Third Avenue Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2018
≡ CTT-OLD - CatchMark Timber Trust Inc. Add 68.50% 54,802 0.03
≡ VC - Visteon Corp. Add 58.17% 35,638 0.17
≡ CCS - Century Communities Inc. Add 57.67% 24,031 0.03
≡ GRBK - Green Brick Partners Add 40.98% 21,800 0.01
≡ UMBF - UMB Financial Corp. Add 34.83% 38,958 0.19
≡ CDR-OLD - Cedar Realty Trust Inc. Add 30.62% 10,454 0.02
≡ SEB - Seaboard Corp. Add 13.62% 193 0.06
≡ FPH - Five Point Holdings LLC Add 12.02% 1,228,656 0.69
≡ TDW - Tidewater Inc. Add 7.62% 170,464 0.26
≡ TPH - TRI Pointe Group Add 7.42% 41,844 0.04
≡ MYRG - MYR Group Inc. Add 7.33% 21,950 0.05
≡ LEN.B - Lennar Corp. CL B Add 5.68% 66,736 0.17
≡ WY - Weyerhaeuser Co. Add 2.65% 124,006 0.22
≡ CMA - Comerica Inc. Add 1.82% 9,683 0.05
≡ SRG - Seritage Growth Properties Add 1.28% 3,750 0.01
≡ JBGS - JBG Smith Properties Add 1.13% 7,109 0.02
≡ TPHS - Trinity Place Holdings Add 0.22% 10,797 0.00
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.03% 102 0.00
≡ 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
≡ WLH - William Lyon Homes Buy 44,471 0.04
Q3  2018
≡ SAFM-OLD - Sanderson Farms Add 131.11% 20,200 0.12
≡ JBGS - JBG Smith Properties Add 95.59% 307,848 0.64
≡ HA - Hawaiian Holdings Inc. Add 43.95% 175,319 0.40
≡ RESI-OLD - Altisource Residential Corp. Add 40.94% 26,609 0.02
≡ TPH - TRI Pointe Group Add 37.29% 153,213 0.11
≡ UMBF - UMB Financial Corp. Add 37.07% 30,253 0.12
≡ AHL - Aspen Insurance Holdings Ltd. Add 25.70% 104,984 0.25
≡ CSGS - CSG Systems International Add 21.79% 28,445 0.06
≡ FPH - Five Point Holdings LLC Add 17.77% 1,541,609 0.82
≡ VC - Visteon Corp. Add 15.47% 8,208 0.04
≡ ORIG - Ocean Rig UDW Inc. Add 14.17% 116,277 0.23
≡ LEN.B - Lennar Corp. CL B Add 7.09% 77,797 0.17
≡ GRBK - Green Brick Partners Add 6.40% 3,200 0.00
≡ MYRG - MYR Group Inc. Add 5.64% 15,987 0.03
≡ HCC - Warrior Met Coal Inc. Add 5.57% 140,067 0.21
≡ SRG - Seritage Growth Properties Add 0.63% 1,825 0.00
≡ MAC - Macerich Co. Add 0.30% 4,742 0.01
≡ FNF - Fidelity National Financial Inc. Add 0.30% 1,653 0.00
≡ TPHS - Trinity Place Holdings Add 0.29% 14,085 0.00
≡ LOW - Lowe's Cos. Add 0.27% 1,307 0.01
≡ VNO - Vornado Realty Trust Add 0.27% 2,263 0.01
≡ UHAL - U-Haul Holding Co. Add 0.25% 221 0.00
≡ RYN - Rayonier Inc. Add 0.21% 5,037 0.01
≡ AKR - Acadia Realty Trust Add 0.16% 2,964 0.00
≡ SEB - Seaboard Corp. Add 0.14% 2 0.00
≡ LEN - Lennar Corp. Add 0.08% 2,025 0.01
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.07% 259 0.00
≡ PNC - PNC Financial Services Add 0.01% 3 0.00
≡ ASIX - AdvanSix Inc. Buy 76,658 0.15
Q2  2018
≡ FPH - Five Point Holdings LLC Add 225.09% 6,007,552 3.35
≡ LEN.B - Lennar Corp. CL B Add 149.61% 658,113 1.39
≡ HCC - Warrior Met Coal Inc. Add 97.71% 1,243,282 1.70
≡ SRG - Seritage Growth Properties Add 36.97% 78,620 0.16
≡ MAC - Macerich Co. Add 29.87% 363,613 1.02
≡ CDR-OLD - Cedar Realty Trust Inc. Add 28.25% 7,519 0.01
≡ SMHI - SEACOR Marine Holdings Inc. Add 22.52% 65,750 0.08
≡ PB - Prosperity Bancshares Inc. Add 20.36% 21,152 0.07
≡ MYRG - MYR Group Inc. Add 14.88% 36,724 0.06
≡ SEB - Seaboard Corp. Add 9.78% 126 0.02
≡ CSGS - CSG Systems International Add 7.96% 9,629 0.02
≡ AHL - Aspen Insurance Holdings Ltd. Add 3.68% 14,503 0.03
≡ PNC - PNC Financial Services Add 3.23% 1,289 0.01
≡ FCE.A - Forest City Enterprises Inc. Add 2.15% 151,542 0.17
≡ TDW - Tidewater Inc. Add 1.17% 26,106 0.04
≡ FRPH - FRP Holdings Inc. Add 0.78% 558 0.00
≡ AKR - Acadia Realty Trust Add 0.34% 6,260 0.01
≡ UNF - UniFirst Corp. Add 0.31% 92 0.00
≡ UMBF - UMB Financial Corp. Add 0.27% 221 0.00
≡ VVI - Viad Corp. Add 0.27% 293 0.00
≡ FNF - Fidelity National Financial Inc. Add 0.25% 1,364 0.00
≡ UHAL - U-Haul Holding Co. Add 0.25% 214 0.00
≡ BMCH - BMC Stock Holdings Add 0.24% 778 0.00
≡ TTEK - Tetra Tech Add 0.22% 289 0.00
≡ ZION - Zions Bancorp Add 0.22% 1,232 0.00
≡ VNO - Vornado Realty Trust Add 0.21% 1,731 0.01
≡ LOW - Lowe's Cos. Add 0.21% 1,006 0.00
≡ TPHS - Trinity Place Holdings Add 0.20% 9,865 0.00
≡ CUB - Cubic Corp. Add 0.19% 246 0.00
≡ FR - First Industrial Realty Trust Inc. Add 0.18% 2,994 0.00
≡ ICFI - ICF International Inc. Add 0.17% 243 0.00
≡ Y-OLD - Alleghany Corp. Add 0.05% 33 0.00
≡ HA - Hawaiian Holdings Inc. Buy 398,880 0.71
≡ ATNI - ATN International Inc. Buy 115,053 0.30
≡ SAFM-OLD - Sanderson Farms Buy 15,407 0.08
≡ RESI-OLD - Altisource Residential Corp. Buy 65,000 0.03
≡ GRBK - Green Brick Partners Buy 50,000 0.02
≡ JCAP - Jernigan Capital Inc. Buy 25,000 0.02