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
$3.09B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.69M
3
+$3.5M
4
MYRG icon
MYR Group
MYRG
+$2.4M
5
HERO
HERCULES OFFSHORE INC COM STK
HERO
+$1.76M

Top Sells

1
+$79.7M
2
+$63.6M
3
+$50.9M
4
NVDA icon
NVIDIA
NVDA
+$42.8M
5
CVCO icon
Cavco Industries
CVCO
+$35.8M

Sector Composition

1 Real Estate 39.13%
2 Financials 22.93%
3 Consumer Discretionary 9.61%
4 Industrials 9.07%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-841,294
127
– –
-12,121
128
– –
-6,100
129
– –
-122,223
130
– –
-96,385
131
– –
-702
132
– –
-61,349
133
– –
-187,613
134
– –
-1,025,669
2 3 4 5
6