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 2020Dec 31, 2020	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-716,529-75.1%	$8.87K	237,599
Q4 2020Dec 31, 2020	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Sell	-1,478,718-14.4%	$48.07K	8,804,142
Q3 2020Sep 30, 2020	KFY Korn Ferry	Korn Ferry	Buy - Position Entry	+328,473	$9.53K	328,473
Q3 2020Sep 30, 2020	ORI Old Republic International Corp	Old Republic International Corp	Buy	+167,031+14.9%	$18.94K	1,285,160
Q3 2020Sep 30, 2020	TDW Tidewater Inc.	Tidewater Inc.	Buy	+114,624+4.1%	$19.39K	2,889,202
Q3 2020Sep 30, 2020	WASH Washington Trust Bancorp, Inc.	Washington Trust Bancorp, Inc.	Buy	+102,105+155.1%	$5.15K	167,939
Q3 2020Sep 30, 2020	HBB Hamilton Beach Brands Holding C	Hamilton Beach Brands Holding C	Buy - Position Entry	+63,027	$1.23K	63,027
Q3 2020Sep 30, 2020	AMH American Homes 4 Rent	American Homes 4 Rent	Buy	+59,413+14.8%	$13.16K	461,905
Q3 2020Sep 30, 2020	CMA Comerica Incorporated	Comerica Incorporated	Buy	+47,627+13.9%	$14.92K	390,005
Q3 2020Sep 30, 2020	SBSI Southside Bancshares, Inc.	Southside Bancshares, Inc.	Buy	+23,794+19.0%	$3.65K	149,269
Q3 2020Sep 30, 2020	ROIC Retail Opportunity Investments	Retail Opportunity Investments	Buy	+20,000+36.4%	$782.00	75,000
Q3 2020Sep 30, 2020	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Buy	+16,980+41.3%	$3.11K	58,069
Q3 2020Sep 30, 2020	CIO City Office REIT, Inc.	City Office REIT, Inc.	Buy	+15,000+27.3%	$527.00	70,000
Q3 2020Sep 30, 2020	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Buy	+14,208+23.2%	$3.91K	75,356
Q3 2020Sep 30, 2020	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+6,790+0.1%	$8.57K	6,077,466
Q3 2020Sep 30, 2020	PCH PotlatchDeltic Corporation - Co	PotlatchDeltic Corporation - Co	Buy	+4,000+25.0%	$842.00	20,000
Q3 2020Sep 30, 2020	SEB Seaboard Corporation	Seaboard Corporation	Buy	+214+12.5%	$5.45K	1,922
Q3 2020Sep 30, 2020	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-2,528-4.2%	$20.75K	58,303
Q3 2020Sep 30, 2020	UNF Unifirst Corporation	Unifirst Corporation	Sell	-4,012-21.2%	$2.83K	14,942
Q3 2020Sep 30, 2020	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-4,212-2.8%	$14.38K	147,347
Q3 2020Sep 30, 2020	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-7,187-4.3%	$26.80K	161,570
Q3 2020Sep 30, 2020	CBRE CBRE Group Inc	CBRE Group Inc	Sell	-8,938-4.1%	$9.78K	208,197
Q3 2020Sep 30, 2020	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-11,234-4.1%	$10.52K	264,335
Q3 2020Sep 30, 2020	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-13,770-4.1%	$10.16K	324,348
Q3 2020Sep 30, 2020	LEN Lennar Corporation	Lennar Corporation	Sell	-15,088-4.3%	$26.80K	333,797
Q3 2020Sep 30, 2020	PLD Prologis, Inc.	Prologis, Inc.	Sell	-15,409-4.2%	$35.25K	349,483
Q3 2020Sep 30, 2020	FDX FedEx Corporation	FedEx Corporation	Sell	-21,125-29.4%	$12.73K	50,628
Q3 2020Sep 30, 2020	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-27,160-2.8%	$32.16K	954,128
Q3 2020Sep 30, 2020	UMBF UMB Financial Corporation	UMB Financial Corporation	Sell	-27,445-15.8%	$7.16K	146,079
Q3 2020Sep 30, 2020	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell	-29,989-9.0%	$11.30K	303,924

Page 22 of 74 • 2206 total trades

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