Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q1  2020
≡ ESS - Essex Property Trust Buy 97,734 3.18
≡ PSA - Public Storage Buy 101,528 2.98
≡ VNO - Vornado Realty Trust Add 76.03% 441,462 2.36
≡ LOW - Lowe's Cos. Buy 169,215 2.15
≡ ORI - Old Republic International Buy 797,168 1.80
≡ CBRE - CBRE Group Buy 235,115 1.31
≡ FDX - FedEx Corp. Buy 71,511 1.28
≡ CALM - Cal-Maine Foods Inc. Buy 136,928 0.89
≡ EXP - Eagle Materials Inc. Add 37.80% 67,046 0.58
≡ SRG - Seritage Growth Properties Add 94.60% 316,761 0.43
≡ CET - Central Securities Corp. Buy 111,210 0.42
≡ FNF - Fidelity National Financial Inc. Add 41.99% 109,518 0.40
≡ MHK - Mohawk Industries Add 13.44% 19,738 0.22
≡ CTB - Cooper Tire & Rubber Co. Add 57.34% 84,805 0.20
≡ BATRA - Atlanta Braves Holdings Inc. Series A Buy 68,715 0.20
≡ HA - Hawaiian Holdings Inc. Add 10.84% 118,889 0.18
≡ UMBF - UMB Financial Corp. Add 10.67% 14,106 0.10
≡ HCC - Warrior Met Coal Inc. Add 3.15% 56,386 0.09
≡ IYR - iShares U.S. Real Estate ETF Buy 9,000 0.09
≡ NXRT - NexPoint Residential Trust Buy 23,000 0.09
≡ PCH - PotlatchDeltic Corp. Buy 16,000 0.07
≡ ROIC - Retail Opportunity Investments Corp. Buy 55,000 0.07
≡ STC - Stewart Information Services Buy 17,000 0.07
≡ CIO - City Office Reit Buy 55,000 0.06
≡ RMR - RMR Group Inc. Buy 14,000 0.06
≡ JCAP - Jernigan Capital Inc. Add 142.91% 28,582 0.05
≡ TPHS - Trinity Place Holdings Add 3.49% 203,936 0.05
≡ JBGS - JBG Smith Properties Add 0.79% 9,710 0.05
≡ CTO - CTO Realty Growth Inc. Buy 24,000 0.05
≡ MNR-OLD - Monmouth Real Estate Investment Corp. Buy 30,000 0.05
≡ GRBK - Green Brick Partners Add 33.33% 20,000 0.03
≡ TDW - Tidewater Inc. Add 0.62% 17,141 0.02
≡ RESI-OLD - Altisource Residential Corp. Add 16.60% 4,272 0.01
Q4  2019
≡ HHH - Howard Hughes Holdings Inc. Buy 112,780 1.42
≡ MAC - Macerich Co. Add 23.18% 259,115 0.69
≡ FPH - Five Point Holdings LLC Add 6.25% 689,010 0.47
≡ UHAL - U-Haul Holding Co. Add 6.46% 4,866 0.18
≡ CTB - Cooper Tire & Rubber Co. Add 52.27% 50,767 0.14
≡ AGX - Argan Inc. Add 25.25% 33,612 0.13
≡ UMBF - UMB Financial Corp. Add 8.52% 10,375 0.07
≡ SRG - Seritage Growth Properties Add 3.45% 11,173 0.04
≡ TPHS - Trinity Place Holdings Add 2.38% 135,675 0.04
≡ HCC - Warrior Met Coal Inc. Add 1.10% 19,513 0.04
≡ TDW - Tidewater Inc. Add 0.63% 17,188 0.03
≡ DBRG - DigitalBridge Group Inc. Add 2.77% 12,131 0.02
≡ EXP - Eagle Materials Inc. Add 0.83% 1,462 0.01
≡ MHK - Mohawk Industries Add 0.44% 642 0.01
≡ ATNI - ATN International Inc. Add 0.14% 185 0.00
≡ MYRG - MYR Group Inc. Add 0.04% 148 0.00
Q3  2019
≡ VNO - Vornado Realty Trust Add 56.27% 223,862 1.29
≡ DBRG - DigitalBridge Group Inc. Buy 438,727 0.95
≡ MHK - Mohawk Industries Add 18.63% 22,965 0.26
≡ CTB - Cooper Tire & Rubber Co. Buy 97,126 0.23
≡ TDW - Tidewater Inc. Add 5.23% 136,110 0.19
≡ MYRG - MYR Group Inc. Add 19.28% 61,974 0.17
≡ FIX - Comfort Systems USA Inc. Add 19.00% 21,499 0.09
≡ PNC - PNC Financial Services Add 1.99% 5,285 0.07
≡ LEN.B - Lennar Corp. CL B Add 0.70% 8,813 0.04
≡ CUBI - Customers Bancorp Inc. Add 2.95% 16,092 0.03
≡ SRG - Seritage Growth Properties Add 1.94% 6,152 0.02
≡ UHAL - U-Haul Holding Co. Add 0.78% 584 0.02
≡ JBGS - JBG Smith Properties Add 0.51% 6,635 0.02
≡ TPHS - Trinity Place Holdings Add 0.48% 27,508 0.01
≡ HCC - Warrior Met Coal Inc. Add 0.35% 6,227 0.01
Q2  2019
≡ MHK - Mohawk Industries Add 38.80% 34,452 0.43
≡ TDW - Tidewater Inc. Add 6.47% 158,043 0.31
≡ VC - Visteon Corp. Add 38.65% 52,615 0.26
≡ TPHS - Trinity Place Holdings Add 12.87% 647,578 0.21
≡ AGX - Argan Inc. Add 49.60% 44,142 0.15
≡ SRG - Seritage Growth Properties Add 12.32% 34,837 0.13
≡ HA - Hawaiian Holdings Inc. Add 3.44% 47,019 0.11
≡ LEN.B - Lennar Corp. CL B Add 1.45% 18,121 0.06
≡ MAC - Macerich Co. Add 1.45% 20,402 0.06
≡ CUBI - Customers Bancorp Inc. Add 4.98% 25,877 0.05
≡ FPH - Five Point Holdings LLC Add 0.30% 34,718 0.02
≡ PNC - PNC Financial Services Add 0.34% 895 0.01
Q1  2019
≡ JBGS - JBG Smith Properties Add 106.40% 677,731 2.17
≡ EXP - Eagle Materials Inc. Buy 175,889 1.21
≡ MHK - Mohawk Industries Buy 88,805 0.92
≡ CARE - Carter Bankshares Inc. Buy 337,575 0.52
≡ HA - Hawaiian Holdings Inc. Add 14.59% 174,111 0.37
≡ AGX - Argan Inc. Buy 89,000 0.33
≡ VC - Visteon Corp. Add 40.47% 39,217 0.19
≡ ATNI - ATN International Inc. Add 18.39% 21,157 0.10
≡ FPH - Five Point Holdings LLC Add 0.96% 109,577 0.08
≡ TDW - Tidewater Inc. Add 1.44% 34,721 0.06
≡ FRPH - FRP Holdings Inc. Add 6.27% 15,540 0.03
≡ SEB - Seaboard Corp. Add 6.09% 98 0.03
≡ TPHS - Trinity Place Holdings Add 1.47% 72,758 0.02
≡ LEN.B - Lennar Corp. CL B Add 0.46% 5,665 0.02
≡ RIG - Transocean Ltd. Add 0.71% 10,657 0.01
≡ TPH - TRI Pointe Group Add 0.12% 709 0.00
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.02% 63 0.00
≡ CUBI - Customers Bancorp Inc. Add 0.01% 39 0.00
Q4  2018
≡ PNC - PNC Financial Services Add 584.38% 241,068 2.28
≡ HA - Hawaiian Holdings Inc. Add 107.89% 619,532 1.32
≡ DD - DuPont de Nemours Inc. Buy 251,181 1.09
≡ RIG - Transocean Ltd. Buy 1,510,628 0.85
≡ CUBI - Customers Bancorp Inc. Buy 519,113 0.77
≡ FPH - Five Point Holdings LLC Add 12.02% 1,228,656 0.69