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  Cullen/Frost Bankers, Inc. (CFR)
← All CFR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.52 $105.34–125.00 · VW $117.02i SEC
2020   Q4 42,331 0.52 $87.24 $3,693,000 SEC
2020   Q3 42,331 0.38 $63.97 $2,708,000 SEC
2020   Q2 42,331 0.44 $74.72 $3,163,000 SEC
2020   Q1 42,331 0.35 $55.80 $2,362,000 SEC
2019   Q4 42,331 0.41 $97.80 $4,140,000 SEC
2019   Q3 42,331 0.34 $88.56 $3,749,000 SEC
2019   Q2 42,331 0.33 $93.67 $3,965,000 SEC
2019   Q1 42,331 0.33 Reduce 30.38% 0.13 $91.09–105.56 · VW $95.97i $4,256,000 SEC
2018   Q4 60,800 0.44 $87.94 $5,347,000 SEC
2018   Q3 60,800 0.36 $104.44 $6,350,000 SEC
2018   Q2 60,800 0.33 $108.24 $6,581,000 SEC
2018   Q1 60,800 0.33 $106.09 $6,450,000 SEC
2017   Q4 60,800 0.28 $94.65 $5,755,000 SEC
2017   Q3 60,800 0.26 $94.93 $5,772,000 SEC
2017   Q2 60,800 0.26 Reduce 8.43% 0.02 $83.00–99.20 · VW $88.80i $5,710,000 SEC
2017   Q1 66,400 0.27 Reduce 19.02% 0.06 $82.08–97.56 · VW $90.43i $5,908,000 SEC
2016   Q4 82,000 0.34 Reduce 0.39% <0.01 $82.49–95.18 · VW $90.05i $7,235,000 SEC
2016   Q3 82,323 0.28 $71.94 $5,922,000 SEC
2016   Q2 82,323 0.24 $63.72 $5,246,000 SEC
2016   Q1 82,323 0.18 Reduce 17.21% 0.03 $47.43–67.29 · VW $60.54i $4,537,000 SEC
2015   Q4 99,434 0.20 Reduce 9.30% 0.02 $42.41–70.65 · VW $53.66i $5,966,000 SEC
2015   Q3 109,634 0.20 Reduce 11.78% 0.03 $60.46–73.99 · VW $68.08i $6,971,000 SEC
2015   Q2 124,271 0.25 $78.58 $9,765,000 SEC
2015   Q1 124,271 0.23 Add 16.60% 0.03 $67.00–75.46 · VW $71.96i $8,585,000 SEC
2014   Q4 106,577 0.20 Reduce 46.93% 0.16 $60.87–75.47 · VW $68.05i $7,529,000 SEC
2014   Q3 200,830 0.34 $76.51 $15,366,000 SEC
2014   Q2 200,830 0.33 Reduce 12.77% 0.05 $74.40–81.02 · VW $78.01i $15,950,000 SEC
2014   Q1 230,230 0.37 $77.53 $17,850,000 SEC
2013   Q4 230,230 0.33 Add 4.90% 0.02 $69.87–76.51 · VW $73.67i $17,136,000 SEC
2013   Q3 219,472 0.32 Reduce 25.03% 0.10 $68.01–73.46 · VW $71.10i $15,484,000 SEC
2013   Q2 292,727 0.41 Buy 0.41 $62.97–76.36 · VW $70.06i $19,545,000 SEC
Price snapshot:
Current price$157.90
52-week low$116.34
52-week high$158.20