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 2014Sep 30, 2014	AGCO AGCO Corporation	AGCO Corporation	Buy	+669,209+66.5%	$76.18K	1,675,687
Q3 2014Sep 30, 2014	TGT Target Corporation	Target Corporation	Buy - Position Entry	+560,468	$35.13K	560,468
Q3 2014Sep 30, 2014	HYT Blackrock Corporate High Yield	Blackrock Corporate High Yield	Buy	+439,648+130.4%	$9.19K	776,736
Q3 2014Sep 30, 2014	RRX Regal Rexnord Corporation	Regal Rexnord Corporation	Buy - Position Entry	+407,190	$26.16K	407,190
Q3 2014Sep 30, 2014	WY Weyerhaeuser Company	Weyerhaeuser Company	Buy	+348,174+3.7%	$309.75K	9,722,375
Q3 2014Sep 30, 2014	SMP Standard Motor Products, Inc.	Standard Motor Products, Inc.	Buy	+276,077+75.1%	$22.16K	643,751
Q3 2014Sep 30, 2014	VNO Vornado Realty Trust	Vornado Realty Trust	Buy	+120,639+18.3%	$77.93K	779,628
Q3 2014Sep 30, 2014	CLH Clean Harbors, Inc.	Clean Harbors, Inc.	Buy - Position Entry	+114,083	$6.15K	114,083
Q3 2014Sep 30, 2014	SCL Stepan Company	Stepan Company	Buy	+110,629+23.1%	$26.14K	589,115
Q3 2014Sep 30, 2014	CCS Century Communities, Inc.	Century Communities, Inc.	Buy - Position Entry	+82,874	$1.44K	82,874
Q3 2014Sep 30, 2014	HYI Western Asset High Yield Define	Western Asset High Yield Define	Buy	+62,696+12.3%	$9.53K	573,650
Q3 2014Sep 30, 2014	PDCO Patterson Companies, Inc.	Patterson Companies, Inc.	Buy	+59,556+9.9%	$27.47K	663,021
Q3 2014Sep 30, 2014	GM General Motors Company	General Motors Company	Buy	+28,500+33.0%	$3.67K	114,967
Q3 2014Sep 30, 2014	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Buy	+23,520+9.3%	$12.23K	277,129
Q3 2014Sep 30, 2014	NAVI Navient Corporation	Navient Corporation	Buy - Position Entry	+20,000	$354.00	20,000
Q3 2014Sep 30, 2014	UNF Unifirst Corporation	Unifirst Corporation	Buy	+16,717+4.6%	$36.48K	377,668
Q3 2014Sep 30, 2014	HYB New America High Income Fund, I	New America High Income Fund, I	Buy	+12,745+2.0%	$6.12K	650,628
Q3 2014Sep 30, 2014	AIG American International Group, I	American International Group, I	Buy	+10,000+100.0%	$1.08K	20,000
Q3 2014Sep 30, 2014	FSTR L.B. Foster Company	L.B. Foster Company	Buy	+8,500+14.6%	$3.07K	66,826
Q3 2014Sep 30, 2014	ARDC Ares Dynamic Credit Allocation	Ares Dynamic Credit Allocation	Buy	+6,639+2.0%	$5.83K	341,996
Q3 2014Sep 30, 2014	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+5,987+1.1%	$17.25K	553,871
Q3 2014Sep 30, 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Buy - Position Entry	+4,699	$244.00	4,699
Q3 2014Sep 30, 2014	PNC PNC Financial Services Group, I	PNC Financial Services Group, I	Buy - Position Entry	+4,271	$366.00	4,271
Q3 2014Sep 30, 2014	H Hyatt Hotels Corporation	Hyatt Hotels Corporation	Buy	+100+0.0%	$28.10K	464,362
Q3 2014Sep 30, 2014	SNY Sanofi	Sanofi	Sell	-1,096-8.2%	$694.00	12,306
Q3 2014Sep 30, 2014	ALG Alamo Group, Inc.	Alamo Group, Inc.	Sell	-3,437-0.8%	$18.09K	441,213
Q3 2014Sep 30, 2014	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell	-9,448-0.5%	$116.79K	1,717,443
Q3 2014Sep 30, 2014	WKC World Kinect Corporation	World Kinect Corporation	Sell	-10,000-1.2%	$32.55K	815,488
Q3 2014Sep 30, 2014	TG Tredegar Corporation	Tredegar Corporation	Sell	-31,952-4.4%	$12.70K	689,569
Q3 2014Sep 30, 2014	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Sell	-40,490-5.0%	$30.93K	773,946

Page 63 of 74 • 2206 total trades

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