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
JRN - ons Inc. Cl A	Q2 2006	$88.97	Q2 2006	$88.97	+0.00%	Closed	History

KE6 - orp.	Q4 2007	$83.97	Q4 2007	$83.97	+0.00%	Closed	History

KS - Packaging	Q4 2007	$1,428.60	Q4 2007	$1,428.60	+0.00%	Closed	History

KWKAQ - Quicksilver Resources, Inc	Q4 2013	$3.07	Q4 2013	$3.07	+0.00%	Closed	History

LPX - Louisiana-Pacific Corp.	Q4 2007	$73.10	Q4 2007	$73.10	+0.00%	Closed	History

MOVIQ - Movie Gallery Inc.	Q3 2005	$55.56	Q3 2005	$55.56	+0.00%	Closed	History

MSFT - Microsoft Corp.	Q2 2006	$42.92	Q2 2006	$42.92	+0.00%	Closed	History

MSFT - Microsoft Corp.	Q4 2007	$28.09	Q4 2007	$28.09	+0.00%	Closed	History

MTG - MGIC Investment Corp.	Q1 2009	$1.42	Q1 2009	$1.42	+0.00%	Closed	History

MYGN - Myriad Genetics	Q4 2013	$20.98	Q4 2013	$20.98	+0.00%	Closed	History

NBL - Noble Energy Inc.	Q3 2015	$30.18	Q3 2015	$30.18	+0.00%	Closed	History

NLY - Annaly Capital Management, Inc.	Q3 2010	$70.36	Q3 2010	$70.36	+0.00%	Closed	History

NW1A - National Western Life Ins-Cl A	Q4 2004	$6.00	Q4 2004	$6.00	+0.00%	Closed	History

NW1A - ife Insurance Co.	Q4 2007	$4.82	Q4 2007	$4.82	+0.00%	Closed	History

ORGN - nc.	Q4 2007	$7,500.00	Q4 2007	$7,500.00	+0.00%	Closed	History

PPBI - Pacific Premier Bancorp	Q1 2015	$16.19	Q1 2015	$16.19	+0.00%	Closed	History

PZN - Pzena Investment Management	Q1 2008	$88.35	Q1 2008	$88.35	+0.00%	Closed	History

RDN - Radian Group Inc.	Q1 2009	$1.82	Q1 2009	$1.82	+0.00%	Closed	History

RJF - Raymond James Financial, Inc.	Q4 2007	$20.41	Q4 2007	$20.41	+0.00%	Closed	History

SAFM - .	Q2 2006	$35.73	Q2 2006	$35.73	+0.00%	Closed	History

SF6 - Company, Inc.	Q4 2007	$83.33	Q4 2007	$83.33	+0.00%	Closed	History

SN8 - Spirit Finance Corporation	Q4 2006	$80.15	Q4 2006	$80.15	+0.00%	Closed	History

SPXC* - SPX Corporation	Q3 2015	$11.92	Q3 2015	$11.92	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2011	$125.51	Q4 2011	$125.51	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2018	$250.00	Q4 2018	$250.00	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2019	$322.14	Q4 2019	$322.14	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2020	$374.01	Q4 2020	$374.01	+0.00%	Closed	History

STAQU - Stoneleigh Partners Acq. Corp. UNIT	Q2 2007	$124.22	Q2 2007	$124.22	+0.00%	Closed	History

TBL - The Timberland Company COM CL A	Q1 2009	$11.94	Q1 2009	$11.94	+0.00%	Closed	History

TCADR - Zealand ADR	Q2 2006	$50.28	Q2 2006	$50.28	+0.00%	Closed	History

TDW - Tidewater Inc.	Q4 2007	$588.06	Q4 2007	$588.06	+0.00%	Closed	History

TDW - Tidewater Inc.	Q2 2013	$1,838.71	Q2 2013	$1,838.71	+0.00%	Closed	History

TGIC - Triad Guaranty Inc.	Q1 2009	$0.16	Q1 2009	$0.16	+0.00%	Closed	History

TNF.U - Inc. Units	Q4 2007	$131.95	Q4 2007	$131.95	+0.00%	Closed	History

TRB - ny	Q2 2006	$30.84	Q2 2006	$30.84	+0.00%	Closed	History

TRH - Transatlantic Holdings Inc.	Q4 2011	$54.73	Q4 2011	$54.73	+0.00%	Closed	History

TXU - TXU Corporation	Q4 2006	$18.45	Q4 2006	$18.45	+0.00%	Closed	History

URTH - Ishares Inc	Q4 2022	$109.25	Q4 2022	$109.25	+0.00%	Closed	History

VOD - Vodafone Group Public Ltd. Co.	Q1 2014	$36.85	Q1 2014	$36.85	+0.00%	Closed	History

VOYA - Voya Financial, Inc.	Q4 2014	$42.40	Q4 2014	$42.40	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q1 2015	$48.75	Q1 2015	$48.75	+0.00%	Closed	History

WY7 - Parkway Prop., Inc.	Q4 2013	$19.29	Q4 2013	$19.29	+0.00%	Closed	History

XEC - physique-SP ADR	Q2 2006	$23.26	Q2 2006	$23.26	+0.00%	Closed	History

XHISX - BlackRock High Income Shares	Q3 2013	$2.08	Q3 2013	$2.08	+0.00%	Closed	History

XJQCX - Nuveen Credit Strategies Inc Fd	Q2 2014	$9.36	Q2 2014	$9.36	+0.00%	Closed	History

YCC - Yankee Candle Co	Q4 2006	$29.16	Q4 2006	$29.16	+0.00%	Closed	History

ZLC - .	Q2 2006	$41.49	Q2 2006	$41.49	+0.00%	Closed	History

JAKK - Jakks Pacific, Inc.	Q4 2006	$457.90	Q2 2008	$457.70	-0.04%	Closed	History

HOUS - Realogy Holdings Corp.	Q2 2014	$37.71	Q3 2015	$37.63	-0.21%	Closed	History

DHG - Deutsche Hi Inc Opp Fd	Q3 2014	$14.64	Q2 2015	$14.60	-0.27%	Closed	History

1041267D - nc.	Q1 2006	$34.09	Q2 2006	$33.95	-0.41%	Closed	History

2857666Q - Bandag Incorporated	Q4 2006	$19,830.00	Q1 2007	$19,727.73	-0.52%	Closed	History

IRS - IRSA Inversiones y Representaciones Sociedad Anónima	Q2 2010	$11.53	Q4 2011	$11.43	-0.86%	Closed	History

TCADR - Telecom Corp of New Zealand ADR	Q4 2006	$37,150.00	Q1 2007	$36,765.18	-1.04%	Closed	History

ALLY - Ally Financial Inc.	Q2 2014	$23.91	Q4 2014	$23.62	-1.21%	Closed	History

BBT - orp Inc.	Q1 2006	$28.62	Q2 2006	$28.18	-1.54%	Closed	History

ABKFQ - p	Q1 2006	$12.56	Q2 2006	$12.33	-1.83%	Closed	History

IBAAY - Industrias Bachoco, S.A. DE C.V.	Q4 2006	$34.48	Q2 2008	$33.78	-2.03%	Closed	History

PDCO - Patterson Companies Inc	Q2 2014	$39.51	Q3 2017	$38.66	-2.15%	Closed	History

MPT - Medical Properties Trust, Inc.	Q1 2006	$92.59	Q2 2006	$90.58	-2.17%	Closed	History

RJF - Raymond James Financial, Inc.	Q1 2006	$22.55	Q2 2006	$22.03	-2.34%	Closed	History

FLWS - 1-800-Flowers.com Inc.	Q2 2015	$10.46	Q1 2017	$10.20	-2.49%	Closed	History

REIS - Reis, Inc.	Q1 2008	$186.94	Q2 2008	$182.20	-2.54%	Closed	History

PAAS - Pan American Silver Corp.	Q3 2005	$57.02	Q2 2006	$55.56	-2.56%	Closed	History

KE6 - Kearny Financial Corp.	Q2 2013	$10.49	Q3 2013	$10.22	-2.57%	Closed	History

TSG - Sabre Holdings Corp.	Q4 2006	$31,360.00	Q1 2007	$30,534.58	-2.63%	Closed	History

NW1A - e Insurance Co.	Q1 2006	$4.30	Q2 2006	$4.17	-3.02%	Closed	History

CTLP - Cantaloupe, Inc.	Q2 2025	$10.99	Q4 2025	$10.62	-3.37%	Closed	History

PSA - Public Storage	Q1 2020	$198.62	Q2 2020	$191.90	-3.38%	Closed	History

CMO - Capstead Mortgage Corporation COM NO PAR	Q3 2011	$11.52	Q2 2015	$11.12	-3.47%	Closed	History

URX.U - United Refining Energy Corporation UNIT	Q1 2008	$110.50	Q2 2008	$106.50	-3.62%	Closed	History

ALOG - Analogic Corporation	Q4 2004	$22.33	Q2 2006	$21.45	-3.94%	Closed	History

SAFT - up, Inc.	Q1 2006	$21.90	Q2 2006	$21.03	-3.97%	Closed	History

GAC - Geneva Acquisition Corp Unit UNIT	Q3 2007	$179.78	Q2 2008	$172.41	-4.10%	Closed	History

HTCH - Hutchinson Technology Inc.	Q4 2006	$42,420.00	Q3 2007	$40,642.83	-4.19%	Closed	History

BCC - Boise Cascade Co.	Q3 2025	$77.38	Open	$74.09	-4.25%	Open	History

BMCH - BMC Stock Holdings, Inc.	Q4 2016	$19.50	Q3 2018	$18.65	-4.36%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q4 2004	$66.58	Q2 2006	$63.57	-4.52%	Closed	History

LNN - Lindsay Manufacturing Co.	Q4 2004	$38.64	Q2 2006	$36.87	-4.58%	Closed	History

OFLX - Company	Q1 2006	$52.49	Q2 2006	$49.88	-4.97%	Closed	History

SCL - Stepan Co.	Q1 2012	$43.90	Q1 2015	$41.66	-5.10%	Closed	History

ORGN - .	Q1 2006	$4,934.10	Q2 2006	$4,673.10	-5.29%	Closed	History

INTC - Intel Corp.	Q4 2006	$49.38	Q2 2008	$46.56	-5.71%	Closed	History

CTT - Catchmark Timber Trust Inc.	Q4 2021	$8.72	Q1 2022	$8.20	-5.96%	Closed	History

SXI - Standex International Corp.	Q4 2004	$35.10	Q2 2006	$32.95	-6.13%	Closed	History

PHH - PHH Corporation	Q2 2005	$38.88	Q2 2006	$36.31	-6.61%	Closed	History

FPO - First Potomac Realty Trust	Q3 2011	$12.46	Q4 2013	$11.63	-6.66%	Closed	History

BTZ - BlackRock Credit Allocation Income Trust	Q3 2013	$13.04	Q3 2015	$12.17	-6.67%	Closed	History

MIR - Mirion Technologies, Inc.	Q1 2006	$40.00	Q2 2006	$37.31	-6.72%	Closed	History

ASNAEUR - Ascena Retail Group, Inc.	Q1 2013	$18.55	Q1 2014	$17.28	-6.85%	Closed	History

WFC - Wells Fargo & Co.	Q3 2014	$51.93	Q1 2016	$48.37	-6.86%	Closed	History

FSV - FirstService Corp.	Q4 2025	$155.53	Open	$144.71	-6.96%	Open	History

EXLS - ExlService Holdings Inc.	Q1 2014	$6.18	Q4 2014	$5.74	-7.09%	Closed	History

KIM - Kimco Realty Corp.	Q3 2017	$19.55	Q4 2017	$18.15	-7.16%	Closed	History

KE6 - p.	Q1 2006	$72.83	Q2 2006	$67.57	-7.22%	Closed	History

CCRN - Cross Country Healthcare, Inc.	Q1 2009	$6.55	Q3 2013	$6.06	-7.48%	Closed	History

RIG - Transocean Ltd.	Q4 2018	$6.94	Q2 2019	$6.41	-7.64%	Closed	History

L - Loews Corp.	Q3 2014	$41.66	Q4 2015	$38.40	-7.83%	Closed	History

BFSB - Brooklyn Federal Bancorp Inc.	Q4 2005	$90.49	Q2 2006	$83.40	-7.84%	Closed	History

TSG - Sabre Holdings Corp.	Q3 2005	$49.34	Q2 2006	$45.45	-7.88%	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.