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Third Avenue Management


  Today: +2.7%
1-month: -10.6%
All-time: -49.0%
Today vs S&P 500 : +0.8%
1-month: -4.8%
All-time: -24.1%
Third Avenue Management

Mutual | Data since: Jul-1-2007 | Current Portfolio: Q3 2009


209 members Tracking | Track this Pro
       

Portfolio Performance



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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  % off
52wk lw
% from
52wk hg
Q3 2009 View as: Alerts Holdings Detail
 ALEX $31.89 +0.47 +1.48% 80,011 67% $1.3B 103% -12% +1.2% $79.2M | 2.7M shares - decrease of 136.9K shares
 AVX $12.06 +0.24 +2.03% 217,669 192% $2.0B 51% -8% +5.4% $143.0M | 12.8M shares - decrease of 317.6K shares
 BAM $21.24 +0.35 +1.68% 372,380 84% $11.9B 89% -13% -1.1% $421.7M | 21.0M shares - decrease of 60.8K shares
 BK $27.28 +0.42 +1.56% 3,186,604 65% $30.9B 74% -19% -2.2% $266.9M | 9.3M shares - increase of 145.9K shares
 CVA $17.42 +0.37 +2.17% 815,636 110% $2.6B 40% -12% +4.5% $161.6M | 9.3M shares - increase of 25.0K shares
 ECA $31.07 +0.74 +2.44% 2,107,121 101% $22.7B 13% -51% -44.0% $159.1M | 3.0M shares - increase of 83.2K shares
 FCE.A $10.88 +0.06 +0.51% 243,807 49% $1.4B 223% -23% -12.4% $233.5M | 27.5M shares - decrease of 130.1K shares
 LUK $22.28 +0.56 +2.58% 461,511 97% $5.1B 117% -16% -3.9% $92.1M | 3.9M shares - increase of 267.3K shares
 MBI $5.09 +0.18 +3.67% 1,588,270 42% $1.0B 135% -40% -26.7% $99.8M | 18.1M shares - decrease of 2.1M shares
 NBR $22.51 +0.98 +4.55% 4,588,022 129% $6.0B 173% -17% +12.9% $214.5M | 12.1M shares - increase of 25.0K shares
 PKX $115.35 +7.12 +6.58% 236,201 87% $150.9B 145% -23% +15.3% $416.8M | 4.4M shares - decrease of 44.6K shares
 SCMR $19.26 +0.20 +1.05% 21,791 42% $541.3M 858% -49% +2.8% $145.5M | 45.7M shares - decrease of 27.6K shares
 TLAB $6.53 +0.20 +3.16% 2,472,032 52% $2.5B 86% -15% -2.8% $149.2M | 24.2M shares - decrease of 614.3K shares
 TRC $29.40 -0.01 -0.03% 4,640 22% $500.1M 60% -5% +18.7% $129.4M | 4.9M shares - decrease of 9.9K shares
 XEC $54.83 +2.54 +4.86% 1,040,215 251% $4.3B 257% -6% +32.9% $207.7M | 5.7M shares - decrease of 880.3K shares
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Discuss Third Avenue Management's portfolio
 
Latest Portfolio Notes & Links
 
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St. Joe Begins Laying The Groundwork
CTO  TRC  JOE  CBG  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - February 05, 12:46PM from (stocks.investopedia.com)
Florida landowner St. Joe is preparing itself for an event later this year that could unlock tremendous value for the co  more ...
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Analyst Upgrades, Downgrades and Initiations: BBY, EXC, GPS, H, LEAP, MA, MOT, TAP ...
TAP  STST  GPS  MOT  JWN  HOT  MUR  BBY  MTH  PFWD  LEAP  EXC  MA  PSTI  XEC  EDU  SOL  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - February 05, 11:40AM from (www.bloggingstocks.com)
Analyst Upgrades

Wells Fargo upgraded MasterCard (MA) to outperform from market perform on valuation as  more ...

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Cimarex Energy initiated with "buy"
XEC  
Linked by newratings ( track newsfeed | ignore newsfeed ) - February 05, 11:13AM from (www.newratings.com)
NEW YORK, February 5 (newratings.com) - Analysts at KeyBanc Capital Markets initiate coverage of Cimarex Energy Co (ticker:  more ...
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Analyst Upgrades, Downgrades and Initiations: AOL, DWA, EMS, MET, OCNW, SYNA, V, WU ...
BHP  SYNA  IEX  RTP  PKX  RHHBY  ITG  MWW  KBW  MET  OCNW  CYCC  DWA  EMS  WU  SEP  G  V  AOL  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - February 04, 11:40AM from (www.bloggingstocks.com)
Analyst Upgrades

Barclays upgraded Visa (V) to overweight from equal weight following the Q1 report and guidance. The firm raised its target to $97 from $91.
 more ...

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A&B Reports 2009 Net Income of $44.2 Million
ALEX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - February 03, 04:01PM from (www.businesswire.com)
Alexander & Baldwin, Inc. (NYSE:ALEX) today reported that net income for the full year 2009 was $44.2 million, or $1.08 per  more ...
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Soros and Paulson Toe to Toe on Gold, Or Are They?
HES  CVA  SU  KGC  AU  WFT  GFI  IOC  GLD  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - January 29, 11:06AM from (www.tickerspy.com)
Two of the Street's most prominent investors have voiced widely varying opinions on gold, but investors will be looking for their respective funds to do the talking for them.
 more ...

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AVX Corporation Declares Dividend
AVX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - January 29, 10:57AM from (www.businesswire.com)
The Board of Directors of AVX Corporation (NYSE: AVX) recently declared a dividend of $0.04 per common share for the quarter  more ...
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A&B First-Quarter 2010 Dividend Authorized
ALEX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - January 28, 06:00PM from (www.businesswire.com)
The Board of Directors of Alexander & Baldwin, Inc. (NYSE:ALEX) today announced a first-quarter 2010 dividend of 31.5 cents  more ...
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Nabors Ind upgraded to "outperform"
NBR  
Linked by newratings ( track newsfeed | ignore newsfeed ) - January 28, 01:13PM from (www.newratings.com)
NEW YORK, January 28 (newratings.com) - Analysts at Credit Suisse upgrade Nabors Ind (ticker: NBR) from "neutral"  more ...
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New Dividend Stock Aded to DataBase
TLAB  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - January 27, 06:38PM from (www.dividend.com)
We are adding a new dividend-paying stock to our database of nearly 1600 dividend-paying stocks. The company has just initiated a dividend payout.
 more ...

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Big Financials Report In
USB  WFC  STT  BK  XLF  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - January 27, 11:20AM from (stocks.investopedia.com)
As the market stands poised to go either way, the reports of these big financials have the power to make or break recent  more ...
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Magnum Hunter Resources Reborn
RRC  COG  XEC  MHR  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - January 26, 12:16PM from (stocks.investopedia.com)
Magnum Hunter Resources has been reborn several years after the original company was purchased.  more ...
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Tellabs Beats Estimates and Initiates Dividend
TLAB  
Linked by The Razor's Edge ( track newsfeed | ignore newsfeed ) - January 26, 11:41AM from (blog.ockhamresearch.com)
Tellabs (TLAB), which sells its products and services to telecom providers to help them manage increased traffic on lines,  more ...
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Tellabs: Q4 Revs Miss, But EPS Beats; Sets Div; Cutting 200 Jobs; Stock Gains
TLAB  
Linked by WSJ.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - January 26, 09:09AM from (blogs.barrons.com)
Tellabs (TLAB) shares are trading higher this morning following better-than-expected Q4 results, declaration of a dividend and disclosure of a restructuring plan.
 more ...

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Tellabs Announces Fourth-Quarter and Year-End 2009 Results
TLAB  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - January 26, 07:00AM
NAPERVILLE, Ill., Jan. 26 /PRNewswire-FirstCall/ -- Tellabs is announcing its fourth-quarter and year-end 2009 results and  more ...
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