Third Avenue Management
History | Stock | Activity ▼ | Share change | % change to portfolio |
Q4  2020 | ≡ | UHAL - U-Haul Holding Co. | Reduce 7.08% | 4,130 | 0.26 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 7.23% | 23,439 | 0.13 | ≡ | SRG - Seritage Growth Properties | Reduce 7.43% | 41,436 | 0.09 | ≡ | CBRE - CBRE Group | Reduce 8.49% | 17,686 | 0.16 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 8.55% | 22,603 | 0.13 | ≡ | RYN - Rayonier Inc. | Reduce 8.56% | 91,659 | 0.38 | ≡ | PLD - Prologis Inc. | Reduce 9.98% | 34,879 | 0.49 | ≡ | MHK - Mohawk Industries | Reduce 10.10% | 14,881 | 0.29 | ≡ | KALU - Kaiser Aluminum Corp. | Reduce 10.18% | 5,909 | 0.08 | ≡ | HA - Hawaiian Holdings Inc. | Reduce 12.43% | 144,279 | 0.36 | ≡ | TDW - Tidewater Inc. | Reduce 13.00% | 375,527 | 0.46 | ≡ | ORI - Old Republic International | Reduce 13.66% | 175,568 | 0.49 | ≡ | FPH - Five Point Holdings LLC | Reduce 14.38% | 1,478,718 | 1.13 | ≡ | JBGS - JBG Smith Properties | Reduce 14.44% | 150,630 | 0.66 | ≡ | ATNI - ATN International Inc. | Reduce 16.80% | 12,166 | 0.07 | ≡ | HCC - Warrior Met Coal Inc. | Reduce 18.35% | 273,393 | 0.82 | ≡ | WY - Weyerhaeuser Co. | Reduce 20.73% | 349,615 | 1.64 | ≡ | BN - Brookfield Corp. | Reduce 24.20% | 321,200 | 1.86 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 31.11% | 217,209 | 1.87 | ≡ | CIO - City Office Reit | Reduce 34.29% | 24,000 | 0.03 | ≡ | DORM - Dorman Products | Reduce 40.19% | 17,522 | 0.22 | ≡ | ESS - Essex Property Trust | Reduce 41.12% | 25,926 | 0.87 | ≡ | NXRT - NexPoint Residential Trust | Reduce 43.48% | 10,000 | 0.06 | ≡ | LEN - Lennar Corp. | Reduce 52.43% | 175,018 | 1.87 | ≡ | VC - Visteon Corp. | Reduce 58.06% | 44,097 | 0.78 | ≡ | MYRG - MYR Group Inc. | Reduce 58.36% | 177,358 | 1.50 | ≡ | ALCO - Alico Inc. | Reduce 59.88% | 84,108 | 0.37 | ≡ | VNO - Vornado Realty Trust | Reduce 75.10% | 716,529 | 3.74 | ≡ | FDX - FedEx Corp. | Sell 100.00% | 50,628 | 1.77 | ≡ | AGX - Argan Inc. | Sell 100.00% | 75,009 | 0.44 | ≡ | CARE - Carter Bankshares Inc. | Sell 100.00% | 204,747 | 0.19 |
Q3  2020 | ≡ | WY - Weyerhaeuser Co. | Reduce 2.63% | 45,644 | 0.18 | ≡ | VNO - Vornado Realty Trust | Reduce 2.77% | 27,160 | 0.13 | ≡ | MHK - Mohawk Industries | Reduce 2.78% | 4,212 | 0.06 | ≡ | RYN - Rayonier Inc. | Reduce 4.06% | 45,277 | 0.17 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 4.07% | 13,770 | 0.06 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 4.08% | 11,234 | 0.06 | ≡ | BN - Brookfield Corp. | Reduce 4.12% | 57,086 | 0.26 | ≡ | JBGS - JBG Smith Properties | Reduce 4.12% | 44,877 | 0.17 | ≡ | CBRE - CBRE Group | Reduce 4.12% | 8,938 | 0.06 | ≡ | UHAL - U-Haul Holding Co. | Reduce 4.16% | 2,528 | 0.12 | ≡ | PLD - Prologis Inc. | Reduce 4.22% | 15,409 | 0.22 | ≡ | LOW - Lowe's Cos. | Reduce 4.26% | 7,187 | 0.17 | ≡ | LEN - Lennar Corp. | Reduce 4.32% | 15,088 | 0.17 | ≡ | FPH - Five Point Holdings LLC | Reduce 5.03% | 544,495 | 0.32 | ≡ | SRG - Seritage Growth Properties | Reduce 6.16% | 36,579 | 0.07 | ≡ | MYRG - MYR Group Inc. | Reduce 8.98% | 29,989 | 0.15 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 14.72% | 120,513 | 1.10 | ≡ | UMBF - UMB Financial Corp. | Reduce 15.82% | 27,445 | 0.19 | ≡ | HCC - Warrior Met Coal Inc. | Reduce 16.61% | 296,766 | 0.71 | ≡ | EXP - Eagle Materials Inc. | Reduce 17.00% | 40,288 | 0.48 | ≡ | TPH - TRI Pointe Group | Reduce 18.85% | 54,124 | 0.14 | ≡ | UNF - UniFirst Corp. | Reduce 21.17% | 4,012 | 0.10 | ≡ | CARE - Carter Bankshares Inc. | Reduce 23.88% | 64,235 | 0.06 | ≡ | AGX - Argan Inc. | Reduce 28.72% | 30,221 | 0.18 | ≡ | FDX - FedEx Corp. | Reduce 29.44% | 21,125 | 0.74 | ≡ | ESS - Essex Property Trust | Reduce 34.30% | 32,906 | 0.92 | ≡ | GRBK - Green Brick Partners | Reduce 50.00% | 40,000 | 0.09 | ≡ | FIX - Comfort Systems USA Inc. | Reduce 63.60% | 91,535 | 0.66 | ≡ | FCN - FTI Consulting Inc. | Reduce 99.69% | 32,990 | 0.00 | ≡ | PSA - Public Storage | Sell 100.00% | 38,265 | 1.03 | ≡ | CUBI - Customers Bancorp Inc. | Sell 100.00% | 63,347 | 0.11 | ≡ | JCAP - Jernigan Capital Inc. | Sell 100.00% | 48,582 | 0.09 |
Q2  2020 | ≡ | LOW - Lowe's Cos. | Reduce 0.27% | 458 | 0.01 | ≡ | PLD - Prologis Inc. | Reduce 1.09% | 4,034 | 0.05 | ≡ | ESS - Essex Property Trust | Reduce 1.83% | 1,785 | 0.06 | ≡ | EXP - Eagle Materials Inc. | Reduce 3.05% | 7,464 | 0.07 | ≡ | HCC - Warrior Met Coal Inc. | Reduce 3.21% | 59,220 | 0.13 | ≡ | VNO - Vornado Realty Trust | Reduce 4.00% | 40,838 | 0.22 | ≡ | HA - Hawaiian Holdings Inc. | Reduce 4.53% | 55,023 | 0.11 | ≡ | WY - Weyerhaeuser Co. | Reduce 5.71% | 104,948 | 0.33 | ≡ | FPH - Five Point Holdings LLC | Reduce 7.05% | 821,075 | 0.53 | ≡ | CBRE - CBRE Group | Reduce 7.65% | 17,980 | 0.11 | ≡ | FNF - Fidelity National Financial Inc. | Reduce 8.71% | 32,247 | 0.14 | ≡ | RYN - Rayonier Inc. | Reduce 8.76% | 107,119 | 0.37 | ≡ | FR - First Industrial Realty Trust Inc. | Reduce 8.79% | 26,559 | 0.14 | ≡ | SRG - Seritage Growth Properties | Reduce 8.80% | 57,331 | 0.09 | ≡ | MHK - Mohawk Industries | Reduce 9.03% | 15,043 | 0.21 | ≡ | ICFI - ICF International Inc. | Reduce 10.74% | 10,061 | 0.09 | ≡ | JBGS - JBG Smith Properties | Reduce 11.66% | 143,634 | 0.60 | ≡ | AGX - Argan Inc. | Reduce 11.91% | 14,222 | 0.09 | ≡ | MYRG - MYR Group Inc. | Reduce 12.95% | 49,694 | 0.22 | ≡ | BN - Brookfield Corp. | Reduce 14.18% | 228,646 | 1.05 | ≡ | UHAL - U-Haul Holding Co. | Reduce 17.35% | 12,770 | 0.54 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 17.57% | 174,487 | 1.13 | ≡ | 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 |