Marty Whitman – Third Avenue Management Portfolio Activity & Recent Trades (Jun 30, 2025)

As of Jun 30, 2025, the Third Avenue Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

New Buys – Cantaloupe, Inc. (CTLP), Champion Homes, Inc. (SKY), Visteon Corporation (VC)

Increases – Ambac Financial Group, Inc. (AMBC), Tidewater Inc. (TDW), OceanFirst Financial Corp. (OCFC), PulteGroup, Inc. (PHM), Warrior Met Coal, Inc. (HCC), and 8 more

Reductions – UMB Financial Corporation (UMBF), Jones Lang LaSalle Incorporated (JLL), Seaboard Corporation (SEB), Rayonier Inc. REIT (RYN), CBRE Group Inc (CBRE), and 14 more

Complete Exits – U-Haul Holding Company (UHAL), Green Brick Partners, Inc. (GRBK), Stewart Information Services Co (STC), PotlatchDeltic Corporation - Co (PCH), Corporacion Inmobiliaria Vesta, (VTMX), and 7 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Third Avenue Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2013Jun 30, 2013	INTC Intel Corporation	Intel Corporation	Buy - Position Entry	+3,462,434	$83.86K	3,462,434
Q2 2013Jun 30, 2013	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy - Position Entry	+3,265,316	$45.81K	3,265,316
Q2 2013Jun 30, 2013	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Buy - Position Entry	+2,706,531	$176.14K	2,706,531
Q2 2013Jun 30, 2013	TRC Tejon Ranch Co	Tejon Ranch Co	Buy - Position Entry	+2,525,750	$71.96K	2,525,750
Q2 2013Jun 30, 2013	CMA Comerica Incorporated	Comerica Incorporated	Buy - Position Entry	+2,469,056	$98.34K	2,469,056
Q2 2013Jun 30, 2013	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy - Position Entry	+1,846,350	$75.52K	1,846,350
Q2 2013Jun 30, 2013	PRGS Progress Software Corporation	Progress Software Corporation	Buy - Position Entry	+1,719,537	$39.57K	1,719,537
Q2 2013Jun 30, 2013	SUP Superior Industries Internation	Superior Industries Internation	Buy - Position Entry	+1,613,154	$27.76K	1,613,154
Q2 2013Jun 30, 2013	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Buy - Position Entry	+1,596,217	$60.61K	1,596,217
Q2 2013Jun 30, 2013	CCRN Cross Country Healthcare, Inc.	Cross Country Healthcare, Inc.	Buy - Position Entry	+1,496,411	$7.72K	1,496,411
Q2 2013Jun 30, 2013	VLY Valley National Bancorp	Valley National Bancorp	Buy - Position Entry	+1,462,501	$13.85K	1,462,501
Q2 2013Jun 30, 2013	ICFI ICF International, Inc.	ICF International, Inc.	Buy - Position Entry	+1,457,899	$45.94K	1,457,899
Q2 2013Jun 30, 2013	KMT Kennametal Inc.	Kennametal Inc.	Buy - Position Entry	+1,124,578	$43.67K	1,124,578
Q2 2013Jun 30, 2013	LXU LSB Industries, Inc.	LSB Industries, Inc.	Buy - Position Entry	+1,120,478	$34.07K	1,120,478
Q2 2013Jun 30, 2013	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Buy - Position Entry	+1,056,875	$42.96K	1,056,875
Q2 2013Jun 30, 2013	ABM ABM Industries Incorporated	ABM Industries Incorporated	Buy - Position Entry	+1,026,623	$25.16K	1,026,623
Q2 2013Jun 30, 2013	ENS EnerSys	EnerSys	Buy - Position Entry	+981,376	$48.13K	981,376
Q2 2013Jun 30, 2013	NEM Newmont Corporation	Newmont Corporation	Buy - Position Entry	+934,489	$27.99K	934,489
Q2 2013Jun 30, 2013	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Buy - Position Entry	+927,198	$21.80K	927,198
Q2 2013Jun 30, 2013	SXT Sensient Technologies Corporati	Sensient Technologies Corporati	Buy - Position Entry	+859,882	$34.80K	859,882
Q2 2013Jun 30, 2013	BELFB Bel Fuse Inc.	Bel Fuse Inc.	Buy - Position Entry	+839,770	$11.29K	839,770
Q2 2013Jun 30, 2013	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy - Position Entry	+822,683	$21.87K	822,683
Q2 2013Jun 30, 2013	G0450A105 Arch Capital	Arch Capital	Buy - Position Entry	+777,715	$39.98K	777,715
Q2 2013Jun 30, 2013	IIIN Insteel Industries, Inc.	Insteel Industries, Inc.	Buy - Position Entry	+674,222	$11.81K	674,222
Q2 2013Jun 30, 2013	MTX Minerals Technologies Inc.	Minerals Technologies Inc.	Buy - Position Entry	+670,673	$27.73K	670,673
Q2 2013Jun 30, 2013	VNO Vornado Realty Trust	Vornado Realty Trust	Buy - Position Entry	+660,419	$54.72K	660,419
Q2 2013Jun 30, 2013	BKD Brookdale Senior Living Inc.	Brookdale Senior Living Inc.	Buy - Position Entry	+658,866	$17.42K	658,866
Q2 2013Jun 30, 2013	DAR Darling Ingredients Inc.	Darling Ingredients Inc.	Buy - Position Entry	+562,366	$10.49K	562,366
Q2 2013Jun 30, 2013	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy - Position Entry	+551,302	$10.07K	551,302
Q2 2013Jun 30, 2013	CALM Cal-Maine Foods, Inc.	Cal-Maine Foods, Inc.	Buy - Position Entry	+549,729	$25.57K	549,729

Page 77 of 79 • 2341 total trades

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