TAM
Third Avenue Management Portfolio holdings
AUM
$533M
1-Year Est. Return
11.82%
1 Year Est. Return
+11.82%
AUM
$533M
AUM Growth
+$47.8M
(+9.8%)
Holding
54
Top Buys
| 1 | +$21.2M | |
| 2 | +$16.3M | |
| 3 | +$3.62M | |
| 4 |
Unifirst Corp
UNF
|
+$428K |
| 5 |
Warrior Met Coal
HCC
|
+$15.3K |
Top Sells
| 1 | +$30.2M | |
| 2 | +$3.85M | |
| 3 | +$3.79M | |
| 4 |
Investors Title Co
ITIC
|
+$3.73M |
| 5 |
Hamilton Beach Brands
HBB
|
+$2.35M |
Sector Composition
| 1 | Real Estate | 22.56% |
| 2 | Financials | 18.23% |
| 3 | Energy | 16.09% |
| 4 | Materials | 14.39% |
| 5 | Consumer Discretionary | 11.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deutsche Bank
DB
$68.5B
| – | – |
-1,021,558
|
|
||
|
52
Hamilton Beach Brands
HBB
$214M
| – | – |
-131,461
|
|
||
53
Old Republic International
ORI
$11.4B
| – | – |
-98,535
|
|
||
|
MRP
54
Millrose Properties Inc
MRP
$5.06B
| – | – |
-50,697
|
|