Third Avenue Management's Portfolio

Third Avenue Management 13F holdings

What is Third Avenue Management's portfolio?

Third Avenue Management has disclosed a total of 61 security holdings in their (2018 Q4) SEC 13F filing(s) with portfolio value of $1,237,279,000.

What stocks does Third Avenue Management own?

In Third Avenue Management's portfolio as of 31 Dec 2018, the top 5 holdings are (WY) WEYERHAEUSER CO (8.50%), (BAM) BROOKFIELD ASSET MANAGE-CL A (8.41%), (LEN) LENNAR CORP-A (8.07%), (FPH) FIVE POINT HOLDINGS LLC-CL A (6.42%) and (MAC) MACERICH CO/THE (5.33%).

To see the historical data of Third Avenue Management's portfolio holdings please click on the "2018 Q4" dropdown menu and select the date.

To see Third Avenue Management's original 13F reports (2018 Q4), please click on the "important" button.

Portfolio value: $1,237M+
Period: 2018 Q4
Number of stock: 61
Update: 13 Feb 2019
AKR
3.38%
941,911
$23.76
9.85% $26.10
$22,380,119
-3.87% (-37,924)
-0.14%
ASIX
0.45%
228,743
$24.34
30.43% $31.75
$5,568,000
+198.39% (+152,085)
+0.30%
ALG
0.29%
46,706
$77.33
156.00% $197.98
$3,612,000
ALCO
0.33%
73,034
$29.51
9.44% $26.72
$2,154,880
UHAL
2.23%
84,274
$328.12
78.21% $71.50
$27,652,000
-3.86% (-3,385)
-0.09%
AHL
0.00%
342
$43.86
-
$15,000
-99.93% (-513,114)
-1.82%
ATNI
0.67%
58,101
$71.53
71.16% $20.63
$4,156,150
BAM
8.41%
4,070,852
$25.57
123.02% $57.02
$104,079,000
-31.77% (-1,895,761)
-3.92%
CTT
0.08%
134,802
$7.11
45.92% $10.37
$958,000
+68.50% (+54,802)
+0.03%
CDR
0.07%
44,149
$20.74
39.81% $29.00
$915,750
+30.62% (+10,349)
+0.02%
CCS
0.09%
65,702
$17.28
426.89% $91.02
$1,135,000
+57.67% (+24,031)
+0.03%
CMA
3.01%
541,908
$68.69
5.07% $72.17
$37,224,000
+1.82% (+9,683)
+0.05%
FIX
0.40%
110,301
$43.68
1K+% $486.05
$4,818,450
CUB
0.48%
110,144
$53.75
81.28% $10.06
$5,920,000
-16.84% (-22,306)
-0.10%
CFR
0.43%
60,800
$87.94
61.96% $142.43
$5,347,000
CUBI
0.76%
498,348
$18.20
214.78% $57.29
$9,070,080
buy
+0.76%
DORM
0.32%
43,600
$90.02
54.77% $139.33
$3,925,000
DWDP
1.09%
251,181
$53.48
-
$13,434,000
buy
+1.09%
EME
0.40%
77,591
$59.69
749.20% $506.89
$4,631,445
FNF
1.33%
487,352
$31.44
102.25% $63.59
$15,322,679
-3.83% (-19,424)
-0.05%
20 of 61

Completely sold out

AMN
55,755
-0.25%
BK
651,082
-2.68%
BMCH
296,399
-0.45%
CSWC
140,574
-0.22%
CMA.WS
32,900
-0.16%
CBSH
125,083
-0.58%
CSGS
127,985
-0.52%
CSWI
140,574
-0.61%
FCE.A
194,877
-0.52%
NXRT
11,850
-0.05%

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.