THIRD AVENUE MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 170
New Positions 16
Increased Positions 50
Decreased Positions 70
Positions with Activity 120
Sold Out Positions 23
Total Mkt Value (in $ millions) 4,965

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

Sector Weighting

Basic Materials 14.8%
Capital Goods 10.3%
Conglomerates 0.45%
Consumer Cyclical 1.26%
Consumer/Non-Cyclical 1.1%
Energy 5.42%
Financial 24.12%
Healthcare 3.44%
Services 25.17%
Technology 8.12%
Transportation 0.85%
Utilities 2.79%

170 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STANDARD MTR PRODS INC COM 23,767 10,193 75.09 643,751
DARLING INGREDIENTS INC COM 23,761 New 1,379,021
KAISER ALUMINUM CORP COM PAR $0.01 23,413 -7,044 (23.13) 335,574
COOPER TIRE & RUBR CO COM 23,302 New 660,100
CITY NATL CORP COM 23,269 New 261,475
STEPAN CO COM 23,005 4,320 23.12 589,115
VCA INC COM 22,960 -5,619 (19.66) 447,732
ARCH CAP GROUP LTD ORD 22,884 -475 (2.04) 385,189
VAIL RESORTS INC COM 22,744 New 251,453
GLATFELTER COM 22,652 2,729 13.70 947,370
SUNCOKE ENERGY INC COM 22,434 New 1,314,216
ALAMO GROUP INC COM 20,737 -162 (0.77) 441,213
INSIGHT ENTERPRISES INC COM 19,837 New 811,329
TELEFLEX INC COM 19,560 -10,654 (35.26) 175,094
ABM INDS INC COM 19,170 New 650,038
CST BRANDS INC COM 19,005 New 431,150
WESTWOOD HLDGS GROUP INC COM 18,698 -5,880 (23.92) 315,624
UNITED STATIONERS INC COM 18,691 7,431 65.99 455,659
WELLS FARGO & CO NEW WT EXP 102818 18,570 34 .18 940,230
MANTECH INTL CORP CL A 18,103 -5,674 (23.86) 567,492