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
$3.97B
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$45.8M
3
+$45.8M
4
VNO icon
Vornado Realty Trust
VNO
+$32.7M
5
WY icon
Weyerhaeuser
WY
+$28.5M

Top Sells

1
+$68.3M
2
+$22.2M
3
+$18.5M
4
BK icon
Bank of New York Mellon
BK
+$13.5M
5
WTM icon
White Mountains Insurance
WTM
+$12.5M

Sector Composition

1 Real Estate 33.57%
2 Financials 23.6%
3 Consumer Discretionary 8.65%
4 Industrials 8.19%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.32M 0.23%
324,508
52
$9.23M 0.23%
193,169
-53,031
53
$9.12M 0.23%
159,873
54
$9.08M 0.23%
425,805
55
$8.99M 0.23%
327,067
-23,800
56
$8.95M 0.23%
188,413
-51,545
57
$8.94M 0.22%
107,583
58
$8.88M 0.22%
162,499
-11,423
59
$8.53M 0.21%
165,614
60
$8.48M 0.21%
283,602
61
$8.47M 0.21%
550,250
+10,964
62
$8.43M 0.21%
615,859
63
$8.37M 0.21%
153,881
64
$7.91M 0.2%
240,557
65
$7.76M 0.2%
286,256
66
$7.75M 0.19%
70,947
67
$7.7M 0.19%
96,825
68
$7.59M 0.19%
56,069
69
$7.51M 0.19%
409,548
70
$7.33M 0.18%
2,311,360
71
$7.27M 0.18%
1,419,941
-81,891
72
$7.24M 0.18%
206,065
73
$7.06M 0.18%
145,133
-44,419
74
$7.06M 0.18%
148,133
+25,681
75
$6.94M 0.17%
672,934
1 2
3
4 5