Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q3  2020
≡ LEN.B - Lennar Corp. CL B Reduce 14.72% 120,513 1.10
≡ PSA - Public Storage Sell 100.00% 38,265 1.03
≡ ESS - Essex Property Trust Reduce 34.30% 32,906 0.92
≡ FDX - FedEx Corp. Reduce 29.44% 21,125 0.74
≡ HCC - Warrior Met Coal Inc. Reduce 16.61% 296,766 0.71
≡ FIX - Comfort Systems USA Inc. Reduce 63.60% 91,535 0.66
≡ EXP - Eagle Materials Inc. Reduce 17.00% 40,288 0.48
≡ WASH - Washington Trust Bancorp Inc. Add 155.09% 102,105 0.44
≡ ORI - Old Republic International Add 14.94% 167,031 0.34
≡ FPH - Five Point Holdings LLC Reduce 5.03% 544,495 0.32
≡ BN - Brookfield Corp. Reduce 4.12% 57,086 0.26
≡ CMA - Comerica Inc. Add 13.91% 47,627 0.25
≡ AMH - American Homes 4 Rent Add 14.76% 59,413 0.24
≡ PLD - Prologis Inc. Reduce 4.22% 15,409 0.22
≡ UMBF - UMB Financial Corp. Reduce 15.82% 27,445 0.19
≡ WY - Weyerhaeuser Co. Reduce 2.63% 45,644 0.18
≡ AGX - Argan Inc. Reduce 28.72% 30,221 0.18
≡ RYN - Rayonier Inc. Reduce 4.06% 45,277 0.17
≡ JBGS - JBG Smith Properties Reduce 4.12% 44,877 0.17
≡ LOW - Lowe's Cos. Reduce 4.26% 7,187 0.17
≡ LEN - Lennar Corp. Reduce 4.32% 15,088 0.17
≡ HBB - Hamilton Beach Brands Hldg Co Buy 63,027 0.17
≡ MYRG - MYR Group Inc. Reduce 8.98% 29,989 0.15
≡ TPH - TRI Pointe Group Reduce 18.85% 54,124 0.14
≡ KALU - Kaiser Aluminum Corp. Add 41.32% 16,980 0.13
≡ VNO - Vornado Realty Trust Reduce 2.77% 27,160 0.13
≡ UHAL - U-Haul Holding Co. Reduce 4.16% 2,528 0.12
≡ TDW - Tidewater Inc. Add 4.13% 114,624 0.11
≡ CUBI - Customers Bancorp Inc. Sell 100.00% 63,347 0.11
≡ PB - Prosperity Bancshares Inc. Add 23.24% 14,208 0.10
≡ UNF - UniFirst Corp. Reduce 21.17% 4,012 0.10
≡ GRBK - Green Brick Partners Reduce 50.00% 40,000 0.09
≡ JCAP - Jernigan Capital Inc. Sell 100.00% 48,582 0.09
≡ SBSI - Southside Bancshares Inc. Add 18.96% 23,794 0.08
≡ SEB - Seaboard Corp. Add 12.53% 214 0.08
≡ SRG - Seritage Growth Properties Reduce 6.16% 36,579 0.07
≡ MHK - Mohawk Industries Reduce 2.78% 4,212 0.06
≡ 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
≡ CBRE - CBRE Group Reduce 4.12% 8,938 0.06
≡ CARE - Carter Bankshares Inc. Reduce 23.88% 64,235 0.06
≡ CTO - CTO Realty Growth Inc. Add 87.50% 21,000 0.04
≡ ROIC - Retail Opportunity Investments Corp. Add 36.36% 20,000 0.03
≡ PCH - PotlatchDeltic Corp. Add 25.00% 4,000 0.02
≡ CIO - City Office Reit Add 27.27% 15,000 0.01
≡ TPHS - Trinity Place Holdings Add 0.11% 6,790 0.00
≡ FCN - FTI Consulting Inc. Reduce 99.69% 32,990 0.00
Q2  2020
≡ LEN - Lennar Corp. Reduce 43.19% 265,203 2.29
≡ PSA - Public Storage Reduce 62.31% 63,263 1.70
≡ AMH - American Homes 4 Rent Buy 402,492 1.52
≡ LEN.B - Lennar Corp. CL B Reduce 17.57% 174,487 1.13
≡ BN - Brookfield Corp. Reduce 14.18% 228,646 1.05
≡ CUBI - Customers Bancorp Inc. Reduce 88.71% 497,774 0.86
≡ ORI - Old Republic International Add 40.26% 320,961 0.73
≡ JBGS - JBG Smith Properties Reduce 11.66% 143,634 0.60
≡ CMA - Comerica Inc. Add 44.37% 105,222 0.56
≡ UHAL - U-Haul Holding Co. Reduce 17.35% 12,770 0.54
≡ FPH - Five Point Holdings LLC Reduce 7.05% 821,075 0.53
≡ RYN - Rayonier Inc. Reduce 8.76% 107,119 0.37
≡ G - Genpact Ltd. Sell 100.00% 85,591 0.37
≡ WY - Weyerhaeuser Co. Reduce 5.71% 104,948 0.33
≡ ATNI - ATN International Inc. Reduce 33.55% 36,575 0.31
≡ WASH - Washington Trust Bancorp Inc. Buy 65,834 0.30
≡ SMHI - SEACOR Marine Holdings Inc. Sell 100.00% 358,074 0.23
≡ VNO - Vornado Realty Trust Reduce 4.00% 40,838 0.22
≡ MYRG - MYR Group Inc. Reduce 12.95% 49,694 0.22
≡ MHK - Mohawk Industries Reduce 9.03% 15,043 0.21
≡ UMBF - UMB Financial Corp. Add 18.64% 27,263 0.20
≡ FCN - FTI Consulting Inc. Reduce 22.97% 9,866 0.16
≡ BATRA - Atlanta Braves Holdings Inc. Series A Add 78.59% 54,000 0.15
≡ TPH - TRI Pointe Group Add 33.29% 71,696 0.15
≡ FNF - Fidelity National Financial Inc. Reduce 8.71% 32,247 0.14
≡ FR - First Industrial Realty Trust Inc. Reduce 8.79% 26,559 0.14
≡ HCC - Warrior Met Coal Inc. Reduce 3.21% 59,220 0.13
≡ HA - Hawaiian Holdings Inc. Reduce 4.53% 55,023 0.11
≡ CBRE - CBRE Group Reduce 7.65% 17,980 0.11
≡ SRG - Seritage Growth Properties Reduce 8.80% 57,331 0.09
≡ ICFI - ICF International Inc. Reduce 10.74% 10,061 0.09
≡ AGX - Argan Inc. Reduce 11.91% 14,222 0.09
≡ IYR - iShares U.S. Real Estate ETF Sell 100.00% 9,000 0.09
≡ CTB - Cooper Tire & Rubber Co. Add 8.59% 19,982 0.08
≡ EXP - Eagle Materials Inc. Reduce 3.05% 7,464 0.07
≡ KALU - Kaiser Aluminum Corp. Add 18.18% 6,320 0.06
≡ ESS - Essex Property Trust Reduce 1.83% 1,785 0.06
≡ FIX - Comfort Systems USA Inc. Add 6.90% 9,296 0.05
≡ PLD - Prologis Inc. Reduce 1.09% 4,034 0.05
≡ RESI-OLD - Altisource Residential Corp. Sell 100.00% 30,000 0.05
≡ VC - Visteon Corp. Add 5.70% 4,096 0.04
≡ MAC - Macerich Co. Add 5.16% 18,411 0.02
≡ LOW - Lowe's Cos. Reduce 0.27% 458 0.01
≡ TPHS - Trinity Place Holdings Add 0.39% 23,829 0.00
≡ FDX - FedEx Corp. Add 0.34% 242 0.00
≡ TDW - Tidewater Inc. Add 0.10% 2,826 0.00
Q1  2020
≡ PLD - Prologis Inc. Buy 368,926 4.38
≡ ESS - Essex Property Trust Buy 97,734 3.18
≡ PSA - Public Storage Buy 101,528 2.98
≡ VNO - Vornado Realty Trust Add 76.03% 441,462 2.36
≡ AKR - Acadia Realty Trust Sell 100.00% 872,557 2.24
≡ PNC - PNC Financial Services Sell 100.00% 136,135 2.15
≡ LOW - Lowe's Cos. Buy 169,215 2.15