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 2019Dec 31, 2019	UNF Unifirst Corporation	Unifirst Corporation	Sell	-5,400-22.2%	$3.83K	18,954
Q4 2019Dec 31, 2019	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Sell	-6,050-14.8%	$3.86K	34,769
Q4 2019Dec 31, 2019	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Sell	-12,063-14.7%	$6.04K	70,044
Q4 2019Dec 31, 2019	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-12,805-14.7%	$8.20K	74,064
Q4 2019Dec 31, 2019	SBSI Southside Bancshares, Inc.	Southside Bancshares, Inc.	Sell	-14,489-7.3%	$6.83K	183,896
Q4 2019Dec 31, 2019	ICFI ICF International, Inc.	ICF International, Inc.	Sell	-19,122-17.0%	$8.58K	93,665
Q4 2019Dec 31, 2019	VC Visteon Corporation	Visteon Corporation	Sell	-40,214-35.9%	$6.22K	71,849
Q4 2019Dec 31, 2019	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-41,032-6.6%	$38.62K	580,664
Q4 2019Dec 31, 2019	CMA Comerica Incorporated	Comerica Incorporated	Sell	-47,448-12.5%	$23.79K	331,514
Q4 2019Dec 31, 2019	AKR Acadia Realty Trust	Acadia Realty Trust	Sell	-61,616-6.6%	$22.63K	872,557
Q4 2019Dec 31, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-62,137-6.6%	$49.46K	881,440
Q4 2019Dec 31, 2019	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-78,169-23.1%	$11.83K	260,847
Q4 2019Dec 31, 2019	JBGS JBG SMITH Properties	JBG SMITH Properties	Sell	-86,250-6.6%	$48.75K	1,222,026
Q4 2019Dec 31, 2019	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-104,088-17.2%	$7.83K	502,578
Q4 2019Dec 31, 2019	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-113,667-16.8%	$23.35K	562,599
Q4 2019Dec 31, 2019	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-134,589-49.7%	$21.73K	136,135
Q4 2019Dec 31, 2019	LEN-B Lennar Corporation	Lennar Corporation	Sell	-144,747-11.4%	$50.53K	1,130,388
Q4 2019Dec 31, 2019	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell - Position Exit	-217,258-100.0%	$0.00	-
Q4 2019Dec 31, 2019	HA		Sell	-318,010-22.5%	$32.13K	1,096,849
Q4 2019Dec 31, 2019	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-553,516-17.3%	$79.88K	2,644,843
Q4 2019Dec 31, 2019	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-562,360-30.5%	$42.01K	1,282,284
Q4 2019Dec 31, 2019	TRC Tejon Ranch Co	Tejon Ranch Co	Sell - Position Exit	-686,108-100.0%	$0.00	-
Q3 2019Sep 30, 2019	VNO Vornado Realty Trust	Vornado Realty Trust	Buy	+223,862+56.3%	$39.58K	621,696
Q3 2019Sep 30, 2019	TDW Tidewater Inc.	Tidewater Inc.	Buy	+136,110+5.2%	$41.36K	2,737,423
Q3 2019Sep 30, 2019	MYRG MYR Group, Inc.	MYR Group, Inc.	Buy	+61,974+19.3%	$12.00K	383,459
Q3 2019Sep 30, 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+27,508+0.5%	$22.83K	5,707,236
Q3 2019Sep 30, 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+22,965+18.6%	$18.14K	146,222
Q3 2019Sep 30, 2019	FIX Comfort Systems USA, Inc.	Comfort Systems USA, Inc.	Buy	+21,499+19.0%	$5.96K	134,629
Q3 2019Sep 30, 2019	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Buy	+16,092+3.0%	$11.64K	561,121
Q3 2019Sep 30, 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+8,813+0.7%	$56.58K	1,275,135

Page 27 of 74 • 2206 total trades

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