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 118 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.20% | Reduce -0.5% | 6,013,322 | $180.94M | $30.09 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 6.43% | Reduce -2.3% | 4,299,141 | $141.92M | $33.01 | No quote |
| 3 | LEN | Lennar Corp. | 5.74% | Add +199.9% | 2,951,947 | $126.73M | $42.93 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 4.60% | Reduce -3.7% | 4,867,140 | $101.43M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 4.16% | Reduce -4.0% | 3,452,270 | $91.83M | $26.60 | No quote |
| 6 | BK | Bank of New York Mellon Corp. | 3.78% | Reduce -13.5% | 1,759,465 | $83.36M | $47.38 | No quote |
| 7 | PNC | PNC Financial Corp | 3.35% | Reduce -0.5% | 632,296 | $73.95M | $116.96 | No quote |
| 8 | CMA | Comerica Inc. | 3.20% | Reduce -32.8% | 1,037,604 | $70.67M | No quote | No quote |
| 9 | PNCWS | PNC Financial Services Group 2018 Warrants | 2.93% | Reduce -46.8% | 1,305,349 | $64.62M | No quote | No quote |
| 10 | VNO | Vornado Realty Trust | 2.83% | Reduce -4.0% | 599,214 | $62.54M | $104.37 | No quote |
| 11 | TRC | Tejon Ranch Co. | 2.49% | Reduce -3.8% | 2,164,153 | $55.03M | No quote | No quote |
| 12 | WTM | White Mountains Insurance Group | 2.43% | Reduce -3.0% | 64,091 | $53.58M | $836.05 | No quote |
| 13 | FR | First Industrial Realty Trust, Inc. | 2.29% | Reduce -19.9% | 1,802,943 | $50.57M | $28.05 | No quote |
| 14 | Y | Alleghany Corp. | 2.27% | Reduce -0.3% | 82,354 | $50.08M | No quote | No quote |
| 15 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.14% | - | 472,919 | $47.22M | $99.85 | No quote |
| 16 | HAR | Harman International Industries, Inc. | 1.99% | Reduce -0.5% | 395,177 | $43.93M | No quote | No quote |
| 17 | CBS | CBS Corporation | 1.88% | Reduce -22.5% | 650,481 | $41.38M | No quote | No quote |
| 18 | LOW | Lowe's Companies Inc. | 1.81% | Reduce -4.0% | 560,911 | $39.89M | $71.12 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.77% | Add +33044.9% | 4,219,014 | $39.11M | No quote | No quote |
| 20 | DVN | Devon Energy Corp. | 1.58% | Reduce -0.7% | 764,345 | $34.91M | $45.67 | No quote |
| 21 | AMGN | Amgen Inc. | 1.39% | Add +56.6% | 210,262 | $30.74M | $146.21 | No quote |
| 22 | JCI | Johnson Controls International plc | 1.34% | Add +1.4% | 715,724 | $29.48M | $41.19 | No quote |
| 23 | AXE | Anixter International Inc. | 1.29% | Reduce -50.1% | 352,400 | $28.56M | No quote | No quote |
| 24 | MAS | Masco Corp. | 1.22% | Add +8.3% | 852,594 | $26.96M | $31.62 | No quote |
| 25 | CVA | Covanta Holding Corporation | 1.19% | Reduce -1.1% | 1,682,990 | $26.26M | No quote | No quote |
| 26 | ZION | Zions Bancorporation | 1.18% | Reduce -68.0% | 607,058 | $26.13M | $43.04 | No quote |
| 27 | KW | Kennedy-Wilson Holdings Inc. | 1.16% | Reduce -3.5% | 1,245,153 | $25.53M | $20.50 | No quote |
| 28 | BKD | Brookdale Senior Living Inc. | 1.14% | Reduce -15.8% | 2,023,941 | $25.14M | $12.42 | No quote |
| 29 | RL | Ralph Lauren Corp. | 1.11% | Reduce -0.7% | 270,116 | $24.4M | No quote | No quote |
| 30 | PKY | Parkway Inc. | 1.05% | New | 1,044,662 | $23.24M | No quote | No quote |
| 31 | LIVN | Livanova PLC | 1.05% | Add +54.5% | 515,777 | $23.19M | $44.97 | No quote |
| 32 | FNF | FNF Group | 1.02% | Reduce -4.0% | 664,500 | $22.57M | $33.96 | No quote |
| 33 | AGCO | AGCO Corp | 0.98% | Reduce -32.0% | 374,671 | $21.68M | $57.86 | No quote |
| 34 | CERN | Cerner Corp. | 0.88% | New | 408,707 | $19.36M | No quote | No quote |
| 35 | MAC | The Macerich Company | 0.86% | Reduce -65.6% | 267,301 | $18.94M | $70.84 | No quote |
| 36 | KEY | Keycorp | 0.82% | Reduce -30.6% | 986,968 | $18.03M | $18.27 | No quote |
| 37 | APA | Apache Corp | 0.74% | Reduce -36.5% | 257,260 | $16.33M | $63.47 | No quote |
| 38 | SHPG | Shire Plc - ADR | 0.52% | Reduce -0.6% | 67,805 | $11.55M | No quote | No quote |
| 39 | CBSH | Commerce Bancshares, Inc | 0.49% | Add +4.6% | 185,306 | $10.71M | No quote | No quote |
| 40 | WCIC | WCI Communities Inc. | 0.46% | Reduce -18.1% | 432,988 | $10.15M | No quote | No quote |
| 41 | UMBF | UMB Financial Corporation | 0.45% | Reduce -10.0% | 127,791 | $9.86M | $77.12 | No quote |
| 42 | VC | Visteon Corp. | 0.40% | Reduce -14.8% | 110,112 | $8.85M | $80.34 | No quote |
| 43 | NSIT | Insight Enterprises, Inc. | 0.39% | Reduce -4.4% | 210,950 | $8.53M | $40.44 | No quote |
| 44 | NTCT | Netscout Systems Inc. | 0.38% | Reduce -0.3% | 269,400 | $8.49M | $31.50 | No quote |
| 45 | SBSI | Southside Bancshares Inc. | 0.38% | Reduce -0.4% | 221,678 | $8.35M | $37.67 | No quote |
| 46 | CUB | Cubic, Corp. | 0.37% | Reduce -0.4% | 171,518 | $8.22M | No quote | No quote |
| 47 | LABL | Multi-Color Corporation | 0.36% | Reduce -9.3% | 101,346 | $7.86M | No quote | No quote |
| 48 | ICFI | ICF International, Inc. | 0.34% | Reduce -19.7% | 135,422 | $7.48M | $55.20 | No quote |
| 49 | PB | Prosperity Bancshares Inc. | 0.33% | Reduce -0.4% | 101,963 | $7.32M | $71.78 | No quote |
| 50 | CFR | Cullen Frost Bankers, Inc. | 0.33% | Reduce -0.4% | 82,000 | $7.24M | $88.23 | No quote |
| 51 | WKC | World Fuel Services Corp | 0.31% | Add +12.1% | 151,019 | $6.93M | No quote | No quote |
| 52 | ALG | Alamo Group, Inc. | 0.30% | Reduce -10.7% | 86,006 | $6.55M | $76.10 | No quote |
| 53 | TTEK | Tetra Tech, Inc. | 0.29% | Reduce -0.4% | 149,244 | $6.44M | $43.15 | No quote |
| 54 | FCN | FTI Consulting Inc. | 0.29% | Reduce -8.6% | 140,392 | $6.33M | $45.08 | No quote |
| 55 | ARCO | Arcos Dorados Holdings, Inc. | 0.28% | Reduce -1.9% | 1,163,100 | $6.28M | $5.40 | No quote |
| 56 | EME | EMCOR Group, Inc. | 0.28% | Reduce -31.1% | 87,607 | $6.2M | $70.76 | No quote |
| 57 | DORM | Dorman Products, Inc. | 0.27% | Reduce -18.3% | 81,500 | $5.95M | $73.06 | No quote |
| 58 | VLY | Valley National Bancorp | 0.27% | Reduce -0.4% | 508,775 | $5.92M | $11.64 | No quote |
| 59 | VVI | Viad Corp. | 0.25% | Reduce -11.5% | 127,533 | $5.62M | No quote | No quote |
| 60 | CSWI | CSW Industrials Inc. | 0.25% | - | 150,348 | $5.54M | No quote | No quote |
| 61 | ROIAK | Radio One Inc Cl D | 0.25% | Reduce -10.4% | 1,906,369 | $5.53M | No quote | No quote |
| 62 | WOOF | VCA Antech Inc. | 0.25% | Reduce -0.4% | 80,458 | $5.52M | No quote | No quote |
| 63 | SYNT | Syntel, Inc. | 0.25% | Add +136.3% | 278,106 | $5.5M | No quote | No quote |
| 64 | KEX | Kirby Corporation | 0.25% | Reduce -20.9% | 82,600 | $5.49M | $66.50 | No quote |
| 65 | G | Genpact Ltd. | 0.24% | Add +6.5% | 221,666 | $5.4M | $24.34 | No quote |
| 66 | FIX | Comfort Systems USA Inc. | 0.24% | Reduce -0.4% | 161,375 | $5.37M | $33.30 | No quote |
| 67 | FLWS | 1-800-Flowers.com Inc. | 0.24% | Reduce -6.3% | 501,564 | $5.37M | No quote | No quote |
| 68 | DST | DST Systems | 0.23% | Add +8.4% | 48,300 | $5.18M | No quote | No quote |
| 69 | SMP | Standard Motor Products, Inc. | 0.23% | Reduce -37.8% | 95,747 | $5.1M | No quote | No quote |
| 70 | B | Barnes Group Inc. | 0.22% | Reduce -0.4% | 104,200 | $4.94M | $47.42 | No quote |
| 71 | SP | SP Plus Corp. | 0.22% | Add +38.4% | 169,423 | $4.77M | No quote | No quote |
| 72 | CBM | Cambrex Corp. | 0.20% | Reduce -0.4% | 83,585 | $4.51M | No quote | No quote |
| 73 | MTN | Vail Resorts Inc. | 0.20% | Reduce -0.4% | 26,939 | $4.35M | $161.33 | No quote |
| 74 | UNF | UniFirst Corporation | 0.19% | Reduce -23.8% | 29,910 | $4.3M | $143.66 | No quote |
| 75 | CNHI | CNH Industrial NV | 0.19% | Reduce -8.3% | 490,100 | $4.26M | No quote | No quote |
| 76 | GIII | G-III Apparel Group Ltd. | 0.19% | Reduce -0.4% | 142,601 | $4.22M | $29.56 | No quote |
| 77 | KALU | Kaiser Aluminum Corp. | 0.19% | Add +6.8% | 52,778 | $4.1M | $77.68 | No quote |
| 79 | CZZ | Cosan Ltd. | 0.17% | Reduce -21.5% | 511,000 | $3.84M | No quote | No quote |
| 78 | CRZO | Carrizo Oil & Gas Inc. | 0.17% | Add +11.2% | 102,753 | $3.84M | No quote | No quote |
| 80 | TILE | Interface Inc. | 0.17% | Reduce -19.0% | 202,020 | $3.75M | $18.55 | No quote |
| 81 | DSW | DSW Inc. | 0.17% | Reduce -27.5% | 164,900 | $3.74M | No quote | No quote |
| 82 | TFX | Telefex Inc. | 0.17% | Reduce -0.4% | 23,007 | $3.71M | $161.17 | No quote |
| 83 | SEB | Seaboard Corp. | 0.17% | Reduce -0.3% | 937 | $3.7M | $3951.97 | No quote |
| 84 | KFY | Korn/Ferry International | 0.17% | New | 125,500 | $3.69M | $29.43 | No quote |
| 85 | ABM | ABM Industries Inc | 0.17% | Reduce -12.9% | 89,857 | $3.67M | $40.84 | No quote |
| 86 | PRGS | Progress Software Corporation | 0.16% | Reduce -0.4% | 112,355 | $3.59M | No quote | No quote |
| 87 | ALCO | Alico, Inc. | 0.16% | Reduce -0.4% | 129,227 | $3.51M | No quote | No quote |
| 88 | LUK | Leucadia National Corporation | 0.16% | Reduce -11.6% | 150,733 | $3.51M | No quote | No quote |
| 89 | TNET | Trinet Group Services | 0.15% | New | 128,600 | $3.3M | No quote | No quote |
| 90 | CSGS | CSG Systems International, Inc. | 0.15% | Reduce -0.4% | 67,198 | $3.25M | No quote | No quote |
| 91 | MYRG | MYR Group Inc. | 0.15% | Reduce -26.1% | 86,000 | $3.24M | $37.67 | No quote |
| 92 | LM | Legg Mason Inc. | 0.14% | Reduce -0.3% | 104,132 | $3.12M | No quote | No quote |
| 93 | FRGI | Fiesta Restaurant Group, Inc. | 0.14% | Reduce -0.4% | 104,127 | $3.11M | No quote | No quote |
| 94 | PDCO | Patterson Companies Inc | 0.14% | Reduce -0.4% | 75,400 | $3.09M | No quote | No quote |
| 95 | ANIP | Ani Pharmaceuticals Inc. | 0.14% | Reduce -0.2% | 49,933 | $3.03M | $60.62 | No quote |
| 96 | BMCH | BMC Stock Holdings, Inc. | 0.12% | New | 141,000 | $2.75M | No quote | No quote |
| 97 | CSWC | Capital Southwest | 0.11% | - | 150,348 | $2.43M | No quote | No quote |
| 98 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.09% | Reduce -0.3% | 203,687 | $2.08M | No quote | No quote |
| 99 | UCP | UCP Inc. - Class A | 0.09% | Reduce -37.4% | 169,859 | $2.05M | No quote | No quote |
| 100 | CCS | Century Communities Inc. | 0.09% | Reduce -13.6% | 94,974 | $1.99M | $21.00 | No quote |
| 101 | SBSAA | Spanish Broadcasting System, Inc | 0.09% | - | 639,603 | $1.95M | No quote | No quote |
| 102 | CIR | Circor International Inc. | 0.08% | Reduce -0.4% | 26,267 | $1.7M | No quote | No quote |
| 103 | NX | Quanex Building Products | 0.07% | New | 78,300 | $1.59M | $20.29 | No quote |
| 104 | CMAWS | Comerica Inc 2018 Warrants | 0.07% | Reduce -57.4% | 38,300 | $1.48M | No quote | No quote |
| 105 | SKT | Tanger Factory Outlet Centers, Inc | 0.06% | Reduce -0.4% | 37,519 | $1.34M | $35.77 | No quote |
| 106 | CTT | Catchmark Timber Trust Inc. | 0.04% | - | 80,000 | $901K | No quote | No quote |
| 107 | FPO | First Potomac Realty Trust | 0.04% | - | 80,000 | $878K | No quote | No quote |
| 108 | SYNA | Synaptics Inc. | 0.04% | New | 15,800 | $847K | $53.61 | No quote |
| 109 | NXRT | NEXPOINT RESIDNL TR | 0.03% | - | 25,000 | $559K | No quote | No quote |
| 110 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 0.02% | New | 11,356 | $392K | No quote | No quote |
| 111 | VMI | Valmont Industries | 0.01% | Reduce -28.3% | 1,699 | $239K | No quote | No quote |
| 112 | TTE | Total Fina ELF S A ADR | 0.00% | Reduce -35.1% | 1,823 | $93K | $51.01 | No quote |
| 113 | VOD | Vodafone Group Plc - ADR | 0.00% | Reduce -32.2% | 1,877 | $46K | No quote | No quote |
| 114 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | - | 702 | $19K | No quote | No quote |
| 118 | WMIH | WMI Holdings Corp, | - | Sold | 0 | $0 | No quote | No quote |
| 117 | FLOW | SPX Flow Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 116 | IM | Ingram Micro Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 115 | CST | CST Brands, Inc | - | Sold | 0 | $0 | No quote | No quote |