Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Marty Whitman

Third Avenue Management

Third Avenue Management Portfolio 13F

Third Avenue Management Holdings Activity

Portfolio value:
$5.10B≈
# of changes:
144
New positions:
144
Reported for:
30 Jun 2013 (Q2)
Latest filing date:
14 Aug 2013
Third Avenue Management has disclosed a total of 144 changes to the portfolio in the (2013 Q2) SEC report(s): bought 144 totally new position(s).

What stocks did Third Avenue Management buy in 2013 Q2?

During 2013 Q2 Third Avenue Management has bought 144 securities out of which top 5 purchases (by % change to portfolio) were (BNY) BANK OF NEW YORK MELLON CORP (new buy), (KEY) KeyCorp (new buy), (WY) Weyerhaeuser Company (new buy), (DVN) Devon Energy Corp (new buy) and (BN) Brookfield Corp (new buy).

What did Third Avenue Management invest in during 2013 Q2?

Third Avenue Management's top 5 holdings (by % of portfolio) were (BNY) BANK OF NEW YORK MELLON CORP (4.91%), (KEY) KeyCorp (4.44%), (WY) Weyerhaeuser Company (4.36%), (DVN) Devon Energy Corp (3.95%) and (BN) Brookfield Corp (3.95%).
In the 2013 Q2 report(s) the following changes have been made to the top investments: (BNY) BANK OF NEW YORK MELLON CORP (new buy), (KEY) KeyCorp (new buy), (WY) Weyerhaeuser Company (new buy), (DVN) Devon Energy Corp (new buy) and (BN) Brookfield Corp (new buy).
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* 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.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.