TAM

Third Avenue Management Portfolio holdings

AUM $533M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.67B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$34.6M
3
+$20.1M
4
FR icon
First Industrial Realty Trust
FR
+$19.1M
5
MAC icon
Macerich
MAC
+$18.2M

Top Sells

1
+$20.7M
2
+$16.1M
3
+$15.7M
4
WTM icon
White Mountains Insurance
WTM
+$15.7M
5
PKX icon
POSCO
PKX
+$12.9M

Sector Composition

1 Real Estate 37.53%
2 Financials 22.74%
3 Consumer Discretionary 9.21%
4 Industrials 8.44%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.7M 1.46%
1,371,109
-183,115
27
$53M 1.44%
1,513,581
-368,108
28
$50M 1.36%
2,361,359
-31,128
29
$49.4M 1.34%
854,833
+598,329
30
$49.1M 1.34%
104,799
-7,275
31
$46.3M 1.26%
1,840,671
-115,187
32
$43.8M 1.19%
1,211,350
-38,937
33
$42.8M 1.17%
69,512,120
-33,530,200
34
$41.5M 1.13%
1,119,426
-433,933
35
$32.6M 0.89%
2,505,146
-74,740
36
$27.6M 0.75%
1,523,265
-323,780
37
$22.7M 0.62%
482,381
+6,100
38
$21.3M 0.58%
1,177,803
-9,500
39
$16.6M 0.45%
+748,000
40
$14.5M 0.4%
187,613
-25,782
41
$12.9M 0.35%
1,304,420
-691,854
42
$12.3M 0.33%
+121,038
43
$11.9M 0.32%
841,294
+11,351
44
$11.4M 0.31%
505,435
+14,386
45
$10.1M 0.27%
425,885
+80
46
$9.31M 0.25%
302,329
-16,900
47
$9.08M 0.25%
324,588
+80
48
$9.06M 0.25%
251,271
-11,614
49
$8.75M 0.24%
210,845
-76,590
50
$8.64M 0.24%
107,610
+27
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