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 47 of 124 rows. Rows without a quote are marked unavailable.
| 1 | PKX | Posco ADR | 8.99% | Reduce -0.9% | 4,358,227 | $357.81M | No quote | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A CL A LTD VT SH | 7.64% | Reduce -9.0% | 11,062,513 | $304M | $27.48 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 5.91% | Reduce -0.4% | 19,886,884 | $235.06M | No quote | No quote |
| 4 | BK | Bank of New York Mellon Corp. COM | 4.99% | Reduce -1.1% | 9,974,123 | $198.59M | $19.91 | No quote |
| 5 | CVA | Covanta Holding Corporation COM | 3.18% | Reduce -0.1% | 9,255,039 | $126.7M | No quote | No quote |
| 6 | WY | Weyerhaeuser Company COM | 3.10% | Reduce -6.5% | 6,599,554 | $123.21M | $18.67 | No quote |
| 7 | TRC | Tejon Ranch Co. COM | 2.93% | Reduce -0.6% | 4,756,013 | $116.43M | No quote | No quote |
| 8 | KEY | Keycorp COM | 2.74% | Reduce -1.1% | 14,160,288 | $108.89M | $7.69 | No quote |
| 9 | TLAB | Tellabs, Inc. COM | 2.56% | Reduce -1.4% | 25,187,955 | $101.76M | No quote | No quote |
| 10 | ECA | Encana Corporation COM | 2.28% | Reduce -1.3% | 4,889,525 | $90.62M | No quote | No quote |
| 11 | LOW | Lowe's Companies Inc. COM | 1.96% | Add +0.8% | 3,079,350 | $78.15M | $25.38 | No quote |
| 12 | LUK | Leucadia National Corporation COM | 1.96% | Add +5.1% | 3,436,374 | $78.14M | No quote | No quote |
| 13 | SCMR | Sycamore Networks, Inc. COM | 1.80% | Reduce -5.7% | 3,993,411 | $71.48M | No quote | No quote |
| 14 | BRS | Bristow Group Inc. COM | 1.67% | Reduce -15.7% | 1,405,374 | $66.6M | No quote | No quote |
| 15 | MTN | Vail Resorts Inc. COM | 1.47% | Add +6.0% | 1,382,421 | $58.56M | $42.36 | No quote |
| 16 | AVX | AVX Corporation COM | 1.44% | Reduce -22.5% | 4,494,680 | $57.35M | No quote | No quote |
| 17 | IM | Ingram Micro Inc. CL A | 1.42% | Add +9.4% | 3,110,112 | $56.57M | No quote | No quote |
| 18 | AMAT | Applied Materials, Inc. COM | 1.42% | Add +3.9% | 5,271,826 | $56.46M | $10.71 | No quote |
| 19 | ALEX | Alexander & Baldwin, Inc. COM | 1.34% | Add +4.2% | 1,304,875 | $53.27M | No quote | No quote |
| 20 | WTM | White Mtns Insurance Group COM | 1.32% | Reduce -1.4% | 115,828 | $52.52M | $453.47 | No quote |
| 21 | VNO | Vornado Realty Trust SH BEN INT | 1.28% | Reduce -0.2% | 660,263 | $50.75M | $76.86 | No quote |
| 22 | CKH | Seacor Holdings Inc. COM | 1.23% | Add +14.8% | 551,422 | $49.06M | No quote | No quote |
| 23 | MSG | Madison Square Garden Inc. CL A | 1.23% | Add +3.1% | 1,706,457 | $48.87M | No quote | No quote |
| 24 | LEN | Lennar Corp. CL A | 1.21% | Add +0.3% | 2,452,069 | $48.18M | $19.65 | No quote |
| 25 | LXK | Lexmark International Inc. CL A | 1.13% | Reduce -0.4% | 1,359,944 | $44.97M | No quote | No quote |
| 26 | BR | Broadridge Financial Solutions Inc. COM | 1.07% | Add +6.2% | 1,889,705 | $42.61M | $22.55 | No quote |
| 27 | CVE | Cenovus Energy Inc. COM | 1.05% | Reduce -59.2% | 1,252,795 | $41.59M | $33.20 | No quote |
| 28 | SUP | Superior Industries Int'l, Inc. COM | 1.00% | Add +1.5% | 2,417,303 | $39.98M | No quote | No quote |
| 29 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 1.00% | Reduce -6.8% | 870,394 | $39.93M | $45.88 | No quote |
| 30 | FR | First Industrial Realty Trust, Inc. COM | 1.00% | Add +19.5% | 3,875,871 | $39.65M | $10.23 | No quote |
| 31 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.99% | Reduce -6.5% | 505,614 | $39.46M | No quote | No quote |
| 32 | MANT | Mantech International Corp. COM | 0.99% | Add +15.2% | 1,260,262 | $39.37M | No quote | No quote |
| 33 | TFX | Telefex Inc. COM | 0.98% | Add +11.3% | 636,906 | $39.04M | $61.29 | No quote |
| 34 | OSK | Oshkosh Corporation COM | 0.97% | Reduce -3.5% | 1,814,478 | $38.79M | $21.38 | No quote |
| 35 | ITG | Investment Technology Group COM | 0.95% | Reduce -17.9% | 3,485,122 | $37.67M | No quote | No quote |
| 36 | EFII | Electronics for Imaging Inc. COM | 0.91% | Add +16.0% | 2,534,885 | $36.12M | No quote | No quote |
| 37 | GLT | Glatfelter P. H. Co. COM | 0.91% | Reduce -9.1% | 2,555,178 | $36.08M | No quote | No quote |
| 38 | CVCO | Cavco Industries, Inc. COM | 0.90% | Reduce -0.9% | 894,021 | $35.81M | $40.06 | No quote |
| 39 | SEMG | SemGroup Corporation CL A | 0.82% | Add +33.4% | 1,257,351 | $32.77M | No quote | No quote |
| 40 | MTX | Minerals Technologies Inc. COM | 0.82% | Add +20.4% | 574,198 | $32.46M | No quote | No quote |
| 41 | KGC | Kinross Gold Corporation COM NO PAR | 0.81% | Reduce -33.0% | 2,819,187 | $32.2M | $11.42 | No quote |
| 42 | HCC | HCC Insurance Holdings COM | 0.78% | Reduce -29.6% | 1,122,604 | $30.87M | $27.50 | No quote |
| 43 | NEM | Newmont Mining Corporation COM | 0.75% | Reduce -38.3% | 496,482 | $29.79M | $60.01 | No quote |
| 44 | GGP | General Growth Properties, Inc. COM | 0.67% | Add +42.9% | 1,780,854 | $26.75M | No quote | No quote |
| 45 | AEO | American Eagle Outfitters COM | 0.66% | Reduce -7.0% | 1,714,422 | $26.21M | $15.29 | No quote |
| 46 | WLK | Westlake Chemical Corp. COM | 0.66% | Add +14.6% | 651,174 | $26.2M | $40.24 | No quote |
| 47 | TPGI | Thomas Properties Group Inc. COM | 0.64% | Reduce -0.5% | 7,667,279 | $25.53M | No quote | No quote |
| 48 | ICFI | ICF International, Inc. COM | 0.57% | Reduce -8.4% | 922,856 | $22.87M | $24.78 | No quote |
| 49 | BELFB | Bel Fuse Inc. CL B | 0.56% | Reduce -6.8% | 1,179,983 | $22.13M | $18.75 | No quote |
| 50 | PDS | Precision Drilling Corp, COM | 0.54% | New | 2,078,100 | $21.43M | $10.31 | No quote |
| 51 | ALG | Alamo Group, Inc. COM | 0.50% | Reduce -9.3% | 736,115 | $19.82M | $26.93 | No quote |
| 52 | ACGL | Arch Capital Group Ltd. ORD | 0.49% | Reduce -46.7% | 526,537 | $19.6M | $37.23 | No quote |
| 53 | WHG | Westwood Holdings Group Inc. COM | 0.49% | Reduce -1.6% | 533,394 | $19.5M | No quote | No quote |
| 54 | UNF | UniFirst Corporation COM | 0.49% | Reduce -0.3% | 341,199 | $19.36M | $56.74 | No quote |
| 55 | ESIO | Electro Scientific Industries, Inc. COM | 0.47% | Add +29.3% | 1,303,995 | $18.88M | No quote | No quote |
| 56 | TRH | Transatlantic Holdings Inc. COM | 0.47% | New | 344,029 | $18.83M | No quote | No quote |
| 57 | CCRN | Cross Country Healthcare Inc. COM | 0.47% | Reduce -34.2% | 3,369,733 | $18.7M | $5.55 | No quote |
| 58 | SXT | Sensient Technologies Corp. COM | 0.46% | Add +64.3% | 482,876 | $18.3M | No quote | No quote |
| 59 | PKE | Park Electrochemical Corporation COM | 0.46% | Reduce -38.0% | 713,884 | $18.29M | No quote | No quote |
| 60 | HAE | Haemonetics Corporation COM | 0.46% | Add +1017.8% | 296,131 | $18.13M | $61.22 | No quote |
| 61 | PDC | Pioneer Drilling Co. COM | 0.45% | Add +48.2% | 1,841,207 | $17.82M | No quote | No quote |
| 62 | WIRE | Encore Wire Corporation COM | 0.44% | Reduce -45.4% | 680,295 | $17.62M | No quote | No quote |
| 63 | TDW | Tidewater Inc. COM | 0.42% | Reduce -27.0% | 339,631 | $16.74M | $49.30 | No quote |
| 64 | HVT | Haverty Furniture Co. Inc. COM | 0.41% | Reduce -24.9% | 1,502,318 | $16.5M | $10.98 | No quote |
| 65 | EME | EMCOR Group, Inc. COM | 0.40% | New | 588,431 | $15.78M | $26.81 | No quote |
| 66 | CTO | Consolidated Tomoka Land Co. COM | 0.35% | Reduce -1.4% | 516,855 | $13.99M | $27.07 | No quote |
| 67 | Y | Alleghany Corp. COM | 0.35% | New | 48,377 | $13.8M | No quote | No quote |
| 68 | MRH | Montpelier Re Holdings Ltd. SHS | 0.35% | Reduce -60.0% | 776,022 | $13.77M | No quote | No quote |
| 69 | JAKK | Jakks Pacific, Inc. COM | 0.31% | Reduce -8.9% | 867,234 | $12.24M | No quote | No quote |
| 70 | BIP | Brookfield Infrastructure Part. LP INT UNIT | 0.29% | Reduce -1.0% | 413,805 | $11.46M | No quote | No quote |
| 71 | WFR | MEMC Electronic Materials, Inc. COM | 0.27% | Reduce -29.9% | 2,760,881 | $10.88M | No quote | No quote |
| 72 | CSWC | Capital Southwest COM | 0.26% | Reduce -1.5% | 126,148 | $10.29M | No quote | No quote |
| 73 | XEC | Cimarex Energy Co. COM | 0.25% | Add +14.5% | 158,881 | $9.84M | No quote | No quote |
| 74 | ARO | Aeropostale Inc. COM | 0.24% | Reduce -12.4% | 636,700 | $9.71M | No quote | No quote |
| 75 | IIIN | Insteel Industries Inc. COM | 0.24% | Reduce -0.4% | 871,364 | $9.58M | $10.99 | No quote |
| 76 | INTC | Intel Corporation COM | 0.23% | Reduce -26.7% | 385,000 | $9.34M | $24.25 | No quote |
| 77 | STNG | Scorpio Tankers COM | 0.23% | Add +16.0% | 1,894,128 | $9.26M | $4.89 | No quote |
| 78 | EXL | Excel Trust, Inc. COM | 0.23% | Add +1.6% | 771,590 | $9.26M | No quote | No quote |
| 79 | STLY | Stanley Furniture Company, Inc. COM | 0.23% | Reduce -17.3% | 3,012,824 | $9.04M | No quote | No quote |
| 80 | GM | General Motors Co. COM | 0.19% | - | 381,467 | $7.73M | $20.27 | No quote |
| 81 | ABH | AbitibiBowater Inc. COM NEW | 0.19% | - | 524,895 | $7.64M | No quote | No quote |
| 82 | COWN | Cowen group Inc CL A | 0.18% | Add +59.3% | 2,799,270 | $7.25M | No quote | No quote |
| 83 | PVXZZZZ | Provident Energy Ltd COM | 0.17% | - | 700,566 | $6.79M | No quote | No quote |
| 84 | SPY | SPDR TR UNIT SER 1 ETF | 0.16% | New | 50,260 | $6.31M | $125.51 | No quote |
| 85 | KRNY | Kearny Financial Corp. COM | 0.15% | Reduce -9.2% | 620,214 | $5.89M | No quote | No quote |
| 86 | CMP | Compass Minerals Int'l COM | 0.14% | New | 79,876 | $5.5M | No quote | No quote |
| 87 | FNFG | First Niagara Financial Group, Inc. COM | 0.14% | Add +6.4% | 632,464 | $5.46M | No quote | No quote |
| 88 | ALCO | Alico, Inc. COM | 0.12% | Reduce -2.5% | 255,041 | $4.94M | No quote | No quote |
| 89 | TRNO | Terreno Realty Corp. COM | 0.12% | Add +25.9% | 315,890 | $4.78M | $15.14 | No quote |
| 90 | SKY | Skyline Corporation COM | 0.09% | Reduce -31.6% | 816,248 | $3.55M | $4.35 | No quote |
| 91 | FFCO | Fedfirst Financial Corporation COM | 0.08% | - | 232,032 | $3.18M | No quote | No quote |
| 92 | CDR | Cedar Shopping Centers COM | 0.06% | Add +14.8% | 534,000 | $2.3M | No quote | No quote |
| 93 | JJSF | J&J Snack Foods Corporation COM | 0.06% | New | 42,991 | $2.29M | $53.29 | No quote |
| 94 | NWLI | National Western Life Insurance Co. CL A | 0.06% | Reduce -84.6% | 16,245 | $2.21M | No quote | No quote |
| 95 | COP | ConocoPhillips COM | 0.03% | Reduce -8.3% | 18,683 | $1.36M | $72.85 | No quote |
| 96 | IRS | Irsa Inversiones Y Rep S A GDR | 0.02% | - | 82,814 | $859K | $10.37 | No quote |
| 97 | COBK | Colonial Financial Services COM | 0.01% | - | 47,859 | $591K | No quote | No quote |
| 98 | BPO | Brookfield Properties COM | 0.01% | - | 37,550 | $587K | No quote | No quote |
| 99 | FPO | First Potomac Realty Trust COM | 0.01% | - | 44,300 | $578K | No quote | No quote |
| 100 | SNY | Sanofi- Aventis SPON ADR | 0.01% | Reduce -27.9% | 15,155 | $554K | $36.56 | No quote |
| 101 | MDC | MDC Holdings Inc. COM | 0.01% | Reduce -89.3% | 25,411 | $448K | No quote | No quote |
| 102 | PLD | Prologis Inc. COM | 0.01% | - | 14,180 | $405K | $28.56 | No quote |
| 103 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $403K | No quote | No quote |
| 104 | KIM | Kimco Realty Corp COM | 0.01% | - | 22,845 | $371K | No quote | No quote |
| 105 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $338K | No quote | No quote |
| 106 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $306K | No quote | No quote |
| 107 | SAFM | Sanderson Farms Inc. COM | 0.01% | Reduce -17.3% | 4,920 | $247K | No quote | No quote |
| 108 | JOE | The St. Joe Company COM | 0.01% | New | 15,900 | $234K | $14.72 | No quote |
| 109 | NLY | Annaly Capital Mgmtt, Inc. COM | 0.00% | Reduce -98.1% | 11,600 | $185K | No quote | No quote |
| 110 | CMO | Capstead Mortgage Corporation COM NO PAR | 0.00% | - | 12,500 | $156K | No quote | No quote |
| 111 | CARV | Carver Bancorp, Inc. COM | 0.00% | Reduce -93.3% | 14,567 | $121K | No quote | No quote |
| 124 | UMC | United Microelectronics Corp. SPON ADR | - | Sold | 0 | $0 | No quote | No quote |
| 123 | SNPS | Synopsys Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 122 | RYL | Ryland Group Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 121 | PPDI | Pharmaceutical Product Dev. Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 120 | NBR | Nabors Industries SHS | - | Sold | 0 | $0 | No quote | No quote |
| 119 | KSWS | K-Swiss Inc. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 118 | IMN | Imation Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
| 117 | DNN | Denison Mines Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
| 116 | CMLS | Cumulus Media Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 115 | CIT | CIT Group Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 114 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | - | Sold | 0 | $0 | No quote | No quote |
| 113 | AIG | American Int'l Group, Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 112 | APSA | Alto Palermo S.A. SPON ADR | - | Sold | 0 | $0 | No quote | No quote |