Third Avenue Management
As of Q2 2026, Third Avenue Management reported 55 long-equity positions worth $625.34M in aggregate.
Copy-investor backtest
- Latest quarter
- +10.05%
- 1-year
- +31.07%
- 3-year
- +79.93%
- 5-year
- +90.22%
- 3-year vs S&P 500
- +7.54%
- 5-year vs S&P 500
- +16.99%
- 5-year top 5
- +140.52%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Third Avenue Management files a new 13F — sign in or create a free account.
Updated 2026-08-13 from SEC 13F data.
Live quotes available for 52 of 57 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc | 9.95% | Add +1.4% | 934,121 | $62.24M | $66.63 | |
| 2 | BCC | Boise Cascade Co | 7.47% | Add +7.1% | 602,086 | $46.74M | $77.63 | |
| 3 | VAL | Valaris Ltd | 5.99% | Add +1.6% | 516,313 | $37.48M | $72.60 | |
| 4 | RHI | Robert Half Inc | 5.93% | Add +33.7% | 1,208,336 | $37.1M | $30.70 | |
| 5 | HOG | Harley-Davidson Inc | 5.79% | Add +1.2% | 1,480,880 | $36.22M | $24.46 | |
| 6 | HCC | Warrior Met Coal Inc | 3.70% | Reduce -21.6% | 285,398 | $23.16M | $81.16 | |
| 7 | FPH | Five Point Holdings LLC | 3.11% | Reduce -4.3% | 3,696,155 | $19.48M | $5.27 | |
| 8 | CBRE | CBRE Group Inc | 2.93% | Reduce -0.3% | 135,896 | $18.3M | $134.69 | |
| 9 | BN | Brookfield Corp | 2.69% | Reduce -18.0% | 394,929 | $16.82M | $42.59 | |
| 10 | UHAL-B | U-Haul Holding Co | 2.62% | Reduce -0.2% | 283,872 | $16.38M | $57.70 | |
| 11 | PLD | Prologis Inc | 2.27% | Reduce -16.8% | 104,823 | $14.2M | $135.47 | |
| 12 | LEN-B | Lennar Corp | 2.12% | Add +4.8% | 149,658 | $13.28M | $88.71 | |
| 13 | PHM | PulteGroup Inc | 2.09% | Reduce -0.0% | 95,111 | $13.05M | $137.21 | |
| 14 | ECPG | Encore Capital Group Inc | 1.94% | Reduce -9.0% | 129,717 | $12.1M | $93.29 | |
| 15 | DHI | DR Horton Inc | 1.80% | Reduce -6.3% | 69,205 | $11.27M | $162.88 | |
| 16 | UMBF | UMB Financial Corp | 1.79% | - | 78,245 | $11.17M | $142.76 | |
| 17 | SUI | Sun Communities Inc | 1.75% | Reduce 0.0% | 91,454 | $10.97M | $119.91 | |
| 18 | ROG | Rogers Corp | 1.61% | Reduce -59.2% | 61,584 | $10.08M | $163.73 | |
| 19 | JLL | Jones Lang LaSalle Inc | 1.59% | Reduce -1.1% | 32,053 | $9.93M | $309.95 | |
| 20 | FNF | Fidelity National Financial In | 1.46% | Reduce -0.2% | 193,119 | $9.11M | $47.16 | |
| 21 | SKY | Champion Homes Inc | 1.42% | Reduce -0.2% | 100,576 | $8.86M | $88.12 | |
| 22 | FSV | FirstService Corp | 1.41% | Add +22.8% | 61,951 | $8.8M | $142.11 | |
| 23 | AMH | American Homes 4 Rent | 1.40% | Reduce -0.2% | 262,058 | $8.78M | $33.52 | |
| 24 | AMBC | Octave Specialty Group Inc | 1.34% | Add +0.1% | 1,341,879 | $8.37M | No quote | No quote |
| 25 | BKD | Brookdale Senior Living Inc | 1.27% | Add +6.7% | 494,826 | $7.96M | $16.09 | |
| 26 | PB | Prosperity Bancshares Inc | 1.19% | - | 102,168 | $7.46M | $73.03 | |
| 27 | ICFI | ICF International Inc | 1.15% | Add +37.9% | 98,893 | $7.21M | $72.86 | |
| 28 | SUPN | Supernus Pharmaceuticals Inc | 1.14% | - | 152,724 | $7.1M | $46.51 | |
| 29 | ALG | Alamo Group Inc | 1.11% | Add +23.1% | 42,265 | $6.95M | $164.49 | |
| 30 | COLL | Collegium Pharmaceutical Inc | 1.06% | Add +17.7% | 182,645 | $6.61M | $36.20 | |
| 31 | CPRX | Catalyst Pharmaceuticals Inc | 1.06% | - | 210,161 | $6.61M | $31.43 | |
| 32 | MYRG | MYR Group Inc | 1.05% | Reduce -54.7% | 13,066 | $6.54M | $500.40 | |
| 33 | BATRA | Atlanta Braves Holdings Inc | 1.01% | Reduce -32.0% | 111,880 | $6.3M | $56.31 | |
| 34 | TMHC | Taylor Morrison Home Corp | 0.99% | New | 85,941 | $6.17M | $71.74 | |
| 35 | ITIC | Investors Title Co | 0.96% | - | 21,894 | $5.99M | $273.68 | |
| 36 | PBF | PBF Energy Inc | 0.95% | - | 131,050 | $5.97M | $45.52 | |
| 37 | WCC | WESCO International Inc | 0.94% | Reduce -11.8% | 16,963 | $5.86M | $345.43 | |
| 38 | KALU | Kaiser Aluminum Corp | 0.93% | Reduce -0.1% | 29,848 | $5.84M | $195.63 | |
| 39 | UNF | UniFirst Corp/MA | 0.88% | Reduce -26.8% | 20,802 | $5.5M | $264.46 | |
| 40 | QLYS | Qualys Inc | 0.86% | - | 39,120 | $5.38M | $137.49 | |
| 41 | CET | Central Securities Corp | 0.85% | - | 101,812 | $5.34M | $52.45 | |
| 42 | NYCB | Flagstar Bank NA | 0.79% | - | 331,241 | $4.95M | No quote | No quote |
| 43 | SD | SandRidge Energy Inc | 0.77% | Add +6.6% | 352,558 | $4.83M | $13.70 | |
| 44 | OCFC | OceanFirst Financial Corp | 0.77% | - | 246,662 | $4.82M | $19.53 | |
| 45 | FR | First Industrial Realty Trust | 0.76% | Reduce -4.3% | 77,498 | $4.75M | $61.31 | |
| 46 | LXU | LSB Industries Inc | 0.66% | - | 381,096 | $4.12M | $10.81 | |
| 47 | SBSI | Southside Bancshares Inc | 0.66% | - | 116,879 | $4.11M | $35.19 | |
| 48 | BXC | BlueLinx Holdings Inc | 0.64% | - | 64,369 | $3.98M | $61.88 | |
| 49 | MMS | Maximus Inc | 0.64% | New | 74,085 | $3.98M | $53.76 | |
| 50 | - | Hongkong Land Holdings LtdCUSIP G4587L109 | 0.63% | New | 550,300 | $3.92M | No quote | No quote |
| 51 | WY | Weyerhaeuser Co | 0.62% | Reduce -0.2% | 162,097 | $3.88M | $23.94 | |
| 52 | CRAI | CRA International Inc | 0.47% | New | 20,819 | $2.96M | $142.30 | |
| 53 | FRPH | FRP Holdings Inc | 0.43% | - | 107,160 | $2.68M | $24.99 | |
| 54 | COMP | Compass Inc | 0.37% | - | 187,469 | $2.31M | $12.33 | |
| 55 | BATRK | Atlanta Braves Holdings Inc | 0.22% | Reduce -0.3% | 26,027 | $1.35M | $51.90 | |
| 57 | TPH | Tri Pointe Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 56 | PRA | Proassurance Corp. | - | Sold | 0 | $0 | No quote | No quote |