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 55 of 141 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.77% | Add +8.9% | 11,069,464 | $348.69M | $31.50 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 4.21% | Add +13.5% | 7,564,848 | $167.18M | No quote | No quote |
| 3 | CMA | Comerica Inc. | 3.84% | Reduce -5.5% | 2,973,178 | $152.58M | No quote | No quote |
| 4 | BAM | Brookfield Asset Mgmt. CL A | 3.64% | Add +45.0% | 4,142,820 | $144.71M | $34.93 | No quote |
| 5 | BK | Bank of New York Mellon Corp. | 3.54% | Reduce -8.8% | 3,350,437 | $140.62M | $41.97 | No quote |
| 6 | RYN | Rayonier Inc. | 3.33% | Add +52.9% | 5,186,182 | $132.51M | $25.55 | No quote |
| 7 | MAC | The Macerich Company | 3.22% | Add +172.8% | 1,716,226 | $128.03M | $74.60 | No quote |
| 8 | FR | First Industrial Realty Trust, Inc. | 3.12% | Add +20.9% | 6,615,518 | $123.91M | $18.73 | No quote |
| 9 | BKD | Brookdale Senior Living Inc. | 3.02% | Add +5.3% | 3,463,725 | $120.19M | $34.70 | No quote |
| 10 | VNO | Vornado Realty Trust | 2.73% | Add +43.1% | 1,141,330 | $108.35M | $94.93 | No quote |
| 11 | AGCO | AGCO Corp | 2.72% | Reduce -0.7% | 1,903,214 | $108.07M | $56.78 | No quote |
| 12 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.71% | Reduce -7.4% | 1,426,423 | $107.61M | $75.44 | No quote |
| 13 | EQC | Equity Commonwealth | 2.35% | Add +0.4% | 3,645,755 | $93.59M | No quote | No quote |
| 14 | DVN | Devon Energy Corp. | 2.33% | Reduce -11.6% | 1,553,359 | $92.41M | $59.49 | No quote |
| 15 | PKX | Posco ADR | 2.32% | Reduce -1.1% | 1,881,689 | $92.37M | No quote | No quote |
| 16 | ZION | Zions Bancorporation | 2.31% | Add +0.1% | 2,893,058 | $91.81M | $31.73 | No quote |
| 17 | CVA | Covanta Holding Corporation | 2.28% | Reduce -0.7% | 4,269,638 | $90.47M | No quote | No quote |
| 18 | APA | Apache Corp | 2.25% | Reduce -6.6% | 1,554,224 | $89.57M | $57.63 | No quote |
| 19 | WTM | White Mountains Insurance Group | 2.16% | Reduce -12.7% | 130,867 | $85.71M | $654.94 | No quote |
| 20 | LOW | Lowe's Companies Inc. | 2.15% | Add +0.4% | 1,272,976 | $85.25M | $66.97 | No quote |
| 21 | HOUS | Realogy Holdings Corp. | 1.96% | Add +0.4% | 1,665,809 | $77.83M | No quote | No quote |
| 22 | CBS | CBS Corporation | 1.82% | Reduce -0.3% | 1,299,784 | $72.14M | No quote | No quote |
| 23 | PPS | Post Properties Inc. | 1.81% | Add +0.4% | 1,322,014 | $71.88M | No quote | No quote |
| 24 | SKT | Tanger Factory Outlet Centers, Inc | 1.80% | Add +0.4% | 2,260,653 | $71.66M | $31.70 | No quote |
| 25 | SYMC | Symantec Corp | 1.72% | Reduce -0.8% | 2,935,808 | $68.26M | No quote | No quote |
| 26 | GM | General Motors Co. | 1.62% | Add +3.7% | 1,929,784 | $64.32M | $33.33 | No quote |
| 27 | TRC | Tejon Ranch Co. | 1.50% | - | 2,322,803 | $59.72M | No quote | No quote |
| 28 | PNC | PNC Financial Corp | 1.44% | Add +6.9% | 597,620 | $57.16M | $95.65 | No quote |
| 29 | PNCWS | PNC Financial Services Group 2018 Warrants | 1.43% | Reduce -0.0% | 1,982,554 | $56.96M | No quote | No quote |
| 30 | Y | Alleghany Corp. | 1.32% | Reduce -9.9% | 112,074 | $52.54M | No quote | No quote |
| 31 | NVDA | NVIDIA Corp | 1.30% | Reduce -2.7% | 2,576,058 | $51.81M | $20.11 | No quote |
| 32 | L | Loews Corporation | 1.21% | Reduce -1.8% | 1,250,287 | $48.15M | $38.51 | No quote |
| 33 | MAS | Masco Corp. | 1.15% | New | 1,718,680 | $45.84M | $26.67 | No quote |
| 34 | LUK | Leucadia National Corporation | 1.01% | Reduce -23.1% | 1,653,387 | $40.15M | No quote | No quote |
| 35 | KEY | Keycorp | 0.98% | Reduce -32.4% | 2,579,886 | $38.75M | $15.02 | No quote |
| 36 | H | Hyatt Hotels Corp. | 0.68% | Add +0.1% | 476,281 | $27M | $56.69 | No quote |
| 37 | WFCWS | Wells Fargo & Co. 2018 Warrants | 0.67% | - | 1,187,303 | $26.7M | No quote | No quote |
| 38 | HYT | BlackRock Corporate High Yield Fund VI | 0.54% | Add +1.9% | 1,996,274 | $21.54M | No quote | No quote |
| 39 | AXE | Anixter International Inc. | 0.42% | Add +167.9% | 256,504 | $16.71M | No quote | No quote |
| 40 | HCC | HCC Insurance Holdings | 0.41% | - | 213,395 | $16.4M | $76.84 | No quote |
| 41 | FSD | First Trust High Income Long/Short Fund | 0.33% | Add +2.0% | 829,943 | $12.98M | No quote | No quote |
| 42 | WCIC | WCI Communities Inc. | 0.30% | - | 491,049 | $11.98M | No quote | No quote |
| 43 | FCN | FTI Consulting Inc. | 0.30% | - | 287,435 | $11.85M | $41.24 | No quote |
| 44 | BTZ | BlackRock Credit Allocation Income Trust | 0.27% | Add +1.9% | 837,053 | $10.61M | No quote | No quote |
| 45 | TTEK | Tetra Tech, Inc. | 0.26% | - | 408,753 | $10.48M | $25.64 | No quote |
| 46 | B | Barnes Group Inc. | 0.26% | Reduce -0.6% | 262,885 | $10.25M | $38.99 | No quote |
| 47 | CSGS | CSG Systems International, Inc. | 0.25% | - | 319,229 | $10.11M | No quote | No quote |
| 48 | PB | Prosperity Bancshares Inc. | 0.25% | - | 170,057 | $9.82M | $57.74 | No quote |
| 49 | WKC | World Fuel Services Corp | 0.25% | Add +6.4% | 203,710 | $9.77M | No quote | No quote |
| 50 | CFR | Cullen Frost Bankers, Inc. | 0.25% | - | 124,271 | $9.77M | $78.58 | No quote |
| 51 | CBSH | Commerce Bancshares, Inc | 0.23% | - | 199,220 | $9.32M | No quote | No quote |
| 52 | EME | EMCOR Group, Inc. | 0.23% | Reduce -21.5% | 193,169 | $9.23M | $47.77 | No quote |
| 53 | UMBF | UMB Financial Corporation | 0.23% | - | 159,873 | $9.12M | $57.02 | No quote |
| 54 | G | Genpact Ltd. | 0.23% | - | 425,805 | $9.08M | $21.33 | No quote |
| 55 | PRGS | Progress Software Corporation | 0.23% | Reduce -6.8% | 327,067 | $8.99M | No quote | No quote |
| 56 | SYNT | Syntel, Inc. | 0.23% | Reduce -21.5% | 188,413 | $8.95M | No quote | No quote |
| 57 | KALU | Kaiser Aluminum Corp. | 0.22% | - | 107,583 | $8.94M | $83.08 | No quote |
| 58 | ALG | Alamo Group, Inc. | 0.22% | Reduce -6.6% | 162,499 | $8.88M | $54.64 | No quote |
| 59 | LM | Legg Mason Inc. | 0.21% | - | 165,614 | $8.53M | No quote | No quote |
| 60 | NSIT | Insight Enterprises, Inc. | 0.21% | - | 283,602 | $8.48M | $29.91 | No quote |
| 61 | HYI | Western Asset High Yield Defined Opportunity Fund | 0.21% | Add +2.0% | 550,250 | $8.47M | No quote | No quote |
| 62 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.21% | - | 615,859 | $8.43M | No quote | No quote |
| 63 | WOOF | VCA Antech Inc. | 0.21% | - | 153,881 | $8.37M | No quote | No quote |
| 64 | ABM | ABM Industries Inc | 0.20% | - | 240,557 | $7.91M | $32.87 | No quote |
| 65 | VVI | Viad Corp. | 0.20% | - | 286,256 | $7.76M | No quote | No quote |
| 66 | MTN | Vail Resorts Inc. | 0.19% | - | 70,947 | $7.75M | $109.19 | No quote |
| 67 | SEMG | SemGroup Corporation - CL A | 0.19% | - | 96,825 | $7.7M | No quote | No quote |
| 68 | TFX | Telefex Inc. | 0.19% | - | 56,069 | $7.6M | $135.46 | No quote |
| 69 | CSWC | Capital Southwest | 0.19% | - | 150,348 | $7.51M | No quote | No quote |
| 70 | ROIAK | Radio One Inc Cl D | 0.18% | - | 2,311,360 | $7.33M | No quote | No quote |
| 71 | ARCO | Arcos Dorados Holdings, Inc. | 0.18% | Reduce -5.5% | 1,381,502 | $7.27M | $5.26 | No quote |
| 72 | SMP | Standard Motor Products, Inc. | 0.18% | - | 206,065 | $7.24M | No quote | No quote |
| 73 | PDCO | Patterson Companies Inc | 0.18% | Reduce -23.4% | 145,133 | $7.06M | No quote | No quote |
| 74 | DORM | Dorman Products, Inc. | 0.18% | Add +21.0% | 148,133 | $7.06M | $47.66 | No quote |
| 75 | VLY | Valley National Bancorp | 0.17% | - | 672,934 | $6.94M | $10.31 | No quote |
| 76 | CST | CST Brands, Inc | 0.17% | Add +8.3% | 174,845 | $6.83M | No quote | No quote |
| 77 | LXU | LSB Industries Inc. | 0.17% | - | 166,790 | $6.81M | $40.84 | No quote |
| 78 | ROSE | Rosetta Resources Inc. | 0.17% | Reduce -3.0% | 286,017 | $6.62M | No quote | No quote |
| 79 | CYN | City National Corp. | 0.17% | Reduce -18.6% | 72,685 | $6.57M | No quote | No quote |
| 80 | ALCO | Alico, Inc. | 0.16% | - | 143,643 | $6.52M | No quote | No quote |
| 81 | CUB | Cubic, Corp. | 0.16% | - | 136,401 | $6.49M | No quote | No quote |
| 82 | RSTI | Rofin-Sinar Technologies Inc. | 0.16% | Reduce -34.0% | 230,636 | $6.37M | No quote | No quote |
| 83 | IM | Ingram Micro Inc. | 0.15% | - | 242,611 | $6.07M | No quote | No quote |
| 84 | UNF | UniFirst Corporation | 0.15% | - | 53,555 | $5.99M | $111.85 | No quote |
| 85 | ATU | Actuant Corporation | 0.15% | - | 257,877 | $5.95M | No quote | No quote |
| 86 | ICFI | ICF International, Inc. | 0.15% | - | 169,313 | $5.9M | $34.86 | No quote |
| 87 | BR | Broadridge Financial Solutions Inc. | 0.14% | - | 111,313 | $5.57M | $50.01 | No quote |
| 88 | SXC | Suncoke Energy Inc. | 0.14% | - | 421,206 | $5.48M | No quote | No quote |
| 89 | HYB | New America High Income Fund, Inc | 0.13% | Add +2.1% | 581,876 | $5.1M | No quote | No quote |
| 90 | MHY | Western Asset Managed High Income Fund | 0.13% | - | 1,025,669 | $5.07M | No quote | No quote |
| 91 | NHS | Neuberger Berman High Yield Strategies Fund | 0.13% | - | 425,826 | $5.02M | No quote | No quote |
| 92 | GLT | Glatfelter P. H. Co. | 0.12% | Reduce -12.6% | 217,337 | $4.78M | No quote | No quote |
| 93 | CIR | Circor International Inc. | 0.12% | Add +101.9% | 87,033 | $4.75M | No quote | No quote |
| 94 | ARDC | Ares Dynamic Credit Allocation Fund, Inc. | 0.12% | Add +2.2% | 307,666 | $4.72M | No quote | No quote |
| 95 | SBSAA | Spanish Broadcasting System, Inc | 0.12% | - | 681,637 | $4.6M | No quote | No quote |
| 96 | CKH | Seacor Holdings Inc. | 0.11% | Reduce -3.2% | 64,104 | $4.55M | No quote | No quote |
| 97 | ENS | EnerSys | 0.11% | Reduce -49.7% | 64,368 | $4.52M | $70.28 | No quote |
| 98 | DHG | Deutsche High Income Opportunity Fund | 0.11% | - | 309,656 | $4.52M | No quote | No quote |
| 99 | EPE | EP Energy Corp. | 0.11% | New | 328,445 | $4.18M | No quote | No quote |
| 100 | FLWS | 1-800-Flowers.com Inc. | 0.09% | New | 346,433 | $3.62M | No quote | No quote |
| 101 | LABL | Multi-Color Corporation | 0.09% | Reduce -19.4% | 55,712 | $3.56M | No quote | No quote |
| 102 | BRS | Bristow Group Inc. | 0.09% | Reduce -49.7% | 64,243 | $3.42M | No quote | No quote |
| 103 | ANIP | Ani Pharmaceuticals Inc. | 0.08% | New | 51,790 | $3.21M | $62.06 | No quote |
| 104 | CNHI | CNH Industrial NV | 0.08% | New | 325,215 | $3.02M | No quote | No quote |
| 105 | CCS | Century Communities Inc. | 0.07% | - | 132,474 | $2.67M | $20.13 | No quote |
| 106 | CMAWS | Comerica Inc 2018 Warrants | 0.06% | - | 100,000 | $2.21M | No quote | No quote |
| 107 | VMI | Valmont Industries | 0.05% | Reduce -91.5% | 17,433 | $2.07M | No quote | No quote |
| 108 | UCP | UCP Inc. - Class A | 0.05% | Add +20.6% | 270,000 | $2.05M | No quote | No quote |
| 109 | FOR | Forestar Group Inc. | 0.05% | - | 151,436 | $1.99M | $13.16 | No quote |
| 110 | NOR | Noranda Aluminum Holding | 0.05% | New | 2,334,038 | $1.98M | No quote | No quote |
| 111 | WFC | Wells Fargo & Co. NEW | 0.04% | Add +8.2% | 30,237 | $1.7M | $56.26 | No quote |
| 112 | FPO | First Potomac Realty Trust | 0.04% | New | 145,000 | $1.49M | No quote | No quote |
| 113 | WIRE | Encore Wire Corporation | 0.03% | Reduce -53.8% | 30,842 | $1.37M | No quote | No quote |
| 114 | TRNO | Terreno Realty Corp. | 0.02% | - | 42,290 | $833K | $19.70 | No quote |
| 115 | POWL | Powell Industries, Inc. | 0.02% | Add +10.9% | 21,350 | $751K | $35.18 | No quote |
| 116 | EXL | Excel Trust, Inc. | 0.02% | - | 38,890 | $613K | No quote | No quote |
| 117 | AMD | Advanced Micro Devices | 0.02% | New | 250,000 | $600K | $2.40 | No quote |
| 118 | KIM | Kimco Realty Corp | 0.01% | - | 26,045 | $587K | No quote | No quote |
| 119 | AKR | Acadia Realty Trust | 0.01% | - | 19,999 | $582K | No quote | No quote |
| 120 | CDR | Cedar Realty Trust Inc. | 0.01% | - | 80,000 | $512K | No quote | No quote |
| 121 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $440K | No quote | No quote |
| 122 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $329K | $37.05 | No quote |
| 123 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/201 | 0.00% | - | 359,332 | $177K | No quote | No quote |
| 124 | TTE | Total Fina ELF S A ADR | 0.00% | Reduce -33.0% | 3,056 | $150K | $49.08 | No quote |
| 125 | CMO | Capstead Mortgage Corporation | 0.00% | - | 12,500 | $139K | No quote | No quote |
| 126 | NLY | Annaly Capital Management, Inc. | 0.00% | - | 13,215 | $121K | No quote | No quote |
| 127 | HTS | Hatteras Financial Corp. | 0.00% | - | 5,630 | $92K | No quote | No quote |
| 128 | VOD | Vodafone Group Plc - ADR | 0.00% | Reduce -31.0% | 2,326 | $85K | No quote | No quote |
| 129 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | - | 2,452 | $54K | No quote | No quote |
| 141 | WLK | Westlake Chemical Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 140 | VZ | Verizon Communications Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 139 | SCL | Stepan Company | - | Sold | 0 | $0 | No quote | No quote |
| 138 | SWAY | Starwood Waypoint Residential REIT | - | Sold | 0 | $0 | No quote | No quote |
| 137 | PPBI | Pacific Premier Bancorp | - | Sold | 0 | $0 | No quote | No quote |
| 136 | ECA | Encana Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 135 | DST | DST Systems | - | Sold | 0 | $0 | No quote | No quote |
| 134 | DAR | Darling International Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 133 | CLH | Clean Harbors Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 132 | COFWS | Capital One Financial 2018 Warrants | - | Sold | 0 | $0 | No quote | No quote |
| 131 | ASNA | Ascena Retail Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 130 | ACGL | Arch Capital Group Ltd. | - | Sold | 0 | $0 | No quote | No quote |