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) 5,387

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

Sector Weighting

Basic Materials 16.87%
Capital Goods 8.4%
Conglomerates 0.66%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.35%
Energy 11.28%
Financial 23.83%
Healthcare 2.44%
Services 19.86%
Technology 10.48%
Transportation 0.88%
Utilities 2.54%

138 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WEYERHAEUSER CO COM 210,001 -53,872 (20.42) 6,538,015
BANK NEW YORK MELLON CORP COM 207,235 -71,269 (25.59) 5,296,072
DEVON ENERGY CORP NEW COM 201,173 -43,378 (17.74) 2,562,708
POSCO SPONSORED ADR 198,544 2,450 1.25 2,574,148
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 185,687 -49,923 (21.19) 4,160,589
APACHE CORP COM 152,965 39,967 35.37 1,478,213
CAVCO INDS INC DEL COM 151,957 -5,396 (3.43) 1,935,758
FOREST CITY ENTERPRISES INC CL A 138,498 -1,198 (0.86) 7,008,991
COMERICA INC COM 118,710 -423 (0.36) 2,410,354
KEYCORP NEW COM 117,374 -35,509 (23.23) 8,643,141
WHITE MTNS INS GROUP LTD COM 116,659 -50,691 (30.29) 191,574
INTEL CORP COM 112,354 138 .12 3,256,638
ENCANA CORP COM 102,253 21,381 26.44 4,628,927
LEUCADIA NATL CORP COM 96,907 -50,777 (34.38) 3,873,183
ALLEGHANY CORP DEL COM 96,628 5,846 6.44 225,281
POST PPTYS INC COM 93,889 13,652 17.01 1,702,115
LOWES COS INC COM 87,807 -464 (0.53) 1,832,757
FIRST INDUSTRIAL REALTY TRUST COM 82,578 -606 (0.73) 4,298,711
VORNADO RLTY TR SH BEN INT 71,166 -227 (0.32) 657,602
BROOKDALE SR LIVING INC COM 67,663 -505 (0.74) 1,886,865