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  The Macerich Co. (MAC)
← All MAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.40 $14.85–18.79 · VW $16.80i SEC
2021   Q2 164,679 0.40 $18.25 $3,006,000 SEC
2021   Q1 164,679 0.25 Reduce 58.14% 0.34 $10.31–25.99 · VW $14.50i $1,927,000 SEC
2020   Q4 393,421 0.59 Add 4.92% 0.03 $6.42–12.47 · VW $9.41i $4,198,000 SEC
2020   Q3 374,972 0.35 $6.79 $2,547,000 SEC
2020   Q2 374,972 0.47 Add 5.16% 0.02 $4.81–13.18 · VW $8.20i $3,364,000 SEC
2020   Q1 356,561 0.30 Reduce 74.11% 2.72 $5.49–26.98 · VW $16.55i $2,008,000 SEC
2019   Q4 1,376,950 3.67 Add 23.18% 0.69 $25.53–31.77 · VW $27.49i $37,068,000 SEC
2019   Q3 1,117,835 3.19 Reduce 21.47% 0.86 $27.54–34.15 · VW $31.32i $35,313,000 SEC
2019   Q2 1,423,524 4.00 Add 1.45% 0.06 $32.04–44.73 · VW $37.27i $47,674,000 SEC
2019   Q1 1,403,122 4.42 Reduce 7.92% 0.43 $41.63–47.05 · VW $44.16i $57,178,000 SEC
2018   Q4 1,523,888 5.39 Reduce 3.89% 0.19 $40.90–55.54 · VW $48.71i $65,954,000 SEC
2018   Q3 1,585,516 4.95 Add 0.30% 0.01 $54.36–60.95 · VW $57.82i $87,664,000 SEC
2018   Q2 1,580,774 4.45 Add 29.87% 1.02 $53.55–60.00 · VW $56.74i $89,836,000 SEC
2018   Q1 1,217,161 3.47 Add 43.22% 1.05 $54.35–69.73 · VW $61.61i $68,186,000 SEC
2017   Q4 849,829 2.68 Add 0.25% <0.01 $52.45–67.53 · VW $60.79i $55,817,000 SEC
2017   Q3 847,701 2.12 Add 69.27% 0.87 $52.12–61.55 · VW $55.87i $46,599,000 SEC
2017   Q2 500,801 1.31 Add 29.81% 0.30 $56.06–67.18 · VW $60.26i $29,077,000 SEC
2017   Q1 385,801 1.16 Add 44.33% 0.36 $62.14–73.34 · VW $66.88i $24,846,000 SEC
2016   Q4 267,301 0.88 Reduce 65.56% 1.94 $66.00–80.54 · VW $70.73i $18,936,000 SEC
2016   Q3 776,201 2.96 Reduce 26.41% 1.09 $78.76–94.51 · VW $84.75i $62,771,000 SEC
2016   Q2 1,054,701 4.12 Reduce 23.42% 1.01 $71.82–85.39 · VW $78.61i $90,061,000 SEC
2016   Q1 1,377,301 4.30 Reduce 23.73% 1.15 $72.99–82.88 · VW $78.58i $109,137,000 SEC
2015   Q4 1,805,831 4.85 Reduce 7.56% 0.32 $74.55–86.29 · VW $80.44i $145,713,000 SEC
2015   Q3 1,953,426 4.20 Add 13.82% 0.51 $71.98–81.52 · VW $76.87i $150,062,000 SEC
2015   Q2 1,716,226 3.33 Add 172.84% 2.11 $74.51–86.31 · VW $80.66i $128,031,000 SEC
2015   Q1 629,026 1.40 Buy 1.40 $81.61–95.93 · VW $87.02i $53,046,000 SEC
Price snapshot:
Current price$24.75
52-week low$15.36
52-week high$25.97