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  Vornado Realty Trust (VNO)
← All VNO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 1.09 $38.00–46.54 · VW $42.61i SEC
2021   Q3 193,011 1.09 Reduce 2.88% 0.04 $40.00–46.64 · VW $42.26i $8,109,000 SEC
2021   Q2 198,739 1.23 Reduce 3.78% 0.05 $40.26–50.91 · VW $44.35i $9,276,000 SEC
2021   Q1 206,546 1.24 Reduce 13.07% 0.16 $43.18–49.50 · VW $46.65i $9,376,000 SEC
2020   Q4 237,599 1.24 Reduce 75.10% 3.36 $35.02–45.59 · VW $41.18i $8,872,000 SEC
2020   Q3 954,128 4.47 Reduce 2.77% 0.15 $29.79–43.35 · VW $37.35i $32,164,000 SEC
2020   Q2 981,288 5.25 Reduce 4.00% 0.22 $32.84–45.96 · VW $38.21i $37,496,000 SEC
2020   Q1 1,022,126 5.47 Add 76.03% 2.36 $27.64–56.82 · VW $40.22i $37,012,000 SEC
2019   Q4 580,664 3.82 Reduce 6.60% 0.24 $51.72–68.68 · VW $57.99i $38,615,000 SEC
2019   Q3 621,696 3.57 Add 56.27% 1.29 $60.03–66.82 · VW $63.81i $39,584,000 SEC
2019   Q2 397,834 2.14 Reduce 3.91% 0.08 $58.60–68.85 · VW $62.64i $25,502,000 SEC
2019   Q1 414,026 2.11 Reduce 48.47% 1.97 $65.20–70.45 · VW $67.29i $27,326,000 SEC
2018   Q4 803,438 4.07 Reduce 3.86% 0.13 $59.48–72.50 · VW $66.43i $49,838,000 SEC
2018   Q3 835,693 3.45 Add 0.27% <0.01 $66.02–77.14 · VW $71.71i $61,006,000 SEC
2018   Q2 833,430 3.05 Add 0.21% <0.01 $69.50–77.59 · VW $74.70i $61,608,000 SEC
2018   Q1 831,699 2.85 Add 20.20% 0.48 $64.13–70.84 · VW $68.23i $55,974,000 SEC
2017   Q4 691,927 2.60 Add 0.28% <0.01 $65.16–79.56 · VW $70.40i $54,095,000 SEC
2017   Q3 690,014 2.42 Reduce 12.67% 0.34 $71.90–80.30 · VW $76.61i $53,049,000 SEC
2017   Q2 790,089 2.71 Add 6.59% 0.17 $73.02–80.92 · VW $76.14i $59,976,000 SEC
2017   Q1 741,228 2.80 $81.09 $60,107,000 SEC
2016   Q4 741,228 2.91 Reduce 4.02% 0.12 $78.38–90.32 · VW $85.84i $62,540,000 SEC
2016   Q3 772,276 2.98 Reduce 14.81% 0.50 $69.81–84.89 · VW $77.91i $63,187,000 SEC
2016   Q2 906,491 3.35 Reduce 5.10% 0.15 $76.42–87.87 · VW $82.60i $73,369,000 SEC
2016   Q1 955,229 2.88 Reduce 37.53% 1.55 $70.13–79.22 · VW $75.52i $72,920,000 SEC
2015   Q4 1,529,087 4.12 Reduce 6.13% 0.20 $63.79–82.38 · VW $71.99i $123,563,000 SEC
2015   Q3 1,628,919 3.34 Add 15.38% 0.45 $68.39–83.60 · VW $76.74i $119,068,000 SEC
2015   Q2 1,411,825 2.82 Add 43.14% 0.85 $68.50–82.12 · VW $73.70i $108,346,000 SEC
2015   Q1 986,297 2.36 Reduce 8.92% 0.22 $79.63–92.17 · VW $84.18i $89,301,000 SEC
2014   Q4 1,082,888 2.50 Add 1.62% 0.04 $81.14–93.56 · VW $87.89i $93,256,000 SEC
2014   Q3 1,065,635 1.75 Add 18.31% 0.27 $68.11–82.31 · VW $77.34i $77,932,000 SEC
2014   Q2 900,740 1.44 Add 0.21% <0.01 $75.79–79.83 · VW $77.69i $70,334,000 SEC
2014   Q1 898,844 1.33 Reduce 0.32% <0.01 $69.88–78.57 · VW $75.60i $64,813,000 SEC
2013   Q4 901,716 1.14 Reduce 0.15% <0.01 $63.53–70.95 · VW $68.31i $58,575,000 SEC
2013   Q3 903,036 1.14 Add 0.04% <0.01 $58.59–67.24 · VW $63.39i $55,536,000 SEC
2013   Q2 902,694 1.15 Reduce 0.33% <0.01 $55.74–65.37 · VW $60.20i $54,716,000 SEC
2013   Q1 905,701 1.31 Add 0.53% <0.01 $58.11–64.92 · VW $60.51i $55,421,000 SEC
2012   Q4 900,917 1.44 Reduce 0.17% $54.89–62.87 · VW $58.81i $52,782,000 SEC
2012   Q2 902,481 0.00 $61.44 $55,449,000 SEC
2012   Q1 902,481 1.59 $61.60 $55,594,000 SEC
2011   Q4 902,481 1.56 Reduce 0.23% <0.01 $52.08–63.07 · VW $58.32i $50,748,000 SEC
2011   Q3 904,538 1.52 Reduce 24.97% 0.50 $50.03–63.83 · VW $56.11i $49,381,000 SEC
2011   Q2 1,205,560 1.99 Reduce 0.70% 0.01 $53.30–72.26 · VW $62.80i $82,185,000 SEC
2011   Q1 1,214,074 1.71 Reduce 0.10% <0.01 $61.57–72.00 · VW $68.52i $77,720,000 SEC
2010   Q4 1,215,232 1.63 Reduce 0.58% 0.01 $58.23–68.31 · VW $64.94i $74,087,000 SEC
2010   Q3 1,222,315 1.78 Reduce 0.33% <0.01 $57.11–67.07 · VW $61.29i $76,486,000 SEC
2010   Q2 1,226,415 1.70 Reduce 0.65% <0.01 $50.18–63.34 · VW $57.61i $65,455,000 SEC
2010   Q1 1,234,407 1.44 Reduce 0.35% <0.01 $48.01–63.50 · VW $56.11i $68,365,000 SEC
2009   Q4 1,238,729 1.37 Add 0.59% <0.01 $44.81–54.11 · VW $49.00i $63,384,000 SEC
2009   Q3 1,231,426 1.23 Reduce 0.48% <0.01 $38.95–51.38 · VW $46.07i $58,028,000 SEC
2009   Q2 1,237,323 1.06 Add 7.11% 0.07 $29.01–44.02 · VW $38.37i $40,762,000 SEC
2009   Q1 1,155,204 0.85 Buy 0.85 $19.76–39.51 · VW $31.13i $28,093,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.32 $23.70–48.91 · VW $32.18i SEC
2008   Q2 156,905 0.32 Reduce 0.35% <0.01 $61.40–77.07 · VW $70.41i $1,304,468 SEC
2008   Q1 157,458 0.33 Reduce 1.34% <0.01 $56.07–72.94 · VW $66.84i $1,336,243 SEC
2007   Q4 159,589 0.33 Reduce 20.15% 0.08 $56.62–69.30 · VW $62.35i $1,327,543 SEC
2007   Q3 199,857 0.38 Reduce 0.54% <0.01 $62.19–85.91 · VW $71.31i $1,337,143,000 SEC
2007   Q2 200,933 0.36 Reduce 7.93% 0.03 $61.16–90.19 · VW $76.44i $1,338,343 SEC
2007   Q1 218,229 0.40 Reduce 2.01% <0.01 $76.11–93.73 · VW $86.12i $1,337,843,000 SEC
2006   Q4 222,697 0.32 Buy 0.32 $85.08–99.90 · VW $92.68i $1,340,960 SEC
2006   Q3 0 0.00 Sell 100.00% 0.42 $76.03–92.52 · VW $86.94i SEC
2006   Q2 211,448 0.42 Add 1.74% <0.01 $65.89–78.07 · VW $73.81i $1,585,825 SEC
2006   Q1 207,826 0.49 Reduce 54.73% 0.79 $64.43–72.11 · VW $67.43i $1,583,825 SEC
2005   Q4 459,040 1.44 Add 145.49% 0.85 $60.52–66.31 · VW $63.98i $4,546,246 SEC
2005   Q3 186,987 0.52 Add 8.59% 0.04 $57.09–64.78 · VW $61.44i $1,579,325 SEC
2005   Q2 172,197 0.68 Add 16.44% 0.10 $57.04–65.63 · VW $61.87i $1,566,925,000 SEC
2005   Q1 147,884 0.73 Add 19.23% 0.12 $50.08–59.61 · VW $55.76i $1,561,900,000 SEC
2004   Q4 124,032 0.00 $9.61 $1,191,950 SEC
Price snapshot:
Current price$38.31
52-week low$24.57
52-week high$42.43