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
- +9.74%
- 1-year
- +30.13%
- 3-year
- +78.27%
- 5-year
- +102.45%
- 3-year vs S&P 500
- +5.88%
- 5-year vs S&P 500
- +29.22%
- 5-year top 5
- +180.81%
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 2026-09-19 from SEC 13F data.
Live quotes available for 33 of 115 rows. Rows without a quote are marked unavailable.
| 1 | PKX | Posco ADR | 7.81% | Reduce -100.0% | 0 | $336.9M | No quote | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 7.57% | Reduce -100.0% | 0 | $326.29M | No quote | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 7.20% | Reduce -100.0% | 0 | $310.44M | No quote | No quote |
| 4 | BK | Bank of New York Mellon Corp. COM | 5.48% | Reduce -100.0% | 0 | $236.32M | No quote | No quote |
| 5 | CVA | Covanta Holding Corporation COM | 3.48% | - | 9,255,039 | $150.21M | No quote | No quote |
| 6 | WY | Weyerhaeuser Company COM | 3.24% | Reduce -100.0% | 0 | $139.92M | No quote | No quote |
| 7 | KEY | Keycorp COM | 2.97% | Reduce -100.0% | 0 | $128.09M | No quote | No quote |
| 8 | TLAB | Tellabs, Inc. COM | 2.33% | Reduce -100.0% | 0 | $100.28M | No quote | No quote |
| 9 | ECA | Encana Corporation COM | 2.16% | Reduce -100.0% | 0 | $93.04M | No quote | No quote |
| 10 | TRC | Tejon Ranch Co. COM | 2.07% | Reduce -100.0% | 0 | $89.32M | No quote | No quote |
| 11 | LUK | Leucadia National Corporation COM | 1.97% | Reduce -5.3% | 3,255,479 | $84.97M | No quote | No quote |
| 12 | LOW | Lowe's Companies Inc. COM | 1.62% | Reduce -100.0% | 0 | $69.83M | No quote | No quote |
| 13 | BRS | Bristow Group Inc. COM | 1.54% | Reduce -1.1% | 1,389,436 | $66.32M | No quote | No quote |
| 14 | AMAT | Applied Materials, Inc. COM | 1.52% | Reduce -100.0% | 0 | $65.69M | No quote | No quote |
| 15 | MTN | Vail Resorts Inc. COM | 1.50% | Add +8.1% | 1,494,066 | $64.62M | $43.25 | No quote |
| 16 | SCMR | Sycamore Networks, Inc. COM NEW | 1.46% | Reduce -100.0% | 0 | $63.04M | No quote | No quote |
| 17 | MSG | Madison Square Garden Inc. CL A | 1.44% | Add +6.2% | 1,811,679 | $61.96M | No quote | No quote |
| 18 | ALEX | Alexander & Baldwin, Inc. COM | 1.43% | Reduce -2.6% | 1,271,530 | $61.61M | No quote | No quote |
| 19 | IM | Ingram Micro Inc. CL A | 1.42% | Add +5.9% | 3,293,569 | $61.13M | No quote | No quote |
| 20 | WTM | White Mtns Insurance Group COM | 1.39% | Reduce -100.0% | 0 | $59.74M | No quote | No quote |
| 21 | CKH | Seacor Holdings Inc. COM | 1.36% | Add +10.8% | 611,193 | $58.54M | No quote | No quote |
| 22 | VNO | Vornado Realty Trust SH BEN INT | 1.29% | Reduce -100.0% | 0 | $55.59M | No quote | No quote |
| 23 | Y | Alleghany Corp. COM | 1.23% | Reduce -100.0% | 0 | $53.14M | No quote | No quote |
| 24 | MANT | Mantech International Corp. COM | 1.17% | Add +16.6% | 1,469,211 | $50.63M | No quote | No quote |
| 25 | TFX | Telefex Inc. COM | 1.16% | Add +28.5% | 818,706 | $50.06M | $61.15 | No quote |
| 26 | LXK | Lexmark International Inc. CL A | 1.15% | Add +9.3% | 1,486,584 | $49.41M | No quote | No quote |
| 27 | AVX | AVX Corporation COM | 1.13% | Reduce -100.0% | 0 | $48.62M | No quote | No quote |
| 28 | FR | First Industrial Realty Trust, InCOM | 1.11% | Reduce -100.0% | 0 | $47.87M | No quote | No quote |
| 29 | DVN | Devon Energy Corp. COM | 1.10% | New | 668,505 | $47.54M | $71.12 | No quote |
| 30 | BR | Broadridge Fin'l Solutions Inc. COM | 1.09% | Add +4.2% | 1,968,461 | $47.07M | $23.91 | No quote |
| 31 | SUP | Superior Industries Int'l, Inc. COM | 1.04% | Reduce -5.5% | 2,285,114 | $44.65M | No quote | No quote |
| 32 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 1.03% | Add +0.1% | 505,854 | $44.59M | No quote | No quote |
| 33 | CVE | Cenovus Energy Inc. COM | 1.01% | Reduce -3.1% | 1,213,569 | $43.62M | $35.94 | No quote |
| 34 | SEMG | SemGroup Corporation COM | 1.00% | Add +17.6% | 1,478,026 | $43.07M | No quote | No quote |
| 35 | EFII | Electronics for Imaging Inc. COM | 0.92% | Reduce -5.7% | 2,391,368 | $39.75M | No quote | No quote |
| 36 | CVCO | Cavco Industries, Inc. COM | 0.92% | Reduce -5.0% | 848,871 | $39.54M | $46.58 | No quote |
| 37 | OSK | Oshkosh Corporation COM | 0.92% | Reduce -6.0% | 1,706,008 | $39.53M | $23.17 | No quote |
| 38 | ITG | Investment Technology Group COM | 0.91% | Reduce -6.4% | 3,263,088 | $39.03M | No quote | No quote |
| 39 | GLT | Glatfelter P. H. Co. COM | 0.90% | Reduce -3.4% | 2,467,254 | $38.93M | No quote | No quote |
| 40 | TPGI | Thomas Properties Group Inc. COM | 0.82% | Reduce -100.0% | 0 | $35.19M | No quote | No quote |
| 41 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.75% | Reduce -21.7% | 681,614 | $32.21M | $47.26 | No quote |
| 42 | HCC | HCC Insurance Holdings COM | 0.74% | Reduce -9.2% | 1,019,126 | $31.77M | $31.17 | No quote |
| 43 | MTX | Minerals Technologies Inc. COM | 0.70% | Reduce -100.0% | 0 | $30.05M | No quote | No quote |
| 44 | AEO | American Eagle Outfitters COM | 0.66% | Reduce -2.7% | 1,667,597 | $28.67M | $17.19 | No quote |
| 45 | KGC | Kinross Gold Corporation COM NO PAR | 0.66% | Add +3.0% | 2,904,170 | $28.33M | $9.76 | No quote |
| 46 | CMP | Compass Minerals Int'l COM | 0.64% | Add +385.2% | 387,573 | $27.8M | No quote | No quote |
| 47 | SXT | Sensient Technologies Corp. COM | 0.63% | Add +49.1% | 719,961 | $27.36M | No quote | No quote |
| 48 | ICFI | ICF International, Inc. COM | 0.62% | Add +14.6% | 1,057,211 | $26.82M | $25.37 | No quote |
| 49 | CLD | Cloud Peak Energy Inc. COM | 0.61% | New | 1,663,794 | $26.5M | No quote | No quote |
| 50 | UNF | UniFirst Corporation COM | 0.61% | Add +25.4% | 428,049 | $26.35M | $61.55 | No quote |
| 51 | NEM | Newmont Mining Corporation COM | 0.58% | Reduce -2.5% | 484,102 | $24.82M | $51.27 | No quote |
| 52 | PDC | Pioneer Drilling Co. COM | 0.56% | Add +49.8% | 2,757,449 | $24.27M | No quote | No quote |
| 53 | HAE | Haemonetics Corporation COM | 0.53% | Add +11.4% | 329,818 | $22.98M | $69.68 | No quote |
| 54 | PDS | Precision Drilling Corp, COM | 0.49% | Add +0.5% | 2,088,400 | $20.94M | $10.03 | No quote |
| 55 | BELFB | Bel Fuse Inc. CL B | 0.48% | Add +0.0% | 1,180,233 | $20.86M | $17.67 | No quote |
| 56 | WLK | Westlake Chemical Corp. COM | 0.48% | Reduce -51.3% | 317,145 | $20.55M | $64.79 | No quote |
| 57 | ALG | Alamo Group, Inc. COM | 0.47% | Reduce -7.5% | 681,178 | $20.48M | $30.06 | No quote |
| 58 | WHG | Westwood Holdings Group Inc. COM | 0.47% | Reduce -1.4% | 525,734 | $20.36M | No quote | No quote |
| 59 | ESIO | Electro Scientific Industries, InCOM | 0.47% | Add +2.5% | 1,335,995 | $20.05M | No quote | No quote |
| 60 | WIRE | Encore Wire Corporation COM | 0.46% | Reduce -1.6% | 669,095 | $19.89M | No quote | No quote |
| 61 | ACGL | Arch Capital Group Ltd. ORD | 0.45% | Add +0.0% | 526,737 | $19.62M | $37.24 | No quote |
| 62 | EME | EMCOR Group, Inc. COM | 0.44% | Add +16.4% | 685,080 | $18.99M | $27.72 | No quote |
| 63 | PKE | Park Electrochemical Corp. COM | 0.37% | Reduce -25.1% | 534,531 | $16.16M | No quote | No quote |
| 64 | SCL | Stepan Company COM | 0.36% | New | 178,993 | $15.72M | No quote | No quote |
| 65 | GGP | General Growth Properties, Inc. COM | 0.36% | Reduce -100.0% | 0 | $15.62M | No quote | No quote |
| 66 | CTO | Consolidated Tomoka Land Co. COM | 0.36% | Reduce -100.0% | 0 | $15.38M | No quote | No quote |
| 67 | JAKK | Jakks Pacific, Inc. COM | 0.35% | - | 867,234 | $15.13M | No quote | No quote |
| 68 | JJSF | J&J Snack Foods Corporation COM | 0.34% | Add +559.0% | 283,317 | $14.86M | $52.46 | No quote |
| 69 | CCRN | Cross Country Healthcare Inc. COM | 0.34% | Reduce -13.3% | 2,922,138 | $14.64M | $5.01 | No quote |
| 70 | MRH | Montpelier Re Holdings Ltd. SHS | 0.33% | Reduce -4.3% | 742,976 | $14.35M | No quote | No quote |
| 71 | CSWC | Capital Southwest COM | 0.32% | Add +15.5% | 145,648 | $13.77M | No quote | No quote |
| 72 | STLY | Stanley Furniture Company, Inc. COM | 0.31% | Reduce -7.3% | 2,794,404 | $13.39M | No quote | No quote |
| 73 | HVT | Haverty Furniture Companies Inc. COM | 0.29% | Reduce -26.2% | 1,108,762 | $12.31M | $11.10 | No quote |
| 74 | ARO | Aeropostale Inc. COM | 0.28% | Reduce -13.5% | 550,944 | $11.91M | No quote | No quote |
| 75 | STNG | Scorpio Tankers COM | 0.27% | Reduce -11.6% | 1,675,248 | $11.83M | $7.06 | No quote |
| 76 | INTC | Intel Corporation COM | 0.25% | - | 385,000 | $10.82M | $28.11 | No quote |
| 77 | IIIN | Insteel Industries Inc. COM | 0.24% | Reduce -0.3% | 869,139 | $10.56M | $12.15 | No quote |
| 78 | XEC | Cimarex Energy Co. COM | 0.24% | Reduce -14.5% | 135,833 | $10.25M | No quote | No quote |
| 79 | EXL | Excel Trust, Inc. COM | 0.23% | Add +6.5% | 822,154 | $9.93M | No quote | No quote |
| 80 | WFR | MEMC Electronic Materials, Inc. COM | 0.21% | Reduce -9.7% | 2,494,141 | $9M | No quote | No quote |
| 81 | COWN | Cowen group Inc- Class A COM | 0.14% | Reduce -21.7% | 2,192,974 | $5.94M | No quote | No quote |
| 82 | GM | General Motors Co. COM | 0.14% | Reduce -39.3% | 231,467 | $5.94M | $25.65 | No quote |
| 83 | KRNY | Kearny Financial Corp. COM | 0.12% | Reduce -11.1% | 551,444 | $5.38M | No quote | No quote |
| 84 | ABH | AbitibiBowater Inc. COM NEW | 0.12% | Reduce -28.4% | 375,915 | $5.37M | No quote | No quote |
| 85 | ALCO | Alico, Inc. COM | 0.12% | Reduce -9.4% | 231,041 | $5.34M | No quote | No quote |
| 86 | FNFG | First Niagara Financial Group, InCOM | 0.12% | Reduce -14.6% | 539,984 | $5.31M | No quote | No quote |
| 87 | TRNO | Terreno Realty Corp. COM | 0.10% | Reduce -100.0% | 0 | $4.52M | No quote | No quote |
| 88 | CDR | Cedar Shopping Centers COM | 0.06% | - | 534,000 | $2.73M | No quote | No quote |
| 89 | SKY | Skyline Corporation COM | 0.06% | Reduce -58.9% | 335,134 | $2.56M | $7.65 | No quote |
| 90 | COP | ConocoPhillips COM | 0.03% | - | 18,683 | $1.42M | $76.00 | No quote |
| 91 | TDW | Tidewater Inc. COM | 0.03% | Reduce -93.8% | 21,210 | $1.15M | $54.03 | No quote |
| 92 | SNY | Sanofi- Aventis SPON ADR | 0.02% | Add +20.2% | 18,210 | $706K | $38.77 | No quote |
| 93 | BPO | Brookfield Properties COM | 0.02% | - | 37,550 | $655K | No quote | No quote |
| 94 | VTGDF | Vantage Drilling Co. COM | 0.01% | New | 350,000 | $560K | No quote | No quote |
| 95 | FPO | First Potomac Realty Trust COM | 0.01% | - | 44,300 | $536K | No quote | No quote |
| 96 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $451K | No quote | No quote |
| 97 | KIM | Kimco Realty Corp COM | 0.01% | - | 22,845 | $440K | No quote | No quote |
| 99 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $400K | No quote | No quote |
| 98 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $400K | No quote | No quote |
| 100 | MDC | MDC Holdings Inc. COM | 0.01% | Reduce -52.0% | 12,210 | $315K | No quote | No quote |
| 101 | PLD | Prologis Inc. COM | 0.01% | Reduce -52.9% | 6,680 | $241K | $36.08 | No quote |
| 102 | NLY | Annaly Capital Mgmtt, Inc. COM | 0.00% | - | 11,600 | $184K | No quote | No quote |
| 103 | CMO | Capstead Mortgage Corp. COM NO PAR | 0.00% | - | 12,500 | $164K | No quote | No quote |
| 104 | CARV | Carver Bancorp, Inc. COM | 0.00% | Reduce -28.6% | 10,400 | $74K | No quote | No quote |
| 115 | TRH | Transatlantic Holdings Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 114 | JOE | The St. Joe Company COM | - | Sold | 0 | $0 | No quote | No quote |
| 113 | SPY | SPDR TR UNIT SER 1 ETF | - | Sold | 0 | $0 | No quote | No quote |
| 112 | SAFM | Sanderson Farms Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 111 | PVX | Provident Energy Ltd COM | - | Sold | 0 | $0 | No quote | No quote |
| 110 | NWLI | National Western Life Insurance Co. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 109 | LEN | Lennar Corp. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 108 | IRS | Irsa Inversiones Y Rep S A GDR | - | Sold | 0 | $0 | No quote | No quote |
| 107 | FFCO | Fedfirst Financial Corporation COM | - | Sold | 0 | $0 | No quote | No quote |
| 106 | COBK | Colonial Financial Services COM | - | Sold | 0 | $0 | No quote | No quote |
| 105 | BIP | Brookfield Infrastructure Part. LP INT UNIT | - | Sold | 0 | $0 | No quote | No quote |