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 58 of 122 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.75% | Reduce -10.0% | 6,610,196 | $196.79M | $29.77 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 6.75% | Reduce -3.1% | 4,590,109 | $151.8M | $33.07 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 5.38% | Reduce -4.2% | 5,424,508 | $121.02M | No quote | No quote |
| 4 | RYN | Rayonier Inc. | 4.53% | Reduce -5.2% | 3,884,570 | $101.93M | $26.24 | No quote |
| 5 | MAC | The Macerich Company | 4.00% | Reduce -23.4% | 1,054,701 | $90.06M | $85.39 | No quote |
| 6 | FR | First Industrial Realty Trust, Inc. | 3.82% | Reduce -30.2% | 3,089,843 | $85.96M | $27.82 | No quote |
| 7 | CMA | Comerica Inc. | 3.57% | Reduce -5.5% | 1,953,051 | $80.33M | No quote | No quote |
| 8 | BK | Bank of New York Mellon Corp. | 3.55% | Reduce -16.2% | 2,053,648 | $79.78M | $38.85 | No quote |
| 9 | VNO | Vornado Realty Trust | 3.26% | Reduce -5.1% | 732,814 | $73.37M | $100.12 | No quote |
| 10 | WTM | White Mountains Insurance Group | 2.56% | Reduce -5.5% | 68,390 | $57.58M | $841.99 | No quote |
| 11 | TRC | Tejon Ranch Co. | 2.36% | - | 2,249,464 | $53.18M | No quote | No quote |
| 12 | PNC | PNC Financial Corp | 2.33% | Reduce -9.7% | 643,084 | $52.34M | $81.39 | No quote |
| 13 | ZION | Zions Bancorporation | 2.29% | Reduce -5.3% | 2,048,658 | $51.48M | $25.13 | No quote |
| 14 | LOW | Lowe's Companies Inc. | 2.22% | Reduce -33.0% | 632,011 | $50.04M | $79.17 | No quote |
| 15 | LEN | Lennar Corp. | 2.18% | Reduce -5.3% | 1,063,600 | $49.03M | $46.10 | No quote |
| 16 | Y | Alleghany Corp. | 2.03% | Reduce -4.0% | 82,977 | $45.6M | No quote | No quote |
| 17 | CBS | CBS Corporation | 2.02% | Reduce -9.4% | 835,662 | $45.49M | No quote | No quote |
| 18 | CVCO | Cavco Industries, Inc. | 1.99% | Reduce -34.5% | 477,727 | $44.76M | $93.70 | No quote |
| 19 | PNCWS | PNC Financial Services Group 2018 Warrants | 1.90% | - | 2,452,249 | $42.72M | No quote | No quote |
| 20 | AXE | Anixter International Inc. | 1.68% | Reduce -1.3% | 710,789 | $37.87M | No quote | No quote |
| 21 | BKD | Brookdale Senior Living Inc. | 1.66% | Reduce -1.9% | 2,424,394 | $37.43M | $15.44 | No quote |
| 22 | CVA | Covanta Holding Corporation | 1.62% | Reduce -21.5% | 2,211,720 | $36.38M | No quote | No quote |
| 23 | DVN | Devon Energy Corp. | 1.62% | Reduce -3.0% | 1,003,389 | $36.37M | $36.25 | No quote |
| 24 | AGCO | AGCO Corp | 1.45% | Reduce -2.5% | 692,928 | $32.66M | $47.13 | No quote |
| 25 | MAS | Masco Corp. | 1.36% | Reduce -30.5% | 990,521 | $30.65M | $30.94 | No quote |
| 26 | APA | Apache Corp | 1.30% | Reduce -47.9% | 524,055 | $29.17M | $55.67 | No quote |
| 27 | HAR | Harman International Industries, Inc. | 1.28% | Add +43.5% | 400,716 | $28.78M | No quote | No quote |
| 28 | FNF | FNF Group | 1.25% | Reduce -5.3% | 748,300 | $28.06M | $37.50 | No quote |
| 29 | JCI | Johnson Controls Inc. | 1.19% | New | 604,458 | $26.75M | $44.26 | No quote |
| 30 | KW | Kennedy-Wilson Holdings Inc. | 1.16% | Reduce -4.4% | 1,378,512 | $26.14M | $18.96 | No quote |
| 31 | RL | Ralph Lauren Corp. | 1.09% | Add +20.1% | 274,832 | $24.63M | No quote | No quote |
| 32 | AMGN | Amgen Inc. | 0.92% | New | 135,642 | $20.64M | $152.15 | No quote |
| 33 | GM | General Motors Co. | 0.85% | Reduce -2.3% | 671,819 | $19.01M | $28.30 | No quote |
| 34 | KEY | Keycorp | 0.71% | Reduce -3.5% | 1,444,346 | $15.96M | $11.05 | No quote |
| 35 | LIVN | Livanova PLC | 0.60% | New | 267,977 | $13.46M | $50.23 | No quote |
| 36 | WCIC | WCI Communities Inc. | 0.39% | Add +19.5% | 525,154 | $8.88M | No quote | No quote |
| 37 | SHPG | Shire Plc - ADR | 0.39% | New | 47,840 | $8.81M | No quote | No quote |
| 38 | VC | Visteon Corp. | 0.38% | - | 129,268 | $8.51M | $65.81 | No quote |
| 39 | CBSH | Commerce Bancshares, Inc | 0.38% | Reduce -6.1% | 177,138 | $8.49M | No quote | No quote |
| 40 | LABL | Multi-Color Corporation | 0.36% | - | 129,533 | $8.21M | No quote | No quote |
| 41 | FCN | FTI Consulting Inc. | 0.35% | Reduce -18.0% | 193,597 | $7.88M | $40.68 | No quote |
| 42 | ICFI | ICF International, Inc. | 0.35% | - | 191,129 | $7.82M | $40.90 | No quote |
| 43 | ARCO | Arcos Dorados Holdings, Inc. | 0.34% | Reduce -0.1% | 1,615,590 | $7.71M | $4.77 | No quote |
| 44 | UMBF | UMB Financial Corporation | 0.34% | Reduce -5.5% | 141,973 | $7.55M | $53.21 | No quote |
| 45 | CUB | Cubic, Corp. | 0.31% | Add +9.5% | 172,224 | $6.92M | No quote | No quote |
| 46 | SBSI | Southside Bancshares Inc. | 0.31% | Add +5.0% | 222,515 | $6.88M | $30.92 | No quote |
| 48 | ROIAK | Radio One Inc Cl D | 0.30% | - | 2,127,789 | $6.79M | No quote | No quote |
| 47 | ALG | Alamo Group, Inc. | 0.30% | Reduce -17.3% | 102,902 | $6.79M | $65.97 | No quote |
| 49 | VLY | Valley National Bancorp | 0.29% | - | 726,953 | $6.63M | $9.12 | No quote |
| 50 | WOOF | VCA Antech Inc. | 0.28% | Reduce -29.4% | 93,539 | $6.32M | No quote | No quote |
| 51 | EME | EMCOR Group, Inc. | 0.28% | - | 127,187 | $6.27M | $49.26 | No quote |
| 52 | TFX | Telefex Inc. | 0.27% | Reduce -9.7% | 34,743 | $6.16M | $177.30 | No quote |
| 53 | SMP | Standard Motor Products, Inc. | 0.27% | Reduce -10.4% | 153,870 | $6.12M | No quote | No quote |
| 54 | VVI | Viad Corp. | 0.27% | Reduce -9.4% | 195,838 | $6.07M | No quote | No quote |
| 55 | NTCT | Netscout Systems Inc. | 0.27% | New | 270,281 | $6.01M | $22.25 | No quote |
| 56 | CZZ | Cosan Ltd. | 0.26% | Reduce -23.6% | 902,110 | $5.87M | No quote | No quote |
| 57 | WKC | World Fuel Services Corp | 0.26% | - | 123,282 | $5.86M | No quote | No quote |
| 58 | NSIT | Insight Enterprises, Inc. | 0.25% | Reduce -26.0% | 220,515 | $5.73M | $26.00 | No quote |
| 59 | DORM | Dorman Products, Inc. | 0.25% | Reduce -9.2% | 99,690 | $5.7M | $57.20 | No quote |
| 60 | G | Genpact Ltd. | 0.25% | Reduce -28.8% | 208,196 | $5.59M | $26.84 | No quote |
| 61 | KEX | Kirby Corporation | 0.25% | - | 89,134 | $5.56M | $62.39 | No quote |
| 62 | SYNT | Syntel, Inc. | 0.24% | Add +4.8% | 117,688 | $5.33M | No quote | No quote |
| 63 | FLWS | 1-800-Flowers.com Inc. | 0.24% | Reduce -8.4% | 587,823 | $5.3M | No quote | No quote |
| 64 | CFR | Cullen Frost Bankers, Inc. | 0.23% | - | 82,323 | $5.25M | $63.72 | No quote |
| 65 | PDCO | Patterson Companies Inc | 0.23% | - | 109,335 | $5.24M | No quote | No quote |
| 66 | PB | Prosperity Bancshares Inc. | 0.23% | - | 102,362 | $5.22M | $50.99 | No quote |
| 67 | DST | DST Systems | 0.23% | - | 44,573 | $5.19M | No quote | No quote |
| 68 | CSWI | CSW Industrials Inc. | 0.22% | - | 150,348 | $4.9M | No quote | No quote |
| 69 | TTEK | Tetra Tech, Inc. | 0.20% | Reduce -44.5% | 149,836 | $4.61M | $30.75 | No quote |
| 70 | UNF | UniFirst Corporation | 0.20% | - | 39,261 | $4.54M | $115.71 | No quote |
| 71 | DSW | DSW Inc. | 0.20% | Add +20.6% | 211,534 | $4.48M | No quote | No quote |
| 72 | MTN | Vail Resorts Inc. | 0.20% | - | 31,948 | $4.42M | $138.22 | No quote |
| 73 | KALU | Kaiser Aluminum Corp. | 0.19% | - | 48,157 | $4.35M | $90.41 | No quote |
| 74 | CST | CST Brands, Inc | 0.19% | Reduce -34.0% | 97,481 | $4.2M | No quote | No quote |
| 75 | GIII | G-III Apparel Group Ltd. | 0.18% | New | 89,353 | $4.09M | $45.72 | No quote |
| 76 | CBM | Cambrex Corp. | 0.18% | - | 76,681 | $3.97M | No quote | No quote |
| 77 | LUK | Leucadia National Corporation | 0.18% | Reduce -9.1% | 227,515 | $3.94M | No quote | No quote |
| 78 | ALCO | Alico, Inc. | 0.17% | - | 129,733 | $3.92M | No quote | No quote |
| 79 | IM | Ingram Micro Inc. | 0.17% | Reduce -20.8% | 110,658 | $3.85M | No quote | No quote |
| 80 | CNHI | CNH Industrial NV | 0.17% | - | 537,178 | $3.84M | No quote | No quote |
| 81 | TILE | Interface Inc. | 0.17% | Add +199.7% | 249,370 | $3.8M | $15.25 | No quote |
| 82 | ABM | ABM Industries Inc | 0.17% | - | 103,224 | $3.77M | $36.48 | No quote |
| 83 | SEMG | SemGroup Corporation - CL A | 0.16% | - | 113,491 | $3.7M | No quote | No quote |
| 84 | BR | Broadridge Financial Solutions Inc. | 0.16% | Reduce -48.6% | 55,866 | $3.64M | $65.19 | No quote |
| 85 | SKT | Tanger Factory Outlet Centers, Inc | 0.16% | Reduce -93.9% | 87,762 | $3.53M | $40.18 | No quote |
| 86 | B | Barnes Group Inc. | 0.15% | Add +9.8% | 101,821 | $3.37M | $33.12 | No quote |
| 87 | PRGS | Progress Software Corporation | 0.14% | Reduce -26.1% | 112,816 | $3.1M | No quote | No quote |
| 88 | LM | Legg Mason Inc. | 0.14% | - | 104,455 | $3.08M | No quote | No quote |
| 89 | MYRG | MYR Group Inc. | 0.12% | - | 116,310 | $2.8M | $24.08 | No quote |
| 90 | ANIP | Ani Pharmaceuticals Inc. | 0.12% | - | 50,053 | $2.79M | $55.82 | No quote |
| 91 | CSGS | CSG Systems International, Inc. | 0.12% | Reduce -33.9% | 67,467 | $2.72M | No quote | No quote |
| 92 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.12% | - | 204,351 | $2.6M | No quote | No quote |
| 93 | SEB | Seaboard Corp. | 0.11% | Add +4626.3% | 898 | $2.58M | $2870.82 | No quote |
| 94 | FRGI | Fiesta Restaurant Group, Inc. | 0.11% | New | 114,406 | $2.5M | No quote | No quote |
| 95 | SBSAA | Spanish Broadcasting System, Inc | 0.10% | - | 639,603 | $2.28M | No quote | No quote |
| 96 | CIR | Circor International Inc. | 0.10% | - | 39,819 | $2.27M | No quote | No quote |
| 97 | UCP | UCP Inc. - Class A | 0.10% | Reduce -17.6% | 280,000 | $2.25M | No quote | No quote |
| 98 | ENS | EnerSys | 0.09% | - | 35,906 | $2.14M | $59.46 | No quote |
| 99 | CCS | Century Communities Inc. | 0.09% | Reduce -9.4% | 119,974 | $2.08M | $17.34 | No quote |
| 100 | CSWC | Capital Southwest | 0.09% | - | 150,348 | $2.06M | No quote | No quote |
| 101 | FLOW | SPX Flow Inc. | 0.08% | - | 67,624 | $1.76M | No quote | No quote |
| 102 | CRZO | Carrizo Oil & Gas Inc. | 0.07% | - | 46,900 | $1.68M | No quote | No quote |
| 103 | CTT | Catchmark Timber Trust Inc. | 0.06% | Reduce -35.8% | 102,000 | $1.25M | No quote | No quote |
| 104 | CMAWS | Comerica Inc 2018 Warrants | 0.05% | Reduce -10.0% | 90,000 | $1.17M | No quote | No quote |
| 105 | FPO | First Potomac Realty Trust | 0.05% | Reduce -19.4% | 116,900 | $1.08M | No quote | No quote |
| 106 | GLT | Glatfelter P. H. Co. | 0.04% | - | 46,589 | $911K | No quote | No quote |
| 107 | WMIH | WMI Holdings Corp. | 0.03% | - | 277,706 | $617K | No quote | No quote |
| 108 | VMI | Valmont Industries | 0.02% | Reduce -55.5% | 3,675 | $497K | No quote | No quote |
| 109 | NXRT | NEXPOINT RESIDNL TR | 0.02% | New | 25,000 | $455K | No quote | No quote |
| 110 | TTE | Total Fina ELF S A ADR | 0.01% | Reduce -8.2% | 2,807 | $135K | $48.09 | No quote |
| 111 | TPHS | Trinity Place Holdings | 0.00% | Add +111.1% | 12,729 | $98K | No quote | No quote |
| 112 | VOD | Vodafone Group Plc - ADR | 0.00% | Reduce -12.3% | 2,770 | $86K | No quote | No quote |
| 113 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | - | 702 | $16K | No quote | No quote |
| 122 | WFC | Wells Fargo & Co. NEW | - | Sold | 0 | $0 | No quote | No quote |
| 121 | WFCWS | Wells Fargo & Co. 2018 Warrants | - | Sold | 0 | $0 | No quote | No quote |
| 120 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/2016 | 0.00% | - | 352,189 | $0 | No quote | No quote |
| 119 | SYMC | Symantec Corp | - | Sold | 0 | $0 | No quote | No quote |
| 118 | PPS | Post Properties Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 117 | HHC | Howard Hughes Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 116 | HERO | Hercules Offshore, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 115 | EQC | Equity Commonwealth | - | Sold | 0 | $0 | No quote | No quote |
| 114 | BXLT | Baxalta Inc. | - | Sold | 0 | $0 | No quote | No quote |