Third Avenue Management·CIK 1002858
158
Positions
$234.7B
Portfolio Value
13
Quarters tracked
Q3 2004
Latest filing
Portfolio Allocation — Q2 2004
Portfolio Value Over Time
| NEW |
| 3 | BNN | 4.20% | $9,938,468,000 | NEW |
| 4 | PWR | 3.79% | $8,964,800,000 | NEW |
| 5 | SCMR | 3.74% | $8,853,449,000 | NEW |
| 6 | TLAB | 3.66% | $8,658,259,000 | NEW |
| 7 | CDX | 3.62% | $8,552,534,000 | NEW |
| 8 | JOE | 3.57% | $8,431,903,000 | NEW |
| 9 | TCC | 2.77% | $6,557,432,000 | NEW |
| 10 | FCEAXXXX | 2.66% | $6,295,992,000 | NEW |
| 11 | APCC | 1.93% | $4,560,381,000 | NEW |
| 12 | KMRT | 1.90% | $4,481,520,000 | NEW |
| 13 | PNX | 1.87% | $4,427,575,000 | NEW |
| 14 | TRC | 1.85% | $4,370,241,000 | NEW |
| 15 | CMOS | 1.85% | $4,365,086,000 | NEW |
| 16 | CMVT | 1.76% | $4,170,223,000 | NEW |
| 17 | BRKL | 1.71% | $4,046,810,000 | NEW |
| 18 | PRXL | 1.69% | $3,991,559,000 | NEW |
| 19 | AGU | 1.66% | $3,914,975,000 | NEW |
| 20 | MLEA | 1.47% | $3,474,095,000 | NEW |
| 21 | JAKK | 1.44% | $3,404,035,000 | NEW |
| 22 | TQNT | 1.41% | $3,327,775,000 | NEW |
| 23 | LNR | 1.39% | $3,275,600,000 | NEW |
| 24 | ALG | 1.35% | $3,194,415,000 | NEW |
| 25 | CCRN | 1.17% | $2,760,669,000 | NEW |
| 26 | ESIO | 1.13% | $2,672,558,000 | NEW |
| 27 | DHC | 1.10% | $2,591,784,000 | NEW |
| 28 | KE | 1.09% | $2,567,436,000 | NEW |
| 29 | RDN | 1.08% | $2,545,127,000 | NEW |
| 30 | MBI | 0.88% | $2,085,485,000 | NEW |
| 31 | BPO | 0.86% | $2,029,750,000 | NEW |
| 32 | CTV | 0.85% | $2,016,350,000 | NEW |
| 33 | ALEXXXXX | 0.82% | $1,945,440,000 | NEW |
| 34 | AFR | 0.81% | $1,908,700,000 | NEW |
| 35 | AMAT | 0.81% | $1,906,860,000 | NEW |
| 36 | ACGL | 0.81% | $1,903,723,000 | NEW |
| 37 | NBRXXXX | 0.73% | $1,724,456,000 | NEW |
| 38 | WG | 0.73% | $1,718,075,000 | NEW |
| 39 | ECA | 0.70% | $1,662,075,000 | NEW |
| 40 | KEM | 0.70% | $1,643,628,000 | NEW |
| 41 | LM | 0.69% | $1,635,317,000 | NEW |
| 42 | RJF | 0.69% | $1,634,646,000 | NEW |
| 43 | WRP | 0.67% | $1,591,550,000 | NEW |
| 44 | PLD | 0.65% | $1,542,748,000 | NEW |
| 45 | TRN | 0.65% | $1,540,815,000 | NEW |
| 46 | PSB | 0.55% | $1,296,275,000 | NEW |
| 47 | MNY | 0.54% | $1,268,275,000 | NEW |
| 48 | CITGQ | 0.45% | $1,053,785,000 | NEW |
| 49 | FAFXXXX | 0.44% | $1,048,800,000 | NEW |
| 50 | VNO | 0.43% | $1,007,650,000 | NEW |
| 51 | WLLXXXX | 0.42% | $1,001,150,000 | NEW |
| 52 | AKR | 0.42% | $981,300,000 | NEW |
| 53 | OLP | 0.41% | $979,175,000 | NEW |
| 54 | ASGNXXXX | 0.41% | $965,253,000 | NEW |
| 55 | BPPNZ | 0.41% | $959,000,000 | NEW |
| 56 | LNN | 0.40% | $947,800,000 | NEW |
| 57 | PPDI | 0.39% | $932,263,000 | NEW |
| 58 | WHG | 0.38% | $888,513,000 | NEW |
| 59 | COHR | 0.37% | $885,937,000 | NEW |
| 60 | SSUP | 0.37% | $878,012,000 | NEW |
| 61 | FDG | 0.37% | $866,700,000 | NEW |
| 62 | BBXXXXX | 0.35% | $835,000,000 | NEW |
| 63 | BELFB | 0.34% | $809,752,000 | NEW |
| 64 | DBRN | 0.34% | $808,672,000 | NEW |
| 65 | AVTR | 0.32% | $753,765,000 | NEW |
| 66 | RUS | 0.30% | $718,000,000 | NEW |
| 67 | PKEXXXX | 0.30% | $707,800,000 | NEW |
| 68 | JLL | 0.30% | $699,900,000 | NEW |
| 69 | MRH | 0.29% | $683,500,000 | NEW |
| 70 | CTO | 0.28% | $664,328,000 | NEW |
| 71 | PGE | 0.27% | $628,900,000 | NEW |
| 72 | ULCM | 0.25% | $599,400,000 | NEW |
| 73 | IBAAY | 0.25% | $598,300,000 | NEW |
| 74 | EQTY | 0.25% | $595,952,000 | NEW |
| 75 | TKCI | 0.25% | $582,679,000 | NEW |
| 76 | FPO | 0.24% | $568,300,000 | NEW |
| 77 | FSII | 0.24% | $564,588,000 | NEW |
| 78 | AMN | 0.24% | $560,144,000 | NEW |
| 79 | APTI | 0.23% | $532,700,000 | NEW |
| 80 | IXYS | 0.23% | $532,661,000 | NEW |
| 81 | VSH | 0.22% | $510,742,000 | NEW |
| 82 | LUK | 0.22% | $509,150,000 | NEW |
| 83 | SMXXXX | 0.21% | $499,450,000 | NEW |
| 84 | JNC | 0.21% | $489,900,000 | NEW |
| 85 | SXI | 0.20% | $480,500,000 | NEW |
| 86 | STC | 0.20% | $479,800,000 | NEW |
| 87 | SWS | 0.20% | $474,790,000 | NEW |
| 88 | FFG | 0.20% | $465,700,000 | NEW |
| 89 | JEF | 0.19% | $453,030,000 | NEW |
| 90 | ANL | 0.19% | $448,408,000 | NEW |
| 91 | DSCP | 0.18% | $418,861,000 | NEW |
| 92 | CNQ | 0.18% | $417,200,000 | NEW |
| 93 | DEL | 0.17% | $407,700,000 | NEW |
| 94 | TXU | 0.17% | $400,000,000 | NEW |
| 95 | WRO | 0.17% | $390,800,000 | NEW |
| 96 | JACK | 0.16% | $389,645,000 | NEW |
| 97 | HTCH | 0.16% | $369,471,000 | NEW |
| 98 | RTI | 0.16% | $369,200,000 | NEW |
| 99 | MCC | 0.15% | $360,100,000 | NEW |
| 100 | NAL | 0.15% | $358,619,000 | NEW |
| 101 | HRLY | 0.15% | $356,709,000 | NEW |
| 102 | COHM | 0.15% | $356,600,000 | NEW |
| 103 | ALCO | 0.15% | $353,300,000 | NEW |
| 104 | SMVA | 0.14% | $338,825,000 | NEW |
| 105 | CMM | 0.14% | $320,869,000 | NEW |
| 106 | CSWC | 0.14% | $319,537,000 | NEW |
| 107 | TDWXXXX | 0.13% | $318,000,000 | NEW |
| 108 | BHS | 0.13% | $316,350,000 | NEW |
| 109 | ABKFQ | 0.13% | $300,000,000 | NEW |
| 110 | TWKGQ | 0.12% | $295,217,000 | NEW |
| 111 | BELFA | 0.12% | $290,438,000 | NEW |
| 112 | BLX | 0.12% | $285,000,000 | NEW |
| 113 | NRD | 0.12% | $283,800,000 | NEW |
| 114 | CRESY | 0.12% | $281,836,000 | NEW |
| 115 | CGG | 0.11% | $270,600,000 | NEW |
| 116 | RAS | 0.11% | $258,300,000 | NEW |
| 117 | SKY | 0.11% | $257,200,000 | NEW |
| 118 | PPP | 0.11% | $253,650,000 | NEW |
| 119 | PLNR | 0.10% | $247,200,000 | NEW |
| 120 | PDS | 0.10% | $238,700,000 | NEW |
| 121 | CARV | 0.09% | $218,500,000 | NEW |
| 122 | ACPIQ | 0.09% | $216,125,000 | NEW |
| 123 | SFA | 0.09% | $213,600,000 | NEW |
| 124 | LEV | 0.09% | $208,750,000 | NEW |
| 125 | ACMTA | 0.08% | $200,678,000 | NEW |
| 126 | MCIP | 0.08% | $190,600,000 | NEW |
| 127 | AFCI | 0.08% | $185,000,000 | NEW |
| 128 | STJ | 0.08% | $182,740,000 | NEW |
| 129 | SAFT | 0.07% | $175,000,000 | NEW |
| 130 | CAV | 0.07% | $171,900,000 | NEW |
| 131 | KSWS | 0.07% | $171,624,000 | NEW |
| 132 | LGN | 0.07% | $153,983,000 | NEW |
| 133 | CVCO | 0.06% | $138,995,000 | NEW |
| 134 | IM | 0.06% | $135,000,000 | NEW |
| 135 | ITG | 0.06% | $132,800,000 | NEW |
| 136 | ALOG | 0.05% | $125,201,000 | NEW |
| 137 | VVTV | 0.05% | $120,000,000 | NEW |
| 138 | ESREF | 0.05% | $118,449,000 | NEW |
| 139 | AF | 0.04% | $106,000,000 | NEW |
| 140 | COMS | 0.04% | $100,000,000 | NEW |
| 141 | MLKN | 0.04% | $95,300,000 | NEW |
| 142 | VYX | 0.04% | $94,927,000 | NEW |
| 143 | ACE | 0.04% | $87,035,000 | NEW |
| 144 | BNK | 0.03% | $69,566,000 | NEW |
| 145 | BKE | 0.03% | $67,200,000 | NEW |
| 146 | WTM | 0.03% | $61,650,000 | NEW |
| 147 | CFB | 0.03% | $61,543,000 | NEW |
| 148 | MODTQ | 0.03% | $61,318,000 | NEW |
| 149 | FLA | 0.02% | $55,032,000 | NEW |
| 150 | TMP | 0.02% | $45,210,000 | NEW |
| 151 | SOSA | 0.02% | $40,000,000 | NEW |
| 152 | KGC | 0.01% | $32,333,000 | NEW |
| 153 | FCEB | 0.01% | $18,850,000 | NEW |
| 154 | THCXXXX | 0.01% | $15,000,000 | NEW |
| 155 | NZTCYXXXX | 0.01% | $13,250,000 | NEW |
| 156 | PAAS | 0.01% | $13,000,000 | NEW |
| 157 | BKMU | 0.01% | $12,379,000 | NEW |
| 158 | LTD | 0.00% | $11,500,000 | NEW |