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
XEADX - Wells Fargo Adv Inc Opp Fd	Q3 2013	$9.00	Q1 2014	$9.45	+5.00%	Closed	History

MGYR - ion, Inc.	Q1 2006	$68.14	Q2 2006	$71.47	+4.88%	Closed	History

WHG - Westwood Holdings Group Inc.	Q4 2004	$50.76	Q2 2006	$53.19	+4.79%	Closed	History

IUSV - iShares Core S&P U.S. Value ETF	Q3 2015	$40.53	Q4 2015	$42.44	+4.72%	Closed	History

MTN - Vail Resorts, Inc.	Q4 2006	$22.31	Q2 2008	$23.35	+4.66%	Closed	History

DEL - Deltic Timber	Q4 2006	$17.93	Q2 2008	$18.69	+4.24%	Closed	History

SN8 - Spirit Finance Corp.	Q2 2005	$85.16	Q2 2006	$88.62	+4.07%	Closed	History

BKD - Brookdale Senior Living Inc.	Q1 2026	$13.68	Open	$14.19	+3.73%	Open	History

BXLT - Baxalta Inc.	Q4 2015	$39.03	Q1 2016	$40.40	+3.51%	Closed	History

PKY - Parkway Inc.	Q4 2016	$22.25	Q3 2017	$23.03	+3.51%	Closed	History

MEL - poration	Q1 2006	$28.09	Q2 2006	$29.04	+3.38%	Closed	History

CORE - Core-Mark Holding Co. Inc.	Q1 2017	$31.19	Q3 2017	$32.14	+3.05%	Closed	History

CLT - Clifton Savings Bancorp Inc.	Q4 2006	$81,970.00	Q3 2007	$84,459.46	+3.04%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2006	$26.16	Q2 2006	$26.95	+3.02%	Closed	History

AGCO - AGCO Corp.	Q2 2014	$56.22	Q4 2016	$57.86	+2.92%	Closed	History

VZ - Verizon Communications Inc.	Q1 2014	$47.57	Q2 2014	$48.92	+2.84%	Closed	History

SYBG - Sybase Inc.	Q4 2004	$50.13	Q2 2006	$51.55	+2.83%	Closed	History

FHY - First Trust Strategic Hi IncFd II	Q3 2013	$15.91	Q2 2014	$16.35	+2.77%	Closed	History

LNN - Lindsay Manufacturing Co.	Q4 2006	$30,630.00	Q1 2007	$31,455.60	+2.70%	Closed	History

AIG - American International Group, Inc.	Q2 2014	$54.60	Q4 2014	$55.99	+2.55%	Closed	History

VC - Visteon Corp.	Q3 2015	$101.24	Q2 2022	$103.59	+2.32%	Closed	History

BORL - poration	Q1 2006	$185.18	Q2 2006	$189.39	+2.27%	Closed	History

HIO - Western Asset Hi Inc Opp Fd	Q3 2013	$5.97	Q2 2014	$6.10	+2.18%	Closed	History

ACGL - Arch Capital Group Ltd.	Q4 2006	$1.64	Q2 2008	$1.68	+1.96%	Closed	History

BCOR - Blucora, Inc.	Q2 2013	$18.54	Q2 2014	$18.87	+1.78%	Closed	History

ACPIQ - Anthracite Capital Inc.	Q4 2004	$80.91	Q2 2006	$82.24	+1.64%	Closed	History

CLT - orp Inc.	Q1 2006	$93.46	Q2 2006	$94.88	+1.52%	Closed	History

JJSF - J&J Snack Foods Corp.	Q1 2006	$29.77	Q2 2006	$30.22	+1.51%	Closed	History

TRN - Trinity Industries, Inc.	Q4 2006	$10.23	Q2 2008	$10.38	+1.48%	Closed	History

ABX - Barrick Gold Corp.	Q4 2013	$17.61	Q1 2014	$17.83	+1.25%	Closed	History

SPHR - Sphere Entertainment Co.	Q3 2021	$33.57	Q4 2023	$33.96	+1.16%	Closed	History

GWR - Genesee & Wyoming Inc.	Q1 2008	$29.07	Q2 2008	$29.39	+1.10%	Closed	History

ERG1 - ERA Group Inc.	Q1 2013	$21.00	Q4 2014	$21.15	+0.71%	Closed	History

CVE - Cenovus Energy Inc.	Q2 2013	$28.54	Q4 2013	$28.65	+0.39%	Closed	History

SKT - Tanger Inc.	Q3 2013	$32.65	Q1 2017	$32.76	+0.34%	Closed	History

GGP* - General Growth Properties, Inc.	Q4 2010	$15.45	Q1 2011	$15.50	+0.32%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q1 2006	$4.42	Q2 2006	$4.42	+0.06%	Closed	History

0000394W - l Inc. WTS	Q4 2007	$1,536.89	Q4 2007	$1,536.89	+0.00%	Closed	History

0000503W - United Refining Energy Corp WTS EXP 12/11/2011	Q2 2008	$1,639.34	Q2 2008	$1,639.34	+0.00%	Closed	History

0220142Q - s Inc.	Q4 2007	$20.32	Q4 2007	$20.32	+0.00%	Closed	History

0814429D - GSI Group Inc.	Q1 2009	$0.95	Q1 2009	$0.95	+0.00%	Closed	History

0860320D - Ceridian Corp. New	Q3 2007	$28,785.00	Q3 2007	$28,785.00	+0.00%	Closed	History

1409833D - Columbia Equity Trust Incorporated REIT	Q4 2006	$52.33	Q4 2006	$52.33	+0.00%	Closed	History

1707592D - nc. PA	Q1 2006	$74.06	Q1 2006	$74.06	+0.00%	Closed	History

2307532Q - American Power Conversion Corp	Q4 2006	$32.69	Q4 2006	$32.69	+0.00%	Closed	History

ABKFQ - oup	Q4 2007	$38.80	Q4 2007	$38.80	+0.00%	Closed	History

ABWTQ - AbitibiBowater Inc	Q1 2008	$77.40	Q1 2008	$77.40	+0.00%	Closed	History

AEC - Associated Estates Realty Corp.	Q1 2009	$42,600.00	Q1 2009	$42,600.00	+0.00%	Closed	History

AFR - Realty Trust	Q4 2007	$124.67	Q4 2007	$124.67	+0.00%	Closed	History

AH1 - Avatar Holdings Inc.	Q1 2009	$14.98	Q1 2009	$14.98	+0.00%	Closed	History

ALEX - n, Inc.	Q4 2007	$19.36	Q4 2007	$19.36	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q4 2007	$56.31	Q4 2007	$56.31	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2013	$14.91	Q2 2013	$14.91	+0.00%	Closed	History

ARPI - American Res. Prop., Inc.	Q4 2013	$17.16	Q4 2013	$17.16	+0.00%	Closed	History

ASNAEUR - Ascena Retail Group, Inc.	Q1 2015	$14.51	Q1 2015	$14.51	+0.00%	Closed	History

BBT - ncorp Inc.	Q4 2007	$38.46	Q4 2007	$38.46	+0.00%	Closed	History

BED - estors	Q1 2006	$37.14	Q1 2006	$37.14	+0.00%	Closed	History

BKU - Bank United Co.	Q1 2011	$28.70	Q1 2011	$28.70	+0.00%	Closed	History

BMCH - Bmc Stock Holdings	Q4 2015	$16.75	Q4 2015	$16.75	+0.00%	Closed	History

BOL - no Exportaciones, S.A.	Q2 2006	$20.59	Q2 2006	$20.59	+0.00%	Closed	History

BRKL - Inc.	Q4 2007	$98.42	Q4 2007	$98.42	+0.00%	Closed	History

CAV - Cavalier Homes Inc.	Q4 2006	$237.88	Q4 2006	$237.88	+0.00%	Closed	History

CFFN - Capitol Federal Fincl, Inc.	Q3 2013	$12.43	Q3 2013	$12.43	+0.00%	Closed	History

CMLS - Cumulus Media Inc.	Q3 2011	$2.84	Q3 2011	$2.84	+0.00%	Closed	History

CMVT - Comverse Technology, Inc.	Q4 2006	$47.37	Q4 2006	$47.37	+0.00%	Closed	History

CNX - CNX Resources Corp.	Q1 2009	$0.54	Q1 2009	$0.54	+0.00%	Closed	History

CPHL - Castlepoint Holdings Ltd.	Q1 2008	$102.78	Q1 2008	$102.78	+0.00%	Closed	History

CSWC - ing Inc.	Q4 2007	$0.78	Q4 2007	$0.78	+0.00%	Closed	History

CTB - Cooper Tire & Rubber Co.	Q4 2013	$24.05	Q4 2013	$24.05	+0.00%	Closed	History

CTLFQ - Catalyst Paper Corp.	Q4 2006	$345.78	Q4 2006	$345.78	+0.00%	Closed	History

CYE - BlackRock Corp Hi Yld Fd III Inc	Q3 2013	$7.30	Q3 2013	$7.30	+0.00%	Closed	History

CZR - Caesars Entertainment, Inc.	Q1 2013	$15.86	Q1 2013	$15.86	+0.00%	Closed	History

DB - Deutsche Bank Aktiengesellschaft	Q4 2025	$38.56	Q4 2025	$38.56	+0.00%	Closed	History

DLPH - Delphi Automotive plc	Q2 2012	$25.50	Q2 2012	$25.50	+0.00%	Closed	History

DNN - Denison Mines Corp.	Q2 2007	$83.33	Q2 2007	$83.33	+0.00%	Closed	History

DNN - Denison Mines Corp.	Q1 2014	$1.48	Q1 2014	$1.48	+0.00%	Closed	History

DPHIQ - Delphi Corporation	Q4 2006	$261.78	Q4 2006	$261.78	+0.00%	Closed	History

DSCP - ion	Q4 2007	$27.47	Q4 2007	$27.47	+0.00%	Closed	History

EFF - Eaton Vance Fltg-Rate Inc Plus Fd	Q3 2013	$17.84	Q3 2013	$17.84	+0.00%	Closed	History

EGP - EastGroup Properties, Inc.	Q4 2007	$23.90	Q4 2007	$23.90	+0.00%	Closed	History

EPEGQ - EP Energy Corp.	Q2 2015	$12.73	Q2 2015	$12.73	+0.00%	Closed	History

FFG - p, Inc.	Q4 2007	$28.96	Q4 2007	$28.96	+0.00%	Closed	History

FG - F&G Annuities & Life, Inc.	Q4 2025	$30.85	Q4 2025	$30.85	+0.00%	Closed	History

FO2 - Patriot Transportation Holdings	Q1 2009	$62.34	Q1 2009	$62.34	+0.00%	Closed	History

FUR - Winthrop Realty Trust	Q3 2014	$15.07	Q3 2014	$15.07	+0.00%	Closed	History

FURX - Furiex Parmaceuticals	Q3 2010	$11.29	Q3 2010	$11.29	+0.00%	Closed	History

GMST - Gemstar-TV Guide International, Inc.	Q4 2006	$3.77	Q4 2006	$3.77	+0.00%	Closed	History

HAR - Harman Int'l Indus., Inc.	Q2 2013	$54.20	Q2 2013	$54.20	+0.00%	Closed	History

HDLM - RE Ltd. Cl A	Q4 2007	$584.80	Q4 2007	$584.80	+0.00%	Closed	History

HHC - Howard Hughes Corporation	Q1 2016	$105.89	Q1 2016	$105.89	+0.00%	Closed	History

HHC - Howard Hughes Corporation	Q4 2019	$126.80	Q4 2019	$126.80	+0.00%	Closed	History

HVT - Haverty Furniture Companies, Inc.	Q4 2007	$111.23	Q4 2007	$111.23	+0.00%	Closed	History

IDCG - C	Q2 2006	$75.75	Q2 2006	$75.75	+0.00%	Closed	History

IDPK - Independence Bank	Q4 2014	$14.69	Q4 2014	$14.69	+0.00%	Closed	History

INTC - Intel Corp.	Q2 2006	$52.77	Q2 2006	$52.77	+0.00%	Closed	History

IYR - Ishares Dow Jones Real Estate Index	Q1 2020	$69.67	Q1 2020	$69.67	+0.00%	Closed	History

JCN - Johnson Controls Inc.	Q2 2016	$44.26	Q2 2016	$44.26	+0.00%	Closed	History

JEF - Jefferies Financial Group Inc.	Q4 2007	$37.81	Q4 2007	$37.81	+0.00%	Closed	History

JNC - Nuveen Investments, Inc., CL A CL A	Q2 2010	$1.04	Q2 2010	$1.04	+0.00%	Closed	History

JOE - The St. Joe Co.	Q4 2011	$14.72	Q4 2011	$14.72	+0.00%	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.