Third Avenue Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2019
≡ AKR - Acadia Realty Trust Reduce 29.71% 523,148 1.14
≡ CFR - Cullen Frost Bankers Reduce 30.38% 18,469 0.14
≡ KALU - Kaiser Aluminum Corp. Reduce 34.88% 21,859 0.16
≡ BN - Brookfield Corp. Reduce 37.15% 1,512,426 3.67
≡ CCS - Century Communities Inc. Reduce 39.12% 25,702 0.05
≡ CTT-OLD - CatchMark Timber Trust Inc. Reduce 40.65% 54,802 0.04
≡ RESI-OLD - Altisource Residential Corp. Reduce 45.23% 74,318 0.07
≡ VNO - Vornado Realty Trust Reduce 48.47% 389,412 1.98
≡ CUB - Cubic Corp. Reduce 90.86% 100,080 0.50
≡ DD - DuPont de Nemours Inc. Sell 100.00% 251,181 1.09
≡ TTEK - Tetra Tech Sell 100.00% 119,797 0.50
≡ SMP - Standard Motor Products Inc. Sell 100.00% 46,947 0.18
≡ CDR-OLD - Cedar Realty Trust Inc. Sell 100.00% 44,596 0.07
≡ AHL - Aspen Insurance Holdings Ltd. Sell 100.00% 342 0.00
Q4  2018
≡ PNC - PNC Financial Services Add 584.38% 241,068 2.28
≡ FRPH - FRP Holdings Inc. Add 242.40% 175,552 0.33
≡ ASIX - AdvanSix Inc. Add 198.39% 152,085 0.30
≡ HA - Hawaiian Holdings Inc. Add 107.89% 619,532 1.32
≡ RESI-OLD - Altisource Residential Corp. Add 79.37% 72,709 0.05
≡ SAFM-OLD - Sanderson Farms Add 71.52% 25,467 0.20
≡ CTT-OLD - CatchMark Timber Trust Inc. Add 68.50% 54,802 0.03
≡ VC - Visteon Corp. Add 58.17% 35,638 0.17
≡ CCS - Century Communities Inc. Add 57.67% 24,031 0.03
≡ GRBK - Green Brick Partners Add 40.98% 21,800 0.01
≡ UMBF - UMB Financial Corp. Add 34.83% 38,958 0.19
≡ CDR-OLD - Cedar Realty Trust Inc. Add 30.62% 10,454 0.02
≡ SEB - Seaboard Corp. Add 13.62% 193 0.06
≡ FPH - Five Point Holdings LLC Add 12.02% 1,228,656 0.69
≡ TDW - Tidewater Inc. Add 7.62% 170,464 0.26
≡ TPH - TRI Pointe Group Add 7.42% 41,844 0.04
≡ MYRG - MYR Group Inc. Add 7.33% 21,950 0.05
≡ LEN.B - Lennar Corp. CL B Add 5.68% 66,736 0.17
≡ WY - Weyerhaeuser Co. Add 2.65% 124,006 0.22
≡ CMA - Comerica Inc. Add 1.82% 9,683 0.05
≡ SRG - Seritage Growth Properties Add 1.28% 3,750 0.01
≡ JBGS - JBG Smith Properties Add 1.13% 7,109 0.02
≡ TPHS - Trinity Place Holdings Add 0.22% 10,797 0.00
≡ SMHI - SEACOR Marine Holdings Inc. Add 0.03% 102 0.00
≡ DD - DuPont de Nemours Inc. Buy 251,181 1.09
≡ RIG - Transocean Ltd. Buy 1,510,628 0.85
≡ CUBI - Customers Bancorp Inc. Buy 519,113 0.77
≡ WLH - William Lyon Homes Buy 44,471 0.04
≡ HCC - Warrior Met Coal Inc. Reduce 1.37% 36,340 0.07
≡ LEN - Lennar Corp. Reduce 2.99% 78,546 0.25
≡ FNF - Fidelity National Financial Inc. Reduce 3.83% 20,887 0.05
≡ VNO - Vornado Realty Trust Reduce 3.86% 32,255 0.16
≡ UHAL - U-Haul Holding Co. Reduce 3.86% 3,385 0.09
≡ RYN - Rayonier Inc. Reduce 3.87% 91,830 0.21
≡ AKR - Acadia Realty Trust Reduce 3.87% 70,887 0.14
≡ MAC - Macerich Co. Reduce 3.89% 61,628 0.22
≡ TTEK - Tetra Tech Reduce 9.02% 11,876 0.05
≡ PB - Prosperity Bancshares Inc. Reduce 11.31% 14,139 0.07
≡ TRC - Tejon Ranch Co. Reduce 12.53% 160,188 0.21
≡ CUB - Cubic Corp. Reduce 16.84% 22,306 0.10
≡ FR - First Industrial Realty Trust Inc. Reduce 25.24% 359,652 0.84
≡ LOW - Lowe's Cos. Reduce 26.67% 128,288 0.96
≡ BN - Brookfield Corp. Reduce 31.77% 1,895,762 3.93
≡ AHL - Aspen Insurance Holdings Ltd. Reduce 99.93% 513,114 0.00
≡ PNC.WS - PNC Financial Services WTS Sell 100.00% 896,250 3.49
≡ BK - Bank of New York Mellon Corp. Sell 100.00% 651,082 1.87
≡ ORIG - Ocean Rig UDW Inc. Sell 100.00% 936,650 1.83
≡ ZION - Zions Bancorp Sell 100.00% 563,711 1.60
≡ WTM - White Mountains Insurance Sell 100.00% 28,649 1.51
≡ CSWI - CSW Industrials Inc. Sell 100.00% 140,574 0.43
≡ CBSH - Commerce Bancshares Inc. Sell 100.00% 108,051 0.40
≡ CSGS - CSG Systems International Sell 100.00% 158,988 0.36
≡ FCE.A - Forest City Enterprises Inc. Sell 100.00% 256,418 0.36
≡ SP - SP Plus Corp. Sell 100.00% 166,523 0.34
≡ BMCH - BMC Stock Holdings Sell 100.00% 296,399 0.31
≡ WSBC - WesBanco Inc. Sell 100.00% 111,300 0.28
≡ AMN - AMN Healthcare Services Sell 100.00% 55,755 0.17
≡ CSWC - Capital Southwest Corp. Sell 100.00% 140,574 0.15
≡ CMA.WS - Comerica Inc. WTS Sell 100.00% 32,900 0.11
≡ NXRT - NexPoint Residential Trust Sell 100.00% 17,300 0.03
≡ TTE - TotalEnergies SE Sell 100.00% 612 0.00
Q3  2018
≡ SAFM-OLD - Sanderson Farms Add 131.11% 20,200 0.12
≡ JBGS - JBG Smith Properties Add 95.59% 307,848 0.64
≡ HA - Hawaiian Holdings Inc. Add 43.95% 175,319 0.40
≡ RESI-OLD - Altisource Residential Corp. Add 40.94% 26,609 0.02
≡ TPH - TRI Pointe Group Add 37.29% 153,213 0.11
≡ UMBF - UMB Financial Corp. Add 37.07% 30,253 0.12
≡ AHL - Aspen Insurance Holdings Ltd. Add 25.70% 104,984 0.25
≡ CSGS - CSG Systems International Add 21.79% 28,445 0.06
≡ FPH - Five Point Holdings LLC Add 17.77% 1,541,609 0.82
≡ VC - Visteon Corp. Add 15.47% 8,208 0.04
≡ ORIG - Ocean Rig UDW Inc. Add 14.17% 116,277 0.23
≡ LEN.B - Lennar Corp. CL B Add 7.09% 77,797 0.17
≡ GRBK - Green Brick Partners Add 6.40% 3,200 0.00
≡ MYRG - MYR Group Inc. Add 5.64% 15,987 0.03
≡ HCC - Warrior Met Coal Inc. Add 5.57% 140,067 0.21
≡ SRG - Seritage Growth Properties Add 0.63% 1,825 0.00
≡ MAC - Macerich Co. Add 0.30% 4,742 0.01
≡ FNF - Fidelity National Financial Inc. Add 0.30% 1,653 0.00
≡ TPHS - Trinity Place Holdings Add 0.29% 14,085 0.00
≡ LOW - Lowe's Cos. Add 0.27% 1,307 0.01
≡ VNO - Vornado Realty Trust Add 0.27% 2,263 0.01
≡ UHAL - U-Haul Holding Co. Add 0.25% 221 0.00
≡ RYN - Rayonier Inc. Add 0.21% 5,037 0.01
≡ AKR - Acadia Realty Trust Add 0.16% 2,964 0.00
≡ SEB - Seaboard Corp. Add 0.14% 2 0.00