Martin Whitman’s Top Stock Picks
Martin Whitman is the founder of Third Avenue Management. Whitman stared his career on Wall Street by joining Shearson Hammill & Co as an analyst. Whitman was not interested in the short-term earnings...
Hedge Fund - Third Avenue Management
Martin Whitman Bio, Returns, Net Worth
Manager biograhy is currently missing.
Fund Profile
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| Fund Name: | Third Avenue Management |
| Manager | Martin Whitman |
| Portfolio Value | $3,979,242,000 |
| Change This QTR | +1.00% |
Top Holdings
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Sorted by:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | PKX | 4,358,227 | $357,810 | -1% |
8.99% | |
| 2.) | BAM | 11,062,513 | $303,998 | -9% |
7.63% | |
| 3.) | FCE | 19,886,884 | $235,063 | -0% |
5.9% | |
| 4.) | BK | 9,974,123 | $198,585 | -1% |
4.99% | |
| 5.) | CVA | 9,255,039 | $126,701 | -0% |
3.18% | |
| 6.) | WY | 6,599,554 | $123,213 | -7% |
3.09% | |
| 7.) | TRC | 4,756,013 | $116,427 | -1% |
2.92% | |
| 8.) | KEY | 14,160,288 | $108,893 | -1% |
2.73% | |
| 9.) | TLAB | 25,187,955 | $101,760 | -1% |
2.55% | |
| 10.) | ECA | 4,889,525 | $90,624 | -1% |
2.27% | |
| 11.) | LUK | 3,436,374 | $78,143 | +5% |
1.96% | |
| 12.) | LOW | 3,079,350 | $78,154 | +1% |
1.96% | |
| 13.) | SCMR | 3,993,411 | $71,482 | -6% |
1.79% | |
| 14.) | BRS | 1,405,374 | $66,601 | -16% |
1.67% | |
| 15.) | MTN | 1,382,421 | $58,559 | +6% |
1.47% | |
| 16.) | AVX | 4,494,680 | $57,352 | -22% |
1.44% | |
| 17.) | IM | 3,110,112 | $56,573 | +9% |
1.42% | |
| 18.) | AMAT | 5,271,826 | $56,461 | +4% |
1.41% | |
| 19.) | ALEX | 1,304,875 | $53,265 | +4% |
1.33% | |
| 20.) | WTM | 115,828 | $52,524 | -1% |
1.31% |
News, Interviews and Investor Letters
Steven Cohen Reports 4.9% Stake in American Eagle $AEO
Steven Cohen’s SAC Capital Advisors revealed late yesterday that the firm now has 9.42 million shares of American Eagle Outfitters Inc. (AEO), giving a 4.9% passive stake ownership. This is a 1056%...
Michael Johnston’s Steelhead Partners Cut Its Stake In Scorpio Tankers
Michael Johnston’s Steelhead Partners reported on December 28th for its 4.8% passive stake in Scorpio Tankers Inc. (STNG). Steelhead Partners now has about 1.83 million shares in the stock, after a...
Martin Whitman’s Third Avenue Management Fourth Quarter Shareholder Letter
Martin Whitman, a famous American investment adviser who founded Third Avenue Management, recently sent out his fourth quarter shareholder letter.
4Q2011ShareholderLetter
Martin Whitman’s Third Avenue Management Reported 2.65% Passive Stake In $KSWS
Martin Whitman’s Third Avenue Management filed a SEC 13G just now to disclose its 2.65%, or 730,188 shares passive stake in K Swiss Inc. (KSWS). Third Avenue Management was once KSWS’s largest hedge...
Bill Ackman’s Pershing Square Bought More $ALEX
Bill Ackman’s Pershing Square recently reported its 8.5% activist stake in Alexander & Baldwin, Inc. (ALEX). The 13D filing showed Bill Ackman bought approximately 102 thousand shares in ALEX, at...
David Winters Requests William H. McMunn to Resign from Consolidated Tomoka Land
David Winters’ Wintergreen Advisers filed SEC 13D on November 29th to notify Consolidated Tomoka Land Co (CTO) of its intent at the issuer’s 2012 annual meeting. The firm is “requesting the resignation...
Clint Carlson’s Carlson Capital Reported 5.1% Activist Stake in $CTO
Clint Carlson’s Carlson Capital reported on November 18th that it now takes 5.1% activist stake in Consolidated Tomoka Land Co (CTO). The 13G filing shows that Carlson Capital now has 296,300 shares...
Kenneth Griffin’s Citadel Investment Group Raised Stake in MDC Holdings
Kenneth Griffin’s Citadel Investment Group raised its stake in MDC Holdings Inc. (MDC). According a SEC 13G filing on November 15th, Ken Griffin now takes approximately 2.69 million shares, corresponding...
Martin Whitman’s Third Avenue Management Adjusted Its Stakes in $CCRN and $WIRE
Martin Whitman’s Third Avenue Management filed on November 10th that the firm made some adjustment to its existing positions in Cross Country Healthcare Inc. (CCRN) and Encore Wire Corp (WIRE). According...
TD Asset Management Disclosed 5.49% Passive Stake in $BIP
Brian Murdock’s TD Asset Management reported a 5.49% stake in Brookfield Infrastructure Partners LP (BIP). TD Asset Management Inc now holds 7.3 M shares of the company. The stock currently trades...
David Winters’ Wintergreen Advisors Reported 26.9% Activist Stake in $CTO
David Winters’ Wintergreen Advisors filed on November 4th that the firm now has 1.54 million shares in Consolidated Tomoka Land Co (CTO), corresponding to a 26.9% activist stake. Wintergreen Advisors...
Martin Whitman’s Third Avenue Management Reduced Its Position in $CTL.TO
Martin Whitman’s Third Avenue Management filed 13D on October 27th for its 30.4% activist stake in Catalyst Paper Corporation (CTL.TO). According to the filing, Third Avenue Management has sold 7.56...
Marty Whitman and Insiders Are Bullish About These Stocks
Martin Whitman is the founder, Co-Chief Investment Officer, and Portfolio Manager of the Third Avenue Management, which has nearly $5 billion assets under management. Asset Management firms devote significant...
Martin Whitman’s Third Avenue Management Declared Activist Stake in $FCEA
Martin Whitman’s Third Avenue Management declared on October 4th that the firm owns a 13.3% activist stake in Forest City Enterprises, Inc. (FCEA). The firm now has 19.97 million Class A common shares...
