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  Devon Energy Corp. (DVN)
← All DVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 1.03 $33.97–42.60 · VW $39.32i SEC
2017   Q3 618,038 1.03 Reduce 0.30% <0.01 $28.79–37.45 · VW $34.32i $22,689,000 SEC
2017   Q2 619,883 0.90 Reduce 19.32% 0.29 $29.89–43.52 · VW $35.13i $19,818,000 SEC
2017   Q1 768,306 1.49 Add 0.52% <0.01 $38.02–49.45 · VW $43.06i $32,054,000 SEC
2016   Q4 764,345 1.62 Reduce 0.73% 0.01 $36.64–50.69 · VW $44.33i $34,908,000 SEC
2016   Q3 769,932 1.60 Reduce 23.27% 0.39 $35.01–45.62 · VW $41.58i $33,962,000 SEC
2016   Q2 1,003,389 1.66 Reduce 3.02% 0.03 $25.55–39.47 · VW $33.76i $36,373,000 SEC
2016   Q1 1,034,672 1.12 Reduce 5.66% 0.07 $18.07–32.93 · VW $26.15i $28,391,000 SEC
2015   Q4 1,096,747 1.17 Reduce 2.03% 0.02 $28.00–48.68 · VW $36.23i $35,096,000 SEC
2015   Q3 1,119,426 1.16 Reduce 27.94% 0.67 $36.01–59.80 · VW $44.30i $41,519,000 SEC
2015   Q2 1,553,359 2.40 Reduce 11.61% 0.33 $58.77–70.48 · VW $62.91i $92,410,000 SEC
2015   Q1 1,757,479 2.81 Reduce 0.97% 0.03 $56.35–67.08 · VW $61.25i $105,994,000 SEC
2014   Q4 1,774,641 2.91 Reduce 0.50% 0.01 $51.76–68.80 · VW $60.59i $108,626,000 SEC
2014   Q3 1,783,534 2.73 Reduce 13.89% 0.47 $67.58–80.01 · VW $71.92i $121,602,000 SEC
2014   Q2 2,071,231 3.38 Reduce 19.18% 0.68 $66.75–80.63 · VW $75.59i $164,456,000 SEC
2014   Q1 2,562,708 3.52 Reduce 17.74% 0.67 $57.67–66.95 · VW $63.85i $171,522,000 SEC
2013   Q4 3,115,295 3.75 Reduce 16.26% 0.72 $57.58–66.92 · VW $62.12i $192,743,000 SEC
2013   Q3 3,720,330 4.40 Reduce 4.21% 0.18 $52.00–60.38 · VW $56.71i $214,886,000 SEC
2013   Q2 3,883,863 4.25 Reduce 0.19% 0.01 $50.81–61.10 · VW $54.60i $201,495,000 SEC
2013   Q1 3,891,422 5.20 Add 10.45% 0.49 $51.63–61.80 · VW $56.62i $219,554,000 SEC
2012   Q4 3,523,136 4.99 Add 185.35% 3.24 $50.89–63.00 · VW $55.31i $183,344,000 SEC
2012   Q2 1,234,665 0.00 Add 84.69% $54.01–73.14 · VW $61.71i $71,598,000 SEC
2012   Q1 668,505 1.36 Buy 1.36 $62.13–76.34 · VW $69.86i $47,544,000 SEC
Price snapshot:
Current price$43.73
52-week low$30.65
52-week high$52.34