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  Insight Enterprises, Inc. (NSIT)
← All NSIT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 0.26 $33.10–51.28 · VW $42.95i SEC
2018   Q1 147,700 0.26 $34.94 $5,160,000 SEC
2017   Q4 147,700 0.27 $38.29 $5,656,000 SEC
2017   Q3 147,700 0.31 $45.92 $6,783,000 SEC
2017   Q2 147,700 0.27 $39.99 $5,907,000 SEC
2017   Q1 147,700 0.28 Reduce 29.98% 0.12 $35.44–46.00 · VW $40.60i $6,069,000 SEC
2016   Q4 210,950 0.40 Reduce 4.38% 0.01 $28.15–41.81 · VW $34.35i $8,531,000 SEC
2016   Q3 220,604 0.34 Add 0.04% <0.01 $24.23–32.77 · VW $29.23i $7,181,000 SEC
2016   Q2 220,515 0.26 Reduce 26.03% 0.09 $23.31–29.39 · VW $26.13i $5,733,000 SEC
2016   Q1 298,115 0.34 $28.64 $8,538,000 SEC
2015   Q4 298,115 0.25 Add 5.12% 0.01 $24.41–27.78 · VW $26.05i $7,489,000 SEC
2015   Q3 283,602 0.21 $25.85 $7,331,000 SEC
2015   Q2 283,602 0.22 $29.91 $8,483,000 SEC
2015   Q1 283,602 0.21 Add 9.30% 0.02 $23.03–29.04 · VW $26.02i $8,088,000 SEC
2014   Q4 259,467 0.18 Reduce 68.02% 0.28 $21.59–26.86 · VW $24.10i $6,718,000 SEC
2014   Q3 811,329 0.41 $22.63 $18,360,000 SEC
2014   Q2 811,329 0.51 Reduce 36.26% 0.24 $24.96–30.99 · VW $27.83i $24,940,000 SEC
2014   Q1 1,272,905 0.66 $25.11 $31,963,000 SEC
2013   Q4 1,272,905 0.56 Add 23.31% 0.11 $18.27–25.19 · VW $22.30i $28,908,000 SEC
2013   Q3 1,032,290 0.40 Buy 0.40 $17.55–22.25 · VW $19.83i $19,531,000 SEC