Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q4  2020
≡ LEN - Lennar Corp. Reduce 52.43% 175,018 1.87
≡ NXRT - NexPoint Residential Trust Reduce 43.48% 10,000 0.06
≡ ESS - Essex Property Trust Reduce 41.12% 25,926 0.87
≡ DORM - Dorman Products Reduce 40.19% 17,522 0.22
≡ CIO - City Office Reit Reduce 34.29% 24,000 0.03
≡ LEN.B - Lennar Corp. CL B Reduce 31.11% 217,209 1.87
≡ BN - Brookfield Corp. Reduce 24.20% 321,200 1.86
≡ WY - Weyerhaeuser Co. Reduce 20.73% 349,615 1.64
≡ HCC - Warrior Met Coal Inc. Reduce 18.35% 273,393 0.82
≡ ATNI - ATN International Inc. Reduce 16.80% 12,166 0.07
≡ JBGS - JBG Smith Properties Reduce 14.44% 150,630 0.66
≡ FPH - Five Point Holdings LLC Reduce 14.38% 1,478,718 1.13
≡ ORI - Old Republic International Reduce 13.66% 175,568 0.49
≡ TDW - Tidewater Inc. Reduce 13.00% 375,527 0.46
≡ HA - Hawaiian Holdings Inc. Reduce 12.43% 144,279 0.36
≡ KALU - Kaiser Aluminum Corp. Reduce 10.18% 5,909 0.08
≡ MHK - Mohawk Industries Reduce 10.10% 14,881 0.29
≡ PLD - Prologis Inc. Reduce 9.98% 34,879 0.49
≡ RYN - Rayonier Inc. Reduce 8.56% 91,659 0.38
≡ FR - First Industrial Realty Trust Inc. Reduce 8.55% 22,603 0.13
≡ CBRE - CBRE Group Reduce 8.49% 17,686 0.16
≡ SRG - Seritage Growth Properties Reduce 7.43% 41,436 0.09
≡ FNF - Fidelity National Financial Inc. Reduce 7.23% 23,439 0.13
≡ UHAL - U-Haul Holding Co. Reduce 7.08% 4,130 0.26
≡ LOW - Lowe's Cos. Reduce 6.74% 10,884 0.24
≡ EXP - Eagle Materials Inc. Reduce 5.40% 10,613 0.15
≡ CMA - Comerica Inc. Reduce 4.79% 18,674 0.15
≡ FRPH - FRP Holdings Inc. Reduce 1.54% 4,068 0.01
≡ CARE - Carter Bankshares Inc. Sell 100.00% 204,747 0.19
≡ AGX - Argan Inc. Sell 100.00% 75,009 0.44
≡ FDX - FedEx Corp. Sell 100.00% 50,628 1.77
Q3  2020
≡ FCN - FTI Consulting Inc. Reduce 99.69% 32,990 0.00
≡ FIX - Comfort Systems USA Inc. Reduce 63.60% 91,535 0.66
≡ GRBK - Green Brick Partners Reduce 50.00% 40,000 0.09
≡ ESS - Essex Property Trust Reduce 34.30% 32,906 0.92
≡ FDX - FedEx Corp. Reduce 29.44% 21,125 0.74
≡ AGX - Argan Inc. Reduce 28.72% 30,221 0.18
≡ CARE - Carter Bankshares Inc. Reduce 23.88% 64,235 0.06
≡ UNF - UniFirst Corp. Reduce 21.17% 4,012 0.10
≡ TPH - TRI Pointe Group Reduce 18.85% 54,124 0.14
≡ EXP - Eagle Materials Inc. Reduce 17.00% 40,288 0.48
≡ HCC - Warrior Met Coal Inc. Reduce 16.61% 296,766 0.71
≡ UMBF - UMB Financial Corp. Reduce 15.82% 27,445 0.19
≡ LEN.B - Lennar Corp. CL B Reduce 14.72% 120,513 1.10
≡ MYRG - MYR Group Inc. Reduce 8.98% 29,989 0.15
≡ SRG - Seritage Growth Properties Reduce 6.16% 36,579 0.07
≡ FPH - Five Point Holdings LLC Reduce 5.03% 544,495 0.32
≡ LEN - Lennar Corp. Reduce 4.32% 15,088 0.17
≡ LOW - Lowe's Cos. Reduce 4.26% 7,187 0.17
≡ PLD - Prologis Inc. Reduce 4.22% 15,409 0.22
≡ UHAL - U-Haul Holding Co. Reduce 4.16% 2,528 0.12
≡ CBRE - CBRE Group Reduce 4.12% 8,938 0.06
≡ JBGS - JBG Smith Properties Reduce 4.12% 44,877 0.17
≡ BN - Brookfield Corp. Reduce 4.12% 57,086 0.26
≡ FR - First Industrial Realty Trust Inc. Reduce 4.08% 11,234 0.06
≡ FNF - Fidelity National Financial Inc. Reduce 4.07% 13,770 0.06
≡ RYN - Rayonier Inc. Reduce 4.06% 45,277 0.17
≡ MHK - Mohawk Industries Reduce 2.78% 4,212 0.06
≡ VNO - Vornado Realty Trust Reduce 2.77% 27,160 0.13
≡ WY - Weyerhaeuser Co. Reduce 2.63% 45,644 0.18
≡ JCAP - Jernigan Capital Inc. Sell 100.00% 48,582 0.09
≡ CUBI - Customers Bancorp Inc. Sell 100.00% 63,347 0.11
≡ PSA - Public Storage Sell 100.00% 38,265 1.03
Q2  2020
≡ CUBI - Customers Bancorp Inc. Reduce 88.71% 497,774 0.86
≡ PSA - Public Storage Reduce 62.31% 63,263 1.70
≡ LEN - Lennar Corp. Reduce 43.19% 265,203 2.29
≡ ATNI - ATN International Inc. Reduce 33.55% 36,575 0.31
≡ FCN - FTI Consulting Inc. Reduce 22.97% 9,866 0.16
≡ LEN.B - Lennar Corp. CL B Reduce 17.57% 174,487 1.13
≡ UHAL - U-Haul Holding Co. Reduce 17.35% 12,770 0.54
≡ BN - Brookfield Corp. Reduce 14.18% 228,646 1.05
≡ MYRG - MYR Group Inc. Reduce 12.95% 49,694 0.22
≡ AGX - Argan Inc. Reduce 11.91% 14,222 0.09
≡ JBGS - JBG Smith Properties Reduce 11.66% 143,634 0.60
≡ ICFI - ICF International Inc. Reduce 10.74% 10,061 0.09
≡ MHK - Mohawk Industries Reduce 9.03% 15,043 0.21
≡ SRG - Seritage Growth Properties Reduce 8.80% 57,331 0.09
≡ FR - First Industrial Realty Trust Inc. Reduce 8.79% 26,559 0.14
≡ RYN - Rayonier Inc. Reduce 8.76% 107,119 0.37
≡ FNF - Fidelity National Financial Inc. Reduce 8.71% 32,247 0.14
≡ CBRE - CBRE Group Reduce 7.65% 17,980 0.11
≡ FPH - Five Point Holdings LLC Reduce 7.05% 821,075 0.53
≡ WY - Weyerhaeuser Co. Reduce 5.71% 104,948 0.33
≡ HA - Hawaiian Holdings Inc. Reduce 4.53% 55,023 0.11
≡ VNO - Vornado Realty Trust Reduce 4.00% 40,838 0.22
≡ HCC - Warrior Met Coal Inc. Reduce 3.21% 59,220 0.13
≡ EXP - Eagle Materials Inc. Reduce 3.05% 7,464 0.07
≡ ESS - Essex Property Trust Reduce 1.83% 1,785 0.06
≡ PLD - Prologis Inc. Reduce 1.09% 4,034 0.05
≡ LOW - Lowe's Cos. Reduce 0.27% 458 0.01
≡ RESI-OLD - Altisource Residential Corp. Sell 100.00% 30,000 0.05
≡ IYR - iShares U.S. Real Estate ETF Sell 100.00% 9,000 0.09
≡ SMHI - SEACOR Marine Holdings Inc. Sell 100.00% 358,074 0.23
≡ G - Genpact Ltd. Sell 100.00% 85,591 0.37
Q1  2020
≡ MAC - Macerich Co. Reduce 74.11% 1,020,389 0.86
≡ TPH - TRI Pointe Group Reduce 57.14% 287,189 0.37
≡ FR - First Industrial Realty Trust Inc. Reduce 46.30% 260,471 1.28
≡ FCN - FTI Consulting Inc. Reduce 42.00% 31,107 0.55
≡ EME - Emcor Group Reduce 34.63% 24,256 0.22
≡ SBSI - Southside Bancshares Inc. Reduce 31.77% 58,421 0.26