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
Q3 2019Sep 30, 2019	JBGS JBG SMITH Properties	JBG SMITH Properties	Buy	+6,635+0.5%	$51.30K	1,308,276
Q3 2019Sep 30, 2019	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Buy	+6,227+0.4%	$34.55K	1,769,890
Q3 2019Sep 30, 2019	SRG Seritage Growth Properties	Seritage Growth Properties	Buy	+6,152+1.9%	$13.75K	323,676
Q3 2019Sep 30, 2019	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy	+5,285+2.0%	$37.95K	270,724
Q3 2019Sep 30, 2019	UHAL U-Haul Holding Company	U-Haul Holding Company	Buy	+584+0.8%	$29.40K	75,379
Q3 2019Sep 30, 2019	HA		Sell	-2-0.0%	$37.16K	1,414,859
Q3 2019Sep 30, 2019	UNF Unifirst Corporation	Unifirst Corporation	Sell	-5,648-18.8%	$4.75K	24,354
Q3 2019Sep 30, 2019	VVI Viad Corp	Viad Corp	Sell	-7,221-8.6%	$5.14K	76,557
Q3 2019Sep 30, 2019	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-15,144-6.5%	$23.89K	217,258
Q3 2019Sep 30, 2019	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-16,870-16.3%	$9.21K	86,869
Q3 2019Sep 30, 2019	UMBF UMB Financial Corporation	UMB Financial Corporation	Sell	-29,043-19.3%	$7.87K	121,780
Q3 2019Sep 30, 2019	ASIX AdvanSix Inc.	AdvanSix Inc.	Sell - Position Exit	-30,709-100.0%	$0.00	-
Q3 2019Sep 30, 2019	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-39,772-5.6%	$26.75K	676,266
Q3 2019Sep 30, 2019	PB Prosperity Bancshares, Inc.	Prosperity Bancshares, Inc.	Sell	-49,737-44.9%	$4.32K	61,148
Q3 2019Sep 30, 2019	CMA Comerica Incorporated	Comerica Incorporated	Sell	-67,193-15.1%	$25.01K	378,962
Q3 2019Sep 30, 2019	VC Visteon Corporation	Visteon Corporation	Sell	-76,667-40.6%	$9.25K	112,063
Q3 2019Sep 30, 2019	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-125,884-27.1%	$15.06K	339,016
Q3 2019Sep 30, 2019	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-184,173-9.1%	$52.02K	1,844,644
Q3 2019Sep 30, 2019	AKR Acadia Realty Trust	Acadia Realty Trust	Sell	-211,951-18.5%	$26.70K	934,173
Q3 2019Sep 30, 2019	TRC Tejon Ranch Co	Tejon Ranch Co	Sell	-298,968-30.3%	$11.64K	686,108
Q3 2019Sep 30, 2019	MAC Macerich Company (The)	Macerich Company (The)	Sell	-305,689-21.5%	$35.31K	1,117,835
Q3 2019Sep 30, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-362,415-27.8%	$52.70K	943,577
Q3 2019Sep 30, 2019	FPH Five Point Holdings, LLC	Five Point Holdings, LLC	Sell	-566,773-4.9%	$82.68K	11,024,313
Q3 2019Sep 30, 2019	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-899,448-21.9%	$88.59K	3,198,359
Q2 2019Jun 30, 2019	TPHS Trinity Place Holdings Inc.	Trinity Place Holdings Inc.	Buy	+647,578+12.9%	$22.43K	5,679,728
Q2 2019Jun 30, 2019	SRG Seritage Growth Properties	Seritage Growth Properties	Buy - Position Entry	+317,524	$13.64K	317,524
Q2 2019Jun 30, 2019	TDW Tidewater Inc.	Tidewater Inc.	Buy	+158,043+6.5%	$61.08K	2,601,313
Q2 2019Jun 30, 2019	VC Visteon Corporation	Visteon Corporation	Buy	+52,615+38.7%	$11.06K	188,730
Q2 2019Jun 30, 2019	HA		Buy	+47,019+3.4%	$38.81K	1,414,861
Q2 2019Jun 30, 2019	AGX Argan, Inc.	Argan, Inc.	Buy	+44,142+49.6%	$5.40K	133,142

Page 28 of 74 • 2206 total trades

«‹

26 27 28 29 30

›»