Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q1  2020
≡ WY - Weyerhaeuser Co. Reduce 30.53% 807,346 2.03
≡ ORI - Old Republic International Buy 797,168 1.80
≡ LEN - Lennar Corp. Reduce 30.33% 267,352 1.52
≡ HHH - Howard Hughes Holdings Inc. Sell 100.00% 112,780 1.42
≡ CBRE - CBRE Group Buy 235,115 1.31
≡ FR - First Industrial Realty Trust Inc. Reduce 46.30% 260,471 1.28
≡ FDX - FedEx Corp. Buy 71,511 1.28
≡ CALM - Cal-Maine Foods Inc. Buy 136,928 0.89
≡ MAC - Macerich Co. Reduce 74.11% 1,020,389 0.86
≡ DBRG - DigitalBridge Group Inc. Sell 100.00% 450,859 0.85
≡ LEN.B - Lennar Corp. CL B Reduce 12.14% 137,205 0.59
≡ EXP - Eagle Materials Inc. Add 37.80% 67,046 0.58
≡ FCN - FTI Consulting Inc. Reduce 42.00% 31,107 0.55
≡ VVI - Viad Corp. Sell 100.00% 73,261 0.49
≡ SRG - Seritage Growth Properties Add 94.60% 316,761 0.43
≡ CET - Central Securities Corp. Buy 111,210 0.42
≡ CMA - Comerica Inc. Reduce 28.46% 94,358 0.41
≡ FNF - Fidelity National Financial Inc. Add 41.99% 109,518 0.40
≡ TPH - TRI Pointe Group Reduce 57.14% 287,189 0.37
≡ UHAL - U-Haul Holding Co. Reduce 8.28% 6,644 0.29
≡ SBSI - Southside Bancshares Inc. Reduce 31.77% 58,421 0.26
≡ ATNI - ATN International Inc. Reduce 20.08% 27,393 0.24
≡ AGX - Argan Inc. Reduce 28.37% 47,302 0.24
≡ MHK - Mohawk Industries Add 13.44% 19,738 0.22
≡ EME - Emcor Group Reduce 34.63% 24,256 0.22
≡ RYN - Rayonier Inc. Reduce 4.65% 59,599 0.21
≡ CTB - Cooper Tire & Rubber Co. Add 57.34% 84,805 0.20
≡ BATRA - Atlanta Braves Holdings Inc. Series A Buy 68,715 0.20
≡ HA - Hawaiian Holdings Inc. Add 10.84% 118,889 0.18
≡ G - Genpact Ltd. Reduce 29.19% 35,281 0.15
≡ CCS - Century Communities Inc. Sell 100.00% 40,000 0.11
≡ UMBF - UMB Financial Corp. Add 10.67% 14,106 0.10
≡ HCC - Warrior Met Coal Inc. Add 3.15% 56,386 0.09
≡ IYR - iShares U.S. Real Estate ETF Buy 9,000 0.09
≡ NXRT - NexPoint Residential Trust Buy 23,000 0.09
≡ WLH - William Lyon Homes Sell 100.00% 40,000 0.08
≡ PCH - PotlatchDeltic Corp. Buy 16,000 0.07
≡ ROIC - Retail Opportunity Investments Corp. Buy 55,000 0.07
≡ STC - Stewart Information Services Buy 17,000 0.07
≡ CIO - City Office Reit Buy 55,000 0.06
≡ RMR - RMR Group Inc. Buy 14,000 0.06
≡ JCAP - Jernigan Capital Inc. Add 142.91% 28,582 0.05
≡ TPHS - Trinity Place Holdings Add 3.49% 203,936 0.05
≡ JBGS - JBG Smith Properties Add 0.79% 9,710 0.05
≡ FPH - Five Point Holdings LLC Reduce 0.55% 64,893 0.05
≡ CTT-OLD - CatchMark Timber Trust Inc. Sell 100.00% 45,961 0.05
≡ CTO - CTO Realty Growth Inc. Buy 24,000 0.05
≡ MNR-OLD - Monmouth Real Estate Investment Corp. Buy 30,000 0.05
≡ GRBK - Green Brick Partners Add 33.33% 20,000 0.03
≡ TDW - Tidewater Inc. Add 0.62% 17,141 0.02
≡ RESI-OLD - Altisource Residential Corp. Add 16.60% 4,272 0.01
≡ BN - Brookfield Corp. Reduce 0.04% 688 0.00
Q4  2019
≡ BN - Brookfield Corp. Reduce 32.07% 761,645 2.91
≡ LOW - Lowe's Cos. Sell 100.00% 217,258 2.16
≡ PNC - PNC Financial Services Reduce 49.71% 134,589 2.13
≡ RYN - Rayonier Inc. Reduce 30.49% 562,360 1.82
≡ WY - Weyerhaeuser Co. Reduce 17.31% 553,516 1.66
≡ HHH - Howard Hughes Holdings Inc. Buy 112,780 1.42
≡ TRC - Tejon Ranch Co. Sell 100.00% 686,108 1.05
≡ HA - Hawaiian Holdings Inc. Reduce 22.48% 318,010 0.92
≡ MAC - Macerich Co. Add 23.18% 259,115 0.69
≡ LEN.B - Lennar Corp. CL B Reduce 11.35% 144,747 0.64
≡ FPH - Five Point Holdings LLC Add 6.25% 689,010 0.47
≡ FR - First Industrial Realty Trust Inc. Reduce 16.81% 113,667 0.47
≡ LEN - Lennar Corp. Reduce 6.59% 62,137 0.35
≡ FNF - Fidelity National Financial Inc. Reduce 23.06% 78,169 0.35
≡ VC - Visteon Corp. Reduce 35.89% 40,214 0.35
≡ JBGS - JBG Smith Properties Reduce 6.59% 86,250 0.34
≡ CMA - Comerica Inc. Reduce 12.52% 47,448 0.34
≡ VNO - Vornado Realty Trust Reduce 6.60% 41,032 0.27
≡ UHAL - U-Haul Holding Co. Add 6.46% 4,866 0.18
≡ ICFI - ICF International Inc. Reduce 16.95% 19,122 0.17
≡ AKR - Acadia Realty Trust Reduce 6.60% 61,616 0.16
≡ TPH - TRI Pointe Group Reduce 17.16% 104,088 0.16
≡ CARE - Carter Bankshares Inc. Reduce 20.32% 68,593 0.16
≡ CTB - Cooper Tire & Rubber Co. Add 52.27% 50,767 0.14
≡ FCN - FTI Consulting Inc. Reduce 14.74% 12,805 0.14
≡ AGX - Argan Inc. Add 25.25% 33,612 0.13
≡ UNF - UniFirst Corp. Reduce 22.17% 5,400 0.11
≡ EME - Emcor Group Reduce 14.69% 12,063 0.10
≡ UMBF - UMB Financial Corp. Add 8.52% 10,375 0.07
≡ KALU - Kaiser Aluminum Corp. Reduce 14.82% 6,050 0.07
≡ RESI-OLD - Altisource Residential Corp. Reduce 71.41% 64,272 0.07
≡ SBSI - Southside Bancshares Inc. Reduce 7.30% 14,489 0.05
≡ SRG - Seritage Growth Properties Add 3.45% 11,173 0.04
≡ TPHS - Trinity Place Holdings Add 2.38% 135,675 0.04
≡ HCC - Warrior Met Coal Inc. Add 1.10% 19,513 0.04
≡ CTT-OLD - CatchMark Timber Trust Inc. Reduce 42.55% 34,039 0.04
≡ TDW - Tidewater Inc. Add 0.63% 17,188 0.03
≡ DBRG - DigitalBridge Group Inc. Add 2.77% 12,131 0.02
≡ VVI - Viad Corp. Reduce 4.31% 3,296 0.02
≡ EXP - Eagle Materials Inc. Add 0.83% 1,462 0.01
≡ MHK - Mohawk Industries Add 0.44% 642 0.01
≡ ATNI - ATN International Inc. Add 0.14% 185 0.00
≡ MYRG - MYR Group Inc. Add 0.04% 148 0.00
Q3  2019
≡ WY - Weyerhaeuser Co. Reduce 21.95% 899,448 2.25
≡ LEN - Lennar Corp. Reduce 27.75% 362,415 1.83
≡ VNO - Vornado Realty Trust Add 56.27% 223,862 1.29
≡ DBRG - DigitalBridge Group Inc. Buy 438,727 0.95
≡ MAC - Macerich Co. Reduce 21.47% 305,689 0.87