Marty Whitman, a value investor, founded Third Avenue in 1990 after having run a money management firm since 1986. Third Avenue currently has over $10 billion under management. By doing deep bottom-up research on companies Third Avenue attempts to find stocks which are “safe”- a good management team in an understandable business with stable financials- and also sell at a discount to fundamental value.
| Fund Name: | Third Avenue Management |
| Manager | Martin Whitman |
| Portfolio Value | $4,630,794,000 |
| Change This QTR | +1.05% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | BK | 10,290,830 | $264,474 | +1% |
5.71% | |
| 2.) | BAM | 6,785,196 | $248,677 | -13% |
5.37% | |
| 3.) | PKX | 2,871,845 | $235,922 | -2% |
5.09% | |
| 4.) | FCE | 14,254,841 | $230,216 | -6% |
4.97% | |
| 5.) | DVN | 3,523,136 | $183,344 | +50% |
3.95% | |
| 6.) | KEY | 20,461,075 | $172,282 | +17% |
3.72% | |
| 7.) | WY | 5,815,826 | $161,797 | -1% |
3.49% | |
| 8.) | CVA | 7,884,928 | $145,240 |  |
3.13% | |
| 9.) | LUK | 5,357,835 | $127,463 | +4% |
2.75% | |
| 10.) | WTM | 236,434 | $121,763 | +20% |
2.62% |
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