Third Avenue Management’s SEACOR Marine Holdings SMHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-358,074	Closed	-$1.57M	–	68
2020 Q1	$1.57M	Hold	358,074	–	–	0.23%	54
2019 Q4	$4.94M	Hold	358,074	–	–	0.49%	44
2019 Q3	$4.5M	Hold	358,074	–	–	0.41%	46
2019 Q2	$5.36M	Hold	358,074	–	–	0.45%	44
2019 Q1	$4.78M	Buy	358,074 +63	+0%	+$842	0.37%	46
2018 Q4	$4.21M	Buy	358,011 +102	+0%	+$1.81K	0.34%	48
2018 Q3	$8.1M	Buy	357,909 +259	+0.1%	+$5.68K	0.46%	35
2018 Q2	$8.25M	Buy	357,650 +65,750	+23%	+$1.49M	0.41%	34
2018 Q1	$5.55M	Buy	+291,900	New	+$4.65M	0.28%	57

Other funds holding SMHI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Third Avenue Management's SMHI Position: Q2 2020 in Review

Third Avenue Management sold out of SEACOR Marine Holdings (SMHI) in Q2 2020, closing a stake of 358,074 shares — an estimated $1.57M sold.

Third Avenue Management first reported a position in SMHI in Q1 2018 and held it in 9 quarters. The position peaked at $8.25M in Q2 2018. 58 funds tracked by Wall St. Rank hold SMHI as of Q2 2020.

Third Avenue Management reported no remaining SEACOR Marine Holdings position as of Q2 2020 after selling out during the quarter.
Third Avenue Management sold 358,074 SEACOR Marine Holdings shares in Q2 2020, an estimated $1.57M.
Third Avenue Management first reported a position in SEACOR Marine Holdings in Q1 2018 and held it in 9 quarters.
Third Avenue Management's SEACOR Marine Holdings position peaked at $8.25M in Q2 2018.
58 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q2 2020.

Based on Third Avenue Management's 13F filing for Q2 2020, filed 14 Aug 2020.