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
Q4 2021Dec 31, 2021	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-37,806-16.2%	$5.44K	195,155
Q4 2021Dec 31, 2021	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-56,908-6.9%	$31.83K	772,935
Q4 2021Dec 31, 2021	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-59,113-7.2%	$30.89K	765,389
Q4 2021Dec 31, 2021	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-66,464-100.0%	$0.00	-
Q4 2021Dec 31, 2021	ATNI ATN International, Inc.	ATN International, Inc.	Sell - Position Exit	-93,903-100.0%	$0.00	-
Q4 2021Dec 31, 2021	BSIG BrightSphere Investment Group I	BrightSphere Investment Group I	Sell	-99,143-51.3%	$2.41K	94,116
Q4 2021Dec 31, 2021	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Sell	-165,745-1.9%	$57.11K	8,732,674
Q4 2021Dec 31, 2021	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-188,459-35.7%	$9.74K	339,392
Q4 2021Dec 31, 2021	VNO Vornado Realty Trust	Vornado Realty Trust	Sell - Position Exit	-193,011-100.0%	$0.00	-
Q4 2021Dec 31, 2021	SRG Seritage Growth Properties	Seritage Growth Properties	Sell - Position Exit	-202,271-100.0%	$0.00	-
Q4 2021Dec 31, 2021	TDW Tidewater Inc.	Tidewater Inc.	Sell	-261,807-11.2%	$22.34K	2,085,705
Q4 2021Dec 31, 2021	ORI Old Republic International Corp	Old Republic International Corp	Sell	-269,123-24.2%	$20.68K	841,178
Q3 2021Sep 30, 2021	HBB Hamilton Beach Brands Holding C	Hamilton Beach Brands Holding C	Buy	+55,213+24.3%	$4.43K	282,436
Q3 2021Sep 30, 2021	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+28,806+0.3%	$69.67K	8,898,419
Q3 2021Sep 30, 2021	SPHR Sphere Entertainment Co.	Sphere Entertainment Co.	Buy - Position Entry	+27,448	$2.00K	27,448
Q3 2021Sep 30, 2021	CALM Cal-Maine Foods, Inc.	Cal-Maine Foods, Inc.	Buy	+23,541+20.3%	$5.05K	139,635
Q3 2021Sep 30, 2021	STRS Stratus Properties Inc.	Stratus Properties Inc.	Buy	+13,556+10.6%	$4.55K	141,118
Q3 2021Sep 30, 2021	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+5,043+0.3%	$40.27K	1,730,328
Q3 2021Sep 30, 2021	WY Weyerhaeuser Company	Weyerhaeuser Company	Buy	+2,034+0.2%	$29.52K	829,843
Q3 2021Sep 30, 2021	LEN-B Lennar Corporation	Lennar Corporation	Buy	+1,943+0.4%	$37.61K	484,684
Q3 2021Sep 30, 2021	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+1,665+0.2%	$29.42K	824,502
Q3 2021Sep 30, 2021	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+1,571+0.9%	$16.27K	167,076
Q3 2021Sep 30, 2021	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Buy	+639+0.3%	$11.50K	253,673
Q3 2021Sep 30, 2021	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Sell	-56-0.2%	$9.70K	30,334
Q3 2021Sep 30, 2021	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-354-0.8%	$27.44K	42,470
Q3 2021Sep 30, 2021	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-367-0.2%	$10.56K	202,857
Q3 2021Sep 30, 2021	PLD Prologis, Inc.	Prologis, Inc.	Sell	-468-0.2%	$32.03K	255,401
Q3 2021Sep 30, 2021	AMH American Homes 4 Rent	American Homes 4 Rent	Sell	-924-0.2%	$19.28K	505,645
Q3 2021Sep 30, 2021	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-1,136-1.0%	$23.73K	116,979
Q3 2021Sep 30, 2021	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-5,728-2.9%	$8.11K	193,011

Page 17 of 74 • 2206 total trades

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