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.
| 1 | PKX | Posco ADR ADR | 8.26% | - | 0 | $312.42M |
| 2 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 7.96% | - | 0 | $301.06M |
| 3 | BK | Bank of New York Mellon Corp. COM | 5.53% | - | 0 | $209.33M |
| 4 | CVA | Covanta Holding Corporation COM | 3.86% | Reduce -100.0% | 0 | $145.98M |
| 5 | WY | Weyerhaeuser Company COM | 3.76% | - | 0 | $142.21M |
| 6 | AMAT | Applied Materials, Inc. COM | 2.43% | - | 0 | $92.02M |
| 7 | TRC | Tejon Ranch Co. COM | 2.34% | - | 0 | $88.63M |
| 8 | WTM | White Mtns Insurance Group COM | 2.29% | - | 0 | $86.6M |
| 9 | Y | Alleghany Corp. COM | 2.28% | - | 0 | $86.38M |
| 10 | ECA | Encana Corporation COM | 2.27% | - | 0 | $85.8M |
| 11 | LUK | Leucadia National Corporation COM | 2.26% | Reduce -100.0% | 0 | $85.35M |
| 12 | DVN | Devon Energy Corp. COM | 1.89% | Reduce -100.0% | 0 | $71.6M |
| 13 | LOW | Lowe's Companies Inc. COM | 1.67% | - | 0 | $63.29M |
| 14 | IM | Ingram Micro Inc. CL A | 1.64% | Reduce -100.0% | 0 | $62.21M |
| 15 | BRS | Bristow Group Inc. COM | 1.59% | Reduce -100.0% | 0 | $60.34M |
| 16 | CKH | Seacor Holdings Inc. COM | 1.55% | Reduce -100.0% | 0 | $58.48M |
| 17 | VNO | Vornado Realty Trust SH BEN INT | 1.47% | - | 0 | $55.45M |
| 18 | MTN | Vail Resorts Inc. COM | 1.43% | Reduce -100.0% | 0 | $54.27M |
| 19 | TFX | Telefex Inc. COM | 1.38% | Reduce -100.0% | 0 | $52.29M |
| 20 | MSG | Madison Square Garden Inc. CL A | 1.32% | Reduce -100.0% | 0 | $49.84M |
| 21 | FR | First Industrial Realty Trust, Inc. COM | 1.29% | - | 0 | $48.91M |
| 22 | SEMG | SemGroup Corporation COM | 1.27% | Reduce -100.0% | 0 | $48.15M |
| 23 | SCMR | Sycamore Networks, Inc. COM NEW | 1.19% | - | 0 | $45.18M |
| 24 | BR | Broadridge Fin'l Solutions Inc. COM | 1.14% | Reduce -100.0% | 0 | $42.97M |
| 25 | CVCO | Cavco Industries, Inc. COM | 1.13% | Reduce -100.0% | 0 | $42.73M |
| 26 | AVX | AVX Corporation COM | 1.13% | - | 0 | $42.72M |
| 27 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 1.12% | Reduce -100.0% | 0 | $42.29M |
| 28 | TPGI | Thomas Properties Group Inc. COM | 1.10% | - | 0 | $41.71M |
| 29 | LXK | Lexmark International Inc. CL A | 1.04% | Reduce -100.0% | 0 | $39.48M |
| 30 | OSK | Oshkosh Corporation COM | 1.02% | Reduce -100.0% | 0 | $38.63M |
| 31 | EFII | Electronics for Imaging Inc. COM | 0.96% | Reduce -100.0% | 0 | $36.49M |
| 32 | MANT | Mantech International Corp. COM | 0.96% | Reduce -100.0% | 0 | $36.26M |
| 33 | SUP | Superior Industries Int'l, Inc. COM | 0.93% | Reduce -100.0% | 0 | $35.02M |
| 34 | CMP | Compass Minerals Int'l COM | 0.92% | Reduce -100.0% | 0 | $34.78M |
| 35 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.90% | Reduce -100.0% | 0 | $34.14M |
| 36 | KMT | Kennametal Inc. COM | 0.89% | New | 0 | $33.56M |
| 37 | UNF | UniFirst Corporation COM | 0.87% | Reduce -100.0% | 0 | $32.76M |
| 38 | HCC | HCC Insurance Holdings COM | 0.85% | Reduce -100.0% | 0 | $32.03M |
| 39 | KGC | Kinross Gold Corporation COM NO PAR | 0.82% | Reduce -100.0% | 0 | $30.91M |
| 40 | ICFI | ICF International, Inc. COM | 0.77% | Reduce -100.0% | 0 | $29.14M |
| 41 | SXT | Sensient Technologies Corp. COM | 0.75% | Reduce -100.0% | 0 | $28.4M |
| 42 | HAR | Harman Int'l Industries, Inc. COM | 0.73% | New | 0 | $27.6M |
| 43 | MTX | Minerals Technologies Inc. COM | 0.72% | - | 0 | $27.28M |
| 44 | RSTI | Rofin-Sinar Technologies Inc. COM | 0.69% | New | 0 | $25.94M |
| 45 | GLT | Glatfelter P. H. Co. COM | 0.68% | Reduce -100.0% | 0 | $25.67M |
| 46 | PRGS | Progress Software Corporation COM | 0.66% | New | 0 | $25.12M |
| 47 | HAE | Haemonetics Corporation COM | 0.65% | Reduce -100.0% | 0 | $24.67M |
| 48 | CMA | Comerica Inc. COM | 0.65% | New | 0 | $24.52M |
| 49 | PDS | Precision Drilling Corp, COM | 0.64% | Reduce -100.0% | 0 | $24.3M |
| 50 | CLD | Cloud Peak Energy Inc. COM | 0.64% | Reduce -100.0% | 0 | $24.04M |
| 51 | PDC | Pioneer Drilling Co. COM | 0.64% | Reduce -100.0% | 0 | $24.03M |
| 52 | LXU | LSB Industries Inc. COM | 0.62% | New | 0 | $23.64M |
| 53 | NEM | Newmont Mining Corporation COM | 0.62% | Reduce -100.0% | 0 | $23.51M |
| 54 | EME | EMCOR Group, Inc. COM | 0.60% | Reduce -100.0% | 0 | $22.71M |
| 55 | BELFB | Bel Fuse Inc. CL B | 0.59% | Reduce -100.0% | 0 | $22.25M |
| 56 | SYMC | Symantec Corp COM | 0.59% | New | 0 | $22.19M |
| 57 | ACGL | Arch Capital Group Ltd. ORD | 0.56% | Reduce -100.0% | 0 | $21.15M |
| 58 | JOSB | Jos A Bank Clothiers Inc. COM | 0.53% | New | 0 | $20.2M |
| 59 | ALG | Alamo Group, Inc. COM | 0.52% | Reduce -100.0% | 0 | $19.49M |
| 60 | WIRE | Encore Wire Corporation COM | 0.50% | Reduce -100.0% | 0 | $19.03M |
| 61 | SCL | Stepan Company COM | 0.50% | Reduce -100.0% | 0 | $19M |
| 62 | WHG | Westwood Holdings Group Inc. COM | 0.50% | Reduce -100.0% | 0 | $18.99M |
| 63 | ESIO | Electro Scientific Industries, Inc. COM | 0.50% | Reduce -100.0% | 0 | $18.78M |
| 64 | AEO | American Eagle Outfitters COM | 0.49% | Reduce -100.0% | 0 | $18.66M |
| 65 | JJSF | J&J Snack Foods Corporation COM | 0.49% | Reduce -100.0% | 0 | $18.66M |
| 66 | JAKK | Jakks Pacific, Inc. COM | 0.46% | Reduce -100.0% | 0 | $17.38M |
| 67 | CSWC | Capital Southwest COM | 0.43% | Reduce -100.0% | 0 | $16.09M |
| 68 | MRH | Montpelier Re Holdings Ltd. SHS | 0.42% | Reduce -100.0% | 0 | $15.78M |
| 69 | PKE | Park Electrochemical Corporation COM | 0.41% | Reduce -100.0% | 0 | $15.53M |
| 70 | WLK | Westlake Chemical Corp. COM | 0.40% | Reduce -100.0% | 0 | $15.29M |
| 71 | CTO | Consolidated Tomoka Land Co. COM | 0.39% | - | 0 | $14.88M |
| 72 | CVE | Cenovus Energy Inc. COM | 0.33% | Reduce -100.0% | 0 | $12.45M |
| 73 | ITG | Investment Technology Group COM | 0.33% | Reduce -100.0% | 0 | $12.34M |
| 74 | DAR | Darling International Inc. COM | 0.32% | New | 0 | $12.02M |
| 75 | KEY | Keycorp COM | 0.32% | - | 0 | $11.96M |
| 76 | EXL | Excel Trust, Inc. COM | 0.31% | Reduce -100.0% | 0 | $11.87M |
| 77 | CCRN | Cross Country Healthcare Inc. COM | 0.31% | Reduce -100.0% | 0 | $11.75M |
| 78 | HVT | Haverty Furniture Companies Inc. COM | 0.30% | Reduce -100.0% | 0 | $11.54M |
| 79 | STLY | Stanley Furniture Company, Inc. COM | 0.29% | Reduce -100.0% | 0 | $11.04M |
| 80 | INTC | Intel Corporation COM | 0.27% | Reduce -100.0% | 0 | $10.26M |
| 81 | IIIN | Insteel Industries Inc. COM | 0.25% | Reduce -100.0% | 0 | $9.54M |
| 82 | XEC | Cimarex Energy Co. COM | 0.22% | Reduce -100.0% | 0 | $8.39M |
| 83 | STNG | Scorpio Tankers COM | 0.22% | Reduce -100.0% | 0 | $8.18M |
| 84 | TLAB | Tellabs, Inc. COM | 0.19% | - | 0 | $7.03M |
| 85 | ALCO | Alico, Inc. COM | 0.18% | Reduce -100.0% | 0 | $6.79M |
| 86 | KRNY | Kearny Financial Corp. COM | 0.14% | Reduce -100.0% | 0 | $5.19M |
| 87 | COWN | Cowen group Inc. COM | 0.13% | Reduce -100.0% | 0 | $4.85M |
| 88 | GM | General Motors Co. COM | 0.12% | Reduce -100.0% | 0 | $4.57M |
| 89 | FNFG | First Niagara Financial Group, Inc. COM | 0.11% | Reduce -100.0% | 0 | $4.13M |
| 90 | TRNO | Terreno Realty Corp. COM | 0.11% | - | 0 | $4.02M |
| 91 | KELYA | Kelly Services Inc. CL A | 0.09% | New | 0 | $3.55M |
| 92 | CDR | Cedar Shopping Centers COM | 0.06% | Reduce -100.0% | 0 | $2.25M |
| 93 | VTGDF | Vantage Drilling Co. COM | 0.05% | Reduce -100.0% | 0 | $1.88M |
| 94 | DLPH | Delphi Automotive plc COM | 0.04% | New | 0 | $1.69M |
| 95 | SKY | Skyline Corporation COM | 0.04% | Reduce -100.0% | 0 | $1.64M |
| 96 | RFP | Resolute Forest Products, Inc. COM NEW | 0.04% | New | 0 | $1.42M |
| 97 | COP | ConocoPhillips COM | 0.03% | Reduce -100.0% | 0 | $1.04M |
| 98 | FCEA | Forest City Enterprises Inc. CL A | 0.03% | - | 0 | $984K |
| 99 | TDW | Tidewater Inc. COM | 0.03% | Reduce -100.0% | 0 | $983K |
| 100 | SNY | Sanofi- Aventis ADR SPON ADR | 0.02% | Reduce -100.0% | 0 | $657K |
| 101 | BPO | Brookfield Properties COM | 0.02% | Reduce -100.0% | 0 | $654K |
| 102 | FPO | First Potomac Realty Trust COM | 0.01% | Reduce -100.0% | 0 | $521K |
| 103 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | Reduce -100.0% | 0 | $464K |
| 104 | KIM | Kimco Realty Corp COM | 0.01% | Reduce -100.0% | 0 | $435K |
| 105 | PSB | PS Business Parks, Inc. COM | 0.01% | Reduce -100.0% | 0 | $413K |
| 106 | PLD | Prologis Inc. COM | 0.01% | Reduce -100.0% | 0 | $222K |
| 107 | NLY | Annaly Capital Management, Inc. COM | 0.01% | Reduce -100.0% | 0 | $195K |
| 108 | CMO | Capstead Mortgage Corp. COM NO PAR | 0.00% | Reduce -100.0% | 0 | $174K |
| 115 | WFR | MEMC Electronic Materials, Inc. COM | - | Sold | 0 | $0 |
| 114 | MDC | MDC Holdings Inc. COM | - | Sold | 0 | $0 |
| 113 | FCEB | Forest City Enterprises Inc. CL B CONV | - | Sold | 0 | $0 |
| 112 | CARV | Carver Bancorp, Inc. COM | - | Sold | 0 | $0 |
| 111 | ALEX | Alexander & Baldwin, Inc. COM | - | Sold | 0 | $0 |
| 110 | ARO | Aeropostale Inc. COM | - | Sold | 0 | $0 |
| 109 | ABH | AbitibiBowater Inc. COM NEW | - | Sold | 0 | $0 |