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  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q3 0 0.00 Sell 100.00% 2.79 $14.99–18.18 · VW $16.82i SEC
2013   Q2 8,858,678 2.79 Buy 2.79 $14.62–16.78 · VW $15.47i $132,083,000 SEC
2008   Q1 0 0.00 Sell 100.00% 0.42 $18.31–21.75 · VW $19.96i SEC
2007   Q4 30,255 0.42 Buy 0.42 $16.13–20.16 · VW $18.49i $1,703,546 SEC
2006   Q3 0 0.00 Sell 100.00% 0.57 $16.26–19.10 · VW $17.79i SEC
2006   Q2 35,094 0.57 Reduce 8.06% 0.05 $14.39–17.29 · VW $16.19i $2,155,646 SEC
2006   Q1 38,169 0.67 Buy 0.67 $16.22–19.20 · VW $17.44i $2,179,844 SEC
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67