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 57 of 149 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.45% | Add +9.3% | 10,165,027 | $336.97M | $33.15 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 4.26% | Add +4.4% | 6,664,059 | $170.07M | No quote | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 3.84% | Reduce -6.4% | 2,857,902 | $153.21M | $53.61 | No quote |
| 4 | BK | Bank of New York Mellon Corp. | 3.71% | Reduce -10.5% | 3,672,724 | $147.79M | $40.24 | No quote |
| 5 | CMA | Comerica Inc. | 3.56% | Add +15.4% | 3,146,650 | $142.01M | No quote | No quote |
| 6 | BKD | Brookdale Senior Living Inc. | 3.11% | Add +3.9% | 3,288,989 | $124.19M | $37.76 | No quote |
| 7 | FR | First Industrial Realty Trust, Inc. | 2.94% | Add +0.9% | 5,473,118 | $117.29M | $21.43 | No quote |
| 8 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.90% | Reduce -3.8% | 1,540,664 | $115.64M | $75.06 | No quote |
| 9 | DVN | Devon Energy Corp. | 2.66% | Reduce -1.0% | 1,757,479 | $105.99M | $60.31 | No quote |
| 10 | PKX | Posco ADR | 2.61% | Add +6.7% | 1,901,606 | $103.94M | No quote | No quote |
| 11 | WTM | White Mountains Insurance Group | 2.57% | Reduce -2.9% | 149,970 | $102.66M | $684.52 | No quote |
| 12 | APA | Apache Corp | 2.52% | Add +9.0% | 1,663,588 | $100.37M | $60.33 | No quote |
| 13 | EQC | Equity Commonwealth | 2.42% | Add +1.0% | 3,632,355 | $96.44M | No quote | No quote |
| 14 | CVA | Covanta Holding Corporation | 2.42% | Add +5.4% | 4,299,290 | $96.43M | No quote | No quote |
| 15 | LOW | Lowe's Companies Inc. | 2.36% | Add +0.7% | 1,267,576 | $94.3M | $74.39 | No quote |
| 16 | RYN | Rayonier Inc. | 2.29% | Add +34.5% | 3,392,282 | $91.46M | $26.96 | No quote |
| 17 | AGCO | AGCO Corp | 2.29% | Add +3.5% | 1,916,080 | $91.28M | $47.64 | No quote |
| 18 | VNO | Vornado Realty Trust | 2.24% | Add +0.6% | 797,330 | $89.3M | $112.00 | No quote |
| 19 | SKT | Tanger Factory Outlet Centers, Inc | 1.99% | Add +10.1% | 2,251,653 | $79.19M | $35.17 | No quote |
| 20 | CBS | CBS Corporation | 1.98% | Add +4.0% | 1,303,597 | $79.04M | No quote | No quote |
| 21 | ZION | Zions Bancorporation | 1.96% | Add +0.9% | 2,888,958 | $78M | $27.00 | No quote |
| 22 | HOUS | Realogy Holdings Corp. | 1.89% | Add +0.7% | 1,658,709 | $75.44M | No quote | No quote |
| 23 | PPS | Post Properties Inc. | 1.88% | Add +7.0% | 1,316,314 | $74.94M | No quote | No quote |
| 24 | GM | General Motors Co. | 1.75% | Reduce -6.5% | 1,861,245 | $69.8M | $37.50 | No quote |
| 25 | SYMC | Symantec Corp | 1.73% | Add +9.2% | 2,960,966 | $69.18M | No quote | No quote |
| 26 | SWAY | Starwood Waypoint Residential REIT | 1.71% | Add +0.7% | 2,640,875 | $68.27M | No quote | No quote |
| 27 | TRC | Tejon Ranch Co. | 1.54% | Reduce -0.2% | 2,322,803 | $61.44M | No quote | No quote |
| 28 | Y | Alleghany Corp. | 1.52% | Reduce -9.5% | 124,343 | $60.56M | No quote | No quote |
| 29 | NVDA | NVIDIA Corp | 1.39% | Reduce -1.5% | 2,647,189 | $55.39M | $20.92 | No quote |
| 30 | KEY | Keycorp | 1.35% | Reduce -47.1% | 3,813,324 | $54M | $14.16 | No quote |
| 31 | MAC | The Macerich Company | 1.33% | New | 629,026 | $53.05M | $84.33 | No quote |
| 32 | PNC | PNC Financial Corp | 1.31% | Add +3808.2% | 559,269 | $52.15M | $93.24 | No quote |
| 33 | L | Loews Corporation | 1.30% | Add +10.2% | 1,273,445 | $52M | $40.83 | No quote |
| 34 | PNCWS | PNC Financial Services Group 2018 Warrants | 1.30% | Add +0.1% | 1,982,754 | $51.95M | No quote | No quote |
| 35 | LUK | Leucadia National Corporation | 1.20% | Reduce -13.6% | 2,149,859 | $47.92M | No quote | No quote |
| 36 | H | Hyatt Hotels Corp. | 0.71% | Add +0.5% | 475,981 | $28.19M | $59.22 | No quote |
| 37 | VMI | Valmont Industries | 0.63% | Add +12.1% | 204,082 | $25.08M | No quote | No quote |
| 38 | WFCWS | Wells Fargo & Co. 2018 Warrants | 0.61% | Add +0.0% | 1,187,303 | $24.33M | No quote | No quote |
| 39 | HYT | BlackRock Corporate High Yield Fund VI | 0.55% | Reduce -7.7% | 1,958,371 | $21.86M | No quote | No quote |
| 40 | FSD | First Trust High Income Long/Short Fund | 0.33% | Add +2.0% | 813,828 | $13.33M | No quote | No quote |
| 41 | SYNT | Syntel, Inc. | 0.31% | - | 239,958 | $12.41M | No quote | No quote |
| 42 | HCC | HCC Insurance Holdings | 0.30% | Reduce -31.6% | 213,395 | $12.09M | $56.67 | No quote |
| 43 | WCIC | WCI Communities Inc. | 0.29% | Add +13.4% | 491,049 | $11.76M | No quote | No quote |
| 44 | EME | EMCOR Group, Inc. | 0.29% | Add +0.0% | 246,200 | $11.44M | $46.47 | No quote |
| 45 | BTZ | BlackRock Credit Allocation Income Trust | 0.28% | Reduce -8.9% | 821,584 | $11.06M | No quote | No quote |
| 46 | WKC | World Fuel Services Corp | 0.28% | Reduce -28.5% | 191,453 | $11.01M | No quote | No quote |
| 47 | ALG | Alamo Group, Inc. | 0.28% | Add +18.8% | 173,922 | $10.98M | $63.13 | No quote |
| 48 | FCN | FTI Consulting Inc. | 0.27% | Add +0.0% | 287,435 | $10.77M | $37.46 | No quote |
| 49 | B | Barnes Group Inc. | 0.27% | Add +0.0% | 264,385 | $10.71M | $40.49 | No quote |
| 50 | G | Genpact Ltd. | 0.25% | Reduce -33.4% | 425,805 | $9.9M | $23.25 | No quote |
| 51 | TTEK | Tetra Tech, Inc. | 0.25% | Add +0.0% | 408,753 | $9.82M | $24.02 | No quote |
| 52 | CSGS | CSG Systems International, Inc. | 0.24% | Reduce -9.6% | 319,229 | $9.7M | No quote | No quote |
| 53 | PRGS | Progress Software Corporation | 0.24% | Reduce -22.6% | 350,867 | $9.53M | No quote | No quote |
| 54 | PDCO | Patterson Companies Inc | 0.23% | Reduce -10.7% | 189,552 | $9.25M | No quote | No quote |
| 55 | LM | Legg Mason Inc. | 0.23% | Reduce -22.9% | 165,614 | $9.14M | No quote | No quote |
| 56 | PB | Prosperity Bancshares Inc. | 0.22% | Add +0.1% | 170,057 | $8.93M | $52.48 | No quote |
| 57 | HYI | Western Asset High Yield Defined Opportunity Fund | 0.22% | Add +1.4% | 539,286 | $8.82M | No quote | No quote |
| 58 | SMP | Standard Motor Products, Inc. | 0.22% | Add +0.0% | 206,065 | $8.71M | No quote | No quote |
| 59 | CFR | Cullen Frost Bankers, Inc. | 0.22% | Add +16.6% | 124,271 | $8.59M | $69.08 | No quote |
| 60 | RSTI | Rofin-Sinar Technologies Inc. | 0.21% | Reduce -17.2% | 349,558 | $8.47M | No quote | No quote |
| 61 | UMBF | UMB Financial Corporation | 0.21% | Add +3.0% | 159,873 | $8.46M | $52.89 | No quote |
| 62 | WOOF | VCA Antech Inc. | 0.21% | - | 153,881 | $8.44M | No quote | No quote |
| 63 | CBSH | Commerce Bancshares, Inc | 0.21% | Add +9.9% | 199,220 | $8.43M | No quote | No quote |
| 64 | KALU | Kaiser Aluminum Corp. | 0.21% | Add +0.0% | 107,583 | $8.27M | $76.89 | No quote |
| 65 | ENS | EnerSys | 0.21% | Add +0.0% | 128,025 | $8.22M | $64.24 | No quote |
| 66 | NSIT | Insight Enterprises, Inc. | 0.20% | Add +9.3% | 283,602 | $8.09M | $28.52 | No quote |
| 67 | VVI | Viad Corp. | 0.20% | Add +191.2% | 286,256 | $7.96M | No quote | No quote |
| 68 | CYN | City National Corp. | 0.20% | - | 89,315 | $7.96M | No quote | No quote |
| 69 | SEMG | SemGroup Corporation - CL A | 0.20% | Add +0.0% | 96,825 | $7.88M | No quote | No quote |
| 70 | ABM | ABM Industries Inc | 0.19% | Add +11.1% | 240,557 | $7.66M | $31.86 | No quote |
| 71 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.18% | - | 615,859 | $7.37M | No quote | No quote |
| 72 | ALCO | Alico, Inc. | 0.18% | Add +0.1% | 143,643 | $7.36M | No quote | No quote |
| 73 | MTN | Vail Resorts Inc. | 0.18% | Reduce -16.0% | 70,947 | $7.34M | $103.42 | No quote |
| 74 | AXE | Anixter International Inc. | 0.18% | Add +0.0% | 95,737 | $7.29M | No quote | No quote |
| 75 | ARCO | Arcos Dorados Holdings, Inc. | 0.18% | Reduce -1.2% | 1,461,176 | $7.2M | $4.93 | No quote |
| 76 | ROIAK | Radio One Inc Cl D | 0.18% | - | 2,311,360 | $7.12M | No quote | No quote |
| 77 | CST | CST Brands, Inc | 0.18% | Add +9.0% | 161,481 | $7.08M | No quote | No quote |
| 78 | CUB | Cubic, Corp. | 0.18% | Reduce -16.4% | 136,401 | $7.06M | No quote | No quote |
| 79 | CSWC | Capital Southwest | 0.17% | - | 150,348 | $6.98M | No quote | No quote |
| 80 | BRS | Bristow Group Inc. | 0.17% | Reduce -15.8% | 127,680 | $6.95M | No quote | No quote |
| 81 | ICFI | ICF International, Inc. | 0.17% | - | 169,313 | $6.92M | $40.85 | No quote |
| 82 | LXU | LSB Industries Inc. | 0.17% | Reduce -37.0% | 166,790 | $6.89M | $41.33 | No quote |
| 83 | GLT | Glatfelter P. H. Co. | 0.17% | Reduce -15.2% | 248,738 | $6.85M | No quote | No quote |
| 84 | TFX | Telefex Inc. | 0.17% | - | 56,069 | $6.78M | $120.83 | No quote |
| 85 | ACGL | Arch Capital Group Ltd. | 0.16% | Reduce -15.1% | 103,494 | $6.38M | $61.60 | No quote |
| 86 | VLY | Valley National Bancorp | 0.16% | Add +42.2% | 672,934 | $6.35M | $9.44 | No quote |
| 87 | UNF | UniFirst Corporation | 0.16% | Reduce -57.1% | 53,555 | $6.3M | $117.69 | No quote |
| 88 | SXC | Suncoke Energy Inc. | 0.16% | Add +0.1% | 421,206 | $6.29M | No quote | No quote |
| 89 | BR | Broadridge Financial Solutions Inc. | 0.15% | - | 111,313 | $6.12M | $55.01 | No quote |
| 90 | ATU | Actuant Corporation | 0.15% | - | 257,877 | $6.12M | No quote | No quote |
| 91 | IM | Ingram Micro Inc. | 0.15% | Add +19.5% | 242,611 | $6.09M | No quote | No quote |
| 92 | DORM | Dorman Products, Inc. | 0.15% | New | 122,452 | $6.09M | $49.75 | No quote |
| 93 | MHY | Western Asset Managed High Income Fund | 0.13% | - | 1,025,669 | $5.3M | No quote | No quote |
| 94 | NHS | Neuberger Berman High Yield Strategies Fund | 0.13% | - | 425,826 | $5.26M | No quote | No quote |
| 95 | HYB | New America High Income Fund, Inc | 0.13% | Add +0.7% | 569,728 | $5.16M | No quote | No quote |
| 96 | ROSE | Rosetta Resources Inc. | 0.13% | New | 294,698 | $5.02M | No quote | No quote |
| 97 | ARDC | Ares Dynamic Credit Allocation Fund, Inc. | 0.12% | Add +1.4% | 301,131 | $4.89M | No quote | No quote |
| 98 | LABL | Multi-Color Corporation | 0.12% | Reduce -50.6% | 69,147 | $4.79M | No quote | No quote |
| 99 | CKH | Seacor Holdings Inc. | 0.12% | Reduce -28.4% | 66,219 | $4.61M | No quote | No quote |
| 100 | CLH | Clean Harbors Inc. | 0.11% | Reduce -31.0% | 78,715 | $4.47M | $56.77 | No quote |
| 101 | DHG | Deutsche High Income Opportunity Fund | 0.11% | Reduce -10.3% | 309,656 | $4.45M | No quote | No quote |
| 102 | ASNA | Ascena Retail Group, Inc. | 0.10% | New | 279,212 | $4.05M | No quote | No quote |
| 103 | DAR | Darling International Inc. | 0.10% | Reduce -38.6% | 271,325 | $3.8M | $14.01 | No quote |
| 104 | SBSAA | Spanish Broadcasting System, Inc | 0.07% | - | 681,637 | $2.74M | No quote | No quote |
| 105 | CCS | Century Communities Inc. | 0.06% | - | 132,474 | $2.56M | $19.33 | No quote |
| 106 | WIRE | Encore Wire Corporation | 0.06% | - | 66,812 | $2.53M | No quote | No quote |
| 107 | SCL | Stepan Company | 0.06% | Reduce -68.6% | 59,197 | $2.47M | No quote | No quote |
| 108 | FOR | Forestar Group Inc. | 0.06% | - | 151,436 | $2.39M | $15.77 | No quote |
| 109 | CIR | Circor International Inc. | 0.06% | New | 43,100 | $2.36M | No quote | No quote |
| 110 | UCP | UCP Inc. - Class A | 0.05% | Add +28.8% | 223,800 | $1.95M | No quote | No quote |
| 111 | CMAWS | Comerica Inc 2018 Warrants | 0.04% | Reduce -23.1% | 100,000 | $1.62M | No quote | No quote |
| 112 | WFC | Wells Fargo & Co. NEW | 0.04% | Add +67.3% | 27,937 | $1.52M | $54.41 | No quote |
| 113 | DST | DST Systems | 0.03% | Add +203.3% | 9,100 | $1.01M | No quote | No quote |
| 114 | TRNO | Terreno Realty Corp. | 0.02% | - | 42,290 | $964K | $22.80 | No quote |
| 115 | PPBI | Pacific Premier Bancorp | 0.02% | New | 55,209 | $894K | No quote | No quote |
| 116 | KIM | Kimco Realty Corp | 0.02% | - | 26,045 | $699K | No quote | No quote |
| 117 | AKR | Acadia Realty Trust | 0.02% | - | 19,999 | $698K | No quote | No quote |
| 118 | POWL | Powell Industries, Inc. | 0.02% | Add +80.8% | 19,250 | $650K | $33.77 | No quote |
| 119 | CDR | CEDAR REALTY TRUST INC | 0.01% | - | 80,000 | $599K | No quote | No quote |
| 120 | COFWS | Capital One Financial 2018 Warrants | 0.01% | - | 15,000 | $556K | No quote | No quote |
| 121 | EXL | Excel Trust, Inc. | 0.01% | - | 38,890 | $545K | No quote | No quote |
| 122 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $507K | No quote | No quote |
| 123 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $387K | $43.58 | No quote |
| 124 | WLK | Westlake Chemical Corp. | 0.01% | Add +8.9% | 4,900 | $353K | $72.04 | No quote |
| 125 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/201 | 0.01% | - | 359,332 | $287K | No quote | No quote |
| 126 | ECA | Encana Corporation | 0.01% | - | 25,600 | $286K | No quote | No quote |
| 127 | TTE | Total Fina ELF S A ADR | 0.01% | Add +8.5% | 4,559 | $226K | $49.57 | No quote |
| 128 | CMO | Capstead Mortgage Corporation | 0.00% | - | 12,500 | $147K | No quote | No quote |
| 129 | NLY | Annaly Capital Management, Inc. | 0.00% | - | 13,215 | $137K | No quote | No quote |
| 130 | VOD | Vodafone Group Plc - ADR | 0.00% | New | 3,372 | $110K | No quote | No quote |
| 131 | HTS | Hatteras Financial Corp. | 0.00% | New | 5,630 | $102K | No quote | No quote |
| 132 | VZ | Verizon Communications Corp. | 0.00% | New | 1,395 | $68K | $48.75 | No quote |
| 133 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | New | 2,452 | $63K | No quote | No quote |
| 149 | VOYA | Voya Financial Inc | - | Sold | 0 | $0 | No quote | No quote |
| 148 | TGT | Target Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 147 | SNY | Sanofi-Aventis | - | Sold | 0 | $0 | No quote | No quote |
| 146 | RRX | Regal-Beloit Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 145 | PNK | Pinnacle Entertainment Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 144 | NAVI | Navient Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 143 | MSG | Madison Sq. Garden Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 142 | ISLE | Isle of Capri Casinos Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 141 | IDPK | Independence Bank | - | Sold | 0 | $0 | No quote | No quote |
| 140 | HT | Hersha Hospitality Trust | - | Sold | 0 | $0 | No quote | No quote |
| 139 | FST | Forest Oil Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 138 | EXLS | ExlService Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 137 | ERA | ERA Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 136 | CTB | Cooper Tire & Rubber Co. | - | Sold | 0 | $0 | No quote | No quote |
| 135 | AIG | American Intl Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 134 | ALLY | Ally Financial Inc. | - | Sold | 0 | $0 | No quote | No quote |