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  Sun Communities, Inc. (SUI)
← All SUI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 91,455 1.87 Reduce 5.64% 0.12 $115.90–137.85 · VW $128.74i $11,519,672 SEC
2025   Q4 96,922 2.18 Add 0.14% <0.01 $118.56–131.50 · VW $125.77i $12,009,605 SEC
2025   Q3 96,786 2.33 Reduce 0.44% 0.01 $115.53–131.78 · VW $125.80i $12,437,001 SEC
2025   Q2 97,210 2.54 Add 7.16% 0.17 $109.22–133.19 · VW $124.20i $12,296,093 SEC
2025   Q1 90,715 2.34 Reduce 16.11% 0.41 $119.36–137.77 · VW $129.43i $11,669,578 SEC
2024   Q4 108,137 2.57 Add 0.32% <0.01 $119.00–140.49 · VW $127.78i $13,297,607 SEC
2024   Q3 107,795 2.38 $135.15 $14,568,494 SEC
2024   Q2 107,795 2.23 Add 23.65% 0.43 $110.98–128.49 · VW $117.60i $12,972,050 SEC
2024   Q1 87,178 1.79 Add 72.17% 0.75 $122.11–136.61 · VW $129.64i $11,209,347 SEC
2023   Q4 50,634 1.11 Add 38.62% 0.31 $102.74–137.45 · VW $119.18i $6,767,234 SEC
2023   Q3 36,527 0.73 Add 217.16% 0.50 $117.20–141.52 · VW $125.91i $4,324,432 SEC
2023   Q2 11,517 0.25 Buy 0.25 $124.20–143.99 · VW $132.75i $1,502,508 SEC
Price snapshot:
Current price$120.80
Avg. buy price$125.56
+/- since buy-3.79%
52-week low$111.60
52-week high$135.36