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 59 of 171 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Co. | 4.56% | Add +5.5% | 8,227,549 | $235.56M | $28.63 | No quote |
| 2 | BK | Bank of NY Mellon Corp. | 4.45% | Reduce -14.6% | 7,616,860 | $229.95M | $30.19 | No quote |
| 3 | DVN | Devon Energy Corp. | 4.16% | Reduce -4.2% | 3,720,330 | $214.89M | $57.76 | No quote |
| 4 | BAM | Brookfield Asset Mgmt. | 3.99% | Reduce -1.3% | 5,514,261 | $206.23M | $37.40 | No quote |
| 5 | PKX | Posco | 3.84% | Reduce -0.3% | 2,698,251 | $198.7M | No quote | No quote |
| 6 | WTM | White Mtns Insur. Grp | 2.97% | Add +1.3% | 270,824 | $153.73M | $567.62 | No quote |
| 7 | LUK | Leucadia Natl Corp. | 2.97% | Reduce -2.8% | 5,637,890 | $153.58M | No quote | No quote |
| 8 | KEY | Keycorp | 2.80% | Reduce -38.1% | 12,680,969 | $144.56M | $11.40 | No quote |
| 9 | CVA | Covanta Holding Corp. | 2.74% | Reduce -16.0% | 6,622,428 | $141.59M | No quote | No quote |
| 10 | FCEA | Forest City Enter. Inc. | 2.61% | Reduce -32.2% | 7,125,350 | $134.95M | No quote | No quote |
| 11 | CVCO | Cavco Industries, Inc. | 2.22% | Add +1282.1% | 2,013,020 | $114.64M | $56.95 | No quote |
| 12 | Y | Alleghany Corp. | 1.92% | New | 242,104 | $99.18M | No quote | No quote |
| 13 | APA | Apache Corp | 1.83% | Add +1.6% | 1,111,761 | $94.66M | $85.14 | No quote |
| 14 | CMA | Comerica Inc. | 1.83% | Reduce -2.8% | 2,400,519 | $94.37M | No quote | No quote |
| 15 | LOW | Lowe's Co. Inc. | 1.70% | Reduce -0.1% | 1,844,950 | $87.84M | $47.61 | No quote |
| 16 | TLAB | Tellabs, Inc. | 1.60% | - | 36,512,677 | $82.88M | No quote | No quote |
| 17 | INTC | Intel Corporation | 1.46% | Reduce -5.0% | 3,288,734 | $75.38M | $22.92 | No quote |
| 18 | TRC | Tejon Ranch Co. | 1.44% | Reduce -4.5% | 2,410,906 | $74.35M | No quote | No quote |
| 19 | FR | First Indust. Realty Trust, Inc. | 1.36% | - | 4,334,466 | $70.52M | $16.27 | No quote |
| 20 | ENS | EnerSys | 1.21% | Add +5.4% | 1,034,161 | $62.7M | $60.63 | No quote |
| 21 | OSK | Oshkosh Corporation | 1.18% | Reduce -21.8% | 1,248,589 | $61.16M | $48.98 | No quote |
| 22 | ECA | Encana Corp. | 1.10% | Add +6.8% | 3,281,821 | $56.87M | No quote | No quote |
| 23 | VNO | Vornado Realty Tr. | 1.07% | Add +0.0% | 660,669 | $55.54M | $84.06 | No quote |
| 24 | CKH | Seacor Holdings Inc. | 1.03% | Add +0.1% | 588,164 | $53.19M | No quote | No quote |
| 25 | LMCAD | Liberty Media Corp. | 1.02% | Reduce -4.0% | 358,544 | $52.76M | No quote | No quote |
| 26 | SEMG | SemGroup Corp. | 0.99% | - | 901,971 | $51.43M | No quote | No quote |
| 27 | HCC | HCC Insurance Holdings | 0.99% | Add +0.5% | 1,173,376 | $51.42M | $43.82 | No quote |
| 28 | TPGI | Thomas Properties Gp Inc. | 0.99% | Add +0.1% | 7,638,779 | $51.33M | No quote | No quote |
| 29 | NVDA | NVIDIA Corp | 0.98% | Reduce -0.1% | 3,262,133 | $50.76M | $15.56 | No quote |
| 30 | EME | EMCOR Group, Inc. | 0.92% | Add +15.0% | 1,215,455 | $47.56M | $39.13 | No quote |
| 31 | SYMC | Symantec Corp. | 0.92% | Add +2.1% | 1,912,330 | $47.33M | No quote | No quote |
| 32 | ICFI | ICF International, Inc. | 0.92% | Reduce -8.4% | 1,335,820 | $47.3M | $35.41 | No quote |
| 33 | PRGS | Progress Software Corp. | 0.90% | Add +4.4% | 1,795,337 | $46.46M | No quote | No quote |
| 34 | TFX | Telefex Inc. | 0.89% | Add +14.7% | 557,733 | $45.89M | $82.28 | No quote |
| 35 | SKT | Tanger Factory Out. Ctrs, Inc. | 0.88% | New | 1,394,811 | $45.54M | $32.65 | No quote |
| 36 | AXLL | Axiall Corporation | 0.87% | Add +75.8% | 1,193,189 | $45.09M | No quote | No quote |
| 37 | UNF | UniFirst Corp. | 0.87% | - | 428,325 | $44.73M | $104.42 | No quote |
| 38 | BKD | Brookdale Senior Living Inc. | 0.84% | Add +149.8% | 1,646,138 | $43.29M | $26.30 | No quote |
| 39 | ACGL | Arch Capital Group Ltd. | 0.81% | - | 777,715 | $42.1M | $54.13 | No quote |
| 40 | CMP | Compass Minerals Intl | 0.81% | Add +11.2% | 549,128 | $41.88M | No quote | No quote |
| 41 | SXT | Sensient Technologies Corp. | 0.81% | Add +1.2% | 869,882 | $41.66M | No quote | No quote |
| 42 | EFII | Electronics for Imaging Inc. | 0.80% | Reduce -14.4% | 1,307,114 | $41.41M | No quote | No quote |
| 43 | KMT | Kennametal Inc. | 0.75% | Reduce -24.3% | 851,218 | $38.82M | $45.60 | No quote |
| 44 | RSTI | Rofin-Sinar Tech. Inc. | 0.74% | Add +11.3% | 1,583,882 | $38.35M | No quote | No quote |
| 45 | LXU | LSB Industries Inc. | 0.73% | Add +0.0% | 1,120,678 | $37.58M | $33.53 | No quote |
| 46 | HT | Hersha Hospitality Tr. | 0.69% | New | 6,335,167 | $35.41M | No quote | No quote |
| 47 | KALU | Kaiser Aluminum Corp. | 0.65% | Add +8.1% | 469,302 | $33.44M | $71.25 | No quote |
| 48 | KGC | Kinross Gold Corp. | 0.64% | Add +6.6% | 6,568,998 | $33.17M | $5.05 | No quote |
| 49 | TTEK | Tetra Tech, Inc. | 0.64% | Add +38.1% | 1,280,861 | $33.16M | $25.89 | No quote |
| 50 | PPS | Post Properties Inc. | 0.61% | Add +64.5% | 695,236 | $31.3M | No quote | No quote |
| 51 | MTX | Minerals Technologies Inc. | 0.60% | Reduce -7.0% | 623,872 | $30.8M | No quote | No quote |
| 52 | SCL | Stepan Company | 0.60% | Add +13.1% | 533,312 | $30.79M | No quote | No quote |
| 53 | CWH | CommonWealth REIT | 0.58% | - | 1,359,990 | $29.8M | $21.91 | No quote |
| 54 | WIRE | Encore Wire Corp. | 0.57% | - | 746,563 | $29.44M | No quote | No quote |
| 55 | GLT | Glatfelter P. H. Co. | 0.57% | Add +8.5% | 1,081,449 | $29.28M | No quote | No quote |
| 56 | IM | Ingram Micro Inc. | 0.56% | Reduce -52.5% | 1,257,495 | $28.99M | No quote | No quote |
| 57 | MANT | Mantech International Corp. | 0.56% | Reduce -30.3% | 1,004,966 | $28.9M | No quote | No quote |
| 58 | CALM | Cal Maine Foods, Inc. | 0.56% | Add +8.8% | 598,032 | $28.77M | $48.10 | No quote |
| 59 | PDS | Precision Drilling Corp, | 0.54% | Add +0.2% | 2,832,828 | $28.17M | $9.94 | No quote |
| 60 | ABM | ABM Industries Inc | 0.54% | Add +1.5% | 1,041,798 | $27.73M | $26.62 | No quote |
| 61 | SYNT | Syntel, Inc. | 0.49% | Add +2.4% | 319,275 | $25.57M | No quote | No quote |
| 62 | ALG | Alamo Group, Inc. | 0.48% | Reduce -2.9% | 510,789 | $24.98M | $48.91 | No quote |
| 63 | SUSS | Susser Holdings Corp. | 0.48% | Add +275.7% | 463,919 | $24.66M | No quote | No quote |
| 64 | NEM | Newmont Mining Corp. | 0.48% | Reduce -6.5% | 874,219 | $24.57M | $28.10 | No quote |
| 65 | BRS | Bristow Group Inc. | 0.43% | Reduce -6.0% | 306,693 | $22.32M | No quote | No quote |
| 66 | AVX | AVX Corporation | 0.43% | Reduce -18.6% | 1,686,086 | $22.14M | No quote | No quote |
| 67 | MSG | Madison Sq. Garden Inc. | 0.41% | Reduce -34.3% | 368,492 | $21.4M | No quote | No quote |
| 68 | H | Hyatt Hotels Corp. | 0.41% | Reduce -0.2% | 490,229 | $21.06M | $42.96 | No quote |
| 69 | CTO | Consolidated Tomoka Ld Co. | 0.40% | - | 543,230 | $20.91M | $38.49 | No quote |
| 70 | UMBF | UMB Financial Corp. | 0.40% | Add +192.8% | 381,800 | $20.75M | $54.34 | No quote |
| 71 | MDRX | Allscripts Healthcare Sol., Inc. | 0.40% | Add +22.0% | 1,380,244 | $20.52M | No quote | No quote |
| 72 | MTN | Vail Resorts Inc. | 0.39% | Reduce -23.7% | 289,337 | $20.07M | $69.38 | No quote |
| 73 | WHG | Westwood Holdings Group Inc. | 0.39% | - | 414,877 | $19.94M | No quote | No quote |
| 74 | PNCWS | PNC Financial Services Gp | 0.38% | - | 1,289,241 | $19.85M | No quote | No quote |
| 75 | NSIT | Insight Enterprises, Inc. | 0.38% | New | 1,032,290 | $19.53M | $18.92 | No quote |
| 76 | CLD | Cloud Peak Energy Inc. | 0.37% | Reduce -39.1% | 1,306,076 | $19.16M | No quote | No quote |
| 77 | CYN | City National Corp. | 0.37% | Reduce -22.1% | 283,422 | $18.89M | No quote | No quote |
| 78 | CUB | Cubic, Corp. | 0.36% | Add +0.0% | 342,505 | $18.39M | No quote | No quote |
| 79 | CBSH | Commerce Bancshares, Inc | 0.33% | Reduce -24.8% | 395,141 | $17.31M | No quote | No quote |
| 80 | BR | Broadridge Financial Sol. Inc. | 0.33% | Reduce -33.9% | 543,883 | $17.27M | $31.75 | No quote |
| 81 | AVTA | Blucora, Inc. | 0.32% | Add +2.9% | 726,320 | $16.69M | No quote | No quote |
| 82 | BIG | Big Lots, Inc. | 0.32% | Add +39.2% | 447,053 | $16.58M | No quote | No quote |
| 83 | ORB | Orbital Sciences Corp. | 0.32% | - | 780,935 | $16.54M | No quote | No quote |
| 84 | CFR | Cullen Frost Bankers, Inc. | 0.30% | Reduce -25.0% | 219,472 | $15.48M | $70.55 | No quote |
| 85 | CST | CST Brands, Inc | 0.29% | Add +18.5% | 495,167 | $14.76M | No quote | No quote |
| 86 | FCN | FTI Consulting Inc. | 0.28% | New | 381,698 | $14.43M | $37.80 | No quote |
| 87 | ALCO | Alico, Inc. | 0.27% | Add +6.3% | 343,912 | $14.16M | No quote | No quote |
| 88 | VLY | Valley National Bancorp | 0.27% | Reduce -5.4% | 1,383,246 | $13.76M | $9.95 | No quote |
| 89 | WTW | Weight Watchers Intl | 0.26% | - | 360,000 | $13.45M | $37.37 | No quote |
| 90 | JJSF | J&J Snack Foods Corp. | 0.26% | Reduce -37.2% | 166,317 | $13.43M | $80.72 | No quote |
| 91 | ASNA | Ascena Retail Group, Inc. | 0.26% | Reduce -45.2% | 663,601 | $13.23M | No quote | No quote |
| 92 | WFCWS | Wells Fargo & Co. | 0.26% | - | 941,975 | $13.23M | No quote | No quote |
| 93 | STRZA | Starz- Liberty Capital | 0.24% | - | 436,434 | $12.28M | No quote | No quote |
| 94 | JOSB | Jos A Bank Clothiers Inc. | 0.23% | Add +5.9% | 271,062 | $11.92M | No quote | No quote |
| 95 | DAR | Darling International Inc. | 0.23% | - | 562,366 | $11.9M | $21.16 | No quote |
| 96 | ESIO | Electro Scientific Ind., Inc. | 0.22% | Reduce -39.1% | 977,904 | $11.45M | No quote | No quote |
| 97 | PES | Pioneer Energy Serv. Corp | 0.22% | - | 1,520,195 | $11.42M | No quote | No quote |
| 98 | EXL | Excel Trust, Inc. | 0.22% | - | 942,491 | $11.31M | No quote | No quote |
| 99 | PKE | Park Electrochemical Corp. | 0.21% | Reduce -37.8% | 372,754 | $10.68M | No quote | No quote |
| 100 | ERA | ERA Group Inc. | 0.21% | - | 392,393 | $10.67M | No quote | No quote |
| 101 | IIIN | Insteel Industries Inc. | 0.20% | Reduce -3.7% | 649,222 | $10.45M | $16.10 | No quote |
| 102 | CASS | Cass Information Systems, Inc. | 0.20% | Reduce -22.0% | 193,854 | $10.35M | No quote | No quote |
| 103 | BELFB | Bel Fuse Inc. | 0.18% | Reduce -36.8% | 530,821 | $9.26M | $17.44 | No quote |
| 104 | AEO | American Eagle Outfitters | 0.17% | Add +12.1% | 618,067 | $8.65M | $13.99 | No quote |
| 105 | SUP | Superior Industries Intl, Inc. | 0.15% | Reduce -72.7% | 439,701 | $7.84M | No quote | No quote |
| 106 | CSWC | Capital Southwest | 0.15% | Add +300.0% | 227,372 | $7.78M | No quote | No quote |
| 107 | CCRN | Cross Country Healthcare Inc. | 0.13% | Reduce -24.1% | 1,135,308 | $6.88M | $6.06 | No quote |
| 108 | BTZ | BlackRock Credit Allctn Income Tr | 0.11% | New | 447,448 | $5.84M | No quote | No quote |
| 109 | STLY | Stanley Furniture Co., Inc. | 0.11% | Reduce -5.0% | 1,559,077 | $5.78M | No quote | No quote |
| 110 | DHG | DWS High Income Opp Fd Inc | 0.10% | New | 353,260 | $5M | No quote | No quote |
| 111 | FPO | First Potomac Realty Tr. | 0.09% | Reduce -1.0% | 388,415 | $4.88M | No quote | No quote |
| 112 | IAG | IAMGOLD Corp. | 0.09% | Add +205.7% | 995,315 | $4.73M | $4.75 | No quote |
| 113 | COWN | Cowen group Inc. | 0.09% | Reduce -14.6% | 1,341,760 | $4.63M | No quote | No quote |
| 114 | KELYA | Kelly Services Inc. | 0.08% | Reduce -20.9% | 225,000 | $4.38M | No quote | No quote |
| 115 | GM | General Motors Co. | 0.08% | - | 121,467 | $4.37M | $35.97 | No quote |
| 116 | RFP | Resolute Forest Products, Inc. | 0.08% | - | 315,495 | $4.17M | No quote | No quote |
| 117 | KRNY | Kearny Financial Corp. | 0.08% | Reduce -16.4% | 382,278 | $3.91M | No quote | No quote |
| 118 | MHY | Western Asset Mgd Hi Inc Fd | 0.07% | New | 669,372 | $3.81M | No quote | No quote |
| 119 | AUY | Yamana Gold Inc. | 0.07% | Add +126.1% | 328,100 | $3.42M | No quote | No quote |
| 120 | HYB | New America High Inc Fd, Inc | 0.06% | New | 333,065 | $3.17M | No quote | No quote |
| 121 | CQB | Chiquita Brands Int'l Inc. | 0.06% | - | 244,155 | $3.09M | No quote | No quote |
| 122 | NHS | Neuberger Berman Hi Yld Strat. Fd | 0.06% | New | 229,145 | $2.99M | No quote | No quote |
| 123 | FSD | First Trust Hi Inc Long/Short Fd | 0.06% | New | 166,114 | $2.91M | No quote | No quote |
| 124 | AKS | AK Steel Corporation | 0.05% | - | 711,375 | $2.67M | No quote | No quote |
| 125 | CHK | Chesapeake Energy | 0.05% | - | 100,000 | $2.59M | No quote | No quote |
| 126 | VTGDF | Vantage Drilling Co. | 0.05% | Add +12.0% | 1,400,000 | $2.42M | No quote | No quote |
| 127 | FHY | First Trust Strategic Hi IncFd II | 0.05% | New | 150,793 | $2.4M | No quote | No quote |
| 128 | ANV | Allied Nevada Gold | 0.05% | New | 568,205 | $2.38M | No quote | No quote |
| 129 | CYE | BlackRock Corp Hi Yld Fd III Inc | 0.04% | New | 314,366 | $2.3M | No quote | No quote |
| 130 | TRNO | Terreno Realty Corp. | 0.04% | - | 121,290 | $2.15M | $17.76 | No quote |
| 131 | GHY | Prudential Glb Sht Dur Hi Yld Fd | 0.04% | New | 122,868 | $2.14M | No quote | No quote |
| 132 | EAD | Wells Fargo Adv Inc Opp Fd | 0.04% | New | 232,918 | $2.1M | No quote | No quote |
| 133 | EGO | Eldorado Gold Corporation | 0.04% | Add +139.9% | 301,600 | $2.04M | $6.76 | No quote |
| 134 | CMAWS | Comerica Inc | 0.03% | - | 130,000 | $1.8M | No quote | No quote |
| 135 | HAE | Haemonetics Corp. | 0.03% | - | 42,000 | $1.68M | $39.88 | No quote |
| 136 | HIS | BlackRock High Income Shares | 0.03% | New | 799,788 | $1.66M | No quote | No quote |
| 137 | SBSAA | Spanish Broadcasting Sys., Inc | 0.03% | - | 382,686 | $1.55M | No quote | No quote |
| 138 | ALX | Alexander's, Inc. | 0.03% | - | 5,000 | $1.43M | $286.20 | No quote |
| 139 | CIF | MFS Intermediate Hi Inc Fd | 0.03% | New | 480,650 | $1.33M | No quote | No quote |
| 140 | JAKK | Jakks Pacific, Inc. | 0.02% | Reduce -78.2% | 267,038 | $1.2M | No quote | No quote |
| 141 | WLT | Walter Energy, Inc. | 0.02% | New | 80,100 | $1.12M | No quote | No quote |
| 142 | HIO | Western Asset Hi Inc Opp Fd | 0.02% | New | 179,449 | $1.07M | No quote | No quote |
| 143 | - | American Residential Prop., Inc.CUSIP 0297E303 | 0.02% | New | 60,000 | $1.06M | No quote | No quote |
| 144 | BPO | Brookfield Properties Inc. | 0.01% | - | 37,550 | $716K | No quote | No quote |
| 145 | SNY | Sanofi-Aventis | 0.01% | Add +4.8% | 13,830 | $700K | $50.61 | No quote |
| 146 | CDR | Cedar Shopping Centers Inc. | 0.01% | - | 133,000 | $689K | No quote | No quote |
| 147 | ITG | Investment Tech. Gp | 0.01% | Reduce -95.1% | 40,787 | $641K | No quote | No quote |
| 148 | CVE | Cenovus Energy Inc. | 0.01% | - | 19,200 | $573K | $29.84 | No quote |
| 149 | EFF | Eaton Vance Fltg-Rate Inc Plus Fd | 0.01% | New | 30,551 | $545K | No quote | No quote |
| 150 | KIM | Kimco Realty Corp. | 0.01% | - | 26,045 | $526K | No quote | No quote |
| 152 | HYI | Western Asset Hi Yld Def Opp Fd | 0.01% | New | 28,942 | $517K | No quote | No quote |
| 151 | BPY | Brookfield Property Part. L.P | 0.01% | New | 26,692 | $517K | No quote | No quote |
| 153 | SIR | Select Income | 0.01% | - | 20,000 | $516K | No quote | No quote |
| 154 | AKR | Acadia Realty Trust | 0.01% | - | 19,999 | $494K | No quote | No quote |
| 155 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $455K | No quote | No quote |
| 156 | COFWS | Capital One Financial | 0.01% | - | 15,000 | $436K | No quote | No quote |
| 157 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $334K | $37.61 | No quote |
| 158 | HXM | Desarrolladora Homex | 0.00% | - | 100,000 | $212K | No quote | No quote |
| 159 | CFFN | Capitol Federal Fincl, Inc. | 0.00% | New | 14,075 | $175K | No quote | No quote |
| 160 | NLY | Annaly Capital Mgmt, Inc. | 0.00% | - | 13,215 | $153K | No quote | No quote |
| 161 | CMO | Capstead Mortgage Corp | 0.00% | - | 12,500 | $147K | No quote | No quote |
| 162 | FNFG | First Niagara Fincl Gp, Inc. | 0.00% | - | 10,275 | $107K | No quote | No quote |
| 169 | TDW | Tidewater Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 168 | HY | Hyster-Yale Mat. Hand., Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 167 | HAR | Harman Int'l Indus., Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 166 | XEC | Cimarex Energy Co. | - | Sold | 0 | $0 | No quote | No quote |
| 165 | CFFN | Capitol Federal Fin'l, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 164 | AMAT | Applied Materials, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 163 | - | Alleghany Corp.CUSIP 17175100 | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | TRCWS | Tejon Ranch Co.WTS | OTHER | 372,073 | $1.03M |
| 2 | - | Chiquita Brands Intl. Inc.NOTE 4.25% 8/15/16 | OTHER | 0 | $0 |