Third Avenue’s Favorite Quarterly Consumer Goods Stocks: SUP, GLT, OSK, JAKK, GM, ALCO, KSWS, SAFM

Wall St. Watchdog reveals information regarding Third Avenue Management’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 9 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $2.233 million.

  • Superior Industries International Inc. (NYSE:SUP): On 06/30/2011, Third Avenue Management reported holding 46,123 shares with a market value of $1,019,780. This comprised 0.53% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 36,798 shares with a market value of $568,529. This comprised 0.44% of the total portfolio. The net change in shares for this position over the two quarters is -9,325. About Company: Superior Industries International, Inc. designs and manufactures motor vehicle parts and accessories. The Company’s products are sold to original equipment manufacturers and the automotive aftermarket on an integrated one-segment basis. Superior’s products include vehicle aluminum road wheels, as well as custom road wheels and accessories.
  • Ph Glatfelter Co. (NYSE:GLT): On 06/30/2011, Third Avenue Management reported holding 41,392 shares with a market value of $636,609. This comprised 0.33% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 37,125 shares with a market value of $490,421. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is -4,267. About Company: P.H. Glatfelter Co, commonly known as Glatfelter, manufactures specialty paper and engineered products. The Company’s products include custom applications such as playing cards and digital imaging papers, as well as printing and converting papers and long-fiberand overlay papers.
  • Oshkosh Corporation (NYSE:OSK): On 06/30/2011, Third Avenue Management reported holding 36,687 shares with a market value of $1,061,722. This comprised 0.55% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 29,586 shares with a market value of $465,684. This comprised 0.36% of the total portfolio. The net change in shares for this position over the two quarters is -7,101. About Company: Oshkosh Corporation designs, manufactures and markets fire and emergency apparatuses and specialty commercial and military trucks. The Company provides products such as pumpers, aerial and ladder trucks, tankers, rescue vehicles, snow removal vehicles, refuse truck bodies, and concrete mixers.
  • Jakks Pacific Inc. (NASDAQ:JAKK): On 06/30/2011, Third Avenue Management reported holding 29,117 shares with a market value of $536,044. This comprised 0.28% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 18,031 shares with a market value of $341,687. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is -11,086. About Company: JAKKS Pacific, Inc. and its affiliates develop, manufacture, and market toys and related products for children. The Company’s products include action figures, die-cast collectible and toy vehicles, preschool toys, and a line of fashion dolls and accessories. JAKKS markets its products under brand names such as Road Champs, Remco, and Child Guidance.
  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Third Avenue Management reported holding 7,103 shares with a market value of $215,647. This comprised 0.11% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 7,698 shares with a market value of $155,346. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 595. About Company: General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide.
  • Alico Inc. (NASDAQ:ALCO): On 06/30/2011, Third Avenue Management reported holding 6,698 shares with a market value of $171,603. This comprised 0.09% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 5,135 shares with a market value of $100,851. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is -1,563. About Company: Alico, Inc. is involved in various agribusiness activities and operations, including citrus fruit production, cattle ranching, sugarcane and sod production, and forestry. The Company also leases land for farming, cattle grazing, recreation, and oil exploration. Alico conducts operations in central and southwest Florida.
  • K-swiss Inc. (NASDAQ:KSWS): On 06/30/2011, Third Avenue Management reported holding 41,705 shares with a market value of $443,324. This comprised 0.23% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 15,409 shares with a market value of $65,488. This comprised 0.05% of the total portfolio. The net change in shares for this position over the two quarters is -26,296. About Company: K-Swiss Inc. designs, develops, and markets athletic footwear for sports use, fitness activities, and casual wear. The Company sells its products in the United States through independent sales representatives primarily to specialty athletic footwear stores, pro shops, sporting good stores, and department stores. K-Swiss also sells its products through international distributors.
  • Stanley Furniture Co. Inc. (NASDAQ:STLY): On 06/30/2011, Third Avenue Management reported holding 15,245 shares with a market value of $63,877. This comprised 0.03% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 10,748 shares with a market value of $31,169. This comprised 0.02% of the total portfolio. The net change in shares for this position over the two quarters is -4,497. About Company: Stanley Furniture Company, Inc. designs and manufactures residential wood furniture exclusively targeted at the upper-medium price range. The Company offers diversified product lines across all major style and product categories within this price range. Stanley’s products are distributed to independent furniture stores, department stores, and furniture chains.
  • Sanderson Farms Inc. (NASDAQ:SAFM): On 06/30/2011, Third Avenue Management reported holding 14,597 shares with a market value of $697,445. This comprised 0.36% of the total portfolio. On 09/30/2011, Third Avenue Management reported holding 283 shares with a market value of $13,443. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is -14,314. About Company: Sanderson Farms, Inc. produces, processes, markets, and distributes fresh and frozen chicken products. The Company also processes, markets, and distributes processed and prepared food items. Sanderson Farms sells its chicken, primarily under the Sanderson Farms brand name, to retailers, distributors, and fast food operators in the southeastern, southwestern, and western United States.

(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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