 6,930,330 9.73
Y-OLD - Alleghany Corp. Sell 100.00% 70,805 2.02
FPH - Five Point Holdings LLC Add 17.77% 1,541,609 0.82
TRC - Tejon Ranch Co. Reduce 30.78% 568,463 0.70
WY - Weyerhaeuser Co. Reduce 7.07% 356,499 0.65
JBGS - JBG Smith Properties Add 95.59% 307,848 0.64
FR - First Industrial Realty Trust Inc. Reduce 16.42% 279,989 0.50
HA - Hawaiian Holdings Inc. Add 43.95% 175,319 0.40
BK - Bank of New York Mellon Corp. Reduce 16.74% 130,866 0.38
ARCO - Arcos Dorados Holdings Inc. Sell 100.00% 971,150 0.33
LM - Legg Mason Sell 100.00% 187,411 0.32
AHL - Aspen Insurance Holdings Ltd. Add 25.70% 104,984 0.25
ORIG - Ocean Rig UDW Inc. Add 14.17% 116,277 0.23
HCC - Warrior Met Coal Inc. Add 5.57% 140,067 0.21
LEN.B - Lennar Corp. CL B Add 7.09% 77,797 0.17
DB - Deutsche Bank AG Sell 100.00% 322,000 0.17
ASIX - AdvanSix Inc. Buy 76,658 0.15
ICFI - ICF International Inc. Reduce 22.25% 32,278 0.14
SAFM-OLD - Sanderson Farms Add 131.11% 20,200 0.12
UMBF - UMB Financial Corp. Add 37.07% 30,253 0.12
TPH - TRI Pointe Group Add 37.29% 153,213 0.11
BN - Brookfield Corp. Reduce 1.04% 62,753 0.11
AMN - AMN Healthcare Services Reduce 36.46% 31,994 0.10
FIX - Comfort Systems USA Inc. Reduce 16.01% 21,567 0.07
CSGS - CSG Systems International Add 21.79% 28,445 0.06