THIRD AVENUE MANAGEMENT LLC Information

622 THIRD AVENUE, NEW YORK, New York, 10017, (212) 888-5222

Report Date: 03/31/2014

Position Statistics

Total Positions 182
New Positions 11
Increased Positions 53
Decreased Positions 85
Positions with Activity 138
Sold Out Positions 24
Total Mkt Value (in $ millions) 5,411

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 17.06%
Capital Goods 8.56%
Conglomerates 0.66%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.35%
Energy 11.25%
Financial 23.93%
Healthcare 2.35%
Services 19.74%
Technology 10.26%
Transportation 0.89%
Utilities 2.52%

182 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WEYERHAEUSER CO COM 216,408 -55,516 (20.42) 6,538,015
DEVON ENERGY CORP NEW COM 203,479 -43,875 (17.74) 2,562,708
BANK NEW YORK MELLON CORP COM 199,291 -68,537 (25.59) 5,296,072
POSCO SPONSORED ADR 191,079 2,358 1.25 2,574,148
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 182,733 -49,129 (21.19) 4,160,589
CAVCO INDS INC DEL COM 160,861 -5,713 (3.43) 1,935,758
APACHE CORP COM 147,304 38,488 35.37 1,478,213
FOREST CITY ENTERPRISES INC CL A 137,376 -1,189 (0.86) 7,008,991
COVANTA HLDG CORP COM 136,157 New 6,622,428
KEYCORP NEW COM 123,510 -37,365 (23.23) 8,643,141
COMERICA INC COM 121,241 -432 (0.36) 2,410,354
WHITE MTNS INS GROUP LTD COM 116,862 -50,780 (30.29) 191,574
ENCANA CORP COM 104,290 21,807 26.44 4,628,927
INTEL CORP COM 100,598 124 .12 3,256,638
LEUCADIA NATL CORP COM 98,882 -51,812 (34.38) 3,873,183
ALLEGHANY CORP DEL COM 98,349 5,950 6.44 225,281
POST PPTYS INC COM 91,778 13,345 17.01 1,702,115
LOWES COS INC COM 87,716 -463 (0.53) 1,832,757
FIRST INDUSTRIAL REALTY TRUST COM 81,718 -600 (0.73) 4,298,711
TEJON RANCH CO COM 73,397 New 2,369,185