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) 5,381

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

Sector Weighting

Basic Materials 16.88%
Capital Goods 8.46%
Conglomerates 0.66%
Consumer Cyclical 0.39%
Consumer/Non-Cyclical 1.37%
Energy 11.17%
Financial 23.83%
Healthcare 2.44%
Services 19.82%
Technology 10.54%
Transportation 0.88%
Utilities 2.52%

182 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLSCRIPTS HEALTHCARE SOLUTNS COM 28,356 2,875 11.28 1,708,718
SYNTEL INC COM 28,308 New 318,315
CSG SYS INTL INC COM 27,682 2,021 7.88 1,028,299
PRECISION DRILLING CORP COM 2010 26,672 -11,461 (30.06) 1,981,588
ARCH CAP GROUP LTD ORD 26,480 -16,618 (38.56) 476,524
DARLING INGREDIENTS INC COM 26,230 1,722 7.03 1,334,847
MANTECH INTL CORP CL A 25,279 587 2.38 863,640
ALAMO GROUP INC COM 24,191 -1,604 (6.22) 460,001
BIG LOTS INC COM 23,808 -1,035 (4.17) 546,692
VCA INC COM 23,730 New 636,712
CONSOLIDATED TOMOKA LD CO COM 23,484 -348 (1.46) 533,496
PHH CORP COM NEW 23,353 23,353 New 954,725
WESTWOOD HLDGS GROUP INC COM 22,789 New 414,877
BRISTOW GROUP INC COM 22,787 -338 (1.46) 310,322
VAIL RESORTS INC COM 22,632 New 288,312
MADISON SQUARE GARDEN CO CL A 22,106 -6 (0.03) 367,084
GLATFELTER COM 21,629 -6,940 (24.29) 894,140
COMMERCE BANCSHARES INC COM 20,922 1,203 6.10 463,588
ICF INTL INC COM 20,692 -19,254 (48.2) 582,866
CITY NATL CORP COM 20,572 New 282,662