- Portfolio
- Activity
Third Avenue Management Holdings Activity
Third Avenue Management Portfolio 13F
Third Avenue Management has disclosed a total of 37 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 13, bought 1 totally new, decreased the number of shares of 22 and completely sold out 1 position(s).
What stocks is Third Avenue Management buying now?
In the recent quarter Third Avenue Management has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (LXU) LSB INDUSTRIES INC (added shares +1445.54%), (COLL) COLLEGIUM PHARMACEUTICAL INC (new buy), (SUI) SUN COMMUNITIES INC (added shares +38.62%), (ITIC) INVESTORS TITLE CO (added shares +32.32%) and (SUPN) SUPERNUS PHARMACEUTICALS INC (added shares +37.04%).
What does Third Avenue Management invest in?
Third Avenue Management's top 5 holdings (by % of portfolio) are (HCC) WARRIOR MET COAL INC (9.69%), (TDW) TIDEWATER INC (8.33%), (DB) DEUTSCHE BANK AG-REGISTERED (5.57%), (VAL) VALARIS LTD (4.73%) and (CMA) COMERICA INC (4.36%).
In the latest report(s) the following changes have been made to the top investments: (HCC) WARRIOR MET COAL INC (reduced shares -23.63%), (TDW) TIDEWATER INC (reduced shares -13.04%), (DB) DEUTSCHE BANK AG-REGISTERED (added shares +0.05%), (VAL) VALARIS LTD (added shares +0.07%) and (CMA) COMERICA INC (added shares +0.08%).
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.