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 183
New Positions 11
Increased Positions 53
Decreased Positions 86
Positions with Activity 139
Sold Out Positions 24
Total Mkt Value (in $ millions) 5,256

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

Sector Weighting

Basic Materials 17.08%
Capital Goods 8.11%
Conglomerates 0.7%
Consumer Cyclical 0.35%
Consumer/Non-Cyclical 1.3%
Energy 11.14%
Financial 24.17%
Healthcare 2.47%
Services 19.78%
Technology 10.46%
Transportation 0.86%
Utilities 2.57%

11 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENPACT LIMITED SHS 37,840 37,840 New 2,149,998
MULTI COLOR CORP COM 32,546 32,546 New 826,659
PHH CORP COM NEW 22,293 22,293 New 954,725
PROSPERITY BANCSHARES INC COM 18,914 18,914 New 325,374
ACTUANT CORP CL A NEW 14,049 14,049 New 435,210
EXLSERVICE HOLDINGS INC COM 12,804 12,804 New 456,479
VERIZON COMMUNICATIONS INC COM 8,329 8,329 New 165,189
FOREST OIL CORP COM PAR $0.01 8,160 8,160 New 4,000,000
DENISON MINES CORP COM 1,631 1,631 New 1,245,100
TEXAS PAC LD TR SUB CTF PROP I T 1,519 1,519 New 8,936
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 204 204 New 6,133