Copy Invest | Sonar Terminal

Martin Whitman - Third Avenue Management

776 trades · 723 closed · 53 open · Win rate: 56.3% · Avg return: +42% · Median return: +6.3%

⚠ 69 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
WLTGQ - Walter Energy, Inc.	Q3 2013	$14.03	Q4 2013	$16.63	+18.53%	Closed	History

VLY - Valley National Bancorp	Q2 2013	$9.47	Q4 2017	$11.22	+18.48%	Closed	History

UMC - onics Corp. ADR	Q4 2007	$276.60	Q2 2008	$327.66	+18.46%	Closed	History

LSBK - Lake Shore Bancorp Inc	Q4 2006	$59,564.25	Q3 2007	$70,472.56	+18.31%	Closed	History

WLK - Westlake Corp.	Q4 2014	$61.11	Q1 2015	$72.04	+17.89%	Closed	History

RS - Reliance, Inc.	Q2 2017	$72.81	Q4 2017	$85.79	+17.83%	Closed	History

HDLM - nc.	Q1 2006	$104.17	Q2 2006	$122.70	+17.79%	Closed	History

DST - DST Sys Inc.	Q4 2014	$47.00	Q1 2015	$55.33	+17.72%	Closed	History

SNPS - Synopsys, Inc.	Q1 2009	$20.73	Q3 2011	$24.36	+17.51%	Closed	History

IAG - IAMGOLD Corp.	Q1 2009	$8.65	Q2 2009	$10.15	+17.34%	Closed	History

TMP - Tompkins Trustco Inc.	Q4 2006	$20.00	Q4 2007	$23.43	+17.14%	Closed	History

RRX - Regal Rexnord Corp.	Q3 2014	$64.25	Q4 2014	$75.20	+17.04%	Closed	History

SCMR - Sycamore Networks, Inc.	Q4 2006	$265.96	Q2 2008	$310.56	+16.77%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2007	$22.66	Q2 2008	$26.43	+16.66%	Closed	History

1367506D - Forest City Enterprise	Q4 2004	$17.30	Q2 2006	$20.10	+16.18%	Closed	History

CTB - Cooper Tire & Rubber Co.	Q2 2014	$30.00	Q4 2014	$34.65	+15.50%	Closed	History

VTGDF - Vantage Drilling Co.	Q1 2012	$1.60	Q4 2013	$1.84	+15.00%	Closed	History

IM - Ingram Micro Inc.	Q4 2006	$49.00	Q2 2008	$56.34	+14.98%	Closed	History

RESI - Front Yard Residential Corporation	Q2 2018	$10.43	Q1 2020	$11.97	+14.77%	Closed	History

IM - Ingram Micro Inc.	Q4 2004	$48.09	Q2 2006	$55.16	+14.70%	Closed	History

STC - Stewart Information Services Corp.	Q4 2004	$24.01	Q2 2006	$27.54	+14.70%	Closed	History

1409833D - t Inc.	Q1 2006	$56.88	Q2 2006	$65.10	+14.45%	Closed	History

BPO - Brookfield Properties	Q2 2013	$16.67	Q3 2013	$19.07	+14.40%	Closed	History

MVC - MVC Capital Inc.	Q1 2007	$63.89	Q2 2008	$73.05	+14.34%	Closed	History

AMGN - Amgen Inc.	Q2 2016	$152.15	Q4 2017	$173.90	+14.30%	Closed	History

SSUP - Superior Industries International, Inc.	Q4 2006	$51.89	Q2 2008	$59.24	+14.16%	Closed	History

CQB - Chiquita Brands Int'l Inc.	Q2 2013	$10.92	Q1 2014	$12.45	+14.01%	Closed	History

LF - Leapfrog Enterprises Inc.	Q4 2006	$105.48	Q2 2008	$120.19	+13.95%	Closed	History

ALG - Alamo Group Inc.	Q4 2006	$42.63	Q2 2008	$48.57	+13.93%	Closed	History

COLL - Collegium Pharmaceutical, Inc.	Q4 2023	$30.78	Open	$35.02	+13.78%	Open	History

LAVA - Magma Design Automation, Inc.	Q2 2005	$119.63	Q2 2006	$136.05	+13.73%	Closed	History

CVA - Covanta Holding Corporation	Q1 2009	$13.09	Q3 2017	$14.85	+13.45%	Closed	History

BELFA - Bel Fuse Inc.	Q1 2009	$12.42	Q2 2009	$14.06	+13.20%	Closed	History

NX - Quanex Building Products Corp.	Q4 2016	$20.29	Q3 2017	$22.95	+13.11%	Closed	History

WSBC - WesBanco, Inc.	Q2 2017	$39.54	Q3 2018	$44.58	+12.75%	Closed	History

TRB - Tribune Co	Q4 2006	$32,490.00	Q3 2007	$36,603.22	+12.66%	Closed	History

BRKL - nc.	Q1 2006	$64.56	Q2 2006	$72.62	+12.48%	Closed	History

TDW - Tidewater Inc.	Q1 2006	$584.19	Q2 2006	$655.81	+12.26%	Closed	History

SD - SandRidge Energy, Inc.	Q3 2024	$12.23	Open	$13.70	+12.02%	Open	History

PFE - Pfizer Inc.	Q1 2005	$36.11	Q2 2006	$40.43	+11.94%	Closed	History

8394653Q - Prologis Trust SBI	Q4 2006	$16.46	Q2 2008	$18.40	+11.79%	Closed	History

SNPS - Synopsys, Inc.	Q4 2006	$37.41	Q2 2008	$41.82	+11.79%	Closed	History

CTT - Catchmark Timber Trust Inc.	Q3 2015	$10.28	Q4 2019	$11.49	+11.77%	Closed	History

IRS - IRSA Inversiones y Representaciones Sociedad Anónima	Q1 2005	$87.84	Q2 2006	$98.18	+11.77%	Closed	History

ISLE - Isle of Capri Casinos Inc.	Q3 2014	$7.50	Q4 2014	$8.37	+11.60%	Closed	History

BLX - Banco Latinoamericano Exportaciones, S.A.	Q4 2004	$50,160.00	Q2 2005	$55,707.58	+11.06%	Closed	History

FRGI - Fiesta Restaurant Group, Inc.	Q2 2016	$21.81	Q1 2017	$24.20	+10.96%	Closed	History

EOG - EOG Resources, Inc.	Q1 2017	$97.55	Q4 2017	$107.91	+10.62%	Closed	History

HEROQ - Hercules Offshore	Q4 2015	$2.17	Q1 2016	$2.40	+10.60%	Closed	History

IAG - IAMGOLD Corp.	Q4 2007	$122.00	Q1 2008	$134.84	+10.52%	Closed	History

PESXQ - Pioneer Energy Serv. Corp	Q4 2012	$7.26	Q4 2013	$8.01	+10.33%	Closed	History

CRESY - Cresud S.A. ADR	Q4 2004	$60.19	Q2 2006	$66.33	+10.21%	Closed	History

ASVI - A.S.V. Inc.	Q1 2007	$65,530.06	Q4 2007	$72,200.00	+10.18%	Closed	History

EQC - Equity Commonwealth	Q3 2014	$25.71	Q1 2016	$28.22	+9.76%	Closed	History

AMH - American Homes 4 Rent	Q4 2013	$16.20	Q2 2014	$17.76	+9.63%	Closed	History

PB - Prosperity Bancshares, Inc.	Q1 2014	$66.15	Open	$72.50	+9.60%	Open	History

LSE - Capital Lease Funding Inc.	Q4 2004	$80.00	Q2 2006	$87.64	+9.55%	Closed	History

UHAL.B - U-Haul Holdings CL B	Q4 2022	$54.98	Open	$60.17	+9.44%	Open	History

BFSB - Brooklyn Federal Bancorp Inc.	Q4 2006	$75.96	Q2 2008	$82.99	+9.25%	Closed	History

LXU - LSB Industries, Inc.	Q3 2023	$10.26	Open	$11.19	+9.06%	Open	History

OLP - One Liberty Properties	Q4 2004	$48.26	Q2 2006	$52.63	+9.06%	Closed	History

9895616Q - ny	Q1 2006	$19.90	Q2 2006	$21.69	+8.99%	Closed	History

H - Hyatt Hotels Corp.	Q1 2013	$43.23	Q3 2015	$47.10	+8.95%	Closed	History

BLX - o Exportaciones, S.A.	Q1 2006	$58.79	Q2 2006	$63.97	+8.81%	Closed	History

CIR - Circor International Inc.	Q1 2015	$54.71	Q2 2017	$59.42	+8.61%	Closed	History

SMP - Standard Motor Products, Inc.	Q2 2014	$44.67	Q4 2018	$48.44	+8.44%	Closed	History

FO2 - Patriot Transportation Holdings	Q2 2007	$11.53	Q2 2008	$12.50	+8.41%	Closed	History

ECA - Encana Corp.	Q4 2004	$17.53	Q2 2006	$19.00	+8.39%	Closed	History

MDRX - Allscripts Healthcare Sol., Inc.	Q4 2012	$9.42	Q4 2016	$10.21	+8.39%	Closed	History

PPDI - Pharmaceutical Product Dev. Inc.	Q1 2009	$23.72	Q3 2011	$25.66	+8.18%	Closed	History

MBI - MBIA Inc.	Q4 2004	$15.80	Q2 2006	$17.08	+8.10%	Closed	History

AKR - Acadia Realty Trust	Q4 2006	$39.97	Q2 2008	$43.20	+8.08%	Closed	History

RSREY - nc.	Q1 2006	$55.68	Q2 2006	$60.17	+8.06%	Closed	History

BXP - BXP, Inc.	Q4 2017	$40.60	Q4 2018	$43.86	+8.03%	Closed	History

FPO - First Potomac Realty Trust	Q2 2015	$10.30	Q2 2017	$11.11	+7.86%	Closed	History

BELFA - Bel Fuse Inc.	Q4 2006	$33.14	Q2 2008	$35.71	+7.75%	Closed	History

BPY - Brookfield Property Part. L.P	Q3 2013	$19.37	Q2 2014	$20.87	+7.74%	Closed	History

IVT - Inventrust Properties Corp.	Q4 2021	$27.26	Q1 2025	$29.37	+7.74%	Closed	History

ALEX - Inc.	Q1 2006	$20.97	Q2 2006	$22.59	+7.73%	Closed	History

TRNO - Terreno Realty Corp.	Q3 2010	$18.24	Q3 2015	$19.65	+7.73%	Closed	History

AMAT - Applied Materials, Inc.	Q1 2006	$57.11	Q2 2006	$61.42	+7.55%	Closed	History

MRP - Millrose Properties, Inc.	Q1 2025	$26.51	Q2 2025	$28.51	+7.54%	Closed	History

CVCO - Cavco Industries, Inc.	Q4 2006	$28.54	Q2 2008	$30.55	+7.04%	Closed	History

NAL - NewAlliance Bancshares, Inc.	Q4 2004	$65.36	Q2 2006	$69.88	+6.92%	Closed	History

WRO - Woronoco Bancorp, Inc.	Q4 2004	$27,260.00	Q1 2005	$29,077.38	+6.67%	Closed	History

OCFC - OceanFirst Financial Corp.	Q4 2024	$18.10	Open	$19.26	+6.41%	Open	History

JOSB - Jos A Bank Clothiers Inc.	Q2 2013	$41.32	Q3 2013	$43.96	+6.39%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2015	$191.65	Q4 2015	$203.77	+6.32%	Closed	History

FFG - Inc.	Q1 2006	$29.03	Q2 2006	$30.86	+6.30%	Closed	History

ALCO - Alico, Inc.	Q4 2004	$17.09	Q2 2006	$18.15	+6.20%	Closed	History

CIF - MFS Intermediate Hi Inc Fd	Q3 2013	$2.77	Q2 2014	$2.94	+6.14%	Closed	History

ACPIQ - Anthracite Capital Inc.	Q4 2006	$78,550.00	Q1 2007	$83,331.66	+6.09%	Closed	History

PCI - PIMCO Dynamic Credit Inc. Fd	Q4 2013	$22.48	Q2 2014	$23.82	+5.96%	Closed	History

ELME - Elme Communities	Q2 2023	$16.44	Q1 2025	$17.40	+5.84%	Closed	History

SIR - Select Income REIT	Q2 2013	$56.10	Q2 2014	$59.30	+5.70%	Closed	History

TVH.U - Media & Entertainment Holdings, Inc.UNIT	Q1 2007	$124.52	Q2 2008	$131.58	+5.67%	Closed	History

COHR - Coherent Corp.	Q4 2006	$15.84	Q2 2008	$16.73	+5.62%	Closed	History

PKE - Park Electrochemical Corporation	Q4 2006	$38.99	Q2 2008	$41.14	+5.51%	Closed	History

AKR - Acadia Realty Trust	Q1 2018	$24.60	Q4 2019	$25.93	+5.41%	Closed	History

CLH - Clean Harbors, Inc.	Q3 2014	$53.92	Q1 2015	$56.77	+5.29%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.