- Portfolio
- Activity
Third Avenue Management Holdings Activity
Third Avenue Management Portfolio 13F
Third Avenue Management has disclosed a total of 29 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 12, bought 1 totally new, decreased the number of shares of 14 and completely sold out 2 position(s).
What stocks is Third Avenue Management buying now?
In the recent quarter Third Avenue Management has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (LAZ) LAZARD INC (new buy), (SUI) SUN COMMUNITIES INC (added shares +72.17%), (LXU) LSB INDUSTRIES INC (added shares +66.5%), (PRA) PROASSURANCE CORP (added shares +38.2%) and (COLL) COLLEGIUM PHARMACEUTICAL INC (added shares +30.08%).
What does Third Avenue Management invest in?
Third Avenue Management's top 5 holdings (by % of portfolio) are (TDW) TIDEWATER INC (7.52%), (HCC) WARRIOR MET COAL INC (7.4%), (DB) DEUTSCHE BANK AG-REGISTERED (6.25%), (VAL) VALARIS LTD (5.04%) and (CMA) COMERICA INC (4.18%).
In the latest report(s) the following changes have been made to the top investments: (TDW) TIDEWATER INC (reduced shares -27.2%), (HCC) WARRIOR MET COAL INC (reduced shares -21.06%), (DB) DEUTSCHE BANK AG-REGISTERED (reduced shares -0.01%), (VAL) VALARIS LTD (reduced shares -0.02%) and (CMA) COMERICA INC (reduced shares -0.03%).
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.