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
$676M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$21.5M
3
+$20.2M
4
VNO icon
Vornado Realty Trust
VNO
+$16M
5
LOW icon
Lowe's Companies
LOW
+$14.6M

Top Sells

1
+$22.6M
2
+$21.7M
3
+$14.3M
4
WY icon
Weyerhaeuser
WY
+$13.7M
5
LEN icon
Lennar Class A
LEN
+$10.2M

Sector Composition

1 Real Estate 46.43%
2 Financials 14.92%
3 Consumer Discretionary 13.56%
4 Industrials 12.54%
5 Materials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-40,000
1 2 3
4