Marty Whitman - Third Avenue Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 61 | |
| Portfolio Value | $498.71M |
Third Avenue Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2022Dec 31, 2022 | DHI D.R. Horton, Inc. | Sell | -13,715-6.1% |
Q4 2022Dec 31, 2022 | AMH American Homes 4 Rent | Sell | -13,967-3.3% |
Q4 2022Dec 31, 2022 | STRS Stratus Properties Inc. | Sell | -15,813-20.8% |
Q4 2022Dec 31, 2022 | SPHR Sphere Entertainment Co. | Sell | -19,679-23.6% |
Q4 2022Dec 31, 2022 | FNF FNF Group of Fidelity National | Sell | -21,598-10.8% |
Q4 2022Dec 31, 2022 | CALM Cal-Maine Foods, Inc. | Sell - Position Exit | -28,403-100.0% |
Q4 2022Dec 31, 2022 | WY Weyerhaeuser Company | Sell | -30,348-5.7% |
Q4 2022Dec 31, 2022 | IVT InvenTrust Properties Corp. | Sell | -32,282-4.5% |
Q4 2022Dec 31, 2022 | UHAL U-Haul Holding Company | Sell | -35,587-95.9% |
Q4 2022Dec 31, 2022 | RYN Rayonier Inc. REIT | Sell | -42,570-8.5% |
Q4 2022Dec 31, 2022 | LEN-B Lennar Corporation | Sell | -65,463-16.6% |
Q4 2022Dec 31, 2022 | HCC Warrior Met Coal, Inc. | Sell | -98,620-7.2% |
Q4 2022Dec 31, 2022 | BSIG BrightSphere Investment Group I | Sell - Position Exit | -137,908-100.0% |
Q4 2022Dec 31, 2022 | TPHS Trinity Place Holdings Inc. | Sell | -185,237-3.5% |
Q4 2022Dec 31, 2022 | HA | Sell | -255,286-28.3% |
Q4 2022Dec 31, 2022 | TDW Tidewater Inc. | Sell | -286,932-13.7% |
Q4 2022Dec 31, 2022 | FPH Five Point Holdings, LLC | Sell | -730,748-13.5% |
Q3 2022Sep 30, 2022 | HA | Buy | +118,196+15.1% |
Q3 2022Sep 30, 2022 | TPH Tri Pointe Homes, Inc. | Buy | +61,669+25.1% |
Q3 2022Sep 30, 2022 | PRA ProAssurance Corporation | Buy | +39,997+13.5% |
Q3 2022Sep 30, 2022 | CTO CTO Realty Growth, Inc. | Buy | +38,586+200.0% |
Q3 2022Sep 30, 2022 | KALU Kaiser Aluminum Corporation | Buy | +12,155+23.3% |
Q3 2022Sep 30, 2022 | UHAL U-Haul Holding Company | Sell | -823-2.2% |
Q3 2022Sep 30, 2022 | SPHR Sphere Entertainment Co. | Sell | -3,622-4.2% |
Q3 2022Sep 30, 2022 | FR First Industrial Realty Trust, | Sell | -3,629-2.2% |
Q3 2022Sep 30, 2022 | PLD Prologis, Inc. | Sell | -3,933-2.2% |
Q3 2022Sep 30, 2022 | ORI Old Republic International Corp | Sell | -3,961-0.5% |
Q3 2022Sep 30, 2022 | CBRE CBRE Group Inc | Sell | -4,013-2.2% |
Q3 2022Sep 30, 2022 | FNF FNF Group of Fidelity National | Sell | -4,453-2.2% |
Q3 2022Sep 30, 2022 | DHI D.R. Horton, Inc. | Sell | -4,978-2.2% |