Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2019
≡ GRBK - Green Brick Partners Reduce 20.00% 15,000 0.01
≡ JCAP - Jernigan Capital Inc. Reduce 20.00% 5,000 0.01
≡ SAFM-OLD - Sanderson Farms Reduce 19.33% 11,803 0.14
≡ FCN - FTI Consulting Inc. Reduce 17.73% 23,779 0.15
≡ CMA - Comerica Inc. Reduce 16.73% 90,652 0.53
≡ FR - First Industrial Realty Trust Inc. Reduce 14.72% 156,773 0.42
≡ TRC - Tejon Ranch Co. Reduce 11.93% 133,427 0.19
≡ WY - Weyerhaeuser Co. Reduce 10.67% 513,059 1.02
≡ WLH - William Lyon Homes Reduce 10.05% 4,471 0.01
≡ RYN - Rayonier Inc. Reduce 7.93% 180,881 0.44
≡ MAC - Macerich Co. Reduce 7.92% 120,766 0.38
≡ FNF - Fidelity National Financial Inc. Reduce 7.78% 40,785 0.12
≡ UHAL - U-Haul Holding Co. Reduce 7.66% 6,456 0.19
≡ PNC - PNC Financial Services Reduce 6.30% 17,776 0.18
≡ SRG - Seritage Growth Properties Reduce 4.78% 14,188 0.05
≡ AHL - Aspen Insurance Holdings Ltd. Sell 100.00% 342 0.00
≡ CDR-OLD - Cedar Realty Trust Inc. Sell 100.00% 44,596 0.07
≡ SMP - Standard Motor Products Inc. Sell 100.00% 46,947 0.18
≡ TTEK - Tetra Tech Sell 100.00% 119,797 0.50
≡ DD - DuPont de Nemours Inc. Sell 100.00% 251,181 1.09
Q4  2018
≡ AHL - Aspen Insurance Holdings Ltd. Reduce 99.93% 513,114 0.00
≡ BN - Brookfield Corp. Reduce 31.77% 1,895,762 3.93
≡ LOW - Lowe's Cos. Reduce 26.67% 128,288 0.96
≡ FR - First Industrial Realty Trust Inc. Reduce 25.24% 359,652 0.84
≡ CUB - Cubic Corp. Reduce 16.84% 22,306 0.10
≡ TRC - Tejon Ranch Co. Reduce 12.53% 160,188 0.21
≡ PB - Prosperity Bancshares Inc. Reduce 11.31% 14,139 0.07
≡ TTEK - Tetra Tech Reduce 9.02% 11,876 0.05
≡ MAC - Macerich Co. Reduce 3.89% 61,628 0.22
≡ AKR - Acadia Realty Trust Reduce 3.87% 70,887 0.14
≡ RYN - Rayonier Inc. Reduce 3.87% 91,830 0.21
≡ UHAL - U-Haul Holding Co. Reduce 3.86% 3,385 0.09
≡ VNO - Vornado Realty Trust Reduce 3.86% 32,255 0.16
≡ FNF - Fidelity National Financial Inc. Reduce 3.83% 20,887 0.05
≡ LEN - Lennar Corp. Reduce 2.99% 78,546 0.25
≡ HCC - Warrior Met Coal Inc. Reduce 1.37% 36,340 0.07
≡ TTE - TotalEnergies SE Sell 100.00% 612 0.00
≡ NXRT - NexPoint Residential Trust Sell 100.00% 17,300 0.03
≡ CMA.WS - Comerica Inc. WTS Sell 100.00% 32,900 0.11
≡ CSWC - Capital Southwest Corp. Sell 100.00% 140,574 0.15
≡ AMN - AMN Healthcare Services Sell 100.00% 55,755 0.17
≡ WSBC - WesBanco Inc. Sell 100.00% 111,300 0.28
≡ BMCH - BMC Stock Holdings Sell 100.00% 296,399 0.31
≡ SP-OLD - SP Plus Corp. Sell 100.00% 166,523 0.34
≡ CSGS - CSG Systems International Sell 100.00% 158,988 0.36
≡ FCE.A - Forest City Enterprises Inc. Sell 100.00% 256,418 0.36
≡ CBSH - Commerce Bancshares Inc. Sell 100.00% 108,051 0.40
≡ CSWI - CSW Industrials Inc. Sell 100.00% 140,574 0.43
≡ WTM - White Mountains Insurance Sell 100.00% 28,649 1.51
≡ ZION - Zions Bancorp Sell 100.00% 563,711 1.60
≡ ORIG - Ocean Rig UDW Inc. Sell 100.00% 936,650 1.83
≡ BK - Bank of New York Mellon Corp. Sell 100.00% 651,082 1.87
≡ PNC.WS - PNC Financial Services WTS Sell 100.00% 896,250 3.49
Q3  2018
≡ FCE.A - Forest City Enterprises Inc. Reduce 96.43% 6,930,330 9.73
≡ CCS - Century Communities Inc. Reduce 41.86% 30,000 0.04
≡ AMN - AMN Healthcare Services Reduce 36.46% 31,994 0.10
≡ TRC - Tejon Ranch Co. Reduce 30.78% 568,463 0.70
≡ TTE - TotalEnergies SE Reduce 24.72% 201 0.00
≡ ICFI - ICF International Inc. Reduce 22.25% 32,278 0.14
≡ BK - Bank of New York Mellon Corp. Reduce 16.74% 130,866 0.38
≡ FR - First Industrial Realty Trust Inc. Reduce 16.42% 279,989 0.50
≡ FIX - Comfort Systems USA Inc. Reduce 16.01% 21,567 0.07
≡ BMCH - BMC Stock Holdings Reduce 7.59% 24,328 0.03
≡ WY - Weyerhaeuser Co. Reduce 7.07% 356,499 0.65
≡ CSWC - Capital Southwest Corp. Reduce 6.50% 9,774 0.01
≡ CSWI - CSW Industrials Inc. Reduce 6.50% 9,774 0.03
≡ CMA.WS - Comerica Inc. WTS Reduce 1.20% 400 0.00
≡ CMA - Comerica Inc. Reduce 1.04% 5,615 0.03
≡ BN - Brookfield Corp. Reduce 1.04% 62,753 0.11
≡ TDW - Tidewater Inc. Reduce 0.93% 21,069 0.04
≡ WTM - White Mountains Insurance Reduce 0.33% 96 0.01
≡ VVI - Viad Corp. Reduce 0.27% 293 0.00
≡ TTEK - Tetra Tech Reduce 0.05% 60 0.00
≡ FCN - FTI Consulting Inc. Reduce 0.03% 46 0.00
≡ DB - Deutsche Bank AG Sell 100.00% 322,000 0.17
≡ LM - Legg Mason Sell 100.00% 187,411 0.32
≡ ARCO - Arcos Dorados Holdings Inc. Sell 100.00% 971,150 0.33
≡ Y-OLD - Alleghany Corp. Sell 100.00% 70,805 2.02
Q2  2018
≡ DB - Deutsche Bank AG Reduce 54.00% 378,000 0.20
≡ TRC - Tejon Ranch Co. Reduce 30.29% 802,528 0.97
≡ BK - Bank of New York Mellon Corp. Reduce 28.16% 306,495 0.82
≡ AMN - AMN Healthcare Services Reduce 26.02% 30,868 0.09
≡ RYN - Rayonier Inc. Reduce 22.80% 699,327 1.34
≡ TTE - TotalEnergies SE Reduce 17.38% 171 0.00
≡ WTM - White Mountains Insurance Reduce 15.94% 5,450 0.24
≡ FCN - FTI Consulting Inc. Reduce 15.45% 24,515 0.07
≡ BN - Brookfield Corp. Reduce 2.14% 132,162 0.18
≡ CMA - Comerica Inc. Reduce 0.44% 2,398 0.01
≡ LEN - Lennar Corp. Reduce 0.32% 8,336 0.02
≡ WY - Weyerhaeuser Co. Reduce 0.26% 13,177 0.02
≡ JEF - Jefferies Financial Group Inc. Sell 100.00% 100,233 0.12
≡ NSIT - Insight Enterprises Inc. Sell 100.00% 147,700 0.26
≡ CZZ - Cosan Ltd. Sell 100.00% 504,937 0.27
≡ DST - DST Systems Inc. Sell 100.00% 62,900 0.27
≡ IFSIA - Interface Inc. Sell 100.00% 241,920 0.31
≡ KFY - Korn Ferry Sell 100.00% 125,500 0.33
≡ KEY - KeyCorp Sell 100.00% 850,900 0.85
≡ CVCO - Cavco Industries Inc. Sell 100.00% 271,200 2.40