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
Q2 2014Jun 30, 2014	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Sell	-29,400-12.8%	$15.95K	200,830
Q2 2014Jun 30, 2014	KALU Kaiser Aluminum Corporation	Kaiser Aluminum Corporation	Sell	-31,569-6.7%	$31.81K	436,533
Q2 2014Jun 30, 2014	GM General Motors Company	General Motors Company	Sell	-35,000-28.8%	$3.14K	86,467
Q2 2014Jun 30, 2014	MTN Vail Resorts, Inc.	Vail Resorts, Inc.	Sell	-36,859-12.8%	$19.41K	251,453
Q2 2014Jun 30, 2014	TRNO Terreno Realty Corporation	Terreno Realty Corporation	Sell	-40,000-48.6%	$817.00	42,290
Q2 2014Jun 30, 2014	BKD Brookdale Senior Living Inc.	Brookdale Senior Living Inc.	Sell	-41,533-2.2%	$61.52K	1,845,332
Q2 2014Jun 30, 2014	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Sell	-46,213-15.4%	$14.08K	253,609
Q2 2014Jun 30, 2014	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Sell	-50,971-13.0%	$14.26K	342,387
Q2 2014Jun 30, 2014	FCN FTI Consulting, Inc.	FTI Consulting, Inc.	Sell	-63,353-6.5%	$34.26K	905,782
Q2 2014Jun 30, 2014	ENS EnerSys	EnerSys	Sell	-73,404-12.8%	$34.37K	499,585
Q2 2014Jun 30, 2014	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-82,917-2.4%	$63.59K	3,429,718
Q2 2014Jun 30, 2014	ABM ABM Industries Incorporated	ABM Industries Incorporated	Sell	-95,509-12.8%	$17.54K	650,038
Q2 2014Jun 30, 2014	CASS Cass Information Systems, Inc	Cass Information Systems, Inc	Sell - Position Exit	-97,070-100.0%	$0.00	-
Q2 2014Jun 30, 2014	IDCC InterDigital, Inc.	InterDigital, Inc.	Sell	-97,200-13.0%	$30.99K	648,252
Q2 2014Jun 30, 2014	TFX Teleflex Incorporated	Teleflex Incorporated	Sell	-99,227-26.8%	$28.56K	270,465
Q2 2014Jun 30, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-111,801-67.7%	$2.61K	53,388
Q2 2014Jun 30, 2014	SXC SunCoke Energy, Inc.	SunCoke Energy, Inc.	Sell	-117,700-8.2%	$28.26K	1,314,216
Q2 2014Jun 30, 2014	EME EMCOR Group, Inc.	EMCOR Group, Inc.	Sell	-122,013-13.0%	$36.27K	814,436
Q2 2014Jun 30, 2014	SCL Stepan Company	Stepan Company	Sell	-138,617-22.5%	$25.29K	478,486
Q2 2014Jun 30, 2014	PRGS Progress Software Corporation	Progress Software Corporation	Sell	-139,078-7.8%	$39.69K	1,650,889
Q2 2014Jun 30, 2014	MTX Minerals Technologies Inc.	Minerals Technologies Inc.	Sell	-141,213-21.7%	$33.39K	509,175
Q2 2014Jun 30, 2014	TTEK Tetra Tech, Inc.	Tetra Tech, Inc.	Sell	-182,821-12.9%	$34.05K	1,238,251
Q2 2014Jun 30, 2014	CALM Cal-Maine Foods, Inc.	Cal-Maine Foods, Inc.	Sell	-193,701-48.1%	$15.53K	208,915
Q2 2014Jun 30, 2014	AMH American Homes 4 Rent	American Homes 4 Rent	Sell	-194,503-22.1%	$12.19K	686,217
Q2 2014Jun 30, 2014	GOLD Barrick Gold Corporation	Barrick Gold Corporation	Sell - Position Exit	-205,069-100.0%	$0.00	-
Q2 2014Jun 30, 2014	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Sell	-208,867-10.8%	$147.30K	1,726,891
Q2 2014Jun 30, 2014	LXU LSB Industries, Inc.	LSB Industries, Inc.	Sell	-242,093-22.3%	$35.16K	843,645
Q2 2014Jun 30, 2014	XEADX Wells Fargo Income Opportunitie	Wells Fargo Income Opportunitie	Sell - Position Exit	-242,850-100.0%	$0.00	-
Q2 2014Jun 30, 2014	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Sell	-253,143-9.8%	$172.78K	2,321,005
Q2 2014Jun 30, 2014	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell - Position Exit	-259,956-100.0%	$0.00	-

Page 66 of 74 • 2206 total trades

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