THIRD AVENUE MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 172
New Positions 13
Increased Positions 50
Decreased Positions 93
Positions with Activity 143
Sold Out Positions 21
Total Mkt Value (in $ millions) 4,918

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

Sector Weighting

Basic Materials 16.65%
Capital Goods 8.8%
Conglomerates 0.6%
Consumer Cyclical 0.93%
Consumer/Non-Cyclical 1.36%
Energy 9.5%
Financial 24.6%
Healthcare 2.76%
Services 19.26%
Technology 10.85%
Transportation 0.93%
Utilities 2.86%

172 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WEYERHAEUSER CO COM 298,662 90,361 43.38 9,374,201
BANK NEW YORK MELLON CORP COM 194,756 -10,361 (5.05) 5,028,544
POSCO SPONSORED ADR 176,164 -19,214 (9.83) 2,321,005
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 150,437 -36,623 (19.58) 3,346,018
DEVON ENERGY CORP NEW COM 141,217 -33,509 (19.18) 2,071,231
COVANTA HLDG CORP COM 140,528 New 6,622,428
FOREST CITY ENTERPRISES INC CL A 136,277 -818 (0.6) 6,967,150
COMERICA INC COM 127,475 7,295 6.07 2,556,661
APACHE CORP COM 127,037 -11,722 (8.45) 1,353,333
WHITE MTNS INS GROUP LTD COM 120,751 46 .04 191,647
CAVCO INDS INC DEL COM 117,429 -14,203 (10.79) 1,726,891
INTEL CORP COM 112,418 -979 (0.86) 3,228,534
KEYCORP NEW COM 104,588 -10,625 (9.22) 7,846,078
LOWES COS INC COM 97,232 243 .25 1,837,346
ALLEGHANY CORP DEL COM 90,436 -3,765 (4) 216,277
LEUCADIA NATL CORP COM 86,361 -5,976 (6.47) 3,622,522
POST PPTYS INC COM 85,550 -1,837 (2.1) 1,666,333
ENCANA CORP COM 84,887 -13,292 (13.54) 4,002,220
FIRST INDUSTRIAL REALTY TRUST COM 72,843 152 .21 4,307,710
TEJON RANCH CO COM 66,432 New 2,369,185