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
$756M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.9M
3
+$1.65M
4
SEB icon
Seaboard Corp
SEB
+$1.24M
5
FPH icon
Five Point Holdings
FPH
+$1.22M

Top Sells

1
+$17.2M
2
+$15.6M
3
+$7.69M
4
MHK icon
Mohawk Industries
MHK
+$6.95M
5
UHAL icon
U-Haul Holding Co
UHAL
+$6.28M

Sector Composition

1 Real Estate 35.96%
2 Financials 22.06%
3 Consumer Discretionary 16.61%
4 Industrials 11.4%
5 Materials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.44M 1.25%
182,745
27
$9.38M 1.24%
206,546
-31,053
28
$8.77M 1.16%
32,256
-4,861
29
$8.62M 1.14%
2,336
+336
30
$8.22M 1.09%
447,833
-68,431
31
$8.08M 1.07%
107,928
32
$7.95M 1.05%
297,038
33
$7.41M 0.98%
301,166
+41,720
34
$7.31M 0.97%
83,673
35
$7.26M 0.96%
101,309
-25,257
36
$6.42M 0.85%
166,620
-14,158
37
$5.76M 0.76%
52,160
38
$5.14M 0.68%
45,788
39
$4.98M 0.66%
31,880
-14,826
40
$4.96M 0.66%
174,128
41
$4.74M 0.63%
232,961
42
$4.61M 0.61%
93,903
+33,642
43
$4.46M 0.59%
116,094
-43,300
44
$4.22M 0.56%
111,210
45
$4.12M 0.54%
227,223
+41,193
46
$3.94M 0.52%
+193,259
47
$3.92M 0.52%
52,390
48
$3.88M 0.51%
31,848
49
$3.34M 0.44%
14,942
50
$2.68M 0.35%
26,078
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