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  Electro Scientific Ind., Inc. (ESIO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.10 SEC
2013   Q4 477,069 0.10 Reduce 51.22% 0.12 $10.46 $4,990,000 SEC
2013   Q3 977,904 0.23 Reduce 39.06% 0.14 $11.71 $11,451,000 SEC
2013   Q2 1,604,722 0.36 Add 1.00% <0.01 $10.76 $17,267,000 SEC
2012   Q2 1,588,793 0.00 Add 18.92% $11.82 $18,780,000 SEC
2012   Q1 1,335,995 0.57 Add 2.45% 0.01 $15.01 $20,053,000 SEC
2011   Q4 1,303,995 0.58 Add 29.26% 0.13 $14.48 $18,882,000 SEC
2011   Q3 1,008,791 0.37 Reduce 37.98% 0.29 $11.89 $11,995,000 SEC
2011   Q2 1,626,569 0.76 Reduce 39.64% 0.41 $19.30 $31,393,000 SEC
2011   Q1 2,694,860 1.03 Reduce 10.03% 0.11 $17.36 $46,783,000 SEC
2010   Q4 2,995,149 1.06 Reduce 11.95% 0.11 $16.03 $48,012,000 SEC
2010   Q3 3,401,511 0.88 Reduce 0.45% <0.01 $11.11 $37,791,000 SEC
2010   Q2 3,416,819 1.18 Reduce 3.79% 0.04 $13.36 $45,649,000 SEC
2010   Q1 3,551,385 0.96 Reduce 6.66% 0.06 $12.81 $45,493,000 SEC
2009   Q4 3,804,924 0.89 Reduce 0.15% <0.01 $10.82 $41,169,000 SEC
2009   Q3 3,810,799 1.09 Reduce 1.97% 0.02 $13.39 $51,027,000 SEC
2009   Q2 3,887,374 1.13 Reduce 4.30% 0.03 $11.18 $43,461,000 SEC
2009   Q1 4,061,899 0.73 Buy 0.73 $5.92 $24,046,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.93 SEC
2008   Q2 53,436 0.93 Reduce 0.15% <0.01 $70,572.14 $3,771,093,000 SEC
2008   Q1 53,518 0.80 Reduce 19.61% 0.14 $60,679.85 $3,247,464,000 SEC
2007   Q4 66,574 0.73 Reduce 27.87% 0.30 $5,315.17 $353,852,000 SEC
2007   Q3 92,297 1.09 Add 13.66% 0.13 $41,736.34 $3,852,139,000 SEC
2007   Q2 81,203 1.04 Add 6.97% 0.07 $48,076.66 $3,903,969,000 SEC
2007   Q1 75,910 1.17 Reduce 11.94% 0.12 $51,975.21 $3,945,438,000 SEC
2006   Q4 86,203 1.02 Buy 1.02 $49,652.54 $4,280,198,000 SEC
2006   Q1 0 0.00 Sell 100.00% 1.29 SEC
2005   Q4 98,151 1.29 Add 6.29% 0.08 $41,408.03 $4,064,240,000 SEC
2005   Q3 92,342 1.35 Add 24.82% 0.27 $44,722.90 $4,129,802,000 SEC
2005   Q2 73,979 1.80 Reduce 1.58% 0.03 $55,928.09 $4,137,504,000 SEC
2005   Q1 75,164 1.81 Add 122.01% 0.99 $51,573.07 $3,876,438,000 SEC
2004   Q4 33,856 0.55 $10,421,363,117.85 $352,825,669,718,000 SEC