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  Arch Capital Group Ltd. (ACGL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 0.17 SEC
2015   Q1 103,494 0.17 Reduce 15.11% 0.03 $61.60 $6,375,000 SEC
2014   Q4 121,917 0.19 Reduce 68.35% 0.32 $59.10 $7,205,000 SEC
2014   Q3 385,189 0.47 Reduce 2.03% <0.01 $54.72 $21,078,000 SEC
2014   Q2 393,189 0.46 Reduce 17.49% 0.10 $57.44 $22,585,000 SEC
2014   Q1 476,524 0.56 Reduce 38.56% 0.35 $57.54 $27,419,000 SEC
2013   Q4 775,565 0.90 Reduce 0.28% <0.01 $59.69 $46,293,000 SEC
2013   Q3 777,715 0.86 $54.13 $42,098,000 SEC
2013   Q2 777,715 0.84 Add 45.96% 0.26 $51.41 $39,982,000 SEC
2012   Q2 532,812 0.00 Add 1.15% $39.69 $21,147,000 SEC
2012   Q1 526,737 0.56 Add 0.04% <0.01 $37.24 $19,616,000 SEC
2011   Q4 526,537 0.60 Reduce 46.68% 0.46 $37.23 $19,603,000 SEC
2011   Q3 987,536 0.99 Add 5.37% 0.05 $32.68 $32,268,000 SEC
2011   Q2 937,236 0.72 Add 317.68% 0.55 $31.92 $29,917,000 SEC
2011   Q1 224,392 0.49 Add 17.35% 0.07 $99.19 $22,257,000 SEC
2010   Q4 191,222 0.37 Add 0.10% <0.01 $88.05 $16,837,000 SEC
2010   Q3 191,022 0.37 Add 0.10% <0.01 $83.80 $16,008,000 SEC
2010   Q2 190,822 0.37 Reduce 35.09% 0.16 $74.50 $14,216,000 SEC
2010   Q1 293,996 0.47 Add 0.14% <0.01 $76.25 $22,417,000 SEC
2009   Q4 293,590 0.45 $71.55 $21,006,000 SEC
2009   Q3 293,590 0.42 Reduce 1.16% <0.01 $67.54 $19,829,000 SEC
2009   Q2 297,050 0.45 Reduce 14.39% 0.08 $58.58 $17,401,000 SEC
2009   Q1 346,996 0.56 Buy 0.56 $53.86 $18,689,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.13 SEC
2008   Q2 34,743 0.13 Reduce 37.70% 0.08 $15,078.55 $523,874,000 SEC
2008   Q1 55,763 0.20 Add 172.01% 0.13 $14,562.34 $812,040,000 SEC
2007   Q4 20,500 1.46 Reduce 82.00% 0.35 $34,674.05 $710,818,000 SEC
2007   Q3 113,908 0.43 Add 0.94% <0.01 $13,439.04 $1,530,814,000 SEC
2007   Q2 112,851 0.41 Add 4.88% 0.02 $13,785.56 $1,555,714,000 SEC
2007   Q1 107,601 0.47 Reduce 6.83% 0.03 $14,660.66 $1,577,502,000 SEC
2006   Q4 115,486 0.41 Buy 0.41 $14,790.74 $1,708,123,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.60 SEC
2005   Q4 103,715 0.60 Add 9.08% 0.05 $18,264.86 $1,894,340,000 SEC
2005   Q3 95,085 0.63 Add 8.92% 0.05 $20,165.40 $1,917,427,000 SEC
2005   Q2 87,301 0.84 Add 9.12% 0.07 $22,197.65 $1,937,877,000 SEC
2005   Q1 80,004 0.93 Add 2.08% 0.02 $24,975.04 $1,998,103,000 SEC
2004   Q4 78,374 0.00 $25,839.92 $2,025,178,000 SEC