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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| BCC | Boise Cascade Co | Add +7.1% | 7.47% | 602,086 | $46.74M | $77.63 | $65.00 - $85.87(61%)$75.08 -> $77.57 |
| 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 |
| COLL | Collegium Pharmaceutical Inc | Add +17.7% | 1.06% | 182,645 | $6.61M | $36.20 | $30.15 - $40.50(58%)$33.25 -> $36.20 |
| TDW | Tidewater Inc | Add +1.4% | 9.95% | 934,121 | $62.24M | $66.63 | $62.94 - $93.13(12%)$83.44 -> $66.63 |
| 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 |
| AMBC | Octave Specialty Group Inc | Add +0.1% | 1.34% | 1,341,879 | $8.37M | — | - |