Third Avenue Management’s BMC Stock Holdings, Inc BMCH Stock Holding History

Third Avenue Management’s Portfolio BMCH Stock Details BMCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-296,399	Closed	-$5.53M	–	74
2018 Q3	$5.53M	Sell	296,399 -24,328	-8%	-$528K	0.31%	51
2018 Q2	$6.69M	Buy	320,727 +778	+0.2%	+$15.4K	0.33%	42
2018 Q1	$6.26M	Buy	319,949 +49,149	+18%	+$1.05M	0.32%	49
2017 Q4	$6.85M	Hold	270,800	–	–	0.33%	44
2017 Q3	$5.78M	Sell	270,800 -12,600	-4%	-$263K	0.26%	59
2017 Q2	$6.19M	Buy	283,400 +29,600	+12%	+$645K	0.28%	50
2017 Q1	$5.74M	Buy	253,800 +112,800	+80%	+$2.29M	0.26%	58
2016 Q4	$2.75M	Buy	+141,000	New	+$2.56M	0.12%	96
2016 Q1	–	Sell	-209,240	Closed	-$3.5M	–	118
2015 Q4	$3.5M	Buy	+209,240	New	+$3.54M	0.11%	85

Other funds holding BMCH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Third Avenue Management's BMCH Position: Q4 2018 in Review

Third Avenue Management sold out of BMC Stock Holdings, Inc (BMCH) in Q4 2018, closing a stake of 296,399 shares — an estimated $5.53M sold.

Third Avenue Management first reported a position in BMCH in Q4 2015 and held it in 9 quarters. The position peaked at $6.85M in Q4 2017. 166 funds tracked by Wall St. Rank hold BMCH as of Q4 2018.

Third Avenue Management reported no remaining BMC Stock Holdings, Inc position as of Q4 2018 after selling out during the quarter.
Third Avenue Management sold 296,399 BMC Stock Holdings, Inc shares in Q4 2018, an estimated $5.53M.
Third Avenue Management first reported a position in BMC Stock Holdings, Inc in Q4 2015 and held it in 9 quarters.
Third Avenue Management's BMC Stock Holdings, Inc position peaked at $6.85M in Q4 2017.
166 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q4 2018.

Based on Third Avenue Management's 13F filing for Q4 2018, filed 13 Feb 2019.