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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 37 of 107 rows. Rows without a quote are marked unavailable.
| 1 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 10.45% | Reduce -6.9% | 17,915,508 | $508.26M | $28.37 | No quote |
| 2 | PKX | Posco ADR | 10.22% | Reduce -0.2% | 4,359,287 | $496.87M | No quote | No quote |
| 3 | BK | Bank of New York Mellon Corp. COM | 5.36% | Add +0.3% | 9,967,808 | $260.46M | $26.13 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 5.15% | Reduce -14.5% | 19,534,789 | $250.63M | No quote | No quote |
| 5 | NBR | Nabors Industries SHS | 4.52% | - | 12,168,000 | $219.75M | $18.06 | No quote |
| 6 | SCMR | Sycamore Networks, Inc. COM | 4.28% | Reduce -8.6% | 6,427,820 | $208.33M | No quote | No quote |
| 7 | XEC | Cimarex Energy Co. COM | 3.00% | Add +0.9% | 2,207,448 | $146.09M | No quote | No quote |
| 8 | CVA | Covanta Holding Corporation COM | 3.00% | - | 9,261,289 | $145.87M | No quote | No quote |
| 9 | ECA | Encana Corp. COM | 3.00% | Add +6.1% | 4,824,249 | $145.84M | No quote | No quote |
| 10 | TLAB | Tellabs, Inc. COM | 2.59% | Reduce -0.1% | 16,892,241 | $125.85M | No quote | No quote |
| 11 | TRC | Tejon Ranch Co. COM | 2.28% | Add +0.2% | 5,110,064 | $110.74M | No quote | No quote |
| 12 | AVX | AVX Corporation COM | 2.20% | Reduce -5.0% | 7,725,417 | $106.77M | No quote | No quote |
| 13 | KEY | Keycorp COM | 2.14% | Add +0.9% | 13,082,278 | $104.14M | $7.96 | No quote |
| 14 | CVE | Cenovus Energy Inc. COM | 2.11% | Reduce -0.1% | 3,559,815 | $102.42M | $28.77 | No quote |
| 15 | WY | Weyerhaeuser Company COM | 1.88% | Add +237.9% | 5,800,484 | $91.42M | $15.76 | No quote |
| 16 | LUK | Leucadia National Corp. COM | 1.75% | Reduce -3.7% | 3,593,347 | $84.88M | No quote | No quote |
| 17 | VNO | Vornado Realty Trust SH BEN INT | 1.57% | Reduce -0.3% | 894,256 | $76.49M | $85.53 | No quote |
| 18 | BRS | Bristow Group Inc. COM | 1.43% | Reduce -1.4% | 1,933,280 | $69.75M | No quote | No quote |
| 19 | PPDI | Pharmaceutical Product Dev. Inc. COM | 1.43% | Reduce -3.6% | 2,800,519 | $69.43M | No quote | No quote |
| 20 | ALEX | Alexander & Baldwin, Inc. COM | 1.43% | Reduce -14.1% | 1,990,945 | $69.37M | No quote | No quote |
| 21 | ITG | Investment Technology Group COM | 1.30% | Add +2.7% | 4,428,693 | $62.98M | No quote | No quote |
| 22 | NEM | Newmont Mining Corp. COM | 1.12% | Add +13.6% | 870,397 | $54.67M | $62.81 | No quote |
| 23 | JOE | The St. Joe Company COM | 1.12% | Reduce -2.8% | 2,194,486 | $54.58M | $24.87 | No quote |
| 24 | KSWS | K-Swiss Inc. CL A | 1.09% | Reduce -4.7% | 4,150,738 | $52.92M | No quote | No quote |
| 25 | EFII | Electronics for Imaging Inc. COM | 1.03% | Reduce -0.9% | 4,123,381 | $49.98M | No quote | No quote |
| 26 | TDW | Tidewater Inc. COM | 0.98% | Reduce -0.7% | 1,068,088 | $47.86M | $44.81 | No quote |
| 27 | WLK | Westlake Chemical Corp. COM | 0.95% | Reduce -5.6% | 1,547,024 | $46.3M | $29.93 | No quote |
| 28 | CCRN | Cross Country Healthcare Inc. COM | 0.95% | Reduce -0.2% | 6,415,867 | $46.13M | $7.19 | No quote |
| 29 | WIRE | Encore Wire Corp. COM | 0.88% | Add +0.0% | 2,077,753 | $42.62M | No quote | No quote |
| 30 | LXK | Lexmark International Inc. CL A | 0.86% | Reduce -3.4% | 936,156 | $41.77M | No quote | No quote |
| 31 | SUP | Superior Industries International, COM | 0.84% | Reduce -0.4% | 2,364,473 | $40.86M | No quote | No quote |
| 32 | NWLI | National Western Life Insurance Co.CL A | 0.83% | Reduce -3.1% | 288,122 | $40.53M | No quote | No quote |
| 33 | ESIO | Electro Scientific Industries, Inc.COM | 0.78% | Reduce -0.5% | 3,401,511 | $37.79M | No quote | No quote |
| 34 | MRH | Montpelier Re Holdings Ltd. SHS | 0.77% | - | 2,173,427 | $37.64M | No quote | No quote |
| 35 | IM | Ingram Micro Inc. CL A | 0.75% | Add +46.4% | 2,176,147 | $36.69M | No quote | No quote |
| 36 | MTN | Vail Resorts Inc. COM | 0.74% | Reduce -0.5% | 959,331 | $35.99M | $37.52 | No quote |
| 37 | GLT | Glatfelter P. H. Co. COM | 0.72% | Add +0.1% | 2,864,333 | $34.83M | No quote | No quote |
| 38 | PKE | Park Electrochemical Corp. COM | 0.68% | Reduce -0.5% | 1,258,735 | $33.16M | No quote | No quote |
| 39 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.67% | Reduce -9.5% | 760,098 | $32.53M | $42.79 | No quote |
| 40 | SNPS | Synopsys Inc. COM | 0.67% | Reduce -36.2% | 1,312,187 | $32.5M | $24.77 | No quote |
| 41 | CVCO | Cavco Industries, Inc. COM | 0.61% | - | 831,181 | $29.85M | $35.91 | No quote |
| 42 | LEN | Lennar Corp. CL A | 0.60% | Add +111.4% | 1,908,800 | $29.36M | $15.38 | No quote |
| 43 | SKY | Skyline Corp. COM | 0.59% | Add +0.4% | 1,415,011 | $28.67M | $20.26 | No quote |
| 44 | TPGI | Thomas Properties Group Inc. COM | 0.56% | - | 7,644,229 | $27.29M | No quote | No quote |
| 45 | JAKK | Jakks Pacific, Inc. COM | 0.55% | Reduce -1.4% | 1,528,019 | $26.95M | No quote | No quote |
| 46 | BRNC | Bronco Drilling Co. Inc. COM | 0.52% | Add +12.4% | 6,332,503 | $25.27M | No quote | No quote |
| 47 | AMAT | Applied Materials, Inc. COM | 0.51% | Reduce -5.9% | 2,123,171 | $24.8M | $11.68 | No quote |
| 48 | WFR | MEMC Electronic Materials, Inc. COM | 0.48% | Add +69.4% | 1,942,047 | $23.15M | No quote | No quote |
| 49 | HVT | Haverty Furniture Companies Inc. COM | 0.45% | Reduce -0.3% | 1,995,551 | $21.77M | $10.91 | No quote |
| 50 | BELFB | Bel Fuse Inc. CL B CL B | 0.45% | Add +0.1% | 1,045,163 | $21.76M | $20.82 | No quote |
| 51 | WL | Wilmington Trust Corp. COM | 0.44% | Add +107.9% | 2,394,869 | $21.51M | No quote | No quote |
| 52 | ALG | Alamo Group, Inc. COM | 0.42% | Reduce -4.0% | 918,510 | $20.51M | $22.33 | No quote |
| 53 | - | Developers Diversified Realty Note 3% 3/15/12CUSIP 251591AS2 | 0.40% | - | 20,000,000 | $19.55M | No quote | No quote |
| 54 | HRLY | Herley Industries, Inc. COM | 0.39% | Reduce -4.2% | 1,161,220 | $19.16M | No quote | No quote |
| 55 | PDC | Pioneer Drilling Co. COM | 0.39% | Add +0.0% | 2,946,275 | $18.8M | No quote | No quote |
| 56 | HCC | HCC Insurance Holdings COM | 0.38% | Add +0.1% | 702,333 | $18.32M | $26.09 | No quote |
| 57 | PLD | Prologis Trust SH BEN INT | 0.37% | Reduce -24.5% | 1,539,277 | $18.13M | $11.78 | No quote |
| 58 | WHG | Westwood Holdings Group Inc. COM | 0.37% | Add +7.2% | 532,304 | $18.01M | No quote | No quote |
| 59 | ACGL | Arch Capital Group Ltd. ORD | 0.33% | Add +0.1% | 191,022 | $16.01M | $83.80 | No quote |
| 60 | CTO | Consolidated Tomoka Land Co. COM | 0.31% | Add +1.5% | 526,400 | $15.01M | $28.51 | No quote |
| 61 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.24% | Add +0.1% | 181,124 | $11.75M | No quote | No quote |
| 62 | CSWC | Capital Southwest COM | 0.23% | Add +9.6% | 124,620 | $11.32M | No quote | No quote |
| 63 | INTC | Intel Corporation COM | 0.23% | - | 575,000 | $11.06M | $19.23 | No quote |
| 64 | KGC | Kinross Gold Corp. COM | 0.22% | New | 575,476 | $10.83M | $18.81 | No quote |
| 65 | MDC | MDC Holdings Inc. COM | 0.21% | Reduce -14.4% | 345,114 | $10.02M | No quote | No quote |
| 66 | STLY | Stanley Furniture Company, Inc. COM | 0.18% | Add +0.8% | 2,609,225 | $8.98M | No quote | No quote |
| 67 | FR | First Industrial Realty Trust, Inc.COM | 0.18% | New | 1,741,600 | $8.83M | $5.07 | No quote |
| 68 | BR | Broadridge Financial Solutions Inc.COM | 0.17% | Add +110.1% | 369,085 | $8.44M | $22.87 | No quote |
| 69 | BIP | Brookfield Infrastructure Partners LP INT UNIT | 0.17% | Add +1.9% | 430,819 | $8.36M | No quote | No quote |
| 70 | IIIN | Insteel Industries Inc. COM | 0.16% | Reduce -0.6% | 874,624 | $7.85M | $8.98 | No quote |
| 71 | IMN | Imation Corp. COM | 0.14% | Add +0.1% | 710,909 | $6.63M | No quote | No quote |
| 72 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.14% | - | 132,472 | $6.62M | No quote | No quote |
| 73 | NAL | NewAlliance Bancshares, Inc. COM | 0.13% | - | 512,986 | $6.47M | No quote | No quote |
| 74 | ALCO | Alico, Inc. COM | 0.13% | - | 268,414 | $6.24M | No quote | No quote |
| 75 | CIT | CIT Group Inc. COM | 0.12% | - | 148,045 | $6.04M | No quote | No quote |
| 76 | KRNY | Kearny Financial Corp. COM | 0.12% | Reduce -0.4% | 682,994 | $6.03M | No quote | No quote |
| 77 | UNF | UniFirst Corporation COM | 0.11% | Add +104.5% | 123,272 | $5.44M | $44.15 | No quote |
| 78 | COP | ConocoPhillips COM | 0.09% | Reduce -8.8% | 72,192 | $4.15M | $57.43 | No quote |
| 79 | ICO | International Coal Group Inc. COM | 0.07% | Add +18.0% | 654,461 | $3.48M | No quote | No quote |
| 80 | FFCO | Fedfirst Financial Corp. COM | 0.05% | New | 232,032 | $2.64M | No quote | No quote |
| 81 | GGWPQ | General Growth Properties, Inc. COM | 0.04% | New | 109,952 | $1.72M | No quote | No quote |
| 82 | BPO | Brookfield Properties COM | 0.03% | Reduce -20.7% | 82,150 | $1.28M | No quote | No quote |
| 83 | BFSB | Brooklyn Federal Bancorp Inc. COM | 0.02% | - | 637,122 | $1.17M | No quote | No quote |
| 84 | DEXO | Dex One Corporation COM | 0.02% | Reduce -18.3% | 89,533 | $1.1M | No quote | No quote |
| 85 | APSA | Alto Palermo S.A. ADR | 0.02% | - | 99,144 | $1.09M | No quote | No quote |
| 86 | SNY | Sanofi-Aventis S.A. ADR | 0.02% | Add +51.7% | 28,525 | $948K | $33.23 | No quote |
| 87 | IRS | Irsa Inversiones Y Rep S A GDR | 0.02% | Add +180.4% | 54,429 | $805K | $14.79 | No quote |
| 88 | CARV | Carver Bancorp, Inc. COM | 0.01% | - | 218,500 | $673K | No quote | No quote |
| 89 | COBK | Colonial Financial Services COM | 0.01% | New | 47,859 | $464K | No quote | No quote |
| 90 | TRNO | Terreno Realty Corp. COM | 0.01% | New | 25,000 | $456K | $18.24 | No quote |
| 91 | UMC | United Microelectronics Corp. SPON ADR | 0.01% | Reduce -39.3% | 161,251 | $448K | $2.78 | No quote |
| 92 | FURX | Furiex Parmaceuticals COM | 0.01% | New | 38,789 | $438K | No quote | No quote |
| 93 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | Reduce -42.9% | 19,999 | $380K | No quote | No quote |
| 94 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $329K | No quote | No quote |
| 95 | NLY | Annaly Capital Management, Inc. COM | 0.00% | New | 11,540 | $203K | No quote | No quote |
| 96 | HKN | HKN Inc. COM | 0.00% | - | 47,478 | $167K | No quote | No quote |
| 97 | WFD | Westfield Financial, Inc. COM | 0.00% | New | 14,650 | $114K | No quote | No quote |
| 107 | - | Prologis NOTE 2.63% 05/15/2038 NOTE 05/15/38CUSIP 743410AS1 | - | Sold | 0 | $0 | No quote | No quote |
| 106 | - | Prologis NOTE 2.25% 04/01/2037 NOTE 04/01/37CUSIP 743410AQ5 | - | Sold | 0 | $0 | No quote | No quote |
| 105 | - | Prologis NOTE 1.88% 11/15/2037 NOTE 11/15/37CUSIP 743410AR3 | - | Sold | 0 | $0 | No quote | No quote |
| 104 | JNC | Nuveen Investments, Inc., CL A CL A | - | Sold | 0 | $0 | No quote | No quote |
| 103 | JRN | Journal Communications Inc. Cl A CL A | - | Sold | 0 | $0 | No quote | No quote |
| 102 | GWR | Genesee & Wyoming Inc. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 101 | FPO | First Potomac Realty Trust COM | - | Sold | 0 | $0 | No quote | No quote |
| 100 | FFCO | Fedfirst Financial Corporation COM | - | Sold | 0 | $0 | No quote | No quote |
| 99 | EGP | Eastgroup Properties Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 98 | COBK | Colonial Bankshares Inc. COM | - | Sold | 0 | $0 | No quote | No quote |