Third Avenue Management as of Dec. 31, 2018
Portfolio Holdings for Third Avenue Management
Third Avenue Management holds 61 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Weyerhaeuser Company (WY) | 8.5 | $105M | 4.8M | 21.86 | |
| Brookfield Asset Management | 8.4 | $104M | 2.7M | 38.35 | |
| Lennar Corporation (LEN) | 8.1 | $100M | 2.6M | 39.15 | |
| Five Point Holdings (FPH) | 6.4 | $79M | 11M | 6.94 | |
| Macerich Company (MAC) | 5.3 | $66M | 1.5M | 43.28 | |
| Rayonier (RYN) | 5.1 | $63M | 2.3M | 27.69 | |
| Warrior Met Coal (HCC) | 5.1 | $63M | 2.6M | 24.11 | |
| Vornado Realty Trust (VNO) | 4.0 | $50M | 803k | 62.03 | |
| Tidewater (TDW) | 3.7 | $46M | 2.4M | 19.13 | |
| Acadia Realty Trust (AKR) | 3.4 | $42M | 1.8M | 23.76 | |
| Lennar Corporation (LEN.B) | 3.1 | $39M | 1.2M | 31.33 | |
| Comerica Incorporated (CMA) | 3.0 | $37M | 542k | 68.69 | |
| PNC Financial Services (PNC) | 2.7 | $33M | 282k | 116.91 | |
| Lowe's Companies (LOW) | 2.6 | $33M | 353k | 92.36 | |
| Hawaiian Holdings | 2.5 | $32M | 1.2M | 26.41 | |
| First Industrial Realty Trust (FR) | 2.5 | $31M | 1.1M | 28.86 | |
| Amer (UHAL) | 2.2 | $28M | 84k | 328.12 | |
| Jbg Smith Properties (JBGS) | 1.8 | $22M | 637k | 34.81 | |
| Trinity Pl Holdings (TPHS) | 1.7 | $22M | 5.0M | 4.34 | |
| Tejon Ranch Company (TRC) | 1.5 | $19M | 1.1M | 16.58 | |
| Fnf (FNF) | 1.3 | $17M | 524k | 31.44 | |
| Dowdupont | 1.1 | $13M | 251k | 53.48 | |
| Transocean (RIG) | 0.8 | $11M | 1.5M | 6.94 | |
| Seritage Growth Pptys Cl A (SRG) | 0.8 | $9.6M | 297k | 32.33 | |
| Customers Ban (CUBI) | 0.8 | $9.4M | 519k | 18.20 | |
| UMB Financial Corporation (UMBF) | 0.7 | $9.2M | 151k | 60.97 | |
| Myr (MYRG) | 0.7 | $9.1M | 322k | 28.17 | |
| FTI Consulting (FCN) | 0.7 | $8.9M | 134k | 66.64 | |
| Atn Intl (ATNI) | 0.7 | $8.2M | 115k | 71.53 | |
| ICF International (ICFI) | 0.6 | $7.3M | 113k | 64.79 | |
| Prosperity Bancshares (PB) | 0.6 | $6.9M | 111k | 62.31 | |
| Tri Pointe Homes (TPH) | 0.5 | $6.6M | 606k | 10.93 | |
| Southside Bancshares (SBSI) | 0.5 | $6.3M | 198k | 31.75 | |
| Tetra Tech (TTEK) | 0.5 | $6.2M | 120k | 51.77 | |
| Sanderson Farms | 0.5 | $6.1M | 61k | 99.31 | |
| Cubic Corporation | 0.5 | $5.9M | 110k | 53.75 | |
| Visteon Corporation (VC) | 0.5 | $5.8M | 97k | 60.29 | |
| Seaboard Corporation (SEB) | 0.5 | $5.7M | 1.6k | 3538.51 | |
| Frp Holdings (FRPH) | 0.5 | $5.7M | 124k | 46.01 | |
| Kaiser Aluminum (KALU) | 0.5 | $5.6M | 63k | 89.30 | |
| Advansix (ASIX) | 0.5 | $5.6M | 229k | 24.34 | |
| Viad (PRSU) | 0.4 | $5.4M | 108k | 50.09 | |
| Cullen/Frost Bankers (CFR) | 0.4 | $5.3M | 61k | 87.94 | |
| Emcor (EME) | 0.4 | $4.9M | 82k | 59.69 | |
| Comfort Systems USA (FIX) | 0.4 | $4.9M | 113k | 43.68 | |
| UniFirst Corporation (UNF) | 0.3 | $4.3M | 30k | 143.09 | |
| Genpact (G) | 0.3 | $4.4M | 162k | 27.00 | |
| Seacor Marine Hldgs (SMHI) | 0.3 | $4.2M | 358k | 11.76 | |
| Ali (ALCO) | 0.3 | $4.1M | 141k | 29.50 | |
| Dorman Products (DORM) | 0.3 | $3.9M | 44k | 90.02 | |
| Alamo (ALG) | 0.3 | $3.6M | 47k | 77.33 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.8M | 11k | 250.00 | |
| Standard Motor Products (SMP) | 0.2 | $2.3M | 47k | 48.44 | |
| Front Yard Residential Corp | 0.1 | $1.4M | 164k | 8.73 | |
| Century Communities (CCS) | 0.1 | $1.1M | 66k | 17.27 | |
| Catchmark Timber Tr Inc cl a | 0.1 | $958k | 135k | 7.11 | |
| Cedar Shopping Centers | 0.1 | $924k | 294k | 3.14 | |
| Lyon William Homes cl a | 0.0 | $476k | 45k | 10.70 | |
| Green Brick Partners (GRBK) | 0.0 | $543k | 75k | 7.24 | |
| Jernigan Cap | 0.0 | $496k | 25k | 19.84 | |
| Aspen Insurance Holdings | 0.0 | $15k | 342.00 | 43.86 |
