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
$1.19B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.71M
3
+$3.08M
4
TPHS
Trinity Place Holdings Inc.com
TPHS
+$2.56M
5
AGX icon
Argan
AGX
+$1.79M

Top Sells

1
+$31M
2
+$7.08M
3
+$5.28M
4
WY icon
Weyerhaeuser
WY
+$5.23M
5
LOW icon
Lowe's Companies
LOW
+$4.41M

Sector Composition

1 Real Estate 40.76%
2 Financials 17.73%
3 Consumer Discretionary 15.33%
4 Industrials 12.3%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.3%
25,755
-23,516
52
$1.1M 0.09%
90,000
53
$1.06M 0.09%
40,000
54
$836K 0.07%
80,000
55
$751K 0.06%
30,709
-150,027
56
$730K 0.06%
40,000
57
$499K 0.04%
60,000
58
$410K 0.03%
20,000
59
– –
-10,064
1 2
3