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  Commerce Bancshares, Inc (CBSH)
← All CBSH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.40 $41.84–50.16 · VW $47.10i SEC
2018   Q3 137,903 0.40 $51.73 $7,134,000 SEC
2018   Q2 137,903 0.35 $50.70 $6,992,000 SEC
2018   Q1 137,903 0.33 $46.95 $6,474,000 SEC
2017   Q4 137,903 0.29 Add 5.00% 0.01 $40.47–44.74 · VW $42.77i $6,034,000 SEC
2017   Q3 131,337 0.27 Reduce 26.13% 0.09 $38.73–43.90 · VW $41.63i $5,945,000 SEC
2017   Q2 177,794 0.36 Reduce 8.77% 0.04 $39.78–44.21 · VW $41.67i $7,917,000 SEC
2017   Q1 194,896 0.40 Reduce 17.59% 0.09 $38.82–45.23 · VW $41.33i $8,576,000 SEC
2016   Q4 236,503 0.50 Add 4.61% 0.02 $40.30–44.95 · VW $43.10i $10,713,000 SEC
2016   Q3 226,078 0.41 $38.60 $8,726,000 SEC
2016   Q2 226,078 0.39 Reduce 6.10% 0.02 $33.25–37.97 · VW $36.35i $8,485,000 SEC
2016   Q1 240,755 0.33 Add 0.06% <0.01 $31.58–36.78 · VW $34.96i $8,479,000 SEC
2015   Q4 240,621 0.27 Reduce 9.89% 0.02 $27.94–34.59 · VW $31.41i $8,020,000 SEC
2015   Q3 267,040 0.25 Add 0.02% <0.01 $30.34–35.15 · VW $33.25i $9,079,000 SEC
2015   Q2 266,974 0.24 $34.90 $9,318,000 SEC
2015   Q1 266,974 0.22 Add 9.86% 0.02 $29.35–31.89 · VW $30.98i $8,431,000 SEC
2014   Q4 243,008 0.21 Reduce 68.89% 0.39 $28.09–31.45 · VW $29.69i $7,886,000 SEC
2014   Q3 781,174 0.56 $31.72 $24,785,000 SEC
2014   Q2 781,174 0.53 Add 19.75% 0.09 $29.29–32.25 · VW $30.92i $25,815,000 SEC
2014   Q1 652,315 0.44 Add 6.10% 0.03 $28.49–32.12 · VW $30.00i $21,520,000 SEC
2013   Q4 614,809 0.38 Add 5.31% 0.02 $28.20–31.47 · VW $29.96i $19,623,000 SEC
2013   Q3 583,803 0.35 Reduce 24.81% 0.12 $27.10–30.98 · VW $29.54i $17,311,000 SEC
2013   Q2 776,390 0.48 Add 64.85% 0.19 $27.43–30.64 · VW $28.64i $22,890,000 SEC
2013   Q1 470,960 0.31 Buy 0.31 $24.13–28.61 · VW $26.93i $13,015,000 SEC