- New Purchases: CLNY, CTB,
- Added Positions: VNO, MHK, TDW, MYRG, FIX, PNC, CUBI, SRG,
- Reduced Positions: WY, LEN, MAC, AKR, RYN, FNF, TRC, CMA, VC, FPH, PB, BAM, UMBF, LOW, FR, FCN, UNF, VVI,
- Sold Out: RIG, SAFM, ASIX,
For the details of Third Avenue Management's stock buys and sells, go to https://www.gurufocus.com/guru/third+avenue+management/current-portfolio/portfolio
These are the top 5 holdings of Third Avenue Management- Weyerhaeuser Co (WY) - 3,198,359 shares, 8.00% of the total portfolio. Shares reduced by 21.95%
- Brookfield Asset Management Inc (BAM) - 1,583,511 shares, 7.59% of the total portfolio. Shares reduced by 2.76%
- Five Point Holdings LLC (FPH) - 11,024,313 shares, 7.46% of the total portfolio. Shares reduced by 4.89%
- Lennar Corp (LEN.B) - 1,275,135 shares, 5.11% of the total portfolio. Shares added by 0.70%
- Lennar Corp (LEN) - 943,577 shares, 4.76% of the total portfolio. Shares reduced by 27.75%
Third Avenue Management initiated holding in Colony Capital Inc. The purchase prices were between $4.36 and $6.02, with an estimated average price of $5.16. The stock is now traded at around $4.89. The impact to a portfolio due to this purchase was 0.95%. The holding were 1,754,908 shares as of .
New Purchase: Cooper Tire & Rubber Co (CTB)Third Avenue Management initiated holding in Cooper Tire & Rubber Co. The purchase prices were between $22.69 and $31.6, with an estimated average price of $26.59. The stock is now traded at around $28.18. The impact to a portfolio due to this purchase was 0.23%. The holding were 97,126 shares as of .
Added: Vornado Realty Trust (VNO)Third Avenue Management added to a holding in Vornado Realty Trust by 56.27%. The purchase prices were between $58.81 and $66.3, with an estimated average price of $62.88. The stock is now traded at around $65.02. The impact to a portfolio due to this purchase was 1.29%. The holding were 621,696 shares as of .
Sold Out: Transocean Ltd (RIG)Third Avenue Management sold out a holding in Transocean Ltd. The sale prices were between $3.86 and $6.51, with an estimated average price of $5.3.
Sold Out: Sanderson Farms Inc (SAFM)Third Avenue Management sold out a holding in Sanderson Farms Inc. The sale prices were between $128.61 and $156, with an estimated average price of $142.7.
Sold Out: AdvanSix Inc (ASIX)Third Avenue Management sold out a holding in AdvanSix Inc. The sale prices were between $21.36 and $26.93, with an estimated average price of $24.3.
Here is the complete portfolio of Third Avenue Management. Also check out:
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