Third Avenue Management

Latest statistics and disclosures from Third Avenue Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Third Avenue Management

Companies in the Third Avenue Management portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Five Point Holdings 8.05 11.71M +6% 6.95
Weyerhaeuser Company (WY) 7.90 2.64M -17% 30.20
Brookfield Asset Management (BAM.A) 6.15 1.08M -32% 57.80
Tidewater Inc 5.25 2.75M 19.28
Lennar Corporation (LEN.B) 5.00 1.13M -11% 44.70
Lennar Corporation (LEN) 4.89 881440 -6% 56.12
Jbg Smith Properties 4.82 1.22M -6% 39.89
Rayonier (RYN) 4.16 1.28M -30% 32.76
Vornado Realty Trust (VNO) 3.82 580664 -6% 66.50
Warrior Met Coal 3.74 1.79M 21.13
Macerich Company (MAC) 3.67 1.38M +23% 26.92
Hawaiian Holdings (HA) 3.18 1.10M -22% 29.29
AMER (UHAL) 2.98 80245 +6% 375.82
Comerica Incorporated (CMA) 2.35 331514 -12% 71.75
First Industrial Realty Trust (FR) 2.31 562599 -16% 41.51
Acadia Realty Trust (AKR) 2.24 872557 -6% 25.93
PNC Financial Services (PNC) 2.15 136135 -49% 159.64
Mohawk Industries (MHK) 1.98 146864 136.38
Trinity Pl Holdings 1.74 5.84M +2% 3.01
Eagle Materials (EXP) 1.59 177351 90.66
Howard Hughes (HHC) 1.41 112780 NEW 126.80
Seritage Growth Pptys Cl A Added 1.33 334849 +3% 40.08
Customers Ban 1.32 561121 23.81
MYR (MYRG) 1.24 383607 32.59
Fnf 1.17 260847 -23% 45.35
UMB Financial Corporation (UMBF) 0.90 132155 +8% 68.65
ICF International (ICFI) 0.85 93665 -16% 91.62
Colony Cap Inc New cl a com 0.85 1.80M +2% 4.75
FTI Consulting (FCN) 0.81 74064 -14% 110.66
Tri Pointe Homes 0.77 502578 -17% 15.58
* Atn Intl Inc Com stock 0.75 136395 55.39
Seaboard Corporation (SEB) 0.72 1708 4250.59
Southside Bancshares (SBSI) 0.68 183896 -7% 37.14
Comfort Systems USA (FIX) 0.66 134629 49.86
Argan (AGX) 0.66 166754 +25% 40.14
Frp Holdings 0.65 131757 49.81
Carter Bank & Trust Martinsvil 0.63 268982 -20% 23.72
Visteon Corporation (VC) 0.62 71849 -35% 86.60
EMCOR (EME) 0.60 70044 -14% 86.30
Alamo (ALG) 0.58 46706 125.55
Ali (ALCO) 0.50 140451 35.83
Genpact Limited shs 0.50 120872 42.18
Viad (VVI) 0.49 73261 -4% 67.51
Seacor Marine Hldgs 0.49 358074 13.79
Prosperity Bancshares (PRSP) 0.43 61148 71.89
Cooper Tire & Rubber Company (CTB) 0.42 147893 +52% 28.75
Cullen/Frost Bankers (CFR) 0.41 42331 97.80
Kaiser Aluminum (KALU) 0.38 34769 -14% 110.90
UniFirst Corporation (UNF) 0.38 18954 -22% 202.02
Dorman Products (DORM) 0.33 43600 75.73
SPDR S&P; 500 ETF (SPY) 0.11 3365 NEW 322.14
Century Communities 0.11 40000 27.35
Lyon William Homes cl a 0.08 40000 20.00
Green Brick Partners 0.07 60000 11.48
Catchmark Timber Tr Inc cl a 0.05 45961 -42% 11.49
Jernigan Cap 0.04 20000 19.15
Front Yard Residential Corp 0.03 25728 -71% 12.36

Past Filings by Third Avenue Management

View past SEC 13F filings by Third Avenue Management

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