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
$1.01B
AUM Growth
-$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.98M
3
+$4.79M
4
UHAL icon
U-Haul Holding Co
UHAL
+$1.83M
5
CTB
Cooper Tire & Rubber Co.
CTB
+$1.46M

Top Sells

1
+$29.3M
2
+$23.9M
3
+$21.5M
4
RYN icon
Rayonier
RYN
+$18.4M
5
WY icon
Weyerhaeuser
WY
+$16.7M

Sector Composition

1 Real Estate 42.33%
2 Financials 17.04%
3 Consumer Discretionary 14.65%
4 Industrials 12.43%
5 Materials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 0.9%
132,155
+10,375
27
$8.58M 0.85%
93,665
-19,122
28
$8.57M 0.85%
450,858
+12,131
29
$8.2M 0.81%
74,064
-12,805
30
$7.83M 0.77%
502,578
-104,088
31
$7.55M 0.75%
136,395
+185
32
$7.26M 0.72%
1,708
33
$6.83M 0.68%
183,896
-14,489
34
$6.71M 0.66%
134,629
35
$6.69M 0.66%
166,754
+33,612
36
$6.56M 0.65%
263,514
37
$6.38M 0.63%
268,982
-68,593
38
$6.22M 0.62%
71,849
-40,214
39
$6.04M 0.6%
70,044
-12,063
40
$5.86M 0.58%
46,706
41
$5.1M 0.5%
120,872
42
$5.03M 0.5%
140,451
43
$4.95M 0.49%
73,261
-3,296
44
$4.94M 0.49%
358,074
45
$4.4M 0.43%
61,148
46
$4.25M 0.42%
147,893
+50,767
47
$4.14M 0.41%
42,331
48
$3.86M 0.38%
34,769
-6,050
49
$3.83M 0.38%
18,954
-5,400
50
$3.3M 0.33%
43,600
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