Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q2  2021
≡ CBRE - CBRE Group Reduce 1.25% 2,096 0.02
≡ FPH - Five Point Holdings LLC Reduce 1.07% 96,210 0.10
≡ ORI - Old Republic International Reduce 0.44% 4,957 0.02
≡ CMA - Comerica Inc. Reduce 0.43% 1,614 0.02
≡ MHK - Mohawk Industries Reduce 0.28% 267 0.01
≡ TDW - Tidewater Inc. Reduce 0.23% 5,802 0.01
≡ FCN - FTI Consulting Inc. Sell 100.00% 101 0.00
≡ CTB - Cooper Tire & Rubber Co. Sell 100.00% 252,680 1.87
Q1  2021
≡ TPHS - Trinity Place Holdings Add 0.05% 2,760 0.00
≡ LEN.B - Lennar Corp. CL B Add 0.17% 826 0.01
≡ CMA - Comerica Inc. Add 0.49% 1,827 0.02
≡ ORI - Old Republic International Add 0.51% 5,666 0.02
≡ LAZ - Lazard Inc. Add 0.72% 2,642 0.02
≡ HA - Hawaiian Holdings Inc. Add 0.94% 9,596 0.03
≡ TDW - Tidewater Inc. Add 1.24% 31,100 0.05
≡ FPH - Five Point Holdings LLC Add 1.84% 161,681 0.16
≡ HCC - Warrior Met Coal Inc. Add 13.91% 169,148 0.38
≡ FRPH - FRP Holdings Inc. Add 16.08% 41,720 0.14
≡ SEB - Seaboard Corp. Add 16.80% 336 0.16
≡ HBB - Hamilton Beach Brands Hldg Co Add 22.14% 41,193 0.10
≡ ATNI - ATN International Inc. Add 55.83% 33,642 0.22
≡ BSIG - BrightSphere Investment Grp Plc Buy 193,259 0.52
≡ MAC - Macerich Co. Reduce 58.14% 228,742 0.35
≡ WY - Weyerhaeuser Co. Reduce 36.17% 483,707 2.28
≡ ALG - Alamo Group Inc. Reduce 31.74% 14,826 0.31
≡ EXP - Eagle Materials Inc. Reduce 30.77% 57,240 1.02
≡ MHK - Mohawk Industries Reduce 27.29% 36,155 0.92
≡ CALM - Cal-Maine Foods Inc. Reduce 27.17% 43,300 0.22
≡ LEN - Lennar Corp. Reduce 22.28% 35,371 0.46
≡ MYRG - MYR Group Inc. Reduce 19.96% 25,257 0.24
≡ UHAL - U-Haul Holding Co. Reduce 18.92% 10,251 0.83
≡ PLD - Prologis Inc. Reduce 13.34% 41,958 0.59
≡ LOW - Lowe's Cos. Reduce 13.32% 20,065 0.51
≡ FR - First Industrial Realty Trust Inc. Reduce 13.31% 32,177 0.20
≡ RYN - Rayonier Inc. Reduce 13.30% 130,114 0.56
≡ JBGS - JBG Smith Properties Reduce 13.29% 118,658 0.50
≡ SRG - Seritage Growth Properties Reduce 13.26% 68,431 0.17
≡ BN - Brookfield Corp. Reduce 13.25% 133,341 0.79
≡ FNF - Fidelity National Financial Inc. Reduce 13.20% 39,727 0.21
≡ ESS - Essex Property Trust Reduce 13.10% 4,861 0.17
≡ VNO - Vornado Realty Trust Reduce 13.07% 31,053 0.19
≡ CBRE - CBRE Group Reduce 12.03% 22,910 0.24
≡ SBSI - Southside Bancshares Inc. Reduce 7.83% 14,158 0.07
≡ AMH - American Homes 4 Rent Reduce 6.18% 32,011 0.14
≡ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 377 0.02
≡ ALCO - Alico Inc. Sell 100.00% 56,343 0.25
≡ CFR - Cullen Frost Bankers Sell 100.00% 42,331 0.52
≡ KFY - Korn Ferry Sell 100.00% 358,469 2.19
Q4  2020
≡ UMBF - UMB Financial Corp. Add 0.04% 57 0.00
≡ ICFI - ICF International Inc. Add 0.08% 69 0.00
≡ SEB - Seaboard Corp. Add 4.06% 78 0.03
≡ MAC - Macerich Co. Add 4.92% 18,449 0.03
≡ WASH - Washington Trust Bancorp Inc. Add 8.82% 14,806 0.09
≡ KFY - Korn Ferry Add 9.13% 29,996 0.18
≡ AMH - American Homes 4 Rent Add 12.09% 55,824 0.24
≡ CALM - Cal-Maine Foods Inc. Add 16.41% 22,466 0.12
≡ SBSI - Southside Bancshares Inc. Add 21.11% 31,509 0.14
≡ CTO - CTO Realty Growth Inc. Add 28.62% 12,879 0.02
≡ BATRA - Atlanta Braves Holdings Inc. Series A Add 41.90% 51,413 0.18
≡ PB - Prosperity Bancshares Inc. Add 43.22% 32,572 0.32
≡ HBB - Hamilton Beach Brands Hldg Co Add 195.16% 123,003 0.30
≡ SPY - SPDR S&P 500 ETF Trust Buy 377 0.02
≡ PRA - ProAssurance Corp. Buy 297,038 0.74
≡ LAZ - Lazard Inc. Buy 366,216 2.17
≡ VNO - Vornado Realty Trust Reduce 75.10% 716,529 3.74
≡ ALCO - Alico Inc. Reduce 59.88% 84,108 0.37
≡ MYRG - MYR Group Inc. Reduce 58.36% 177,358 1.50
≡ VC - Visteon Corp. Reduce 58.06% 44,097 0.78
≡ LEN - Lennar Corp. Reduce 52.43% 175,018 1.87
≡ NXRT - NexPoint Residential Trust Reduce 43.48% 10,000 0.06
≡ ESS - Essex Property Trust Reduce 41.12% 25,926 0.87
≡ DORM - Dorman Products Reduce 40.19% 17,522 0.22
≡ CIO - City Office Reit Reduce 34.29% 24,000 0.03
≡ LEN.B - Lennar Corp. CL B Reduce 31.11% 217,209 1.87
≡ BN - Brookfield Corp. Reduce 24.20% 321,200 1.86
≡ WY - Weyerhaeuser Co. Reduce 20.73% 349,615 1.64
≡ HCC - Warrior Met Coal Inc. Reduce 18.35% 273,393 0.82
≡ ATNI - ATN International Inc. Reduce 16.80% 12,166 0.07
≡ JBGS - JBG Smith Properties Reduce 14.44% 150,630 0.66
≡ FPH - Five Point Holdings LLC Reduce 14.38% 1,478,718 1.13
≡ ORI - Old Republic International Reduce 13.66% 175,568 0.49
≡ TDW - Tidewater Inc. Reduce 13.00% 375,527 0.46
≡ HA - Hawaiian Holdings Inc. Reduce 12.43% 144,279 0.36
≡ KALU - Kaiser Aluminum Corp. Reduce 10.18% 5,909 0.08
≡ MHK - Mohawk Industries Reduce 10.10% 14,881 0.29
≡ PLD - Prologis Inc. Reduce 9.98% 34,879 0.49
≡ RYN - Rayonier Inc. Reduce 8.56% 91,659 0.38
≡ FR - First Industrial Realty Trust Inc. Reduce 8.55% 22,603 0.13
≡ CBRE - CBRE Group Reduce 8.49% 17,686 0.16
≡ SRG - Seritage Growth Properties Reduce 7.43% 41,436 0.09
≡ FNF - Fidelity National Financial Inc. Reduce 7.23% 23,439 0.13
≡ UHAL - U-Haul Holding Co. Reduce 7.08% 4,130 0.26
≡ LOW - Lowe's Cos. Reduce 6.74% 10,884 0.24
≡ EXP - Eagle Materials Inc. Reduce 5.40% 10,613 0.15
≡ CMA - Comerica Inc. Reduce 4.79% 18,674 0.15
≡ FRPH - FRP Holdings Inc. Reduce 1.54% 4,068 0.01
≡ CARE - Carter Bankshares Inc. Sell 100.00% 204,747 0.19
≡ AGX - Argan Inc. Sell 100.00% 75,009 0.44
≡ FDX - FedEx Corp. Sell 100.00% 50,628 1.77
Q3  2020
≡ TPHS - Trinity Place Holdings Add 0.11% 6,790 0.00