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 54 of 138 rows. Rows without a quote are marked unavailable.
| 1 | BK | Bank of NY Mellon Corp. COM | 5.16% | Add +7.8% | 9,570,525 | $267.88M | $27.99 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 4.79% | Reduce -1.2% | 14,012,551 | $249M | No quote | No quote |
| 3 | DVN | Devon Energy Corp. COM | 4.23% | Add +17.5% | 3,891,422 | $219.55M | $56.42 | No quote |
| 4 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 4.14% | Reduce -7.2% | 5,896,026 | $215.15M | $36.49 | No quote |
| 5 | KEY | Keycorp COM | 4.06% | Add +12.0% | 21,187,545 | $211.03M | $9.96 | No quote |
| 6 | PKX | Posco ADR ADR | 3.93% | Add +6.6% | 2,766,520 | $203.92M | No quote | No quote |
| 7 | WY | Weyerhaeuser Company COM | 3.74% | Add +6.8% | 6,186,599 | $194.14M | $31.38 | No quote |
| 8 | LUK | Leucadia National Corp. COM | 3.12% | Add +24.4% | 5,915,248 | $162.26M | No quote | No quote |
| 9 | CVA | Covanta Holding Corp. COM | 3.06% | - | 7,884,928 | $158.88M | No quote | No quote |
| 10 | WTM | White Mtns Insurance Grp COM | 2.87% | Add +24.2% | 262,694 | $148.98M | $567.12 | No quote |
| 11 | AMAT | Applied Materials, Inc. COM | 2.63% | Add +15.1% | 10,119,702 | $136.41M | $13.48 | No quote |
| 12 | Y | Alleghany Corp. COM | 2.11% | Reduce -16.8% | 276,843 | $109.61M | No quote | No quote |
| 13 | CMA | Comerica Inc. COM | 1.77% | Add +7.3% | 2,553,948 | $91.81M | No quote | No quote |
| 14 | INTC | Intel Corporation COM | 1.52% | Add +683.8% | 3,605,523 | $78.78M | $21.85 | No quote |
| 15 | TRC | Tejon Ranch Co. COM | 1.48% | Reduce -1.6% | 2,586,194 | $77.02M | No quote | No quote |
| 16 | FR | First Ind. Realty Trust, Inc. COM | 1.44% | Add +1.3% | 4,370,706 | $74.87M | $17.13 | No quote |
| 17 | TLAB | Tellabs, Inc. COM | 1.42% | Add +7.2% | 35,389,450 | $73.96M | No quote | No quote |
| 18 | LOW | Lowe's Companies Inc. COM | 1.37% | Reduce -15.2% | 1,875,755 | $71.13M | $37.92 | No quote |
| 19 | TFX | Telefex Inc. COM | 1.25% | Reduce -4.8% | 767,974 | $64.9M | $84.51 | No quote |
| 20 | OSK | Oshkosh Corporation COM | 1.23% | Reduce -28.3% | 1,504,067 | $63.91M | $42.49 | No quote |
| 21 | IM | Ingram Micro Inc. CL A | 1.21% | Add +8.5% | 3,181,376 | $62.61M | No quote | No quote |
| 22 | ECA | Encana Corporation COM | 1.21% | Add +50.8% | 3,217,148 | $62.61M | No quote | No quote |
| 23 | VNO | Vornado Realty Trust SH BEN INT | 1.07% | Add +1.4% | 662,619 | $55.42M | $83.64 | No quote |
| 24 | UNF | UniFirst Corp. COM | 1.06% | Add +0.8% | 605,910 | $54.84M | $90.50 | No quote |
| 25 | HCC | HCC Insurance Holdings COM | 1.00% | Add +2.2% | 1,240,091 | $52.12M | $42.03 | No quote |
| 26 | SEMG | SemGroup Corp. CL A | 1.00% | Add +0.3% | 1,004,001 | $51.93M | No quote | No quote |
| 27 | CMP | Compass Minerals Int'l. COM | 0.99% | Add +6.5% | 654,711 | $51.66M | No quote | No quote |
| 28 | MANT | Mantech International Corp. CL A | 0.99% | Add +20.2% | 1,917,195 | $51.52M | No quote | No quote |
| 29 | EFII | Electronics for Imaging Inc. COM | 0.99% | Reduce -2.5% | 2,026,262 | $51.39M | No quote | No quote |
| 30 | AVX | AVX Corporation COM | 0.94% | Add +17.6% | 4,099,072 | $48.78M | No quote | No quote |
| 31 | MSG | Madison Sq. Garden Inc. CL A | 0.93% | Reduce -33.4% | 839,281 | $48.34M | No quote | No quote |
| 32 | SYMC | Symantec Corp COM | 0.92% | Add +1.1% | 1,925,795 | $47.53M | No quote | No quote |
| 33 | KMT | Kennametal Inc. COM | 0.91% | Reduce -10.8% | 1,205,613 | $47.07M | $39.04 | No quote |
| 34 | HAR | Harman Int'l Industries, Inc. COM | 0.90% | Reduce -5.1% | 1,043,232 | $46.56M | No quote | No quote |
| 35 | EME | EMCOR Group, Inc. COM | 0.89% | Reduce -5.3% | 1,093,108 | $46.34M | $42.39 | No quote |
| 36 | LMCAD | Liberty Media Corp. CL A | 0.88% | New | 408,799 | $45.63M | No quote | No quote |
| 37 | KGC | Kinross Gold Corp. COM NO PAR | 0.87% | Add +3.7% | 5,725,454 | $45.3M | $7.91 | No quote |
| 38 | ICFI | ICF International, Inc. COM | 0.85% | Add +0.8% | 1,629,399 | $44.32M | $27.20 | No quote |
| 39 | BR | Broadridge Fin. Sol. Inc. COM | 0.85% | Reduce -11.9% | 1,783,061 | $44.29M | $24.84 | No quote |
| 40 | ENS | EnerSys COM | 0.83% | Add +14.1% | 940,550 | $42.87M | $45.58 | No quote |
| 41 | ACGL | Arch Capital Group Ltd. ORD | 0.82% | Add +2.4% | 813,465 | $42.76M | $52.57 | No quote |
| 42 | NVDA | NVIDIA Corp COM | 0.82% | Add +93.4% | 3,310,646 | $42.44M | $12.82 | No quote |
| 43 | NEM | Newmont Mining Corp. COM | 0.81% | Add +13.7% | 999,509 | $41.87M | $41.89 | No quote |
| 44 | RSTI | Rofin-Sinar Tech. Inc. COM | 0.79% | Reduce -26.7% | 1,507,886 | $40.85M | No quote | No quote |
| 45 | PRGS | Progress Software Corp. COM | 0.77% | Add +4.7% | 1,759,997 | $40.09M | No quote | No quote |
| 46 | TPGI | Thomas Prop. Group Inc. COM | 0.76% | Add +0.9% | 7,647,779 | $39.23M | No quote | No quote |
| 47 | CLD | Cloud Peak Energy Inc. COM | 0.75% | Add +5.5% | 2,085,271 | $39.16M | No quote | No quote |
| 48 | SXT | Sensient Technologies Corp. COM | 0.68% | Add +0.4% | 905,837 | $35.41M | No quote | No quote |
| 49 | LXU | LSB Industries Inc. COM | 0.66% | Add +11.9% | 990,975 | $34.47M | $34.78 | No quote |
| 50 | CKH | Seacor Holdings Inc. COM | 0.64% | Reduce -4.5% | 450,758 | $33.21M | No quote | No quote |
| 51 | SUP | Superior Industries Int'l, Inc. COM | 0.64% | Reduce -15.7% | 1,774,144 | $33.14M | No quote | No quote |
| 52 | APA | Apache Corp COM | 0.62% | New | 417,885 | $32.24M | $77.16 | No quote |
| 53 | PDS | Precision Drilling Corp, COM | 0.59% | Add +0.5% | 3,320,400 | $30.68M | $9.24 | No quote |
| 54 | CWH | CommonWealth REIT COM SH BEN INT | 0.58% | New | 1,340,887 | $30.09M | $22.44 | No quote |
| 55 | SCL | Stepan Company COM | 0.56% | Add +2.2% | 458,267 | $28.92M | No quote | No quote |
| 56 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.55% | Add +70.3% | 444,375 | $28.73M | $64.65 | No quote |
| 57 | MTX | Minerals Technologies Inc. COM | 0.55% | Reduce -9.9% | 685,673 | $28.46M | No quote | No quote |
| 58 | MTN | Vail Resorts Inc. COM | 0.54% | Reduce -0.1% | 449,945 | $28.04M | $62.32 | No quote |
| 59 | WIRE | Encore Wire Corp. COM | 0.52% | Add +1.1% | 776,623 | $27.2M | No quote | No quote |
| 60 | JJSF | J&J Snack Foods Corp. COM | 0.51% | Reduce -5.6% | 345,568 | $26.57M | $76.89 | No quote |
| 61 | BRS | Bristow Group Inc. COM | 0.48% | Reduce -42.8% | 375,208 | $24.74M | No quote | No quote |
| 62 | GLT | Glatfelter P. H. Co. COM | 0.47% | Add +2.3% | 1,047,095 | $24.48M | No quote | No quote |
| 63 | ESIO | Electro Scientific Ind., Inc. COM | 0.45% | Add +6.3% | 2,128,099 | $23.52M | No quote | No quote |
| 64 | CALM | Cal Maine Foods, Inc. COM | 0.45% | Add +87.5% | 549,806 | $23.4M | $42.56 | No quote |
| 65 | JOSB | Jos A Bank Clothiers Inc. COM | 0.45% | Add +6.4% | 580,566 | $23.17M | No quote | No quote |
| 66 | ASNA | Ascena Retail Group, Inc. COM | 0.42% | New | 1,186,833 | $22.02M | No quote | No quote |
| 67 | WHG | Westwood Holdings Grp Inc. COM | 0.42% | - | 494,781 | $21.98M | No quote | No quote |
| 68 | ALG | Alamo Group, Inc. COM | 0.41% | Reduce -1.5% | 563,382 | $21.55M | $38.25 | No quote |
| 69 | CTO | Consolidated Tomoka Ld. Co. COM | 0.41% | Add +7.3% | 548,755 | $21.54M | $39.25 | No quote |
| 70 | WTW | Weight Watchers Int'l COM | 0.41% | Add +5.2% | 500,920 | $21.09M | $42.11 | No quote |
| 71 | ABM | ABM Industries Inc COM | 0.41% | New | 946,705 | $21.06M | $22.24 | No quote |
| 72 | CYN | City National Corp. COM | 0.33% | New | 293,760 | $17.31M | No quote | No quote |
| 73 | MDRX | Allscripts Healthcare Sol., Inc. COM | 0.31% | Reduce -5.2% | 1,171,137 | $15.92M | No quote | No quote |
| 74 | PNCWS | PNC Financial Serv. Group W EXP 12/31/18 | 0.30% | New | 1,292,500 | $15.83M | No quote | No quote |
| 75 | H | Hyatt Hotels Corp. CL A | 0.29% | New | 353,337 | $15.28M | $43.23 | No quote |
| 76 | JAKK | Jakks Pacific, Inc. COM | 0.29% | Reduce -0.8% | 1,454,693 | $15.26M | No quote | No quote |
| 77 | PKE | Park Electrochemical Corp. COM | 0.29% | Reduce -0.1% | 599,954 | $15.2M | No quote | No quote |
| 78 | BELFB | Bel Fuse Inc. CL B | 0.28% | Reduce -12.1% | 938,064 | $14.64M | $15.61 | No quote |
| 79 | PES | Pioneer Energy Serv. Corp COM | 0.27% | Reduce -55.4% | 1,692,417 | $13.96M | No quote | No quote |
| 80 | EXL | Excel Trust, Inc. COM | 0.27% | Add +1.0% | 1,017,941 | $13.89M | No quote | No quote |
| 81 | STRZA | Starz- Liberty Capital CL A | 0.26% | New | 615,764 | $13.64M | No quote | No quote |
| 83 | HY | Hyster-Yale Mat. Hand., Inc. CL A | 0.26% | Add +44.5% | 234,119 | $13.37M | No quote | No quote |
| 82 | ALCO | Alico, Inc. COM | 0.26% | Add +55.1% | 288,987 | $13.37M | No quote | No quote |
| 84 | DAR | Darling International Inc. COM | 0.25% | Reduce -21.3% | 735,306 | $13.21M | $17.96 | No quote |
| 85 | CBSH | Commerce Bancshares, Inc COM | 0.25% | New | 318,764 | $13.02M | No quote | No quote |
| 86 | ORB | Orbital Sciences Corp. COM | 0.25% | New | 771,073 | $12.87M | No quote | No quote |
| 87 | WFCWS | Wells Fargo & Co. W EXP 10/28/18 | 0.22% | New | 945,080 | $11.3M | No quote | No quote |
| 88 | ITG | Investment Tech. Group COM | 0.22% | Reduce -0.0% | 1,014,916 | $11.21M | No quote | No quote |
| 89 | IIIN | Insteel Industries Inc. COM | 0.21% | Reduce -21.2% | 674,222 | $11M | $16.32 | No quote |
| 90 | CCRN | Cross Country Healthcare Inc. COM | 0.21% | Reduce -13.8% | 2,027,589 | $10.77M | $5.31 | No quote |
| 91 | XEC | Cimarex Energy Co. COM | 0.20% | Reduce -8.4% | 139,495 | $10.52M | No quote | No quote |
| 92 | STLY | Stanley Furniture Co., Inc. COM | 0.19% | Reduce -9.3% | 2,214,962 | $9.83M | No quote | No quote |
| 93 | ERA | ERA Group Inc. COM | 0.16% | New | 392,727 | $8.25M | No quote | No quote |
| 94 | CVCO | Cavco Industries, Inc. COM | 0.15% | Reduce -57.4% | 164,540 | $7.83M | $47.57 | No quote |
| 95 | AEO | American Eagle Outfitters COM | 0.15% | Reduce -0.2% | 410,302 | $7.67M | $18.70 | No quote |
| 96 | CSWC | Capital Southwest COM | 0.14% | - | 63,738 | $7.33M | No quote | No quote |
| 97 | CASS | Cass Info. Systems, Inc. COM | 0.13% | New | 155,023 | $6.52M | No quote | No quote |
| 98 | FPO | First Potomac Realty Trust COM | 0.11% | Add +12.4% | 392,365 | $5.82M | No quote | No quote |
| 99 | KRNY | Kearny Financial Corp. COM | 0.11% | - | 535,494 | $5.46M | No quote | No quote |
| 100 | KELYA | Kelly Services Inc. CL A | 0.10% | Reduce -29.9% | 283,800 | $5.3M | No quote | No quote |
| 101 | RFP | Resolute Forest Prod., Inc. COM NEW | 0.10% | - | 315,495 | $5.11M | No quote | No quote |
| 102 | GM | General Motors Co. COM | 0.09% | Reduce -25.9% | 171,467 | $4.77M | $27.82 | No quote |
| 103 | MRH | Montpelier Re Holdings Ltd. SHS | 0.09% | Reduce -75.8% | 175,928 | $4.58M | No quote | No quote |
| 104 | COWN | Cowen group Inc CL A | 0.09% | - | 1,571,140 | $4.43M | No quote | No quote |
| 105 | FNFG | First Niagara Fin. Group, Inc. COM | 0.08% | - | 477,184 | $4.23M | No quote | No quote |
| 106 | CZR | Caesars Enter. Corp. COM | 0.08% | New | 265,340 | $4.21M | $15.86 | No quote |
| 107 | TRNO | Terreno Realty Corp. COM | 0.06% | Reduce -18.6% | 180,190 | $3.24M | $17.98 | No quote |
| 108 | HAE | Haemonetics Corp. COM | 0.05% | Reduce -25.6% | 58,000 | $2.42M | $41.66 | No quote |
| 109 | VTGDF | Vantage Drilling Co. ORD SHS | 0.04% | Add +34.8% | 1,320,161 | $2.31M | No quote | No quote |
| 110 | CQB | Chiquita Brands Int'l Inc. COM | 0.04% | New | 244,155 | $1.9M | No quote | No quote |
| 111 | IAG | IAMGOLD Corp. COM | 0.04% | - | 252,940 | $1.82M | $7.20 | No quote |
| 112 | AUY | Yamana Gold Inc COM | 0.03% | - | 108,800 | $1.68M | No quote | No quote |
| 113 | AKS | AK Steel Corporation COM | 0.03% | New | 493,155 | $1.63M | No quote | No quote |
| 114 | LXK | Lexmark International Inc. CL A | 0.02% | Reduce -94.3% | 45,326 | $1.2M | No quote | No quote |
| 115 | ALC | Assisted Living Concepts Inc CL A | 0.02% | - | 85,420 | $1.02M | $11.89 | No quote |
| 116 | CDR | Cedar Shopping Centers COM | 0.02% | - | 133,000 | $813K | No quote | No quote |
| 117 | SBSAA | Spanish Broadcasting Sys., Inc CL A | 0.01% | Add +39.8% | 294,551 | $757K | No quote | No quote |
| 118 | TDW | Tidewater Inc. COM | 0.01% | - | 14,000 | $707K | $50.50 | No quote |
| 119 | EGO | Eldorado Gold Corp. COM | 0.01% | Add +47.0% | 73,500 | $702K | $9.55 | No quote |
| 120 | SNY | Sanofi-Aventis SPON ADR | 0.01% | Reduce -2.4% | 12,485 | $638K | $51.10 | No quote |
| 121 | CVE | Cenovus Energy Inc. COM | 0.01% | - | 19,200 | $595K | $30.99 | No quote |
| 122 | KIM | Kimco Realty Corp COM | 0.01% | Add +14.0% | 26,045 | $583K | No quote | No quote |
| 123 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $555K | No quote | No quote |
| 124 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $481K | No quote | No quote |
| 125 | PLD | Prologis Inc. COM | 0.01% | Add +32.9% | 8,880 | $355K | $39.98 | No quote |
| 126 | - | USEC Inc. NOTE 3% 10/01/14CUSIP 90333EAC2 | 0.01% | - | 1,000,000 | $340K | No quote | No quote |
| 127 | COFWS | Capital One Financial W EXP 11/14/18 | 0.01% | New | 15,000 | $280K | No quote | No quote |
| 128 | CFFN | Capitol Fed. Financial, Inc. COM | 0.01% | - | 22,615 | $273K | No quote | No quote |
| 129 | CMAWS | Comerica Inc W EXP 11/14/18 | 0.00% | New | 23,100 | $239K | No quote | No quote |
| 130 | NLY | Annaly Capital Mgmt, Inc. COM | 0.00% | - | 12,105 | $192K | No quote | No quote |
| 131 | CMO | Capstead Mortgage Corp. COM NO PAR | 0.00% | - | 12,500 | $160K | No quote | No quote |
| 138 | WLK | Westlake Chemical Corp. COM | - | Sold | 0 | $0 | No quote | No quote |
| 137 | - | THQ Inc. NOTE 5.000% 8/1/14CUSIP 872443AB2 | - | Sold | 0 | $0 | No quote | No quote |
| 136 | SCMR | Sycamore Networks, Inc. COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 135 | STNG | Scorpio Tankers SHS | - | Sold | 0 | $0 | No quote | No quote |
| 134 | LMCA | Liberty Media Corp. COM A | - | Sold | 0 | $0 | No quote | No quote |
| 133 | - | Chiquita Brands Intl. Inc. Note 4.25% 8/15/16CUSIP 170032AT3 | - | Sold | 0 | $0 | No quote | No quote |
| 132 | BPO | Brookfield Properties COM | - | Sold | 0 | $0 | No quote | No quote |