Third Avenue Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q2  2020 | ≡ | FCN - FTI Consulting Inc. | Reduce 22.97% | 9,866 | 0.16 | ≡ | ATNI - ATN International Inc. | Reduce 33.55% | 36,575 | 0.31 | ≡ | LEN - Lennar Corp. | Reduce 43.19% | 265,203 | 2.29 | ≡ | PSA - Public Storage | Reduce 62.31% | 63,263 | 1.70 | ≡ | CUBI - Customers Bancorp Inc. | Reduce 88.71% | 497,774 | 0.86 | ≡ | G - Genpact Ltd. | Sell 100.00% | 85,591 | 0.37 | ≡ | SMHI - SEACOR Marine Holdings Inc. | Sell 100.00% | 358,074 | 0.23 | ≡ | IYR - iShares U.S. Real Estate ETF | Sell 100.00% | 9,000 | 0.09 | ≡ | RESI-OLD - Altisource Residential Corp. | Sell 100.00% | 30,000 | 0.05 |
Q1  2020 | ≡ | BN - Brookfield Corp. | Reduce 0.04% | 688 | 0.00 | ≡ | FPH - Five Point Holdings LLC | Reduce 0.55% | 64,893 | 0.05 | ≡ | RYN - Rayonier Inc. | Reduce 4.65% | 59,599 | 0.21 | ≡ | UHAL - U-Haul Holding Co. | Reduce 8.28% | 6,644 | 0.29 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 12.14% | 137,205 | 0.59 | ≡ | ATNI - ATN International Inc. | Reduce 20.08% | 27,393 | 0.24 | ≡ | AGX - Argan Inc. | Reduce 28.37% | 47,302 | 0.24 | ≡ | CMA - Comerica Inc. | Reduce 28.46% | 94,358 | 0.41 | ≡ | G - Genpact Ltd. | Reduce 29.19% | 35,281 | 0.15 | ≡ | LEN - Lennar Corp. | Reduce 30.33% | 267,352 | 1.52 | ≡ | WY - Weyerhaeuser Co. | Reduce 30.53% | 807,346 | 2.03 | ≡ | SBSI - Southside Bancshares Inc. | Reduce 31.77% | 58,421 | 0.26 | ≡ | EME - Emcor Group | Reduce 34.63% | 24,256 | 0.22 | ≡ | FCN - FTI Consulting Inc. | Reduce 42.00% | 31,107 | 0.55 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 46.30% | 260,471 | 1.28 | ≡ | TPH - TRI Pointe Group | Reduce 57.14% | 287,189 | 0.37 | ≡ | MAC - Macerich Co. | Reduce 74.11% | 1,020,389 | 0.86 | ≡ | AKR - Acadia Realty Trust | Sell 100.00% | 872,557 | 2.24 | ≡ | PNC - PNC Financial Services | Sell 100.00% | 136,135 | 2.15 | ≡ | HHH - Howard Hughes Holdings Inc. | Sell 100.00% | 112,780 | 1.42 | ≡ | DBRG - DigitalBridge Group Inc. | Sell 100.00% | 450,859 | 0.85 | ≡ | VVI - Viad Corp. | Sell 100.00% | 73,261 | 0.49 | ≡ | CCS - Century Communities Inc. | Sell 100.00% | 40,000 | 0.11 | ≡ | WLH - William Lyon Homes | Sell 100.00% | 40,000 | 0.08 | ≡ | CTT-OLD - CatchMark Timber Trust Inc. | Sell 100.00% | 45,961 | 0.05 |
Q4  2019 | ≡ | VVI - Viad Corp. | Reduce 4.31% | 3,296 | 0.02 | ≡ | LEN - Lennar Corp. | Reduce 6.59% | 62,137 | 0.35 | ≡ | JBGS - JBG Smith Properties | Reduce 6.59% | 86,250 | 0.34 | ≡ | VNO - Vornado Realty Trust | Reduce 6.60% | 41,032 | 0.27 | ≡ | AKR - Acadia Realty Trust | Reduce 6.60% | 61,616 | 0.16 | ≡ | SBSI - Southside Bancshares Inc. | Reduce 7.30% | 14,489 | 0.05 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 11.35% | 144,747 | 0.64 | ≡ | CMA - Comerica Inc. | Reduce 12.52% | 47,448 | 0.34 | ≡ | EME - Emcor Group | Reduce 14.69% | 12,063 | 0.10 | ≡ | FCN - FTI Consulting Inc. | Reduce 14.74% | 12,805 | 0.14 | ≡ | KALU - Kaiser Aluminum Corp. | Reduce 14.82% | 6,050 | 0.07 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 16.81% | 113,667 | 0.47 | ≡ | ICFI - ICF International Inc. | Reduce 16.95% | 19,122 | 0.17 | ≡ | TPH - TRI Pointe Group | Reduce 17.16% | 104,088 | 0.16 | ≡ | WY - Weyerhaeuser Co. | Reduce 17.31% | 553,516 | 1.66 | ≡ | CARE - Carter Bankshares Inc. | Reduce 20.32% | 68,593 | 0.16 | ≡ | UNF - UniFirst Corp. | Reduce 22.17% | 5,400 | 0.11 | ≡ | HA-OLD - Hawaiian Holdings Inc. | Reduce 22.48% | 318,010 | 0.92 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 23.06% | 78,169 | 0.35 | ≡ | RYN - Rayonier Inc. | Reduce 30.49% | 562,360 | 1.82 | ≡ | BN - Brookfield Corp. | Reduce 32.07% | 761,645 | 2.91 | ≡ | VC - Visteon Corp. | Reduce 35.89% | 40,214 | 0.35 | ≡ | CTT-OLD - CatchMark Timber Trust Inc. | Reduce 42.55% | 34,039 | 0.04 | ≡ | PNC - PNC Financial Services | Reduce 49.71% | 134,589 | 2.13 | ≡ | RESI-OLD - Altisource Residential Corp. | Reduce 71.41% | 64,272 | 0.07 | ≡ | LOW - Lowe's Cos. | Sell 100.00% | 217,258 | 2.16 | ≡ | TRC - Tejon Ranch Co. | Sell 100.00% | 686,108 | 1.05 |
Q3  2019 | ≡ | HA-OLD - Hawaiian Holdings Inc. | Reduce 0.00% | 2 | 0.00 | ≡ | BN - Brookfield Corp. | Reduce 2.76% | 67,490 | 0.22 | ≡ | FPH - Five Point Holdings LLC | Reduce 4.89% | 566,773 | 0.38 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 5.55% | 39,772 | 0.14 | ≡ | LOW - Lowe's Cos. | Reduce 6.52% | 15,144 | 0.15 | ≡ | VVI - Viad Corp. | Reduce 8.62% | 7,221 | 0.04 | ≡ | RYN - Rayonier Inc. | Reduce 9.08% | 184,173 | 0.47 | ≡ | CMA - Comerica Inc. | Reduce 15.06% | 67,193 | 0.40 | ≡ | FCN - FTI Consulting Inc. | Reduce 16.26% | 16,870 | 0.16 | ≡ | AKR - Acadia Realty Trust | Reduce 18.49% | 211,951 | 0.55 | ≡ | UNF - UniFirst Corp. | Reduce 18.83% | 5,648 | 0.10 | ≡ | UMBF - UMB Financial Corp. | Reduce 19.26% | 29,043 | 0.17 | ≡ | MAC - Macerich Co. | Reduce 21.47% | 305,689 | 0.87 | ≡ | WY - Weyerhaeuser Co. | Reduce 21.95% | 899,448 | 2.25 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 27.08% | 125,884 | 0.50 | ≡ | LEN - Lennar Corp. | Reduce 27.75% | 362,415 | 1.83 | ≡ | TRC - Tejon Ranch Co. | Reduce 30.35% | 298,968 | 0.46 | ≡ | VC - Visteon Corp. | Reduce 40.62% | 76,667 | 0.57 | ≡ | PB - Prosperity Bancshares Inc. | Reduce 44.85% | 49,737 | 0.32 | ≡ | RIG - Transocean Ltd. | Sell 100.00% | 1,521,285 | 0.82 | ≡ | SAFM-OLD - Sanderson Farms | Sell 100.00% | 25,755 | 0.30 | ≡ | ASIX - AdvanSix Inc. | Sell 100.00% | 30,709 | 0.06 |
Q2  2019 | ≡ | JBGS - JBG Smith Properties | Reduce 1.00% | 13,084 | 0.04 | ≡ | CMA - Comerica Inc. | Reduce 1.13% | 5,101 | 0.03 | ≡ | RYN - Rayonier Inc. | Reduce 3.40% | 71,307 | 0.18 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 3.80% | 18,350 | 0.06 | ≡ | UHAL - U-Haul Holding Co. | Reduce 3.88% | 3,023 | 0.10 | ≡ | VNO - Vornado Realty Trust | Reduce 3.91% | 16,192 | 0.09 | ≡ | BN - Brookfield Corp. | Reduce 4.52% | 115,670 | 0.31 | ≡ | WY - Weyerhaeuser Co. | Reduce 4.62% | 198,675 | 0.44 | ≡ | FCN - FTI Consulting Inc. | Reduce 5.98% | 6,604 | 0.05 | ≡ | AKR - Acadia Realty Trust | Reduce 7.38% | 91,311 | 0.21 | ≡ | HCC - Warrior Met Coal Inc. | Reduce 10.29% | 202,324 | 0.44 | ≡ | LOW - Lowe's Cos. | Reduce 15.84% | 43,734 | 0.37 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 21.19% | 192,570 | 0.59 | ≡ | VVI - Viad Corp. | Reduce 22.60% | 24,457 | 0.14 | ≡ | LEN - Lennar Corp. | Reduce 32.88% | 639,832 | 2.60 | ≡ | SAFM-OLD - Sanderson Farms | Reduce 47.73% | 23,516 | 0.27 | ≡ | ASIX - AdvanSix Inc. | Reduce 83.01% | 150,027 | 0.29 |