Marty Whitman - Third Avenue Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		61
Portfolio Value		$498.71M

Third Avenue Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2022Mar 31, 2022	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-3,019-0.4%	$31.35K	762,370
Q1 2022Mar 31, 2022	LEN-B Lennar Corporation	Lennar Corporation	Sell	-3,639-0.8%	$32.43K	474,491
Q1 2022Mar 31, 2022	AMH American Homes 4 Rent	American Homes 4 Rent	Sell	-4,142-0.8%	$19.95K	498,444
Q1 2022Mar 31, 2022	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-6,316-0.8%	$29.05K	766,619
Q1 2022Mar 31, 2022	PLD Prologis, Inc.	Prologis, Inc.	Sell	-9,362-3.7%	$39.12K	242,225
Q1 2022Mar 31, 2022	FIX Comfort Systems USA, Inc.	Comfort Systems USA, Inc.	Sell	-9,990-19.1%	$3.77K	42,400
Q1 2022Mar 31, 2022	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-13,810-12.0%	$20.50K	101,406
Q1 2022Mar 31, 2022	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Sell - Position Exit	-29,879-100.0%	$0.00	-
Q1 2022Mar 31, 2022	CMA Comerica Incorporated	Comerica Incorporated	Sell	-40,334-10.9%	$29.95K	331,210
Q1 2022Mar 31, 2022	CALM Cal-Maine Foods, Inc.	Cal-Maine Foods, Inc.	Sell	-73,591-52.7%	$3.65K	66,044
Q1 2022Mar 31, 2022	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-100,130-29.5%	$6.99K	239,262
Q1 2022Mar 31, 2022	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-532,528-28.6%	$49.46K	1,332,711
Q4 2021Dec 31, 2021	IVT InvenTrust Properties Corp.	InvenTrust Properties Corp.	Buy - Position Entry	+503,945	$13.74K	503,945
Q4 2021Dec 31, 2021	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+434,210+7.1%	$11.99K	6,514,436
Q4 2021Dec 31, 2021	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+134,911+7.8%	$47.96K	1,865,239
Q4 2021Dec 31, 2021	HBB Hamilton Beach Brands Holding C	Hamilton Beach Brands Holding C	Buy	+42,688+15.1%	$4.67K	325,124
Q4 2021Dec 31, 2021	SPHR Sphere Entertainment Co.	Sphere Entertainment Co.	Buy	+40,597+147.9%	$4.79K	68,045
Q4 2021Dec 31, 2021	STRS Stratus Properties Inc.	Stratus Properties Inc.	Buy	+1,717+1.2%	$5.22K	142,835
Q4 2021Dec 31, 2021	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell	-122-0.1%	$11.19K	101,187
Q4 2021Dec 31, 2021	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Sell	-455-1.5%	$10.53K	29,879
Q4 2021Dec 31, 2021	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-637-1.5%	$30.38K	41,833
Q4 2021Dec 31, 2021	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-1,763-1.5%	$29.78K	115,216
Q4 2021Dec 31, 2021	AMH American Homes 4 Rent	American Homes 4 Rent	Sell	-3,059-0.6%	$21.92K	502,586
Q4 2021Dec 31, 2021	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-3,078-1.5%	$13.23K	199,779
Q4 2021Dec 31, 2021	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-3,198-1.9%	$17.78K	163,878
Q4 2021Dec 31, 2021	PLD Prologis, Inc.	Prologis, Inc.	Sell	-3,814-1.5%	$42.36K	251,587
Q4 2021Dec 31, 2021	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-4,702-1.9%	$12.99K	248,971
Q4 2021Dec 31, 2021	LEN-B Lennar Corporation	Lennar Corporation	Sell	-6,554-1.4%	$45.72K	478,130
Q4 2021Dec 31, 2021	HA		Sell	-11,003-1.1%	$18.06K	983,052
Q4 2021Dec 31, 2021	UMBF UMB Financial Corporation	UMB Financial Corporation	Sell	-16,667-11.4%	$13.74K	129,469

Page 16 of 74 • 2206 total trades

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