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  CTO Realty Growth, Inc. (CTO)
← All CTO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.24 $16.13–19.07 · VW $17.49i SEC
2025   Q1 63,000 0.24 $19.31 $1,216,530 SEC
2024   Q4 63,000 0.24 $19.71 $1,241,730 SEC
2024   Q3 63,000 0.20 $19.02 $1,198,260 SEC
2024   Q2 63,000 0.19 $17.46 $1,099,980 SEC
2024   Q1 63,000 0.17 $16.95 $1,067,850 SEC
2023   Q4 63,000 0.18 $17.33 $1,091,790 SEC
2023   Q3 63,000 0.17 $16.24 $1,023,120 SEC
2023   Q2 63,000 0.18 Add 8.85% 0.01 $15.86–18.03 · VW $17.17i $1,079,820 SEC
2023   Q1 57,879 0.17 $17.26 $998,992 SEC
2022   Q4 57,879 0.18 $18.28 $1,058,028 SEC
2022   Q3 57,879 0.21 $18.75 $1,085,000 SEC
2022   Q2 57,879 0.21 $20.39 $1,180,000 SEC
2022   Q1 57,879 0.17 $22.12 $1,280,000 SEC
2021   Q4 57,879 0.16 $20.47 $1,185,000 SEC
2021   Q3 57,879 0.14 $17.93 $1,038,000 SEC
2021   Q2 57,879 0.14 $17.85 $1,033,000 SEC
2021   Q1 57,879 0.13 $17.35 $1,004,000 SEC
2020   Q4 57,879 0.11 Add 4.74% <0.01 $12.88–17.74 · VW $15.96i $814,000 SEC
2020   Q3 55,260 0.09 Add 87.50% 0.04 $10.75–14.78 · VW $13.05i $662,000 SEC
2020   Q2 29,472 0.04 $10.72 $316,000 SEC
2020   Q1 29,472 0.05 Buy 0.05 $9.42–16.79 · VW $12.52i $363,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.24 $11.95–16.51 · VW $14.33i SEC
2014   Q2 951,828 0.24 Reduce 51.57% 0.23 $11.79–16.02 · VW $14.56i $11,859,000 SEC
2014   Q1 1,965,399 0.44 Reduce 1.46% <0.01 $9.41–13.19 · VW $11.72i $21,490,000 SEC
2013   Q4 1,994,540 0.38 Reduce 0.34% <0.01 $8.99–10.18 · VW $9.61i $19,647,000 SEC
2013   Q3 2,001,259 0.43 $10.45 $20,909,000 SEC
2013   Q2 2,001,259 0.44 Reduce 1.01% <0.01 $9.71–11.53 · VW $10.34i $20,730,000 SEC
2013   Q1 2,021,613 0.51 Add 4.61% 0.02 $9.29–10.93 · VW $10.04i $21,539,000 SEC
2012   Q4 1,932,461 0.44 Add 1.49% <0.01 $7.87–10.17 · VW $9.09i $16,266,000 SEC
2012   Q2 1,904,094 0.00 $7.81 $14,875,000 SEC
2012   Q1 1,904,094 0.44 $8.08 $15,377,000 SEC
2011   Q4 1,904,094 0.43 Reduce 1.38% <0.01 $6.72–8.63 · VW $7.82i $13,991,000 SEC
2011   Q3 1,930,784 0.42 $7.13 $13,763,000 SEC
2011   Q2 1,930,784 0.36 $7.76 $14,989,000 SEC
2011   Q1 1,930,784 0.37 Reduce 0.34% <0.01 $7.82–9.51 · VW $8.52i $16,981,000 SEC
2010   Q4 1,937,416 0.33 Reduce 0.09% <0.01 $7.33–9.31 · VW $8.65i $15,198,000 SEC
2010   Q3 1,939,258 0.35 Add 1.54% <0.01 $7.06–8.14 · VW $7.60i $15,007,000 SEC
2010   Q2 1,909,786 0.38 Reduce 1.05% <0.01 $7.11–8.69 · VW $7.71i $14,774,000 SEC
2010   Q1 1,930,048 0.35 Add 2.69% <0.01 $7.65–9.77 · VW $8.50i $16,508,000 SEC
2009   Q4 1,879,510 0.39 Reduce 0.02% <0.01 $8.18–10.07 · VW $8.96i $17,826,000 SEC
2009   Q3 1,879,879 0.42 Reduce 1.45% <0.01 $8.96–11.88 · VW $10.20i $19,544,000 SEC
2009   Q2 1,907,586 0.47 Reduce 7.90% 0.04 $8.23–10.45 · VW $9.39i $18,165,000 SEC
2009   Q1 2,071,145 0.50 Buy 0.50 $5.85–10.37 · VW $8.26i $16,697,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.14 $5.99–11.32 · VW $7.81i SEC
2008   Q2 87,491 0.14 Reduce 24.76% 0.03 $10.04–14.82 · VW $12.02i $564,650 SEC
2008   Q1 116,285 0.14 Reduce 15.37% 0.02 $13.17–16.29 · VW $14.66i $563,150 SEC
2007   Q4 137,406 0.15 Reduce 8.60% 0.01 $11.54–18.22 · VW $14.58i $595,050 SEC
2007   Q3 150,333 0.17 Reduce 4.65% <0.01 $16.69–19.52 · VW $17.78i $607,150,000 SEC
2007   Q2 157,664 0.16 Reduce 8.33% 0.02 $16.60–21.11 · VW $18.79i $617,650 SEC
2007   Q1 171,988 0.18 Add 2.81% <0.01 $19.61–21.58 · VW $20.47i $618,750,000 SEC
2006   Q4 167,290 0.15 Buy 0.15 $18.46–21.85 · VW $20.37i $627,215 SEC
2006   Q3 0 0.00 Sell 100.00% 0.17 $16.83–19.54 · VW $18.62i SEC
2006   Q2 133,913 0.17 Reduce 9.16% 0.02 $14.12–18.32 · VW $16.84i $659,240 SEC
2006   Q1 147,412 0.20 Reduce 12.37% 0.03 $15.43–18.16 · VW $16.45i $644,040 SEC
2005   Q4 168,219 0.20 Add 3.96% <0.01 $16.56–19.70 · VW $17.97i $644,040 SEC
2005   Q3 161,809 0.21 Reduce 21.93% 0.06 $14.02–21.17 · VW $17.56i $645,910 SEC
2005   Q2 207,254 0.28 Add 48.71% 0.09 $18.25–24.50 · VW $21.04i $654,160,000 SEC
2005   Q1 139,366 0.31 Add 32.21% 0.08 $12.02–21.53 · VW $18.13i $661,020,000 SEC
2004   Q4 105,410 0.00 $6.31 $665,430 SEC
Price snapshot:
Current price$21.44
52-week low$14.20
52-week high$22.01