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  Masco Corp. (MAS)
← All MAS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 1.18 $35.79–42.91 · VW $38.66i SEC
2017   Q4 558,114 1.18 Add 0.37% <0.01 $40.17–46.45 · VW $42.58i $24,524,000 SEC
2017   Q3 556,045 0.99 Reduce 28.63% 0.38 $36.42–43.09 · VW $40.81i $21,692,000 SEC
2017   Q2 779,146 1.34 Reduce 8.98% 0.12 $36.08–39.37 · VW $37.41i $29,772,000 SEC
2017   Q1 856,047 1.35 Add 0.40% <0.01 $32.97–37.58 · VW $35.93i $29,097,000 SEC
2016   Q4 852,594 1.25 Add 8.25% 0.10 $30.08–34.46 · VW $32.77i $26,959,000 SEC
2016   Q3 787,625 1.27 Reduce 20.48% 0.29 $29.38–35.89 · VW $32.31i $27,023,000 SEC
2016   Q2 990,521 1.40 Reduce 30.51% 0.54 $29.11–37.38 · VW $33.99i $30,647,000 SEC
2016   Q1 1,425,398 1.77 Reduce 6.73% 0.10 $28.36–32.92 · VW $31.31i $44,829,000 SEC
2015   Q4 1,528,258 1.44 Reduce 16.97% 0.22 $23.10–30.49 · VW $27.26i $43,250,000 SEC
2015   Q3 1,840,671 1.30 Reduce 5.89% 0.07 $24.28–30.61 · VW $28.27i $46,348,000 SEC
2015   Q2 1,955,858 1.19 Buy 1.19 $22.52–28.59 · VW $25.78i $45,837,000 SEC
Price snapshot:
Current price$76.18
52-week low$57.76
52-week high$83.21