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
101
$2.92M 0.08%
+1,011,834
102
$2.8M 0.08%
12,506
-4,212
103
$2.63M 0.07%
132,474
104
$2.56M 0.07%
216,888
+61
105
$2.5M 0.07%
96,385
-134,251
106
$2.36M 0.06%
59,716
+7,926
107
$2.28M 0.06%
340,000
+70,000
108
$2.27M 0.06%
44,137
+13,900
109
$2M 0.05%
+49,395
110
$2M 0.05%
+10,425
111
$1.63M 0.04%
+158,900
112
$1.59M 0.04%
145,000
113
$1.42M 0.04%
14,911
-2,522
114
$1.27M 0.03%
100,000
115
$990K 0.03%
+83,019
116
$831K 0.02%
42,290
117
$765K 0.02%
+24,701
118
$636K 0.02%
26,045
119
$601K 0.02%
19,999
120
$547K 0.01%
333,434
121
$497K 0.01%
12,121
122
$484K 0.01%
6,100
123
$430K 0.01%
250,000
124
$345K 0.01%
8,880
125
$187K 0.01%
6,200
-15,150
2 3 4
5
6