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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |