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
Holding/activity history for  Warrior Met Coal Inc. (HCC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 364,002 5.50 Reduce 37.60% 3.52 $93.15 $33,906,786 SEC
2025   Q4 583,320 9.35 Reduce 9.13% 0.72 $88.17 $51,431,324 SEC
2025   Q3 641,916 7.94 Add 0.04% <0.01 $65.92 $42,315,103 SEC
2025   Q2 641,684 6.06 Add 4.64% 0.27 $45.83 $29,408,378 SEC
2025   Q1 613,206 5.87 Add 4.39% 0.25 $47.72 $29,262,190 SEC
2024   Q4 587,445 6.17 Reduce 26.15% 2.17 $54.24 $31,863,017 SEC
2024   Q3 795,414 8.31 Add 4.06% 0.32 $63.90 $50,826,955 SEC
2024   Q2 764,402 8.23 Add 0.05% <0.01 $62.77 $47,981,514 SEC
2024   Q1 764,018 7.40 Reduce 21.06% 2.04 $60.70 $46,375,893 SEC
2023   Q4 967,899 9.69 Reduce 23.63% 2.56 $60.97 $59,012,802 SEC
2023   Q3 1,267,353 10.85 Reduce 5.77% 0.50 $51.06 $64,711,044 SEC
2023   Q2 1,344,911 8.64 Add 0.12% 0.01 $38.95 $52,384,283 SEC
2023   Q1 1,343,267 8.43 Add 5.39% 0.43 $36.71 $49,311,332 SEC
2022   Q4 1,274,614 7.68 Reduce 7.18% 0.55 $34.64 $44,152,629 SEC
2022   Q3 1,373,234 7.69 Reduce 1.51% 0.11 $28.44 $39,055,000 SEC
2022   Q2 1,394,280 7.60 Add 4.62% 0.34 $30.61 $42,679,000 SEC
2022   Q1 1,332,711 6.74 Reduce 28.55% 1.80 $37.11 $49,457,000 SEC
2021   Q4 1,865,239 6.31 Add 7.80% 0.46 $25.71 $47,956,000 SEC
2021   Q3 1,730,328 5.42 Add 0.29% 0.02 $23.27 $40,265,000 SEC
2021   Q2 1,725,285 3.93 Add 24.52% 0.77 $17.20 $29,675,000 SEC
2021   Q1 1,385,558 3.14 Add 13.91% 0.38 $17.13 $23,735,000 SEC
2020   Q4 1,216,410 3.64 Reduce 18.35% 0.65 $21.32 $25,934,000 SEC
2020   Q3 1,489,803 3.54 Reduce 16.61% 0.64 $17.08 $25,446,000 SEC
2020   Q2 1,786,569 3.85 Reduce 3.21% 0.09 $15.39 $27,496,000 SEC
2020   Q1 1,845,789 2.90 Add 3.15% 0.09 $10.62 $19,603,000 SEC
2019   Q4 1,789,403 3.74 Add 1.10% 0.04 $21.13 $37,811,000 SEC
2019   Q3 1,769,890 3.12 Add 0.35% 0.01 $19.52 $34,549,000 SEC
2019   Q2 1,763,663 3.87 Reduce 10.29% 0.44 $26.12 $46,067,000 SEC
2019   Q1 1,965,987 4.27 Reduce 24.95% 1.29 $28.08 $55,205,000 SEC
2018   Q4 2,619,494 5.16 Reduce 1.37% 0.06 $24.11 $63,156,000 SEC
2018   Q3 2,655,834 4.06 Add 5.57% 0.21 $27.04 $71,814,000 SEC
2018   Q2 2,515,767 3.44 Add 97.71% 1.70 $27.57 $69,360,000 SEC
2018   Q1 1,272,485 1.82 Add 85.39% 0.84 $28.01 $35,643,000 SEC
2017   Q4 686,383 0.83 Buy 0.83 $25.15 $17,263,000 SEC