Third Avenue Management SKY trades
Marty Whitman
Third Avenue Management Skyline Corp stake
total: 405
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Third Avenue Management holds 100,576 Skyline Corp (SKY) shares with a market value of roughly $8.86M accounting for 1.42% of the overall portfolio. To date, the estimated cost basis is nearly $69.29 for "buy" trades and estimated average "sell" price is $74.8. Third Avenue Management first purchased SKY in 2025 Q2, initially acquiring 59,865 shares. Since the initial investment in Skyline Corp (SKY), Third Avenue Management has made 3 more transactions.
When did Third Avenue Management buy Skyline Corp (SKY)?
Third Avenue Management first invested in Skyline Corp (SKY) in 2025 Q2 at the reported quarter-end price of $62.61 per share.
What's the cost basis of Third Avenue Management's SKY stake?
The estimated cost basis for Skyline Corp (SKY) stake is around $69.29 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $69.29
- Weighted AVG sell price:
- $74.80
Third Avenue Management's historical trades in Skyline Corp
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.42%
|
100,576
|
$88.12
|
$8,862,757
|
-0.18% (-181)
|
-0%
|
|
2026 Q1
|
1.22%
|
100,757
|
$74.37
|
$7,493,298
|
-5.31% (-5,652)
|
-0.08%
|
|
2025 Q3
|
1.56%
|
106,409
|
$77.88
|
$8,287,133
|
+77.75% (+46,544)
|
+0.68%
|
|
2025 Q2
|
0.77%
|
59,865
|
$62.61
|
$3,748,148
|
new
|
+0.77%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.