Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $616 M TDW VAL BCC HCC HOG RHI BN FPH CBRE PLD ROG UHAL.B LEN.B SUI PHM DHI ECPG JLL FNF UMBF
2025   Q4 $550 M HCC TDW BCC VAL BN CBRE FPH PLD ROG LEN.B DB UHAL.B SUI PHM JLL DHI FNF KALU COLL SUPN
2025   Q3 $533 M TDW HCC VAL BN FPH CBRE BCC LEN.B PLD ROG JLL DHI UHAL.B PHM SUI UMBF CMA SUPN PRA SKY
2025   Q2 $485 M TDW DB HCC VAL BN CBRE FPH LEN.B PLD UHAL.B JLL SUI UMBF CMA PHM DHI MYRG PRA BATRA ITIC
2025   Q1 $499 M TDW DB HCC VAL FPH CBRE BN CMA LEN.B UHAL.B PLD ORI PRA JLL SUI UMBF DHI ITIC MYRG FNF
2024   Q4 $517 M DB TDW HCC CBRE BN LEN.B VAL CMA ORI UHAL.B FPH PLD SUI JLL AMH UMBF DHI MYRG ITIC PRA
2024   Q3 $612 M HCC DB TDW CMA LEN.B BN VAL CBRE UHAL.B LAZ ORI PLD DHI SUI JLL FPH AMH UMBF WY RYN
2024   Q2 $583 M TDW HCC DB VAL ORI CMA LEN.B LAZ BN UHAL.B CBRE DHI PLD SUI UMBF AMH JLL WY FPH MYRG
2024   Q1 $627 M TDW HCC DB VAL CMA LEN.B ORI LAZ BN DHI UHAL.B CBRE PLD WY UMBF AMH MYRG RYN SUI FPH
2023   Q4 $609 M HCC TDW DB VAL CMA ORI LEN.B UHAL.B BN DHI CBRE PLD WY UMBF AMH HA RYN IVT FPH JLL
2023   Q3 $596 M HCC TDW VAL DB ORI LEN.B CMA DHI LAZ BN UHAL.B PLD WY CBRE AMH LOW RYN MYRG FPH JLL
2023   Q2 $606 M TDW HCC DB VAL CMA LEN.B ORI DHI PLD LAZ BN HA WY UHAL.B CBRE RYN LOW AMH JLL MYRG
2023   Q1 $585 M TDW HCC DB LEN.B PLD CMA ORI VAL DHI LAZ BN UHAL.B RYN WY HA CBRE IVT LOW AMH MYRG
2022   Q4 $575 M TDW HCC DB LEN.B CMA VAL ORI PLD DHI UHAL.B BN IVT LAZ WY RYN CBRE AMH LOW FPH UMBF
2022   Q3 $508 M TDW HCC LEN.B BAM.A CMA UHAL PLD ORI VAL IVT DHI WY RYN LAZ LOW FPH AMH CBRE HA UMBF
2022   Q2 $561 M TDW HCC FPH BAM.A CMA LEN.B PLD RYN IVT ORI UHAL WY AMH DHI LOW VAL CBRE LAZ HA UMBF
2022   Q1 $733 M FPH HCC TDW PLD BAM.A LEN.B RYN CMA WY UHAL IVT HA ORI LOW AMH VAL CBRE LAZ UMBF TPHS
2021   Q4 $760 M FPH HCC LEN.B BAM.A PLD CMA WY RYN UHAL LOW TDW AMH ORI HA CBRE LAZ IVT UMBF FR FNF
2021   Q3 $743 M FPH BAM.A HCC LEN.B PLD CMA WY RYN TDW UHAL ORI LOW HA AMH LAZ CBRE JBGS UMBF TPHS MHK
2021   Q2 $756 M FPH BAM.A LEN.B PLD TDW HCC RYN WY ORI CMA UHAL HA LOW JBGS AMH MHK LAZ CBRE UMBF TPHS
2021   Q1 $756 M FPH LEN.B BAM.A TDW WY PLD HA RYN UHAL CMA LOW JBGS ORI HCC MHK EXP AMH LAZ CTB UMBF
2020   Q4 $713 M FPH WY BAM.A PLD LEN.B RYN JBGS HCC UHAL LOW ORI TDW CMA EXP MHK HA KFY AMH LAZ LEN
2020   Q3 $719 M WY LEN.B BAM.A FPH PLD VNO RYN JBGS LEN LOW HCC UHAL TDW ORI EXP HA CMA MHK AMH FDX
2020   Q2 $714 M FPH BAM.A WY LEN.B VNO PLD JBGS RYN HCC LOW ESS LEN UHAL ORI EXP HA TDW MHK CMA AMH
2020   Q1 $676 M FPH BAM.A JBGS VNO WY PLD RYN LEN.B LEN ESS UHAL PSA TDW HCC LOW EXP HA MHK ORI TPHS
2019   Q4 $1.01 B FPH WY BAM.A TDW LEN.B LEN JBGS RYN VNO HCC MAC HA UHAL CMA FR AKR PNC MHK TPHS EXP
2019   Q3 $1.11 B WY BAM.A FPH LEN.B LEN RYN JBGS TDW VNO PNC HA MAC HCC UHAL FR AKR CMA LOW TPHS MHK
2019   Q2 $1.19 B WY FPH BAM.A LEN RYN TDW JBGS LEN.B MAC HCC HA PNC CMA AKR UHAL FR VNO LOW TPHS FNF
2019   Q1 $1.29 B WY FPH LEN BAM.A RYN MAC TDW HCC JBGS LEN.B HA AKR PNC CMA FR UHAL LOW VNO TPHS FNF
2018   Q4 $1.22 B WY BAM.A LEN FPH MAC RYN HCC VNO TDW AKR LEN.B CMA PNC LOW HA FR UHAL JBGS TPHS TRC
2018   Q3 $1.77 B BAM.A WY LEN FPH MAC RYN HCC TDW PNC.WS VNO LOW AKR CMA LEN.B FR BNY ORIG UHAL TPHS ZION
2018   Q2 $2.02 B WY FCE.A BAM.A LEN FPH RYN MAC HCC TDW PNC.WS VNO FR AKR CMA LEN.B LOW TRC BNY Y TPHS
2018   Q1 $1.96 B WY BAM.A LEN FCE.A RYN PNC.WS MAC TDW TRC BNY VNO CMA FR CVCO AKR Y LOW FPH HCC TPHS
2017   Q4 $2.08 B WY BAM.A LEN FCE.A RYN PNC.WS BNY MAC TRC VNO FR CMA JCI PNC LOW CVCO Y TDW AMGN FPH
2017   Q3 $2.20 B WY BAM.A LEN FCE.A RYN BNY PNC.WS PNC CMA FR VNO JCI TRC MAC CVCO AMGN Y LOW TPHS FPH
2017   Q2 $2.21 B WY BAM.A LEN FCE.A RYN BNY CMA PNC PNC.WS VNO FR Y TRC CVCO LOW AMGN FPH TPHS JCI LIVN
2017   Q1 $2.15 B WY BAM.A LEN FCE.A RYN BNY PNC CMA PNC.WS VNO WTM CVCO FR Y TRC LOW TPHS AMGN JCI DVN
2016   Q4 $2.15 B WY BAM.A LEN FCE.A RYN BNY PNC CMA PNC.WS VNO TRC WTM FR Y CVCO HAR LOW TPHS DVN AMGN
2016   Q3 $2.12 B WY BAM.A FCE.A RYN BNY CMA FR VNO MAC ZION PNC.WS PNC WTM TRC CVCO AXE Y LOW BKD LEN
2016   Q2 $2.19 B WY BAM.A FCE.A RYN MAC FR CMA BNY VNO WTM TRC PNC ZION LOW LEN Y CVCO PNC.WS AXE BKD
2016   Q1 $2.54 B WY BAM.A FCE.A MAC RYN FR BNY CMA VNO LOW CVCO PNC WTM LEN SKT ZION EQC PNC.WS APA PPS
2015   Q4 $3.00 B WY FCYA MAC FR BAM.A VNO BNY RYN CMA EQC LOW CVCO ZION PPS PNC.WS SKT PNC WTM AGCO APA
2015   Q3 $3.57 B WY FCYA FR MAC BAM.A BKD BNY RYN VNO CMA EQC CVCO LOW AGCO WTM ZION PPS SKT CVA PNC
2015   Q2 $3.85 B WY FCYA CMA BAM.A BNY RYN MAC FR BKD VNO AGCO CVCO EQC DVN PKX ZION CVA APA WTM LOW
2015   Q1 $3.78 B WY FCYA BAM.A BNY CMA BKD FR CVCO DVN PKX WTM APA CVA EQC LOW AGCO RYN VNO SKT ZION
2014   Q4 $3.73 B WY BNY BAM.A FCYA CMA CVCO BKD PKX FR DVN KEY WTM APA VNO EQC CVA LOW AGCO ZION SKT
2014   Q3 $4.46 B WY BNY PKX CVA BAM.A CMA FCYA DVN APA CVCO WTM LOW EQC KEY FR BKD PPS SKT VNO AGCO
2014   Q2 $4.87 B WY BNY PKX DVN BAM.A CVCO FCYA APA CVA CMA WTM KEY INTC Y ECA PPS LOW FR TRC VNO
2014   Q1 $4.87 B WY BNY PKX DVN BAM.A CVCO FCYA CMA KEY APA CVA WTM ECA Y LOW INTC PPS FR TRC VNO
2013   Q4 $5.14 B WY BNY BAM.A PKX DVN WTM KEY FCYA CVCO CVA CMA APA LOW TRC Y INTC FR ECA PPS SEMG
2013   Q3 $4.89 B WY BNY DVN BAM.A PKX WTM KEY CVA FCYA CVCO Y APA CMA LOW TLAB INTC TRC FR ENS OSK
2013   Q2 $4.74 B BNY KEY WY DVN BAM.A FCYA PKX CVA WTM AMAT CMA APA INTC LOW TLAB TRC FR OSK VNO ECA
2012   Q2 $42,483,355.09 B FCYA KEY TLAB AKR ALG ALCO AEO NLY ACGL AVX BNY BELFB BRSWQ BAM.A BPO CMO CVCO CDR XEC-OLD CMA
2012   Q1 $3.49 B PKX BAM.A FCYA BNY CVA WY KEY TLAB ECA TRC BRSWQ MTN SCMR IM CKH VNO MANT TFX LXK AVX
2011   Q4 $3.26 B PKX BAM.A FCYA BNY CVA WY TRC KEY TLAB ECA SCMR BRSWQ MTN AVX IM VNO CKH LEN LXK KALU
2011   Q3 $3.26 B BAM.A PKX FCYA BNY CVA TRC WY TLAB ECA KEY SCMR BRSWQ AVX KGC NEM VNO MTN IM PPDI ITG
2011   Q2 $4.14 B PKX BAM.A FCYA BNY TRC CVA ECA WY KEY TLAB SCMR NBR AVX VNO BRSWQ PPDI KGC ITG MTN IM
2011   Q1 $4.56 B PKX BAM.A FCYA NBR BNY TRC WY CVA ECA SCMR KEY TLAB AVX VNO ITG PPDI BRSWQ SSUP BRNC EFII
2010   Q4 $4.54 B BAM.A PKX FCYA BNY NBR XEC-OLD CVA TRC ECA SCMR WY KEY TLAB AVX PPDI BRSWQ VNO ITG WLK EFII
2010   Q3 $4.30 B BAM.A PKX BNY FCYA NBR SCMR XEC-OLD CVA ECA TLAB TRC AVX KEY WY VNO BRSWQ PPDI ITG NEM JOE
2010   Q2 $3.86 B BAM.A PKX FCYA BNY NBR XEC-OLD CVA ECA TRC SCMR TLAB AVX KEY PPDI ITG VNO WY CCRN BRSWQ JOE
2010   Q1 $4.74 B BAM.A PKX FCYA BNY XEC-OLD NBR TLAB CVA TRC AVX ECA SCMR KEY BRSWQ PPDI JOE VNO ITG CCRN MRH
2009   Q4 $4.62 B PKX BAM.A FCYA XEC-OLD BNY NBR CVA AVX TRC TLAB ECA SCMR MRH BRSWQ ITG PPDI JOE CCRN VNO KEY
2009   Q3 $4.70 B BAM.A PKX FCYA BNY NBR XEC-OLD ECA TLAB CVA AVX MBI SCMR TRC ITG PPDI MRH JOE BRSWQ CCRN VNO
2009   Q2 $3.85 B PKX BAM.A BNY NBR XEC-OLD FCYA CVA ECA SCMR TLAB TRC AVX MBI PPDI BRSWQ ITG JOE WIRE MRH WLK
2009   Q1 $3.31 B PKX BAM.A BNY TLAB XEC-OLD AVX ECA CVA NBR SCMR TRC MBI FCYA WIRE ITG BRSWQ MRH MDC WLK SSUP
2008   Q2 $407.00 B MBI SCMR TLAB BAM.A AVX FCYA RDN JOE NBR CITGQ BNY CVA NAL WLK MRH BRNC EFII USG XEC-OLD KSWS
2008   Q1 $407.87 B MBI BAM.A SCMR TLAB FCYA AVX RDN JOE NBR BORL BNY NAL CVA CITGQ MRH XEC-OLD WLK BRNC USG EFII
2007   Q4 $48.64 B LF ECA PSB LUNMF MTN WIRE JEF MIR SF6 HRLY SSUP PPDI HVT HDLM WHG 0000420W IBAAY OLP IM ACGL
2007   Q3 $352.73 B BAM.A SCMR AVX FCYA JOE TLAB NBR BORL RDN BNY NAL CVA XEC-OLD MBI LF JRN PFE HRLY INTC BRNC
2007   Q2 $375.96 B 3321267Q SCMR BAM.A AVX FCYA JOE TLAB BORL NBR NAL CVA LF XEC-OLD HRLY JRN INTC PFE SSUP AHX PKX
2007   Q1 $337.10 B 3321267Q SCMR AVX BAM.A FCYA JOE BORL TLAB NBR CVA LF NAL XEC-OLD SSUP INTC PFE PKX 8394653Q JRN TRC
2006   Q4 $418.72 B CTLFQ 3321267Q SCMR AVX BAM.A FCYA JOE TLAB NBR BORL CVA LF NAL GMST 2307532Q 8394653Q SSUP INTC PKX PFE
2006   Q2 $142 M IDCG SAFM NTL ALOG JJSF SWS BFSB CRESY IRS TD 1367506D TSG BELFA FLA BLX MPT SAFT TMP 1041267D ADC
2006   Q1 $156 M TMP BELFA NTL JJSF SWS BFSB KE6 CRESY VSH 1862602D TD 1367506D BED FLA BLX MPT SAFT 1707592D RTI ALOG
2005   Q4 $315.94 B SCMR AVX FCYA 2925169Q BAM.A TLAB JOE CCRN ADC CVA 8394653Q GMST CMOS TCADR CVCO 3307381Q NAL LF 2307532Q PKX
2005   Q3 $305.54 B SCMR INGP AVX FCYA TLAB CCRN 2925169Q ADC JOE CVA 8394653Q GMST TCADR CMOS CVCO 3307381Q NAL 2307532Q SKY LF
2005   Q2 $229.80 B 785725Q ADC 1013516Q JOE GMST PWR CMOS TCADR FCYA CVCO 3307381Q NAL 2307532Q SKY 2925169Q LF SSUP TRC PKX ESIO
2005   Q1 $213.82 B PWR 785725Q 1013516Q JOE GMST TCADR CMOS FCYA CVCO 3307381Q 2307532Q NAL SKY 2925169Q TRC CMVT BPO LF SSUP AGU
2004   Q4 $63,760,979.30 B AVX JOE FCYA 785725Q 2307532Q TRC CMVT 599864Q LM RDN INGP SCMR CMOS AGU JAKK ESIO ALG CCRN 1013516Q TPGI
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