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  Lowe's Cos. (LOW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.53 SEC
2024   Q2 14,096 0.53 Reduce 48.05% 0.53 $220.46 $3,107,604 SEC
2024   Q1 27,135 1.10 Reduce 8.73% 0.10 $254.73 $6,912,099 SEC
2023   Q4 29,730 1.09 Reduce 47.83% 0.95 $222.55 $6,616,412 SEC
2023   Q3 56,992 1.99 Reduce 0.18% <0.01 $207.78 $11,841,798 SEC
2023   Q2 57,096 2.13 Reduce 8.15% 0.17 $225.70 $12,886,567 SEC
2023   Q1 62,159 2.12 $199.97 $12,429,935 SEC
2022   Q4 62,159 2.15 Reduce 17.96% 0.50 $199.24 $12,384,559 SEC
2022   Q3 75,766 2.80 Reduce 10.52% 0.28 $187.82 $14,230,000 SEC
2022   Q2 84,670 2.63 Reduce 16.50% 0.46 $174.68 $14,790,000 SEC
2022   Q1 101,406 2.80 Reduce 11.99% 0.47 $202.20 $20,504,000 SEC
2021   Q4 115,216 3.92 Reduce 1.51% 0.05 $258.49 $29,782,000 SEC
2021   Q3 116,979 3.19 Reduce 0.96% 0.03 $202.87 $23,731,000 SEC
2021   Q2 118,115 3.03 Reduce 9.57% 0.32 $193.97 $22,911,000 SEC
2021   Q1 130,621 3.29 Reduce 13.32% 0.45 $190.18 $24,842,000 SEC
2020   Q4 150,686 3.39 Reduce 6.74% 0.25 $160.51 $24,187,000 SEC
2020   Q3 161,570 3.72 Reduce 4.26% 0.14 $165.86 $26,798,000 SEC
2020   Q2 168,757 3.20 Reduce 0.27% <0.01 $135.12 $22,803,000 SEC
2020   Q1 169,215 2.15 Buy 2.15 $86.05 $14,561,000 SEC
2019   Q4 0 0.00 Sell 100.00% 2.16 SEC
2019   Q3 217,258 2.16 Reduce 6.52% 0.13 $109.96 $23,890,000 SEC
2019   Q2 232,402 1.97 Reduce 15.84% 0.36 $100.91 $23,452,000 SEC
2019   Q1 276,136 2.28 Reduce 21.72% 0.58 $106.73 $29,472,000 SEC
2018   Q4 352,738 2.66 Reduce 26.67% 0.83 $92.36 $32,579,000 SEC
2018   Q3 481,026 3.12 Add 0.27% <0.01 $114.82 $55,232,000 SEC
2018   Q2 479,719 2.27 Add 0.21% <0.01 $95.57 $45,847,000 SEC
2018   Q1 478,713 2.14 Add 0.95% 0.02 $87.75 $42,008,000 SEC
2017   Q4 474,216 2.12 Reduce 0.29% <0.01 $92.94 $44,074,000 SEC
2017   Q3 475,611 1.73 Add 0.13% <0.01 $79.94 $38,021,000 SEC
2017   Q2 475,011 1.66 Reduce 14.86% 0.32 $77.53 $36,828,000 SEC
2017   Q1 557,911 2.13 Reduce 0.53% <0.01 $82.21 $45,866,000 SEC
2016   Q4 560,911 1.85 Reduce 4.05% 0.08 $71.12 $39,892,000 SEC
2016   Q3 584,611 1.99 Reduce 7.50% 0.17 $72.21 $42,215,000 SEC
2016   Q2 632,011 2.29 Reduce 33.01% 0.93 $79.17 $50,036,000 SEC
2016   Q1 943,411 2.82 Reduce 20.71% 0.62 $75.75 $71,463,000 SEC
2015   Q4 1,189,851 3.01 Reduce 7.78% 0.19 $76.04 $90,476,000 SEC
2015   Q3 1,290,176 2.49 Add 1.35% 0.03 $68.92 $88,919,000 SEC
2015   Q2 1,272,976 2.22 Add 0.43% <0.01 $66.97 $85,251,000 SEC
2015   Q1 1,267,576 2.50 Add 0.74% 0.02 $74.39 $94,295,000 SEC
2014   Q4 1,258,225 2.32 Reduce 27.23% 0.56 $68.80 $86,566,000 SEC
2014   Q3 1,729,121 2.05 Reduce 5.89% 0.11 $52.92 $91,505,000 SEC
2014   Q2 1,837,346 1.81 Add 0.25% <0.01 $47.99 $88,174,000 SEC
2014   Q1 1,832,757 1.84 Reduce 0.53% <0.01 $48.90 $89,622,000 SEC
2013   Q4 1,842,437 1.78 Reduce 0.14% <0.01 $49.55 $91,293,000 SEC
2013   Q3 1,844,950 1.80 Reduce 0.08% <0.01 $47.61 $87,838,000 SEC
2013   Q2 1,846,350 1.59 Buy 1.59 $40.90 $75,516,000 SEC