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
Q1 2019Mar 31, 2019	ATNI ATN International, Inc.	ATN International, Inc.	Buy	+21,157+18.4%	$8.27K	136,210
Q1 2019Mar 31, 2019	FRPH FRP Holdings, Inc.	FRP Holdings, Inc.	Buy	+7,770+6.3%	$6.30K	131,757
Q1 2019Mar 31, 2019	LEN-B Lennar Corporation	Lennar Corporation	Buy	+5,665+0.5%	$51.05K	1,248,201
Q1 2019Mar 31, 2019	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Buy	+709+0.1%	$7.95K	606,666
Q1 2019Mar 31, 2019	SEB Seaboard Corporation	Seaboard Corporation	Buy	+98+6.1%	$7.24K	1,708
Q1 2019Mar 31, 2019	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+63+0.0%	$4.78K	358,074
Q1 2019Mar 31, 2019	CUBI Customers Bancorp, Inc	Customers Bancorp, Inc	Buy	+39+0.0%	$11.38K	519,152
Q1 2019Mar 31, 2019	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-6,456-7.7%	$30.06K	77,818
Q1 2019Mar 31, 2019	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-11,248-100.0%	$0.00	-
Q1 2019Mar 31, 2019	GRBK Green Brick Partners, Inc.	Green Brick Partners, Inc.	Sell	-15,000-20.0%	$558.00	60,000
Q1 2019Mar 31, 2019	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Sell	-17,776-6.3%	$34.92K	264,544
Q1 2019Mar 31, 2019	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Sell	-18,469-30.4%	$4.26K	42,331
Q1 2019Mar 31, 2019	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Sell	-21,859-34.9%	$3.90K	40,819
Q1 2019Mar 31, 2019	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-23,779-17.7%	$9.05K	110,343
Q1 2019Mar 31, 2019	CCS Century Communities, Inc.	Century Communities, Inc.	Sell	-25,702-39.1%	$1.09K	40,000
Q1 2019Mar 31, 2019	FNF FNF Group of Fidelity National	FNF Group of Fidelity National	Sell	-40,785-7.8%	$18.81K	483,250
Q1 2019Mar 31, 2019	SMP Standard Motor Products, Inc.	Standard Motor Products, Inc.	Sell - Position Exit	-46,947-100.0%	$0.00	-
Q1 2019Mar 31, 2019	ASIX AdvanSix Inc.	AdvanSix Inc.	Sell	-48,007-21.0%	$5.51K	180,736
Q1 2019Mar 31, 2019	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-76,602-21.7%	$29.47K	276,136
Q1 2019Mar 31, 2019	CMA Comerica Incorporated	Comerica Incorporated	Sell	-90,652-16.7%	$34.24K	451,256
Q1 2019Mar 31, 2019	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Sell - Position Exit	-119,797-100.0%	$0.00	-
Q1 2019Mar 31, 2019	MAC Macerich Company (The)	Macerich Company (The)	Sell	-120,766-7.9%	$57.18K	1,403,122
Q1 2019Mar 31, 2019	TRC Tejon Ranch Co	Tejon Ranch Co	Sell	-133,427-11.9%	$18.09K	985,076
Q1 2019Mar 31, 2019	FR First Industrial Realty Trust,	First Industrial Realty Trust,	Sell	-156,773-14.7%	$31.09K	908,608
Q1 2019Mar 31, 2019	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Sell	-180,881-7.9%	$65.99K	2,100,124
Q1 2019Mar 31, 2019	VNO Vornado Realty Trust	Vornado Realty Trust	Sell	-389,412-48.5%	$27.33K	414,026
Q1 2019Mar 31, 2019	WY Weyerhaeuser Company	Weyerhaeuser Company	Sell	-513,059-10.7%	$110.12K	4,296,482
Q1 2019Mar 31, 2019	AKR Acadia Realty Trust	Acadia Realty Trust	Sell	-523,148-29.7%	$34.90K	1,237,435
Q1 2019Mar 31, 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-604,838-23.7%	$99.49K	1,945,824
Q1 2019Mar 31, 2019	HCC Warrior Met Coal, Inc.	Warrior Met Coal, Inc.	Sell	-653,507-24.9%	$55.20K	1,965,987

Page 30 of 74 • 2206 total trades

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