Third Avenue Management·CIK 1002858
106
Positions
$108.9B
Portfolio Value
13
Quarters tracked
Q3 2004
Latest filing
Portfolio Allocation — Q4 2001
Portfolio Value Over Time
| ▼ -1.6% |
| 3 | VSH | 2.53% | $3,030,000,000 | ▼ -0.1% |
| 4 | ESIO | 2.47% | $2,963,200,000 | ▼ -0.6% |
| 5 | FAFXXXX | 2.01% | $2,407,100,000 | ▼ -1.4% |
| 6 | KE | 1.75% | $2,103,136,000 | ▼ -0.1% |
| 7 | MBI | 1.61% | $1,935,209,000 | ▼ -3.1% |
| 8 | TRN | 1.52% | $1,827,000,000 | ▼ -0.3% |
| 9 | ALEXXXXX | 1.50% | $1,797,100,000 | ▼ -0.2% |
| 10 | MNY | 1.46% | $1,751,600,000 | ▼ -0.6% |
| 11 | RDN | 1.33% | $1,592,054,000 | ▼ -1.7% |
| 12 | STC | 1.04% | $1,248,915,000 | ▼ -1.1% |
| 13 | LM | 1.02% | $1,222,132,000 | ▼ -1.3% |
| 14 | RJF | 0.91% | $1,086,250,000 | ▼ -0.5% |
| 15 | PPDI | 0.68% | $815,100,000 | ▼ -0.7% |
| 16 | KNDL | 0.52% | $628,600,000 | ▼ -0.4% |
| 17 | VECO | 0.42% | $500,000,000 | ▼ -0.2% |
| 18 | JJSF | 0.41% | $495,000,000 | ▼ -0% |
| 19 | SXI | 0.40% | $480,500,000 | ▼ -0% |
| 20 | ALOG | 0.31% | $367,300,000 | ▼ -0.4% |
| 21 | MCC | 0.30% | $360,100,000 | ▼ -0.1% |
| 22 | ALCO | 0.29% | $353,300,000 | ▼ -0.2% |
| 23 | DEL | 0.29% | $350,600,000 | ▼ -0.1% |
| 24 | AMAT | 0.29% | $347,500,000 | ▼ -0.2% |
| 25 | PLNR | 0.29% | $342,200,000 | ▼ -0% |
| 26 | DSCP | 0.29% | $342,300,000 | ▼ -0.4% |
| 27 | ITG | 0.28% | $335,400,000 | ▼ -0.3% |
| 28 | PLAB | 0.25% | $300,000,000 | ▼ -0% |
| 29 | ABKFQ | 0.25% | $300,000,000 | ▼ -0.6% |
| 30 | HRLY | 0.23% | $275,400,000 | ▼ -0.1% |
| 31 | CMI | 0.19% | $228,500,000 | ▼ -0.2% |
| 32 | NVLS | 0.19% | $226,676,000 | ▼ -0.2% |
| 33 | JEF | 0.19% | $223,600,000 | ▼ -0.2% |
| 34 | CSWC | 0.11% | $133,111,000 | ▼ -0.3% |
| 35 | AF | 0.09% | $106,000,000 | ▼ -0.1% |
| 36 | KLAC | 0.08% | $100,000,000 | ▼ -0.1% |
| 37 | SKY | 0.08% | $100,000,000 | ▼ -0.2% |
| 38 | STJ | 0.08% | $90,750,000 | ▼ -0.2% |
| 39 | ACE | 0.07% | $87,035,000 | ▼ -0% |
| 40 | BNK | 0.06% | $69,566,000 | ▼ -0% |
| 41 | BKFG | 0.05% | $65,000,000 | ▼ -0% |
| 42 | CFB | 0.05% | $61,543,000 | ▼ -0% |
| 43 | TMP | 0.03% | $41,100,000 | ▼ -0.1% |
| 44 | WTM | 0.05% | $58,300,000 | ▼ -0.9% |
| 45 | VYX | 0.01% | $17,600,000 | ▼ -0% |
| 46 | PMSI | 0.13% | $2,601,000 | SOLD |
| 47 | PCAR | 0.06% | $1,246,000 | SOLD |
| 48 | AAXXXX | 0.02% | $512,000 | SOLD |
| 49 | USG | 0.01% | $210,000 | SOLD |
| 50 | CLRN | 0.00% | $48,000 | SOLD |