Martin Whitman Portfolio - Stockpickr! Your Source for Stock Ideas

Martin Whitman

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Date updated:04-28-2007

Martin Whitman runs the Third Avenue Value Fund. He is a classic value investor who has outperformed the S&P 500 index on average every year since his inception in 1990. Here are his top holdings as of November 2006.

New Positions as of 1/31/07: MITEF.PK, HNLGY.PK, HDVTF.PK

Top Positions Increased as of 1/31/07: HLDVF.PK, WHLKF.PK, FCE-A, CHEUY.PK

CHEUY.PK
Cheung Kong Holdi
$12.66
+2.84%
$12.55

Increased position by 2.56%; now a 9% position in portfolio

People owning CHEUY.PK also tend to own: AVX BAM CVA FCE-A HLDVF.PK IVSBF.PK JOE

TheStreet.com Rating: No Rating What is this?

TYIDF.PK
Toyota Industries
$27.00
+0.37%
$26.85

8.7% of portfolio

People owning TYIDF.PK also tend to own: AVX BAM CHEUY.PK CVA FCE-A HLDVF.PK IVSBF.PK

TheStreet.com Rating: No Rating What is this?

HLDVF.PK
Henderson Land De
$6.80
-3.13%
$6.85

Increased position by 93.76%; Now a 7.8% position in portfolio

People owning HLDVF.PK also tend to own: AVX BAM CHEUY.PK CVA FCE-A IVSBF.PK JOE

TheStreet.com Rating: No Rating What is this?

JOE
St Joe Co (the)
$26.61
+0.95%
$26.56

4.6% of portfolio

People owning JOE also tend to own: BTU FWLT GRMN SPWR TWI AAPL DVN

TheStreet.com Rating: D What is this?

FCE-A
Forest City Ent C
$10.53
+1.15%
$10.56

Increased position by 11.6%; Now a 4.2% position in portfolio

People owning FCE-A also tend to own: AN AVID BEAS BOH BYD CA EK

TheStreet.com Rating: No Rating What is this?

BAM
Brookfield Asset
$21.14
+0.67%
$21.05

4.2% of portfolio

People owning BAM also tend to own: ATHR MRVC STXN AA AAPL ADBE DVY

TheStreet.com Rating: C+ What is this?

PKX
Posco
$117.77
+3.54%
$115.87

3.8% of portfolio

People owning PKX also tend to own: JAKK USU F HBI JRN MAS MGA

TheStreet.com Rating: A What is this?

NBR
Nabors Inds Inc N
$21.75
-0.05%
$21.83

3.6% of portfolio

People owning NBR also tend to own: AVX BAM CHEUY.PK CVA FCE-A HLDVF.PK IVSBF.PK

TheStreet.com Rating: C What is this?

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