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
76
$5.94M 0.16%
653,109
+306,676
77
$5.92M 0.16%
194,918
+25,605
78
$5.83M 0.16%
143,643
79
$5.75M 0.16%
+226,990
80
$5.73M 0.16%
54,710
-16,237
81
$5.4M 0.15%
61,349
-11,336
82
$5.39M 0.15%
50,455
-3,100
83
$5.35M 0.15%
+208,975
84
$4.99M 0.14%
409,999
-427,054
85
$4.92M 0.13%
2,311,360
86
$4.75M 0.13%
595,362
+13,486
87
$4.74M 0.13%
1,792,281
+372,340
88
$4.69M 0.13%
171,701
-68,856
89
$4.68M 0.13%
+89,082
90
$4.67M 0.13%
116,329
+29,296
91
$4.65M 0.13%
+135,078
92
$4.58M 0.12%
1,025,669
93
$4.5M 0.12%
104,077
+7,252
94
$4.34M 0.12%
425,826
95
$4.02M 0.11%
708,998
+335,326
96
$3.69M 0.1%
297,717
-318,142
97
$3.69M 0.1%
+122,223
98
$3.58M 0.1%
681,637
99
$3.55M 0.1%
253,978
-53,688
100
$3.45M 0.09%
64,368
2 3
4
5 6