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
$3.67B
AUM Growth
-$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$34.6M
3
+$20.1M
4
FR icon
First Industrial Realty Trust
FR
+$19.1M
5
MAC icon
Macerich
MAC
+$18.2M

Top Sells

1
+$20.7M
2
+$16.1M
3
+$15.7M
4
WTM icon
White Mountains Insurance
WTM
+$15.7M
5
PKX icon
POSCO
PKX
+$12.9M

Sector Composition

1 Real Estate 37.53%
2 Financials 22.74%
3 Consumer Discretionary 9.21%
4 Industrials 8.44%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.54M 0.23%
188,413
52
$8.43M 0.23%
1,733,580
-310,185
53
$8.3M 0.23%
286,329
+73
54
$8.12M 0.22%
159,873
55
$8.11M 0.22%
153,935
+54
56
$7.95M 0.22%
156,173
+8,040
57
$7.89M 0.21%
226,298
+20,233
58
$7.88M 0.21%
562,522
+12,272
59
$7.6M 0.21%
162,499
60
$7.38M 0.2%
166,899
-26,270
61
$7.33M 0.2%
283,602
62
$7.29M 0.2%
148,415
-21,642
63
$7.13M 0.19%
409,548
64
$6.97M 0.19%
109,634
-14,637
65
$6.96M 0.19%
56,069
66
$6.89M 0.19%
165,614
67
$6.7M 0.18%
87,613
+31,901
68
$6.67M 0.18%
258,146
-68,921
69
$6.65M 0.18%
185,684
-18,026
70
$6.62M 0.18%
672,934
71
$6.61M 0.18%
157,710
+21,309
72
$6.61M 0.18%
242,611
73
$6.28M 0.17%
145,133
74
$6.16M 0.17%
111,313
75
$5.98M 0.16%
177,570
+2,725
1 2
3
4 5