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 51 of 119 rows. Rows without a quote are marked unavailable.
| 1 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 5.22% | New | 6,353,428 | $232.87M | $36.65 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 5.13% | New | 14,177,249 | $228.96M | No quote | No quote |
| 3 | BK | Bank of NY Mellon Corp. COM | 5.11% | New | 8,878,341 | $228.21M | $25.70 | No quote |
| 4 | PKX | Posco ADR | 4.78% | New | 2,595,978 | $213.28M | No quote | No quote |
| 5 | DVN | Devon Energy Corp. COM | 3.86% | New | 3,312,061 | $172.37M | $52.04 | No quote |
| 6 | WY | Weyerhaeuser Company COM | 3.61% | New | 5,791,328 | $161.12M | $27.82 | No quote |
| 7 | KEY | Keycorp COM | 3.57% | New | 18,923,309 | $159.35M | $8.42 | No quote |
| 8 | CVA | Covanta Holding Corp. COM | 3.25% | New | 7,884,928 | $145.24M | No quote | No quote |
| 9 | LUK | Leucadia National Corp. COM | 2.54% | New | 4,755,405 | $113.15M | No quote | No quote |
| 10 | Y | Alleghany Corp. COM | 2.50% | New | 332,727 | $111.6M | No quote | No quote |
| 11 | WTM | White Mtns Insurance Grp COM | 2.44% | New | 211,519 | $108.94M | $515.06 | No quote |
| 12 | AMAT | Applied Materials, Inc. COM | 2.25% | New | 8,790,659 | $100.58M | $11.44 | No quote |
| 13 | LOW | Lowe's Companies Inc. COM | 1.76% | New | 2,212,860 | $78.6M | $35.52 | No quote |
| 14 | TLAB | Tellabs, Inc. COM | 1.69% | New | 33,012,358 | $75.27M | No quote | No quote |
| 15 | TRC | Tejon Ranch Co. COM | 1.65% | New | 2,627,194 | $73.77M | No quote | No quote |
| 16 | CMA | Comerica Inc. COM | 1.62% | New | 2,379,524 | $72.2M | No quote | No quote |
| 17 | OSK | Oshkosh Corporation COM | 1.39% | New | 2,096,565 | $62.16M | $29.65 | No quote |
| 18 | FR | First Ind. Realty Trust, Inc. COM | 1.36% | New | 4,316,511 | $60.78M | $14.08 | No quote |
| 19 | TFX | Telefex Inc. COM | 1.29% | New | 806,972 | $57.55M | $71.31 | No quote |
| 20 | MSG | Madison Sq. Garden Inc. CL A | 1.25% | New | 1,259,873 | $55.88M | No quote | No quote |
| 21 | KMT | Kennametal Inc. COM | 1.21% | New | 1,352,055 | $54.08M | $40.00 | No quote |
| 22 | KGC | Kinross Gold Corp. COM NO PAR | 1.20% | New | 5,523,264 | $53.59M | $9.70 | No quote |
| 23 | VNO | Vornado Realty Trust SH BEN INT | 1.17% | New | 653,508 | $52.33M | $80.08 | No quote |
| 24 | LMCA | Liberty Media Corp. COM A | 1.15% | New | 440,750 | $51.13M | No quote | No quote |
| 25 | IM | Ingram Micro Inc. CL A | 1.11% | New | 2,933,251 | $49.63M | No quote | No quote |
| 26 | HAR | Harman Int'l Industries, Inc. COM | 1.10% | New | 1,099,702 | $49.09M | No quote | No quote |
| 27 | BR | Broadridge Financial Sol. Inc. COM | 1.04% | New | 2,024,036 | $46.31M | $22.88 | No quote |
| 28 | CMP | Compass Minerals Int'l COM | 1.03% | New | 614,476 | $45.91M | No quote | No quote |
| 29 | HCC | HCC Insurance Holdings COM | 1.01% | New | 1,213,891 | $45.17M | $37.21 | No quote |
| 30 | RSTI | Rofin-Sinar Tech. Inc. COM | 1.00% | New | 2,056,734 | $44.59M | No quote | No quote |
| 31 | UNF | UniFirst Corp. COM | 0.99% | New | 601,305 | $44.09M | $73.32 | No quote |
| 32 | SUP | Superior Industries Int'l, Inc. COM | 0.96% | New | 2,104,456 | $42.93M | No quote | No quote |
| 33 | ECA | Encana Corporation COM | 0.94% | New | 2,133,941 | $42.18M | No quote | No quote |
| 34 | MANT | Mantech International Corp. CL A | 0.93% | New | 1,595,556 | $41.39M | No quote | No quote |
| 35 | TPGI | Thomas Properties Grp Inc. COM | 0.92% | New | 7,582,479 | $41.02M | No quote | No quote |
| 36 | NEM | Newmont Mining Corp. COM | 0.91% | New | 878,999 | $40.82M | $46.44 | No quote |
| 37 | EME | EMCOR Group, Inc. COM | 0.89% | New | 1,154,008 | $39.94M | $34.61 | No quote |
| 38 | CKH | Seacor Holdings Inc. COM | 0.89% | New | 471,917 | $39.55M | No quote | No quote |
| 39 | EFII | Electronics for Imaging Inc. COM | 0.88% | New | 2,077,721 | $39.46M | No quote | No quote |
| 40 | SEMG | SemGroup Corp. CL A | 0.88% | New | 1,000,582 | $39.1M | No quote | No quote |
| 41 | CLD | Cloud Peak Energy Inc. COM | 0.86% | New | 1,977,466 | $38.22M | No quote | No quote |
| 42 | ICFI | ICF International, Inc. COM | 0.85% | New | 1,616,124 | $37.88M | $23.44 | No quote |
| 43 | AVX | AVX Corporation COM | 0.84% | New | 3,486,655 | $37.59M | No quote | No quote |
| 44 | SYMC | Symantec Corp COM | 0.80% | New | 1,904,000 | $35.81M | No quote | No quote |
| 45 | PRGS | Progress Software Corp. COM | 0.79% | New | 1,681,436 | $35.29M | No quote | No quote |
| 46 | BRS | Bristow Group Inc. COM | 0.79% | New | 656,006 | $35.2M | No quote | No quote |
| 47 | ACGL | Arch Capital Group Ltd. ORD | 0.78% | New | 794,290 | $34.97M | $44.02 | No quote |
| 48 | SXT | Sensient Technologies Corp. COM | 0.72% | New | 902,402 | $32.09M | No quote | No quote |
| 49 | LXU | LSB Industries Inc. COM | 0.70% | New | 885,236 | $31.36M | $35.42 | No quote |
| 50 | ENS | EnerSys COM | 0.70% | New | 824,622 | $31.03M | $37.63 | No quote |
| 51 | MTX | Minerals Technologies Inc. COM | 0.68% | New | 760,990 | $30.38M | No quote | No quote |
| 52 | PES | Pioneer Energy Serv. Corp COM | 0.62% | New | 3,796,318 | $27.56M | No quote | No quote |
| 53 | PDS | Precision Drilling Corp, COM | 0.61% | New | 3,304,300 | $27.28M | $8.26 | No quote |
| 54 | WTW | Weight Watchers Int'l COM | 0.56% | New | 476,252 | $24.94M | $52.36 | No quote |
| 55 | SCL | Stepan Company COM | 0.56% | New | 448,516 | $24.91M | No quote | No quote |
| 56 | MTN | Vail Resorts Inc. COM | 0.55% | New | 450,339 | $24.36M | $54.09 | No quote |
| 57 | JJSF | J&J Snack Foods Corp. COM | 0.52% | New | 365,915 | $23.4M | $63.94 | No quote |
| 58 | WIRE | Encore Wire Corporation COM | 0.52% | New | 767,925 | $23.28M | No quote | No quote |
| 59 | JOSB | Jos A Bank Clothiers Inc. COM | 0.52% | New | 545,867 | $23.24M | No quote | No quote |
| 60 | NVDA | NVIDIA Corp COM | 0.47% | New | 1,711,537 | $21.04M | $12.29 | No quote |
| 61 | BELFB | Bel Fuse Inc. CL B CL B | 0.47% | New | 1,067,342 | $20.87M | $19.55 | No quote |
| 62 | WHG | Westwood Holdings Grp Inc. COM | 0.45% | New | 494,781 | $20.24M | No quote | No quote |
| 63 | ESIO | Electro Scientific Ind., Inc. COM | 0.45% | New | 2,002,663 | $19.93M | No quote | No quote |
| 64 | CVCO | Cavco Industries, Inc. COM | 0.43% | New | 386,578 | $19.32M | $49.98 | No quote |
| 65 | ALG | Alamo Group, Inc. COM | 0.42% | New | 571,776 | $18.66M | $32.64 | No quote |
| 66 | JAKK | Jakks Pacific, Inc. COM | 0.41% | New | 1,467,149 | $18.37M | No quote | No quote |
| 67 | LXK | Lexmark International Inc. CL A | 0.41% | New | 791,275 | $18.35M | No quote | No quote |
| 68 | GLT | Glatfelter P. H. Co. COM | 0.40% | New | 1,023,603 | $17.89M | No quote | No quote |
| 69 | MRH | Montpelier Re Holdings Ltd. SHS | 0.37% | New | 726,956 | $16.62M | No quote | No quote |
| 70 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.36% | New | 260,923 | $16.1M | $61.69 | No quote |
| 71 | CTO | Consolidated Tomoka Land Co. COM | 0.36% | New | 511,420 | $15.86M | $31.01 | No quote |
| 72 | PKE | Park Electrochemical Corp. COM | 0.35% | New | 600,454 | $15.45M | No quote | No quote |
| 73 | DAR | Darling International Inc. COM | 0.34% | New | 934,133 | $14.98M | $16.04 | No quote |
| 74 | - | Chiquita Brands Intl. Inc. Note 4.25% 8/15/16CUSIP 170032AT3 | 0.29% | New | 14,776,000 | $12.86M | No quote | No quote |
| 75 | EXL | Excel Trust, Inc. COM | 0.29% | New | 1,008,291 | $12.78M | No quote | No quote |
| 76 | CALM | Cal-Maine Foods, Inc. COM | 0.26% | New | 293,202 | $11.79M | $40.22 | No quote |
| 77 | MDRX | Allscripts Healthcare Sol., Inc. COM | 0.26% | New | 1,235,495 | $11.64M | No quote | No quote |
| 78 | CCRN | Cross Country Healthcare Inc. COM | 0.25% | New | 2,352,804 | $11.29M | $4.80 | No quote |
| 79 | STLY | Stanley Furniture Co., Inc. COM | 0.25% | New | 2,441,716 | $10.99M | No quote | No quote |
| 80 | IIIN | Insteel Industries Inc. COM | 0.24% | New | 855,820 | $10.68M | $12.48 | No quote |
| 81 | INTC | Intel Corporation COM | 0.21% | New | 460,000 | $9.49M | $20.63 | No quote |
| 82 | ITG | Investment Tech. Group COM | 0.20% | New | 1,015,196 | $9.14M | No quote | No quote |
| 83 | XEC | Cimarex Energy Co. COM | 0.20% | New | 152,315 | $8.79M | No quote | No quote |
| 84 | SCMR | Sycamore Networks, Inc. COM NEW | 0.19% | New | 3,880,310 | $8.69M | No quote | No quote |
| 85 | AEO | American Eagle Outfitters COM | 0.19% | New | 410,989 | $8.43M | $20.51 | No quote |
| 86 | HY | Hyster-Yale Mat. Handling, Inc. COM | 0.18% | New | 161,960 | $7.9M | No quote | No quote |
| 87 | ALCO | Alico, Inc. COM | 0.15% | New | 186,273 | $6.82M | No quote | No quote |
| 88 | GM | General Motors Co. COM | 0.15% | New | 231,467 | $6.67M | $28.83 | No quote |
| 89 | KELYA | Kelly Services Inc. CL A | 0.14% | New | 405,000 | $6.38M | No quote | No quote |
| 90 | CSWC | Capital Southwest COM | 0.14% | New | 63,738 | $6.35M | No quote | No quote |
| 91 | WLK | Westlake Chemical Corp. COM | 0.13% | New | 75,504 | $5.99M | $79.29 | No quote |
| 92 | KRNY | Kearny Financial Corp. COM | 0.12% | New | 535,494 | $5.22M | No quote | No quote |
| 93 | STNG | Scorpio Tankers SHS | 0.10% | New | 644,025 | $4.58M | $7.11 | No quote |
| 94 | FPO | First Potomac Realty Trust COM | 0.10% | New | 349,215 | $4.32M | No quote | No quote |
| 95 | RFP | Resolute Forest Prod., Inc. COM NEW | 0.09% | New | 315,495 | $4.18M | No quote | No quote |
| 96 | COWN | Cowen group Inc- Class A COM | 0.09% | New | 1,571,140 | $3.85M | No quote | No quote |
| 97 | FNFG | First Niagara Fin. Group, Inc. COM | 0.08% | New | 477,184 | $3.78M | No quote | No quote |
| 98 | TRNO | Terreno Realty Corp. COM | 0.08% | New | 221,290 | $3.42M | $15.44 | No quote |
| 99 | HAE | Haemonetics Corp. COM | 0.07% | New | 78,000 | $3.19M | $40.85 | No quote |
| 100 | IAG | IAMGOLD Corporation COM | 0.07% | New | 252,940 | $2.9M | $11.47 | No quote |
| 101 | - | THQ Inc. NOTE 5.000% 8/1/14CUSIP 872443AB2 | 0.06% | New | 24,000,000 | $2.88M | No quote | No quote |
| 102 | AUY | Yamana Gold Inc COM | 0.04% | New | 108,800 | $1.87M | No quote | No quote |
| 103 | VTGDF | Vantage Drilling Co. ORD SHS | 0.04% | New | 979,200 | $1.79M | No quote | No quote |
| 104 | ALC | Assisted Living Concepts Inc CL A | 0.02% | New | 85,420 | $833K | $9.75 | No quote |
| 105 | CDR | Cedar Shopping Centers COM | 0.02% | New | 133,000 | $702K | No quote | No quote |
| 106 | CVE | Cenovus Energy Inc. COM | 0.01% | New | 19,200 | $644K | $33.54 | No quote |
| 107 | EGO | Eldorado Gold Corporation COM | 0.01% | New | 50,000 | $643K | $12.86 | No quote |
| 108 | BPO | Brookfield Properties COM | 0.01% | New | 37,550 | $639K | No quote | No quote |
| 109 | TDW | Tidewater Inc. COM | 0.01% | New | 14,000 | $626K | $44.71 | No quote |
| 110 | SNY | Sanofi-Aventis SPON ADR | 0.01% | New | 12,785 | $606K | $47.40 | No quote |
| 111 | SBSAA | Spanish Broadcasting Sys., Inc Com Class A | 0.01% | New | 210,700 | $520K | No quote | No quote |
| 112 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | New | 19,999 | $502K | No quote | No quote |
| 113 | KIM | Kimco Realty Corp COM | 0.01% | New | 22,845 | $441K | No quote | No quote |
| 114 | PSB | PS Business Parks, Inc. COM | 0.01% | New | 6,100 | $396K | No quote | No quote |
| 115 | - | USEC Inc. Note 3.00% 10/01/14CUSIP 90333EAC2 | 0.01% | New | 1,000,000 | $380K | No quote | No quote |
| 116 | CFFN | Capitol Federal Financial, Inc. COM | 0.01% | New | 22,615 | $264K | No quote | No quote |
| 117 | PLD | Prologis Inc. COM | 0.01% | New | 6,680 | $244K | $36.53 | No quote |
| 118 | NLY | Annaly Capital Mgmt, Inc. COM | 0.00% | New | 12,105 | $170K | No quote | No quote |
| 119 | CMO | Capstead Mortgage Corp. COM NO PAR | 0.00% | New | 12,500 | $143K | No quote | No quote |