Third Avenue Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2021
≡ BN - Brookfield Corp. Reduce 0.75% 6,230 0.04
≡ UHAL - U-Haul Holding Co. Reduce 0.83% 354 0.03
≡ LOW - Lowe's Cos. Reduce 0.96% 1,136 0.03
≡ VNO - Vornado Realty Trust Reduce 2.88% 5,728 0.03
≡ TDW - Tidewater Inc. Reduce 7.54% 191,461 0.31
≡ JBGS - JBG Smith Properties Reduce 24.67% 172,902 0.69
≡ MHK - Mohawk Industries Reduce 30.80% 29,580 0.71
≡ SRG - Seritage Growth Properties Reduce 41.37% 142,744 0.28
≡ EXP - Eagle Materials Inc. Sell 100.00% 86,977 1.64
≡ LEN - Lennar Corp. Sell 100.00% 90,776 1.16
≡ MAC - Macerich Co. Sell 100.00% 164,679 0.40
≡ CIO - City Office Reit Sell 100.00% 46,000 0.08
Q2  2021
≡ RMR - RMR Group Inc. Add 64.29% 9,000 0.05
≡ HCC - Warrior Met Coal Inc. Add 24.52% 339,727 0.77
≡ AMH - American Homes 4 Rent Add 4.29% 20,851 0.11
≡ FRPH - FRP Holdings Inc. Add 1.23% 3,704 0.01
≡ LEN.B - Lennar Corp. CL B Add 0.20% 941 0.01
≡ STRS - Stratus Properties Inc. Buy 127,562 0.42
≡ TDW - Tidewater Inc. Reduce 0.23% 5,802 0.01
≡ MHK - Mohawk Industries Reduce 0.28% 267 0.01
≡ CMA - Comerica Inc. Reduce 0.43% 1,614 0.02
≡ ORI - Old Republic International Reduce 0.44% 4,957 0.02
≡ FPH - Five Point Holdings LLC Reduce 1.07% 96,210 0.10
≡ CBRE - CBRE Group Reduce 1.25% 2,096 0.02
≡ SBSI - Southside Bancshares Inc. Reduce 1.44% 2,400 0.01
≡ UHAL - U-Haul Holding Co. Reduce 2.50% 1,098 0.09
≡ WY - Weyerhaeuser Co. Reduce 3.02% 25,774 0.12
≡ FR - First Industrial Realty Trust Inc. Reduce 3.02% 6,331 0.04
≡ RYN - Rayonier Inc. Reduce 3.03% 25,679 0.12
≡ HA-OLD - Hawaiian Holdings Inc. Reduce 3.12% 31,977 0.10
≡ FNF - Fidelity National Financial Inc. Reduce 3.12% 8,148 0.05
≡ VNO - Vornado Realty Trust Reduce 3.78% 7,807 0.05
≡ BN - Brookfield Corp. Reduce 4.34% 37,835 0.26
≡ ESS - Essex Property Trust Reduce 5.78% 1,866 0.07
≡ PLD - Prologis Inc. Reduce 6.15% 16,777 0.27
≡ JBGS - JBG Smith Properties Reduce 9.46% 73,184 0.30
≡ LOW - Lowe's Cos. Reduce 9.57% 12,506 0.32
≡ SRG - Seritage Growth Properties Reduce 22.96% 102,818 0.25
≡ LEN - Lennar Corp. Reduce 26.44% 32,632 0.42
≡ EXP - Eagle Materials Inc. Reduce 32.47% 41,815 0.79
≡ GRBK - Green Brick Partners Reduce 60.00% 24,000 0.08
≡ CTB - Cooper Tire & Rubber Co. Sell 100.00% 252,680 1.87
≡ FCN - FTI Consulting Inc. Sell 100.00% 101 0.00
Q1  2021
≡ ATNI - ATN International Inc. Add 55.83% 33,642 0.22
≡ HBB - Hamilton Beach Brands Hldg Co Add 22.14% 41,193 0.10
≡ SEB - Seaboard Corp. Add 16.80% 336 0.16
≡ FRPH - FRP Holdings Inc. Add 16.08% 41,720 0.14
≡ HCC - Warrior Met Coal Inc. Add 13.91% 169,148 0.38
≡ FPH - Five Point Holdings LLC Add 1.84% 161,681 0.16
≡ TDW - Tidewater Inc. Add 1.24% 31,100 0.05
≡ HA-OLD - Hawaiian Holdings Inc. Add 0.94% 9,596 0.03
≡ LAZ - Lazard Inc. Add 0.72% 2,642 0.02
≡ ORI - Old Republic International Add 0.51% 5,666 0.02
≡ CMA - Comerica Inc. Add 0.49% 1,827 0.02
≡ LEN.B - Lennar Corp. CL B Add 0.17% 826 0.01
≡ TPHS - Trinity Place Holdings Add 0.05% 2,760 0.00
≡ BSIG - BrightSphere Investment Grp Plc Buy 193,259 0.52
≡ AMH - American Homes 4 Rent Reduce 6.18% 32,011 0.14
≡ SBSI - Southside Bancshares Inc. Reduce 7.83% 14,158 0.07
≡ CBRE - CBRE Group Reduce 12.03% 22,910 0.24
≡ VNO - Vornado Realty Trust Reduce 13.07% 31,053 0.19
≡ ESS - Essex Property Trust Reduce 13.10% 4,861 0.17
≡ FNF - Fidelity National Financial Inc. Reduce 13.20% 39,727 0.21
≡ BN - Brookfield Corp. Reduce 13.25% 133,341 0.79
≡ SRG - Seritage Growth Properties Reduce 13.26% 68,431 0.17
≡ JBGS - JBG Smith Properties Reduce 13.29% 118,658 0.50
≡ RYN - Rayonier Inc. Reduce 13.30% 130,114 0.56
≡ FR - First Industrial Realty Trust Inc. Reduce 13.31% 32,177 0.20
≡ LOW - Lowe's Cos. Reduce 13.32% 20,065 0.51
≡ PLD - Prologis Inc. Reduce 13.34% 41,958 0.59
≡ UHAL - U-Haul Holding Co. Reduce 18.92% 10,251 0.83
≡ MYRG - MYR Group Inc. Reduce 19.96% 25,257 0.24
≡ LEN - Lennar Corp. Reduce 22.28% 35,371 0.46
≡ CALM - Cal-Maine Foods Inc. Reduce 27.17% 43,300 0.22
≡ MHK - Mohawk Industries Reduce 27.29% 36,155 0.92
≡ EXP - Eagle Materials Inc. Reduce 30.77% 57,240 1.02
≡ ALG - Alamo Group Inc. Reduce 31.74% 14,826 0.31
≡ WY - Weyerhaeuser Co. Reduce 36.17% 483,707 2.28
≡ MAC - Macerich Co. Reduce 58.14% 228,742 0.35
≡ KFY - Korn Ferry Sell 100.00% 358,469 2.19
≡ CFR - Cullen Frost Bankers Sell 100.00% 42,331 0.52
≡ ALCO - Alico Inc. Sell 100.00% 56,343 0.25
≡ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 377 0.02
Q4  2020
≡ HBB - Hamilton Beach Brands Hldg Co Add 195.16% 123,003 0.30
≡ PB - Prosperity Bancshares Inc. Add 43.22% 32,572 0.32
≡ BATRA - Atlanta Braves Holdings Inc. Series A Add 41.90% 51,413 0.18
≡ CTO - CTO Realty Growth Inc. Add 28.62% 12,879 0.02
≡ SBSI - Southside Bancshares Inc. Add 21.11% 31,509 0.14
≡ CALM - Cal-Maine Foods Inc. Add 16.41% 22,466 0.12
≡ AMH - American Homes 4 Rent Add 12.09% 55,824 0.24
≡ KFY - Korn Ferry Add 9.13% 29,996 0.18
≡ WASH - Washington Trust Bancorp Inc. Add 8.82% 14,806 0.09
≡ MAC - Macerich Co. Add 4.92% 18,449 0.03
≡ SEB - Seaboard Corp. Add 4.06% 78 0.03
≡ ICFI - ICF International Inc. Add 0.08% 69 0.00
≡ UMBF - UMB Financial Corp. Add 0.04% 57 0.00
≡ LAZ - Lazard Inc. Buy 366,216 2.17
≡ PRA - ProAssurance Corp. Buy 297,038 0.74
≡ SPY - SPDR S&P 500 ETF Trust Buy 377 0.02
≡ FRPH - FRP Holdings Inc. Reduce 1.54% 4,068 0.01