Third Avenue Management’s Top Q3 Services Stock Holdings

Wall St. Watchdog reveals information regarding Third Avenue Management’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 17 stocks in the Services sector at the end of the quarter with an aggregate market value of $17.108 million.

  • Seacor Holdings Inc. (NYSE:CKH): On 06/30/2011, Third Avenue Management reported holding 36,354 shares with a market value of $3,633,946. This comprised 1.88% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 38,533 shares with a market value of $3,090,732. This comprised 2.41% of the total portfolio. The net change in shares for this position over the two quarters is 2,179. About Company: SEACOR Holdings Inc. and its subsidiaries operate a diversified fleet of offshore support vessels. The Company services oil and gas exploration and development activities in the US Gulf of Mexico, the North Sea, West Africa, Asia, Latin America, and other regions. SEACOR also provides environmental services, as well as inland river and offshore aviation services.
  • Bristow Group Inc. (NYSE:BRS): On 06/30/2011, Third Avenue Management reported holding 80,014 shares with a market value of $4,082,314. This comprised 2.11% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 70,740 shares with a market value of $3,001,498. This comprised 2.34% of the total portfolio. The net change in shares for this position over the two quarters is -9,274. About Company: Bristow Group, Inc. provides helicopter transportation services to the offshore oil and gas industry. Through its subsidiaries, affiliates, and joint ventures, the Company offers transportation services in oil and gas producing regions around the world.
  • Liberty Starz Group (NASDAQ:LSTZA): On 06/30/2011, Third Avenue Management reported holding 32,577 shares with a market value of $2,451,093. This comprised 1.27% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 34,378 shares with a market value of $2,185,066. This comprised 1.71% of the total portfolio. The net change in shares for this position over the two quarters is 1,801. About Company: Liberty Media-Starz owns and operates cable television channels and Internet businesses. The Company operates cable television channels that televise movies; offers satellite Internet access; operates fantasy sports games; and offers online games, information and entertainment for sports fans.
  • Vail Resorts Inc. (NYSE:MTN): On 06/30/2011, Third Avenue Management reported holding 48,962 shares with a market value of $2,263,024. This comprised 1.17% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 49,261 shares with a market value of $1,861,573. This comprised 1.45% of the total portfolio. The net change in shares for this position over the two quarters is 299. About Company: Vail Resorts, Inc. operates resorts in Colorado. The Company’s resorts include Vail Mountain, a ski mountain complex, and Beaver Creek Resort, a family oriented mountain resort. Vail Resorts also operates Breckenridge Mountain, a destination resort with apres-ski activities, and Keystone Resort, a year-round family vacation destination.
  • Alexander & Baldwin Inc. (NYSE:ALEX): On 06/30/2011, Third Avenue Management reported holding 54,932 shares with a market value of $2,645,525. This comprised 1.37% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 45,767 shares with a market value of $1,671,868. This comprised 1.31% of the total portfolio. The net change in shares for this position over the two quarters is -9,165. About Company: Alexander & Baldwin, Inc., through its subsidiaries, is involved in ocean transportation, property development and management, and food products businesses. The Company carries freight, primarily between various United States Pacific Coast ports, Hawaii ports, and Guam. Alexander also develops real property in Hawaii and on the mainland, as well as grows sugar cane and coffee.
  • Lowe’s Companies Inc. (NYSE:LOW): On 06/30/2011, Third Avenue Management reported holding 20,708 shares with a market value of $482,703. This comprised 0.25% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 59,098 shares with a market value of $1,142,955. This comprised 0.89% of the total portfolio. The net change in shares for this position over the two quarters is 38,390. About Company: Lowe’s Companies, Inc. is a home improvement retailer that distributes building materials and supplies through stores in the United States. The Company offers a complete line of products and services for home decorating, maintenance, repair, remodeling, and property maintenance.
  • Madison Square Garden Inc. (NASDAQ:MSG): On 06/30/2011, Third Avenue Management reported holding 36,633 shares with a market value of $1,008,507. This comprised 0.52% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 37,730 shares with a market value of $860,244. This comprised 0.67% of the total portfolio. The net change in shares for this position over the two quarters is 1,097. About Company: Madison Square Garden, Inc. (NASDAQ:MSG) operates in the sports, entertainment, and media industries. The Company owns and operates sports franchises and hosts various venues including concerts, sporting events, and theatrical productions. MSG also owns networks including MSG Network and Fuse Network.
  • Tidewater Inc. (NYSE:TDW): On 06/30/2011, Third Avenue Management reported holding 31,857 shares with a market value of $1,714,225. This comprised 0.89% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 19,565 shares with a market value of $822,708. This comprised 0.64% of the total portfolio. The net change in shares for this position over the two quarters is -12,292. About Company: Tidewater Inc. provides offshore supply vessels and marine support services to the offshore energy exploration, development, and production industry. The Company tows and anchor-handles mobile drilling rigs and equipment, transports supplies and personnel, and supports pipelaying and other offshore construction activities.
  • Ingram Micro Inc. (NYSE:IM): On 06/30/2011, Third Avenue Management reported holding 48,573 shares with a market value of $881,114. This comprised 0.46% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 45,851 shares with a market value of $739,577. This comprised 0.58% of the total portfolio. The net change in shares for this position over the two quarters is -2,722. About Company: Ingram Micro Inc. is a wholesale distributor of Information Technology (“IT”) products and services. The Company also markets computer hardware, networking equipment, and software products. Ingram Micro provides supply chain optimization services to suppliers and reseller customers.
  • Unifirst Corp. (NYSE:UNF): On 06/30/2011, Third Avenue Management reported holding 19,228 shares with a market value of $1,080,421. This comprised 0.56% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 15,498 shares with a market value of $701,904. This comprised 0.55% of the total portfolio. The net change in shares for this position over the two quarters is -3,730. About Company: UniFirst Corporation provides workplace uniforms and protective clothing. The Company employs team partners who serve customer locations in the United States, Canada, and Europe from various manufacturing, distribution, and customer service facilities.

(Note: Data regarding Third Avenue Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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