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 36 of 104 rows. Rows without a quote are marked unavailable.
| 1 | PKX | Posco ADR | 9.46% | - | 4,372,787 | $499.77M | No quote | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 8.49% | - | 13,812,383 | $448.35M | $32.46 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 6.94% | - | 19,472,757 | $366.67M | No quote | No quote |
| 4 | NBR | Nabors Industries SHS | 6.45% | - | 11,219,648 | $340.85M | $30.38 | No quote |
| 5 | BK | Bank of New York Mellon Corp. COM | 5.60% | - | 9,909,753 | $296M | $29.87 | No quote |
| 6 | TRC | Tejon Ranch Co. COM | 3.43% | - | 4,934,149 | $181.28M | No quote | No quote |
| 7 | WY | Weyerhaeuser Co. COM | 3.00% | - | 6,441,501 | $158.46M | $24.60 | No quote |
| 8 | CVA | Covanta Holding Corp. COM | 3.00% | - | 9,261,289 | $158.18M | No quote | No quote |
| 9 | ECA | Encana Corp. COM | 2.60% | - | 4,878,597 | $137.37M | No quote | No quote |
| 10 | SCMR | Sycamore Networks, Inc. COM NEW | 2.58% | - | 5,573,378 | $136.16M | No quote | No quote |
| 11 | LUK | Leucadia National Corp. COM | 2.43% | - | 3,416,664 | $128.26M | No quote | No quote |
| 12 | CVE | Cenovus Energy Inc. COM | 2.42% | - | 3,242,957 | $127.71M | $39.38 | No quote |
| 13 | KEY | Keycorp COM | 2.20% | - | 13,059,818 | $115.97M | $8.88 | No quote |
| 14 | TLAB | Tellabs, Inc. COM | 1.96% | - | 19,732,920 | $103.4M | No quote | No quote |
| 15 | AVX | AVX Corporation COM | 1.69% | - | 5,985,770 | $89.25M | No quote | No quote |
| 16 | VNO | Vornado Realty Trust SH BEN INT | 1.47% | - | 888,227 | $77.72M | $87.50 | No quote |
| 17 | ITG | Investment Technology Group COM | 1.46% | - | 4,234,308 | $77.02M | No quote | No quote |
| 18 | PPDI | Pharmaceutical Product Dev. Inc. COM | 1.44% | - | 2,745,653 | $76.08M | No quote | No quote |
| 19 | BRS | Bristow Group Inc. COM | 1.35% | - | 1,508,868 | $71.37M | No quote | No quote |
| 20 | ALEX | Alexander & Baldwin, Inc. COM | 1.26% | - | 1,454,266 | $66.39M | No quote | No quote |
| 21 | AMAT | Applied Materials, Inc. COM | 1.09% | - | 3,690,689 | $57.65M | $15.62 | No quote |
| 22 | SUP | Superior Industries Int'l, Inc. COM | 1.09% | - | 2,237,614 | $57.37M | No quote | No quote |
| 23 | EFII | Electronics for Imaging Inc. COM | 1.08% | - | 3,877,234 | $57.03M | No quote | No quote |
| 24 | BRNC | Bronco Drilling Co. Inc. COM | 1.08% | - | 5,043,210 | $56.99M | No quote | No quote |
| 25 | WLK | Westlake Chemical Corp. COM | 1.08% | - | 1,012,258 | $56.89M | $56.20 | No quote |
| 26 | IM | Ingram Micro Inc. CL A | 0.99% | - | 2,474,388 | $52.04M | No quote | No quote |
| 27 | CCRN | Cross Country Healthcare Inc. COM | 0.91% | - | 6,103,969 | $47.79M | $7.83 | No quote |
| 28 | ESIO | Electro Scientific Industries, Inc. COM | 0.89% | - | 2,694,860 | $46.78M | No quote | No quote |
| 29 | WIRE | Encore Wire Corp. COM | 0.86% | - | 1,862,275 | $45.33M | No quote | No quote |
| 30 | NEM | Newmont Mining Corp. COM | 0.86% | - | 829,933 | $45.3M | $54.58 | No quote |
| 31 | LEN | Lennar Corp. CL A | 0.84% | - | 2,447,569 | $44.35M | $18.12 | No quote |
| 32 | KSWS | K-Swiss Inc. CL A | 0.84% | - | 3,927,854 | $44.27M | No quote | No quote |
| 33 | GLT | Glatfelter P. H. Co. COM | 0.83% | - | 3,284,492 | $43.75M | No quote | No quote |
| 34 | KGC | Kinross Gold Corp. COM | 0.83% | - | 2,783,106 | $43.72M | $15.71 | No quote |
| 35 | TDW | Tidewater Inc. COM | 0.74% | - | 656,827 | $39.31M | $59.85 | No quote |
| 36 | FR | First Industrial Realty Trust, Inc. COM | 0.73% | - | 3,242,633 | $38.56M | $11.89 | No quote |
| 37 | PKE | Park Electrochemical Corp. COM | 0.72% | - | 1,184,481 | $38.2M | No quote | No quote |
| 38 | CVCO | Cavco Industries, Inc. COM | 0.71% | - | 831,181 | $37.54M | $45.16 | No quote |
| 39 | LXK | Lexmark International Inc. CL A | 0.71% | - | 1,010,276 | $37.42M | No quote | No quote |
| 40 | NWLI | National Western Life Insurance Co. CL A | 0.67% | - | 219,435 | $35.6M | No quote | No quote |
| 41 | MTN | Vail Resorts Inc. COM | 0.66% | - | 715,543 | $34.89M | $48.76 | No quote |
| 42 | MRH | Montpelier Re Holdings Ltd. SHS | 0.65% | - | 1,955,272 | $34.55M | No quote | No quote |
| 43 | SNPS | Synopsys Inc. COM | 0.64% | - | 1,229,886 | $34.01M | $27.65 | No quote |
| 44 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.54% | - | 582,799 | $28.7M | $49.25 | No quote |
| 45 | WFR | MEMC Electronic Materials, Inc. COM | 0.52% | - | 2,124,047 | $27.53M | No quote | No quote |
| 46 | SAFM | Sanderson Farms Inc. COM | 0.51% | - | 586,101 | $26.91M | No quote | No quote |
| 47 | HVT | Haverty Furniture Companies Inc. COM | 0.50% | - | 1,995,551 | $26.46M | $13.26 | No quote |
| 48 | TPGI | Thomas Properties Group Inc. COM | 0.48% | - | 7,622,679 | $25.54M | No quote | No quote |
| 49 | SKY | Skyline Corporation COM | 0.48% | - | 1,271,888 | $25.5M | $20.05 | No quote |
| 50 | JAKK | Jakks Pacific, Inc. COM | 0.48% | - | 1,302,754 | $25.21M | No quote | No quote |
| 51 | BELFB | Bel Fuse Inc. CL B CL B | 0.43% | - | 1,028,503 | $22.64M | $22.01 | No quote |
| 52 | ACGL | Arch Capital Group Ltd. ORD | 0.42% | - | 224,392 | $22.26M | $99.19 | No quote |
| 53 | HCC | HCC Insurance Holdings COM | 0.42% | - | 704,333 | $22.05M | $31.31 | No quote |
| 54 | ALG | Alamo Group, Inc. COM | 0.41% | - | 782,553 | $21.48M | $27.45 | No quote |
| 55 | WHG | Westwood Holdings Group Inc. COM | 0.40% | - | 528,619 | $21.28M | No quote | No quote |
| 56 | STLY | Stanley Furniture Co., Inc. COM | 0.39% | - | 3,722,484 | $20.55M | No quote | No quote |
| 57 | BR | Broadridge Financial Solutions Inc. COM | 0.39% | - | 904,909 | $20.53M | $22.69 | No quote |
| 58 | MANT | Mantech International Corp. COM | 0.36% | - | 450,606 | $19.11M | No quote | No quote |
| 59 | CTO | Consolidated Tomoka Land Co. COM | 0.32% | - | 524,100 | $16.98M | $32.40 | No quote |
| 60 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.30% | - | 206,774 | $16.05M | No quote | No quote |
| 61 | PDC | Pioneer Drilling Co. COM | 0.26% | - | 1,001,101 | $13.82M | No quote | No quote |
| 62 | IIIN | Insteel Industries Inc. COM | 0.23% | - | 874,624 | $12.37M | $14.14 | No quote |
| 63 | CKH | Seacor Holdings Inc. COM | 0.23% | - | 132,217 | $12.23M | No quote | No quote |
| 64 | INTC | Intel Corp. COM | 0.22% | - | 575,000 | $11.6M | $20.17 | No quote |
| 65 | CSWC | Capital Southwest COM | 0.22% | - | 126,348 | $11.57M | No quote | No quote |
| 66 | NLY | Annaly Capital Management, Inc. COM | 0.20% | - | 614,304 | $10.72M | No quote | No quote |
| 67 | ABH | AbitibiBowater Inc. NEW COM NEW | 0.20% | - | 398,305 | $10.7M | No quote | No quote |
| 68 | MSG | Madison Square Garden Inc. CL A | 0.19% | - | 366,208 | $9.88M | No quote | No quote |
| 69 | ICO | International Coal Group Inc. COM | 0.18% | - | 857,061 | $9.69M | No quote | No quote |
| 70 | MTX | Minerals Technologies Inc. COM | 0.18% | - | 135,900 | $9.31M | No quote | No quote |
| 71 | BIP | Brookfield Infrastructure Partners LP INT UNIT | 0.18% | - | 418,000 | $9.29M | No quote | No quote |
| 72 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.16% | - | 132,472 | $8.69M | No quote | No quote |
| 73 | IMN | Imation Corp. COM | 0.15% | - | 713,009 | $7.94M | No quote | No quote |
| 74 | MDC | MDC Holdings Inc. COM | 0.15% | - | 311,554 | $7.9M | No quote | No quote |
| 75 | NAL | NewAlliance Bancshares, Inc. COM | 0.14% | - | 512,986 | $7.61M | No quote | No quote |
| 76 | ALCO | Alico, Inc. COM | 0.13% | - | 261,134 | $6.99M | No quote | No quote |
| 77 | KRNY | Kearny Financial Corp. COM | 0.13% | - | 682,994 | $6.85M | No quote | No quote |
| 78 | UNF | UniFirst Corp. COM | 0.12% | - | 123,583 | $6.55M | $53.01 | No quote |
| 79 | GM | General Motors Co. COM | 0.10% | - | 166,667 | $5.17M | $31.03 | No quote |
| 80 | DNN | Denison Mines Corp. COM | 0.08% | - | 1,838,700 | $4.37M | No quote | No quote |
| 81 | COP | ConocoPhillips COM | 0.07% | - | 43,045 | $3.44M | $79.87 | No quote |
| 82 | XEC | Cimarex Energy Co. COM | 0.06% | - | 28,456 | $3.28M | No quote | No quote |
| 83 | FFCO | Fedfirst Financial Corporation COM | 0.06% | - | 232,032 | $3.22M | No quote | No quote |
| 84 | CIT | CIT Group Inc. COM NEW | 0.04% | - | 50,000 | $2.13M | No quote | No quote |
| 85 | TRNO | Terreno Realty Corp. COM | 0.03% | - | 100,000 | $1.72M | $17.23 | No quote |
| 86 | APSA | Alto Palermo S.A. ADR | 0.02% | - | 89,884 | $1.22M | No quote | No quote |
| 87 | IRS | Irsa Inversiones Y Rep S A GDR | 0.02% | - | 84,914 | $1.18M | $13.86 | No quote |
| 88 | RYL | Ryland Group Inc. COM | 0.02% | - | 66,900 | $1.06M | No quote | No quote |
| 89 | HRLY | Herley Industries, Inc. COM | 0.02% | - | 48,522 | $922K | No quote | No quote |
| 90 | SNY | Sanofi- Aventis SPON ADR | 0.02% | - | 23,395 | $824K | $35.22 | No quote |
| 91 | BPO | Brookfield Properties COM | 0.01% | - | 37,550 | $665K | No quote | No quote |
| 92 | COBK | Colonial Financial Services COM | 0.01% | - | 47,859 | $609K | No quote | No quote |
| 93 | BKU | Bank United Co. COM | 0.01% | - | 20,000 | $574K | No quote | No quote |
| 94 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $484K | No quote | No quote |
| 95 | UMC | United Microelectronics Corp. SPON ADR | 0.01% | - | 142,451 | $389K | $2.73 | No quote |
| 96 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $378K | No quote | No quote |
| 97 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $353K | No quote | No quote |
| 98 | GGP | General Growth Properties, Inc. COM | 0.01% | - | 18,704 | $290K | No quote | No quote |
| 99 | FNFG | First Niagara Financial Group, Inc. COM | 0.01% | - | 20,775 | $282K | No quote | No quote |
| 100 | CARV | Carver Bancorp, Inc. COM | 0.00% | - | 218,500 | $190K | No quote | No quote |
| 101 | EXL | Excel Trust, Inc. COM | 0.00% | - | 12,271 | $145K | No quote | No quote |
| 102 | HKN | HKN Inc. COM | 0.00% | - | 47,478 | $140K | No quote | No quote |
| 103 | PBCT | People's United Financial Inc. COM | 0.00% | - | 10,675 | $134K | No quote | No quote |
| 104 | WFD | Westfield Financial, Inc. COM | 0.00% | - | 14,650 | $133K | No quote | No quote |