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  American Homes 4 Rent (AMH)
← All AMH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 262,520 1.19 Reduce 5.74% 0.09 $27.22–32.65 · VW $30.03i $7,329,558 SEC
2025   Q4 278,512 1.62 Add 45.77% 0.51 $30.11–33.51 · VW $31.86i $8,940,235 SEC
2025   Q3 191,066 1.18 $32.83 $6,272,697 SEC
2025   Q2 191,066 1.42 Reduce 0.78% 0.01 $31.68–39.49 · VW $36.76i $6,891,751 SEC
2025   Q1 192,560 1.46 Reduce 40.05% 0.93 $34.01–38.06 · VW $36.13i $7,280,694 SEC
2024   Q4 321,221 2.33 $37.42 $12,020,090 SEC
2024   Q3 321,221 2.02 Add 0.19% <0.01 $34.38–41.41 · VW $37.90i $12,331,674 SEC
2024   Q2 320,621 2.04 Reduce 5.56% 0.11 $34.45–37.49 · VW $36.09i $11,914,276 SEC
2024   Q1 339,508 1.99 Add 0.33% <0.01 $33.75–37.74 · VW $36.10i $12,487,104 SEC
2023   Q4 338,379 2.00 Reduce 4.75% 0.10 $31.36–37.13 · VW $34.86i $12,168,109 SEC
2023   Q3 355,261 2.02 Reduce 0.16% <0.01 $33.14–37.97 · VW $35.84i $12,029,137 SEC
2023   Q2 355,823 2.08 $35.45 $12,613,925 SEC
2023   Q1 355,823 1.91 Reduce 13.88% 0.30 $28.79–35.66 · VW $31.67i $11,190,633 SEC
2022   Q4 413,163 2.17 Reduce 3.27% 0.09 $29.31–34.45 · VW $31.76i $12,452,733 SEC
2022   Q3 427,130 2.76 Reduce 2.17% 0.06 $32.19–38.94 · VW $35.72i $14,015,000 SEC
2022   Q2 436,616 2.76 Reduce 12.40% 0.34 $32.60–43.89 · VW $37.83i $15,474,000 SEC
2022   Q1 498,444 2.72 Reduce 0.82% 0.02 $36.45–43.85 · VW $39.27i $19,953,000 SEC
2021   Q4 502,586 2.88 Reduce 0.60% 0.02 $37.76–44.07 · VW $40.73i $21,918,000 SEC
2021   Q3 505,645 2.59 Reduce 0.18% <0.01 $37.88–42.61 · VW $40.66i $19,276,000 SEC
2021   Q2 506,569 2.60 Add 4.29% 0.11 $33.46–39.71 · VW $37.38i $19,681,000 SEC
2021   Q1 485,718 2.14 Reduce 6.18% 0.13 $28.63–33.96 · VW $31.26i $16,194,000 SEC
2020   Q4 517,729 2.18 Add 12.09% 0.24 $27.71–32.04 · VW $29.36i $15,532,000 SEC
2020   Q3 461,905 1.83 Add 14.76% 0.24 $26.30–30.15 · VW $28.45i $13,156,000 SEC
2020   Q2 402,492 1.52 Buy 1.52 $19.93–28.33 · VW $24.75i $10,828,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.25 $16.71–18.85 · VW $17.77i SEC
2014   Q2 686,217 0.25 Reduce 22.08% 0.07 $15.76–18.15 · VW $17.09i $12,187,000 SEC
2014   Q1 880,720 0.30 $16.71 $14,717,000 SEC
2013   Q4 880,720 0.28 Buy 0.28 $15.10–16.95 · VW $16.08i $14,268,000 SEC
Price snapshot:
Current price$33.80
Avg. buy price$29.24
+/- since buy15.58%
52-week low$26.95
52-week high$35.41