Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Alico, Inc. (ALCO)
← All ALCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.25 $28.54–31.64 · VW $30.05i SEC
2020   Q4 56,343 0.25 Reduce 59.88% 0.34 $27.97–32.65 · VW $30.11i $1,748,000 SEC
2020   Q3 140,451 0.56 $28.62 $4,020,000 SEC
2020   Q2 140,451 0.61 $31.16 $4,377,000 SEC
2020   Q1 140,451 0.64 $31.04 $4,360,000 SEC
2019   Q4 140,451 0.50 $35.83 $5,033,000 SEC
2019   Q3 140,451 0.43 $34.03 $4,779,000 SEC
2019   Q2 140,451 0.36 $30.35 $4,262,000 SEC
2019   Q1 140,451 0.29 $27.01 $3,793,000 SEC
2018   Q4 140,451 0.34 $29.50 $4,144,000 SEC
2018   Q3 140,451 0.27 $33.81 $4,748,000 SEC
2018   Q2 140,451 0.22 $31.71 $4,453,000 SEC
2018   Q1 140,451 0.19 $27.21 $3,821,000 SEC
2017   Q4 140,451 0.20 Add 17.31% 0.03 $26.85–32.70 · VW $28.82i $4,144,000 SEC
2017   Q3 119,727 0.19 Reduce 6.70% 0.01 $29.25–34.80 · VW $32.32i $4,089,000 SEC
2017   Q2 128,323 0.18 Reduce 0.70% <0.01 $29.25–33.20 · VW $30.88i $4,017,000 SEC
2017   Q1 129,227 0.16 $26.40 $3,412,000 SEC
2016   Q4 129,227 0.16 Reduce 0.39% <0.01 $25.01–30.29 · VW $27.42i $3,509,000 SEC
2016   Q3 129,733 0.16 $26.86 $3,485,000 SEC
2016   Q2 129,733 0.18 $30.25 $3,924,000 SEC
2016   Q1 129,733 0.14 Add 0.16% <0.01 $20.99–32.10 · VW $27.33i $3,582,000 SEC
2015   Q4 129,521 0.17 Reduce 9.83% 0.02 $29.76–43.49 · VW $34.54i $5,011,000 SEC
2015   Q3 143,643 0.16 $40.59 $5,830,000 SEC
2015   Q2 143,643 0.17 $45.36 $6,516,000 SEC
2015   Q1 143,643 0.19 Add 0.05% <0.01 $43.80–52.76 · VW $47.78i $7,363,000 SEC
2014   Q4 143,568 0.19 Reduce 37.43% 0.07 $35.07–58.10 · VW $46.90i $7,183,000 SEC
2014   Q3 229,460 0.20 Reduce 29.53% 0.07 $34.67–39.50 · VW $37.02i $8,742,000 SEC
2014   Q2 325,613 0.25 Reduce 2.87% <0.01 $33.77–40.18 · VW $36.95i $12,207,000 SEC
2014   Q1 335,217 0.26 Reduce 2.13% <0.01 $34.87–39.84 · VW $36.54i $12,638,000 SEC
2013   Q4 342,517 0.26 Reduce 0.41% <0.01 $35.57–42.48 · VW $38.19i $13,314,000 SEC
2013   Q3 343,912 0.29 Add 6.29% 0.02 $34.22–47.60 · VW $40.59i $14,159,000 SEC
2013   Q2 323,566 0.27 Add 11.97% 0.03 $39.61–46.39 · VW $43.94i $12,978,000 SEC
2013   Q1 288,987 0.32 Add 55.14% 0.11 $39.64–47.00 · VW $42.82i $13,366,000 SEC
2012   Q4 186,273 0.19 Reduce 16.27% $30.37–45.16 · VW $39.70i $6,823,000 SEC
2012   Q2 222,465 0.00 Reduce 3.71% <0.01 $21.48–32.80 · VW $27.84i $6,794,000 SEC
2012   Q1 231,041 0.15 Reduce 9.41% 0.01 $21.06–25.26 · VW $23.02i $5,339,000 SEC
2011   Q4 255,041 0.15 Reduce 2.45% <0.01 $17.85–23.60 · VW $21.53i $4,940,000 SEC
2011   Q3 261,434 0.16 $19.64 $5,135,000 SEC
2011   Q2 261,434 0.16 Add 0.11% <0.01 $22.57–27.53 · VW $24.84i $6,698,000 SEC
2011   Q1 261,134 0.15 Add 0.23% <0.01 $23.01–28.56 · VW $25.79i $6,991,000 SEC
2010   Q4 260,534 0.14 Reduce 2.94% <0.01 $22.40–26.93 · VW $24.81i $6,211,000 SEC
2010   Q3 268,414 0.15 $23.24 $6,238,000 SEC
2010   Q2 268,414 0.16 Reduce 0.46% <0.01 $20.67–27.60 · VW $24.21i $6,168,000 SEC
2010   Q1 269,664 0.14 Add 0.19% <0.01 $24.01–28.39 · VW $26.36i $6,809,000 SEC
2009   Q4 269,164 0.17 $28.46 $7,660,000 SEC
2009   Q3 269,164 0.17 Add 0.03% $26.58–33.94 · VW $29.87i $7,911,000 SEC
2009   Q2 269,091 0.21 Add 0.03% <0.01 $23.56–32.93 · VW $29.38i $8,078,000 SEC
2009   Q1 269,014 0.19 Buy 0.19 $20.24–32.76 · VW $26.51i $6,456,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.08 $22.34–45.02 · VW $31.79i SEC
2008   Q2 11,791 0.08 Reduce 24.52% 0.02 $33.14–45.52 · VW $40.36i $340,201 SEC
2008   Q1 15,622 0.09 Add 2.26% <0.01 $37.24–45.62 · VW $40.93i $353,836 SEC
2007   Q4 15,276 0.10 Reduce 15.78% 0.02 $35.35–48.60 · VW $42.23i $418,531 SEC
2007   Q3 18,139 0.12 Reduce 28.94% 0.03 $43.00–55.29 · VW $48.58i $418,531,000 SEC
2007   Q2 25,526 0.11 Add 6.38% <0.01 $45.86–65.00 · VW $52.96i $418,531 SEC
2007   Q1 23,994 0.12 Add 13.23% 0.01 $46.25–62.24 · VW $55.67i $418,531,000 SEC
2006   Q4 21,190 0.10 Buy 0.10 $47.04–62.79 · VW $54.05i $418,531 SEC
2006   Q3 0 0.00 Sell 100.00% 0.11 $54.03–62.92 · VW $59.65i SEC
2006   Q2 23,065 0.11 Add 21.28% 0.02 $48.29–58.88 · VW $53.89i $418,531 SEC
2006   Q1 19,018 0.13 Add 12.37% 0.01 $42.17–50.20 · VW $47.52i $418,531 SEC
2005   Q4 16,924 0.12 Add 11.46% 0.01 $42.74–46.63 · VW $44.66i $374,517 SEC
2005   Q3 15,184 0.10 Reduce 0.25% <0.01 $42.20–56.59 · VW $47.61i $295,975 SEC
2005   Q2 15,222 0.13 Reduce 2.41% <0.01 $47.55–56.76 · VW $53.58i $295,975,000 SEC
2005   Q1 15,598 0.14 Reduce 24.56% $46.67–59.71 · VW $52.33i $295,975,000 SEC
2004   Q4 20,675 0.00 $17.09 $353,300 SEC