TAM

Third Avenue Management Portfolio holdings

AUM $550M
1-Year Est. Return 24.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$14.8M
3 +$3.29M
4
UNF icon
Unifirst Corp
UNF
+$447K
5
HCC icon
Warrior Met Coal
HCC
+$13.3K

Top Sells

1 +$30.2M
2 +$3.79M
3 +$3.55M
4
ITIC icon
Investors Title Co
ITIC
+$3.22M
5
HBB icon
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
DB icon
51
Deutsche Bank
DB
$67.7B
-1,021,558
HBB icon
52
Hamilton Beach Brands
HBB
$256M
-131,461
ORI icon
53
Old Republic International
ORI
$10.6B
-98,535
MRP
54
Millrose Properties Inc
MRP
$5.21B
-50,697