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
$1.19B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.71M
3
+$3.08M
4
TPHS
Trinity Place Holdings Inc.com
TPHS
+$2.56M
5
AGX icon
Argan
AGX
+$1.79M

Top Sells

1
+$31M
2
+$7.08M
3
+$5.28M
4
WY icon
Weyerhaeuser
WY
+$5.23M
5
LOW icon
Lowe's Companies
LOW
+$4.41M

Sector Composition

1 Real Estate 40.76%
2 Financials 17.73%
3 Consumer Discretionary 15.33%
4 Industrials 12.3%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 0.96%
545,029
+25,877
27
$11.1M 0.93%
188,730
+52,615
28
$9.93M 0.83%
150,823
29
$9.75M 0.82%
1,521,285
30
$8.7M 0.73%
103,739
-6,604
31
$8.21M 0.69%
112,787
32
$7.86M 0.66%
136,210
33
$7.35M 0.62%
263,514
34
$7.32M 0.62%
110,885
35
$7.26M 0.61%
606,666
36
$7.23M 0.61%
82,107
37
$7.07M 0.59%
1,708
38
$6.67M 0.56%
337,575
39
$6.42M 0.54%
198,385
40
$5.77M 0.48%
113,130
41
$5.66M 0.48%
30,002
42
$5.55M 0.47%
83,778
-24,457
43
$5.4M 0.45%
133,142
+44,142
44
$5.36M 0.45%
358,074
45
$4.67M 0.39%
46,706
46
$4.61M 0.39%
120,872
47
$4.26M 0.36%
140,451
48
$3.98M 0.33%
40,819
49
$3.96M 0.33%
42,331
50
$3.8M 0.32%
43,600
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