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
$676M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$21.5M
3
+$20.2M
4
VNO icon
Vornado Realty Trust
VNO
+$16M
5
LOW icon
Lowe's Companies
LOW
+$14.6M

Top Sells

1
+$22.6M
2
+$21.7M
3
+$14.3M
4
WY icon
Weyerhaeuser
WY
+$13.7M
5
LEN icon
Lennar Class A
LEN
+$10.2M

Sector Composition

1 Real Estate 46.43%
2 Financials 14.92%
3 Consumer Discretionary 13.56%
4 Industrials 12.54%
5 Materials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.03%
237,156
-94,358
27
$6.78M 1%
146,261
+14,106
28
$6.43M 0.95%
93,665
29
$6.4M 0.95%
109,002
-27,393
30
$6.13M 0.91%
561,121
31
$6.02M 0.89%
+136,928
32
$5.94M 0.88%
651,610
+316,761
33
$5.67M 0.84%
263,514
34
$5.14M 0.76%
42,957
-31,107
35
$4.92M 0.73%
134,629
36
$4.8M 0.71%
1,708
37
$4.36M 0.64%
140,451
38
$4.15M 0.61%
46,706
39
$4.13M 0.61%
119,452
-47,302
40
$3.81M 0.56%
125,475
-58,421
41
$3.79M 0.56%
232,698
+84,805
42
$3.45M 0.51%
71,849
43
$2.95M 0.44%
61,148
44
$2.87M 0.42%
+111,210
45
$2.86M 0.42%
18,954
46
$2.81M 0.42%
45,788
-24,256
47
$2.5M 0.37%
85,591
-35,281
48
$2.47M 0.37%
268,982
49
$2.41M 0.36%
43,600
50
$2.41M 0.36%
34,769
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