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
Q2 2021Jun 30, 2021	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-25,774-3.0%	$28.49K	827,809
Q2 2021Jun 30, 2021	HA		Sell	-31,977-3.1%	$24.23K	994,055
Q2 2021Jun 30, 2021	LEN Lennar Corporation	Lennar Corporation	Sell	-32,632-26.4%	$8.76K	90,776
Q2 2021Jun 30, 2021	EXP Eagle Materials Inc	Eagle Materials Inc	Sell	-41,815-32.5%	$12.36K	86,977
Q2 2021Jun 30, 2021	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-73,184-9.5%	$22.08K	700,753
Q2 2021Jun 30, 2021	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Sell	-96,210-1.1%	$71.67K	8,869,613
Q2 2021Jun 30, 2021	SRG Seritage Growth Properties	Seritage Growth Properties	Sell	-102,818-23.0%	$6.35K	345,015
Q1 2021Mar 31, 2021	BSIG BrightSphere Investment Group I	BrightSphere Investment Group I	Buy - Position Entry	+193,259	$3.94K	193,259
Q1 2021Mar 31, 2021	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+169,148+13.9%	$23.73K	1,385,558
Q1 2021Mar 31, 2021	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Buy	+161,681+1.8%	$67.78K	8,965,823
Q1 2021Mar 31, 2021	HBB Hamilton Beach Brands Holding C	Hamilton Beach Brands Holding C	Buy	+41,193+22.1%	$4.12K	227,223
Q1 2021Mar 31, 2021	ATNI ATN International, Inc.	ATN International, Inc.	Buy	+33,642+55.8%	$4.61K	93,903
Q1 2021Mar 31, 2021	TDW Tidewater Inc.	Tidewater Inc.	Buy	+31,100+1.2%	$31.89K	2,544,775
Q1 2021Mar 31, 2021	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+20,860+16.1%	$7.41K	150,583
Q1 2021Mar 31, 2021	CTO CTO Realty Growth, Inc.	CTO Realty Growth, Inc.	Buy - Position Entry	+19,293	$1.00K	19,293
Q1 2021Mar 31, 2021	HA		Buy	+9,596+0.9%	$27.36K	1,026,032
Q1 2021Mar 31, 2021	ORI Old Republic International Corp	Old Republic International Corp	Buy	+5,666+0.5%	$24.36K	1,115,258
Q1 2021Mar 31, 2021	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+2,760+0.0%	$12.71K	6,080,226
Q1 2021Mar 31, 2021	CMA Comerica Incorporated	Comerica Incorporated	Buy	+1,827+0.5%	$26.77K	373,158
Q1 2021Mar 31, 2021	LEN-B Lennar Corporation	Lennar Corporation	Buy	+826+0.2%	$39.67K	481,800
Q1 2021Mar 31, 2021	SEB Seaboard Corporation	Seaboard Corporation	Buy	+336+16.8%	$8.62K	2,336
Q1 2021Mar 31, 2021	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-377-100.0%	$0.00	-
Q1 2021Mar 31, 2021	ESS Essex Property Trust, Inc.	Essex Property Trust, Inc.	Sell	-4,861-13.1%	$8.77K	32,256
Q1 2021Mar 31, 2021	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-10,251-18.9%	$26.91K	43,922
Q1 2021Mar 31, 2021	SBSI Southside Bancshares, Inc.	Southside Bancshares, Inc.	Sell	-14,158-7.8%	$6.42K	166,620
Q1 2021Mar 31, 2021	ALG Alamo Group, Inc.	Alamo Group, Inc.	Sell	-14,826-31.7%	$4.98K	31,880
Q1 2021Mar 31, 2021	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-20,065-13.3%	$24.84K	130,621
Q1 2021Mar 31, 2021	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-22,910-12.0%	$13.26K	167,601
Q1 2021Mar 31, 2021	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell	-25,257-20.0%	$7.26K	101,309
Q1 2021Mar 31, 2021	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-31,053-13.1%	$9.38K	206,546

Page 19 of 74 • 2206 total trades

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