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) 5,373

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

Sector Weighting

Basic Materials 16.84%
Capital Goods 8.46%
Conglomerates 0.67%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.37%
Energy 11.04%
Financial 23.96%
Healthcare 2.43%
Services 19.9%
Technology 10.5%
Transportation 0.89%
Utilities 2.53%

53 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
POSCO SPONSORED ADR 188,762 2,329 1.25 2,574,148
APACHE CORP COM 145,722 38,075 35.37 1,478,213
INTEL CORP COM 109,749 135 .12 3,256,638
ENCANA CORP COM 100,124 20,936 26.44 4,628,927
ALLEGHANY CORP DEL COM 97,263 5,885 6.44 225,281
POST PPTYS INC COM 93,889 13,652 17.01 1,702,115
COMMONWEALTH REIT COM SH BEN INT 64,303 28,211 78.17 2,419,214
AXIALL CORP COM 57,362 2,680 4.90 1,247,819
SYMANTEC CORP COM 49,771 4,141 9.08 2,145,287
LEGG MASON INC COM 44,296 957 2.21 874,388
MINERALS TECHNOLOGIES INC COM 40,935 1,778 4.54 650,388
ROFIN SINAR TECHNOLOGIES INC COM 39,049 1,058 2.79 1,748,731
GENPACT LIMITED SHS 38,786 38,786 New 2,149,998
WORLD FUEL SVCS CORP COM 36,886 8,440 29.67 775,409
FTI CONSULTING INC COM 36,294 18,081 99.27 969,135
MULTI COLOR CORP COM 33,612 33,612 New 826,659
SUNCOKE ENERGY INC COM 31,474 4,468 16.55 1,431,916
UMB FINL CORP COM 28,806 5,958 26.08 503,860
ALLSCRIPTS HEALTHCARE SOLUTNS COM 28,724 2,912 11.28 1,708,718
CSG SYS INTL INC COM 27,682 2,021 7.88 1,028,299