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.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ROG | Rogers Corp | Reduce -59.2% | 1.61% | 61,584 | $10.08M | $163.73 | $103.66 - $168.98(92%)$106.04 -> $163.73 |
| RHI | Robert Half Inc | Add +33.7% | 5.93% | 1,208,336 | $37.1M | $30.70 | $23.01 - $33.26(75%)$24.67 -> $30.70 |
| MYRG | MYR Group Inc | Reduce -54.7% | 1.05% | 13,066 | $6.54M | $500.40 | $276.12 - $503.56(99%)$289.31 -> $500.40 |
| HCC | Warrior Met Coal Inc | Reduce -21.6% | 3.70% | 285,398 | $23.16M | $81.16 | $79.01 - $110.39(7%)$91.90 -> $81.16 |
| TMHC | Taylor Morrison Home Corp | New | 0.99% | 85,941 | $6.17M | $71.74 | $54.15 - $72.26(97%)$58.31 -> $71.74 |
| MMS | Maximus Inc | New | 0.64% | 74,085 | $3.98M | $53.76 | $52.73 - $70.82(6%)$62.56 -> $53.76 |
| - | Hongkong Land Holdings LtdCUSIP G4587L109 | New | 0.63% | 550,300 | $3.92M | — | - |
| CRAI | CRA International Inc | New | 0.47% | 20,819 | $2.96M | $142.30 | $133.96 - $154.24(41%)$137.75 -> $142.30 |
| PRA | Proassurance Corp. | Sold | — | 0 | $0 | — | - |
| TPH | Tri Pointe Group Inc. | Sold | — | 0 | $0 | — | - |
| BN | Brookfield Corp | Reduce -18.0% | 2.69% | 394,929 | $16.82M | $42.59 | $39.66 - $48.60(33%)$40.74 -> $42.60 |
| BCC | Boise Cascade Co | Add +7.1% | 7.47% | 602,086 | $46.74M | $77.63 | $65.00 - $85.87(61%)$75.08 -> $77.57 |
| BATRA | Atlanta Braves Holdings Inc | Reduce -32.0% | 1.01% | 111,880 | $6.3M | $56.31 | $46.83 - $57.42(90%)$46.97 -> $56.31 |
| PLD | Prologis Inc | Reduce -16.8% | 2.27% | 104,823 | $14.2M | $135.47 | $130.86 - $150.18(24%)$133.33 -> $135.47 |
| UNF | UniFirst Corp/MA | Reduce -26.8% | 0.88% | 20,802 | $5.5M | $264.46 | $248.97 - $280.50(49%)$254.59 -> $264.46 |
| ICFI | ICF International Inc | Add +37.9% | 1.15% | 98,893 | $7.21M | $72.86 | $58.83 - $75.68(83%)$65.48 -> $72.86 |
| FSV | FirstService Corp | Add +22.8% | 1.41% | 61,951 | $8.8M | $142.11 | $119.41 - $154.00(66%)$138.16 -> $142.11 |
| ALG | Alamo Group Inc | Add +23.1% | 1.11% | 42,265 | $6.95M | $164.49 | $145.76 - $181.32(53%)$170.00 -> $164.19 |
| ECPG | Encore Capital Group Inc | Reduce -9.0% | 1.94% | 129,717 | $12.1M | $93.29 | $69.10 - $94.03(97%)$70.87 -> $93.29 |
| COLL | Collegium Pharmaceutical Inc | Add +17.7% | 1.06% | 182,645 | $6.61M | $36.20 | $30.15 - $40.50(58%)$33.25 -> $36.20 |
| FPH | Five Point Holdings LLC | Reduce -4.3% | 3.11% | 3,696,155 | $19.48M | $5.27 | $4.60 - $5.60(67%)$4.86 -> $5.28 |
| TDW | Tidewater Inc | Add +1.4% | 9.95% | 934,121 | $62.24M | $66.63 | $62.94 - $93.13(12%)$83.44 -> $66.63 |
| WCC | WESCO International Inc | Reduce -11.8% | 0.94% | 16,963 | $5.86M | $345.43 | $267.10 - $377.90(71%)$282.46 -> $345.43 |
| DHI | DR Horton Inc | Reduce -6.3% | 1.80% | 69,205 | $11.27M | $162.88 | $133.84 - $170.78(79%)$138.25 -> $162.86 |
| LEN-B | Lennar Corp | Add +4.8% | 2.12% | 149,658 | $13.28M | $88.71 | $79.50 - $95.12(59%)$83.27 -> $88.71 |
| VAL | Valaris Ltd | Add +1.6% | 5.99% | 516,313 | $37.48M | $72.60 | $72.48 - $114.12(0%)$96.38 -> $72.60 |
| BKD | Brookdale Senior Living Inc | Add +6.7% | 1.27% | 494,826 | $7.96M | $16.09 | $11.71 - $16.30(95%)$13.86 -> $16.09 |
| HOG | Harley-Davidson Inc | Add +1.2% | 5.79% | 1,480,880 | $36.22M | $24.46 | $20.01 - $26.99(64%)$20.33 -> $24.46 |
| SD | SandRidge Energy Inc | Add +6.6% | 0.77% | 352,558 | $4.83M | $13.70 | $13.41 - $16.14(11%)$15.16 -> $13.70 |
| FR | First Industrial Realty Trust | Reduce -4.3% | 0.76% | 77,498 | $4.75M | $61.31 | $57.78 - $64.66(51%)$58.65 -> $61.33 |
| JLL | Jones Lang LaSalle Inc | Reduce -1.1% | 1.59% | 32,053 | $9.93M | $309.95 | $276.03 - $359.28(41%)$305.75 -> $309.95 |
| CBRE | CBRE Group Inc | Reduce -0.3% | 2.93% | 135,896 | $18.3M | $134.69 | $121.71 - $157.60(36%)$134.49 -> $134.76 |
| UHAL-B | U-Haul Holding Co | Reduce -0.2% | 2.62% | 283,872 | $16.38M | $57.70 | $43.10 - $59.46(89%)$44.12 -> $57.70 |
| SKY | Champion Homes Inc | Reduce -0.2% | 1.42% | 100,576 | $8.86M | $88.12 | $63.87 - $90.49(91%)$74.20 -> $88.12 |
| AMH | American Homes 4 Rent | Reduce -0.2% | 1.40% | 262,058 | $8.78M | $33.52 | $27.83 - $34.07(91%)$28.17 -> $33.54 |
| FNF | Fidelity National Financial In | Reduce -0.2% | 1.46% | 193,119 | $9.11M | $47.16 | $45.08 - $52.94(26%)$46.18 -> $47.15 |
| WY | Weyerhaeuser Co | Reduce -0.2% | 0.62% | 162,097 | $3.88M | $23.94 | $22.45 - $25.86(44%)$24.20 -> $23.94 |
| KALU | Kaiser Aluminum Corp | Reduce -0.1% | 0.93% | 29,848 | $5.84M | $195.63 | $122.57 - $195.96(100%)$131.01 -> $195.63 |
| AMBC | Octave Specialty Group Inc | Add +0.1% | 1.34% | 1,341,879 | $8.37M | — | - |
| BATRK | Atlanta Braves Holdings Inc | Reduce -0.3% | 0.22% | 26,027 | $1.35M | $51.90 | $41.94 - $52.83(91%)$42.40 -> $51.90 |
| PHM | PulteGroup Inc | Reduce -0.0% | 2.09% | 95,111 | $13.05M | $137.21 | $108.49 - $140.09(91%)$117.15 -> $137.21 |
| SUI | Sun Communities Inc | Reduce 0.0% | 1.75% | 91,454 | $10.97M | $119.91 | $117.46 - $131.18(18%)$127.38 -> $119.91 |