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) 4,892

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

Sector Weighting

Basic Materials 17.02%
Capital Goods 8.98%
Conglomerates 0.57%
Consumer Cyclical 0.98%
Consumer/Non-Cyclical 1.34%
Energy 8.43%
Financial 24.33%
Healthcare 2.82%
Services 20.03%
Technology 10.75%
Transportation 0.96%
Utilities 2.87%

143 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WEYERHAEUSER CO COM 315,723 95,523 43.38 9,374,201
BANK NEW YORK MELLON CORP COM 185,050 -9,845 (5.05) 5,028,544
POSCO SPONSORED ADR 174,331 -19,014 (9.83) 2,321,005
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 155,791 -37,926 (19.58) 3,346,018
FOREST CITY ENTERPRISES INC CL A 141,782 -851 (0.6) 6,967,150
DEVON ENERGY CORP NEW COM 124,398 -29,518 (19.18) 2,071,231
CAVCO INDS INC DEL COM 122,678 -14,838 (10.79) 1,726,891
WHITE MTNS INS GROUP LTD COM 122,539 47 .04 191,647
COMERICA INC COM 114,257 6,538 6.07 2,556,661
INTEL CORP COM 105,282 -916 (0.86) 3,228,534
APACHE CORP COM 102,217 -9,432 (8.45) 1,353,333
LOWES COS INC COM 100,301 251 .25 1,837,346
KEYCORP NEW COM 99,096 -10,067 (9.22) 7,846,078
ALLEGHANY CORP DEL COM 93,345 -3,886 (4) 216,277
POST PPTYS INC COM 91,432 -1,963 (2.1) 1,666,333
LEUCADIA NATL CORP COM 82,123 -5,682 (6.47) 3,622,522
FIRST INDUSTRIAL REALTY TRUST COM 78,271 164 .21 4,307,710
ENCANA CORP COM 76,402 -11,964 (13.54) 4,002,220
VORNADO RLTY TR SH BEN INT 70,512 148 .21 658,989
NVIDIA CORP COM 62,832 -1,519 (2.36) 3,429,718


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