Third Avenue Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2018
≡ LEN - Lennar Corp. Add 0.08% 2,025 0.01
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.07% 259 0.00
≡ PNC - PNC Financial Services Add 0.01% 3 0.00
≡ ASIX - AdvanSix Inc. Buy 76,658 0.15
≡ FCN - FTI Consulting Inc. Reduce 0.03% 46 0.00
≡ TTEK - Tetra Tech Reduce 0.05% 60 0.00
≡ VVI - Viad Corp. Reduce 0.27% 293 0.00
≡ WTM - White Mountains Insurance Reduce 0.33% 96 0.01
≡ TDW - Tidewater Inc. Reduce 0.93% 21,069 0.04
≡ BN - Brookfield Corp. Reduce 1.04% 62,753 0.11
≡ CMA - Comerica Inc. Reduce 1.04% 5,615 0.03
≡ CMA.WS - Comerica Inc. WTS Reduce 1.20% 400 0.00
≡ CSWI - CSW Industrials Inc. Reduce 6.50% 9,774 0.03
≡ CSWC - Capital Southwest Corp. Reduce 6.50% 9,774 0.01
≡ WY - Weyerhaeuser Co. Reduce 7.07% 356,499 0.65
≡ BMCH - BMC Stock Holdings Reduce 7.59% 24,328 0.03
≡ FIX - Comfort Systems USA Inc. Reduce 16.01% 21,567 0.07
≡ FR - First Industrial Realty Trust Inc. Reduce 16.42% 279,989 0.50
≡ BK - Bank of New York Mellon Corp. Reduce 16.74% 130,866 0.38
≡ ICFI - ICF International Inc. Reduce 22.25% 32,278 0.14
≡ TTE - TotalEnergies SE Reduce 24.72% 201 0.00
≡ TRC - Tejon Ranch Co. Reduce 30.78% 568,463 0.70
≡ AMN - AMN Healthcare Services Reduce 36.46% 31,994 0.10
≡ CCS - Century Communities Inc. Reduce 41.86% 30,000 0.04
≡ FCE.A - Forest City Enterprises Inc. Reduce 96.43% 6,930,330 9.73
≡ Y-OLD - Alleghany Corp. Sell 100.00% 70,805 2.02
≡ ARCO - Arcos Dorados Holdings Inc. Sell 100.00% 971,150 0.33
≡ LM - Legg Mason Sell 100.00% 187,411 0.32
≡ DB - Deutsche Bank AG Sell 100.00% 322,000 0.17
Q2  2018
≡ FPH - Five Point Holdings LLC Add 225.09% 6,007,552 3.35
≡ LEN.B - Lennar Corp. CL B Add 149.61% 658,113 1.39
≡ HCC - Warrior Met Coal Inc. Add 97.71% 1,243,282 1.70
≡ SRG - Seritage Growth Properties Add 36.97% 78,620 0.16
≡ MAC - Macerich Co. Add 29.87% 363,613 1.02
≡ CDR-OLD - Cedar Realty Trust Inc. Add 28.25% 7,519 0.01
≡ SMHI - SEACOR Marine Holdings Inc. Add 22.52% 65,750 0.08
≡ PB - Prosperity Bancshares Inc. Add 20.36% 21,152 0.07
≡ MYRG - MYR Group Inc. Add 14.88% 36,724 0.06
≡ SEB - Seaboard Corp. Add 9.78% 126 0.02
≡ CSGS - CSG Systems International Add 7.96% 9,629 0.02
≡ AHL - Aspen Insurance Holdings Ltd. Add 3.68% 14,503 0.03
≡ PNC - PNC Financial Services Add 3.23% 1,289 0.01
≡ FCE.A - Forest City Enterprises Inc. Add 2.15% 151,542 0.17
≡ TDW - Tidewater Inc. Add 1.17% 26,106 0.04
≡ FRPH - FRP Holdings Inc. Add 0.78% 558 0.00
≡ AKR - Acadia Realty Trust Add 0.34% 6,260 0.01
≡ UNF - UniFirst Corp. Add 0.31% 92 0.00
≡ UMBF - UMB Financial Corp. Add 0.27% 221 0.00
≡ VVI - Viad Corp. Add 0.27% 293 0.00
≡ FNF - Fidelity National Financial Inc. Add 0.25% 1,364 0.00
≡ UHAL - U-Haul Holding Co. Add 0.25% 214 0.00
≡ BMCH - BMC Stock Holdings Add 0.24% 778 0.00
≡ TTEK - Tetra Tech Add 0.22% 289 0.00
≡ ZION - Zions Bancorp Add 0.22% 1,232 0.00
≡ VNO - Vornado Realty Trust Add 0.21% 1,731 0.01
≡ LOW - Lowe's Cos. Add 0.21% 1,006 0.00
≡ TPHS - Trinity Place Holdings Add 0.20% 9,865 0.00
≡ CUB - Cubic Corp. Add 0.19% 246 0.00
≡ FR - First Industrial Realty Trust Inc. Add 0.18% 2,994 0.00
≡ ICFI - ICF International Inc. Add 0.17% 243 0.00
≡ Y-OLD - Alleghany Corp. Add 0.05% 33 0.00
≡ HA - Hawaiian Holdings Inc. Buy 398,880 0.71
≡ ATNI - ATN International Inc. Buy 115,053 0.30
≡ SAFM-OLD - Sanderson Farms Buy 15,407 0.08
≡ RESI-OLD - Altisource Residential Corp. Buy 65,000 0.03
≡ GRBK - Green Brick Partners Buy 50,000 0.02
≡ JCAP - Jernigan Capital Inc. Buy 25,000 0.02
≡ WY - Weyerhaeuser Co. Reduce 0.26% 13,177 0.02
≡ LEN - Lennar Corp. Reduce 0.32% 8,336 0.02
≡ CMA - Comerica Inc. Reduce 0.44% 2,398 0.01
≡ BN - Brookfield Corp. Reduce 2.14% 132,162 0.18
≡ FCN - FTI Consulting Inc. Reduce 15.45% 24,515 0.07
≡ WTM - White Mountains Insurance Reduce 15.94% 5,450 0.24
≡ TTE - TotalEnergies SE Reduce 17.38% 171 0.00
≡ RYN - Rayonier Inc. Reduce 22.80% 699,327 1.34
≡ AMN - AMN Healthcare Services Reduce 26.02% 30,868 0.09
≡ BK - Bank of New York Mellon Corp. Reduce 28.16% 306,495 0.82
≡ TRC - Tejon Ranch Co. Reduce 30.29% 802,528 0.97
≡ DB - Deutsche Bank AG Reduce 54.00% 378,000 0.20
≡ CVCO - Cavco Industries Inc. Sell 100.00% 271,200 2.40
≡ KEY - KeyCorp Sell 100.00% 850,900 0.85
≡ KFY - Korn Ferry Sell 100.00% 125,500 0.33
≡ IFSIA - Interface Inc. Sell 100.00% 241,920 0.31
≡ CZZ - Cosan Ltd. Sell 100.00% 504,937 0.27
≡ DST - DST Systems Inc. Sell 100.00% 62,900 0.27
≡ NSIT - Insight Enterprises Inc. Sell 100.00% 147,700 0.26
≡ JEF - Jefferies Financial Group Inc. Sell 100.00% 100,233 0.12