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  Annaly Capital Management, Inc. (NLY)
← All NLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q3 0 0.00 Sell 100.00% <0.01 $36.68–42.36 · VW $39.91i SEC
2015   Q2 3,304 <0.01 $36.64 $121,000 SEC
2015   Q1 3,304 <0.01 $41.48 $137,000 SEC
2014   Q4 3,304 <0.01 $43.28 $143,000 SEC
2014   Q3 3,304 <0.01 $42.68 $141,000 SEC
2014   Q2 3,304 <0.01 $45.72 $151,000 SEC
2014   Q1 3,304 <0.01 $43.88 $145,000 SEC
2013   Q4 3,304 <0.01 $39.96 $132,000 SEC
2013   Q3 3,304 <0.01 $46.32 $153,000 SEC
2013   Q2 3,304 <0.01 Add 9.19% <0.01 $48.64–64.00 · VW $56.21i $166,000 SEC
2013   Q1 3,026 <0.01 $63.44 $192,000 SEC
2012   Q4 3,026 <0.01 Add 4.34% <0.01 $54.88–67.72 · VW $60.43i $170,000 SEC
2012   Q2 2,900 0.00 $67.24 $195,000 SEC
2012   Q1 2,900 <0.01 $63.44 $184,000 SEC
2011   Q4 2,900 <0.01 Reduce 98.10% 0.31 $58.60–68.48 · VW $64.91i $185,000 SEC
2011   Q3 152,900 0.31 Add 1.93% <0.01 $56.20–74.32 · VW $68.45i $10,171,000 SEC
2011   Q2 150,000 0.26 Reduce 2.33% <0.01 $68.60–75.16 · VW $71.93i $10,824,000 SEC
2011   Q1 153,576 0.24 Buy 0.24 $69.24–72.64 · VW $70.93i $10,720,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 $69.00–73.48 · VW $71.62i SEC
2010   Q3 2,885 <0.01 Buy <0.01 $66.92–74.16 · VW $70.28i $203,000 SEC
Price snapshot:
Current price$22.53
52-week low$17.00
52-week high$23.10