13F filing recap · Q2 2019
What did Third Avenue Management buy in Q2 2019?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Third Avenue account, including accounts that belong to no fund below.
Stock value
$1.19B
Positions
58
Estimated turnover
7.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
FPHFive Point Holdings, LLC$87.17Mreported value+34.7K shares+0.3%TDWTidewater Inc$61.08Mreported value+158.0K shares+6.5%LEN.BLennar Corp /new/$48.77Mreported value+18.1K shares+1.5%MACMacerich Co$47.67Mreported value+20.4K shares+1.5%HAHawaiian Holdings Inc$38.81Mreported value+47.0K shares+3.4%PNCThe Pnc Financial Services Group, Inc.$36.44Mreported value+895 shares+0.3%TPHSTrinity Place Holdings Inc.$22.43Mreported value+647.6K shares+12.9%MHKMohawk Industries, Inc.$18.18Mreported value+34.5K shares+38.8%SRGSeritage Growth Properties$13.64Mreported value+34.8K shares+12.3%CUBICustomers Bancorp, Inc.$11.45Mreported value+25.9K shares+5.0%VCVisteon Corporation$11.06Mreported value+52.6K shares+38.7%AGXArgan Inc$5.40Mreported value+44.1K shares+49.6%