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  Ingram Micro Inc. (IM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 0.19 SEC
2016   Q3 110,658 0.19 $35.66 $3,946,000 SEC
2016   Q2 110,658 0.18 Reduce 20.76% 0.04 $34.78 $3,849,000 SEC
2016   Q1 139,651 0.20 Reduce 33.05% 0.07 $35.91 $5,015,000 SEC
2015   Q4 208,602 0.21 Reduce 14.02% 0.03 $30.38 $6,337,000 SEC
2015   Q3 242,611 0.19 $27.24 $6,609,000 SEC
2015   Q2 242,611 0.16 $25.03 $6,073,000 SEC
2015   Q1 242,611 0.16 Add 19.46% 0.03 $25.12 $6,094,000 SEC
2014   Q4 203,094 0.15 Reduce 68.07% 0.25 $27.64 $5,614,000 SEC
2014   Q3 636,038 0.37 $25.81 $16,416,000 SEC
2014   Q2 636,038 0.38 Add 22.95% 0.07 $29.21 $18,579,000 SEC
2014   Q1 517,330 0.31 Reduce 11.49% 0.03 $29.56 $15,292,000 SEC
2013   Q4 584,495 0.27 Reduce 53.52% 0.32 $23.46 $13,712,000 SEC
2013   Q3 1,257,495 0.59 Reduce 52.54% 0.56 $23.05 $28,985,000 SEC
2013   Q2 2,649,320 1.06 Reduce 25.60% $18.99 $50,311,000 SEC
2012   Q2 3,560,809 0.00 Add 8.11% $17.47 $62,207,000 SEC
2012   Q1 3,293,569 1.75 Add 5.90% 0.10 $18.56 $61,129,000 SEC
2011   Q4 3,110,112 1.74 Add 9.41% 0.15 $18.19 $56,573,000 SEC
2011   Q3 2,842,588 1.41 Add 6.16% 0.08 $16.13 $45,851,000 SEC
2011   Q2 2,677,688 1.17 Add 8.22% 0.09 $18.14 $48,573,000 SEC
2011   Q1 2,474,388 1.14 Add 5.66% 0.06 $21.03 $52,036,000 SEC
2010   Q4 2,341,788 0.99 Add 7.61% 0.07 $19.09 $44,705,000 SEC
2010   Q3 2,176,147 0.85 Add 46.44% 0.27 $16.86 $36,690,000 SEC
2010   Q2 1,485,994 0.59 Add 99.62% 0.29 $15.19 $22,572,000 SEC
2010   Q1 744,394 0.28 Add 47.27% 0.09 $17.55 $13,064,000 SEC
2009   Q4 505,450 0.19 $17.45 $8,820,000 SEC
2009   Q3 505,450 0.18 $16.85 $8,517,000 SEC
2009   Q2 505,450 0.23 Reduce 17.87% 0.04 $17.50 $8,845,000 SEC
2009   Q1 615,450 0.23 Buy 0.23 $12.64 $7,779,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.15 SEC
2008   Q2 10,924 0.15 Add 12.12% 0.02 $56,339.25 $615,450,000 SEC
2008   Q1 9,743 0.15 Reduce 68.80% 1.03 $63,168.43 $615,450,000 SEC
2007   Q4 31,224 1.50 Add 0.73% 0.01 $23,405.07 $730,800,000 SEC
2007   Q3 30,999 0.45 Reduce 9.67% 0.04 $50,995.19 $1,580,800,000 SEC
2007   Q2 34,319 0.42 Add 12.15% 0.05 $46,061.95 $1,580,800,000 SEC
2007   Q1 30,602 0.47 Reduce 5.59% 0.02 $51,787.46 $1,584,800,000 SEC
2006   Q4 32,413 0.38 Buy 0.38 $48,995.77 $1,588,100,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.27 SEC
2005   Q4 16,873 0.27 Add 16.44% 0.04 $50,174.84 $846,600,000 SEC
2005   Q3 14,491 0.26 Add 23.66% 0.05 $53,936.93 $781,600,000 SEC
2005   Q2 11,718 0.33 Add 245.05% 0.23 $63,859.02 $748,300,000 SEC
2005   Q1 3,396 0.10 Reduce 19.83% $59,982.33 $203,700,000 SEC
2004   Q4 4,236 0.00 $48,087.82 $203,700,000 SEC