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Third Avenue Management Holdings Activity
Third Avenue Management Portfolio 13F
Third Avenue Management has disclosed a total of 32 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 16, bought 1 totally new, decreased the number of shares of 13 and completely sold out 2 position(s).
What stocks is Third Avenue Management buying now?
In the recent quarter Third Avenue Management has bought 17 securities out of which top 5 purchases (by % change to portfolio) are (HA) HAWAIIAN HOLDINGS INC (added shares +141%), (CMA) COMERICA INC (added shares +58.3%), (JLL) JONES LANG LASALLE INC (new buy), (LAZ) LAZARD LTD-CL A (added shares +20.09%) and (HCC) WARRIOR MET COAL INC (added shares +5.39%).
What does Third Avenue Management invest in?
Third Avenue Management's top 5 holdings (by % of portfolio) are (TDW) TIDEWATER INC (10.5%), (HCC) WARRIOR MET COAL INC (8.43%), (DB) DEUTSCHE BANK AG-REGISTERED (5.23%), (LEN.B) LENNAR CORP - B SHS (4.17%) and (PLD) PROLOGIS INC (3.59%).
In the latest report(s) the following changes have been made to the top investments: (TDW) TIDEWATER INC (reduced shares -23.02%), (HCC) WARRIOR MET COAL INC (added shares +5.39%), (DB) DEUTSCHE BANK AG-REGISTERED (added shares +4.25%), (LEN.B) LENNAR CORP - B SHS (reduced shares -16.63%) and (PLD) PROLOGIS INC (reduced shares -1.58%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.