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 2026-09-12 from SEC 13F data.
Live quotes available for 61 of 121 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.42% | Reduce -4.5% | 5,651,983 | $189.34M | $33.50 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 7.49% | Reduce -0.1% | 4,291,808 | $168.28M | $39.21 | No quote |
| 3 | LEN | Lennar Corp. | 6.81% | Reduce -2.9% | 2,870,041 | $153.03M | $53.32 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 5.22% | Reduce -0.2% | 4,853,922 | $117.32M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 4.30% | Reduce -2.7% | 3,358,770 | $96.63M | $28.77 | No quote |
| 6 | BK | Bank of New York Mellon Corp. | 4.00% | Reduce -0.3% | 1,762,417 | $89.92M | $51.02 | No quote |
| 7 | CMA | Comerica Inc. | 3.17% | Reduce -0.4% | 971,553 | $71.16M | No quote | No quote |
| 8 | PNC | PNC Financial Corp | 3.10% | Reduce -0.1% | 558,812 | $69.78M | $124.87 | No quote |
| 9 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.04% | - | 1,186,849 | $68.4M | No quote | No quote |
| 10 | VNO | Vornado Realty Trust | 2.67% | Add +6.6% | 638,714 | $59.98M | $93.90 | No quote |
| 11 | FR | First Industrial Realty Trust, Inc. | 2.28% | Reduce -0.6% | 1,787,243 | $51.15M | $28.62 | No quote |
| 12 | Y | Alleghany Corp. | 2.06% | Reduce -0.1% | 77,682 | $46.21M | No quote | No quote |
| 13 | TRC | Tejon Ranch Co. | 2.03% | Add +2.2% | 2,211,653 | $45.65M | No quote | No quote |
| 14 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 1.94% | Reduce -19.3% | 335,919 | $43.55M | $129.65 | No quote |
| 15 | LOW | Lowe's Companies Inc. | 1.64% | Reduce -14.9% | 475,011 | $36.83M | $77.53 | No quote |
| 16 | FPH | Five Point Holdings LLC - CL A | 1.62% | New | 2,466,661 | $36.41M | $14.76 | No quote |
| 17 | AMGN | Amgen Inc. | 1.61% | Reduce -0.3% | 210,430 | $36.24M | $172.23 | No quote |
| 18 | TPHS | Trinity Place Holdings | 1.54% | Add +1.1% | 4,882,914 | $34.72M | No quote | No quote |
| 19 | JCI | Johnson Controls International plc | 1.47% | Reduce -0.5% | 759,515 | $32.93M | $43.36 | No quote |
| 20 | LIVN | Livanova PLC | 1.42% | Reduce -0.2% | 520,671 | $31.87M | $61.21 | No quote |
| 21 | BKD | Brookdale Senior Living Inc. | 1.35% | Reduce -0.3% | 2,064,320 | $30.37M | $14.71 | No quote |
| 22 | FNF | FNF Group | 1.33% | - | 664,500 | $29.79M | $44.83 | No quote |
| 23 | MAS | Masco Corp. | 1.32% | Reduce -9.0% | 779,146 | $29.77M | $38.21 | No quote |
| 24 | MAC | The Macerich Company | 1.29% | Add +29.8% | 500,801 | $29.08M | $58.06 | No quote |
| 25 | WTM | White Mountains Insurance Group | 1.28% | Reduce -48.7% | 33,035 | $28.7M | $868.65 | No quote |
| 26 | AXE | Anixter International Inc. | 1.23% | Reduce -0.3% | 352,892 | $27.6M | No quote | No quote |
| 27 | CERN | Cerner Corp. | 1.21% | Reduce -0.2% | 409,318 | $27.21M | No quote | No quote |
| 28 | RL | Ralph Lauren Corp. | 1.18% | Reduce -0.3% | 359,546 | $26.54M | No quote | No quote |
| 29 | CBS | CBS Corporation | 1.18% | Reduce -7.8% | 414,426 | $26.43M | No quote | No quote |
| 30 | ZION | Zions Bancorporation | 1.09% | Reduce -1.3% | 557,558 | $24.48M | $43.91 | No quote |
| 31 | PKY | Parkway Inc. | 1.07% | Add +0.6% | 1,050,762 | $24.05M | No quote | No quote |
| 32 | KW | Kennedy-Wilson Holdings Inc. | 1.05% | Add +0.3% | 1,242,253 | $23.67M | $19.05 | No quote |
| 33 | RS | Reliance Steel & Aluminum Co. | 1.02% | New | 314,698 | $22.91M | $72.81 | No quote |
| 34 | EOG | EOG Resources | 0.96% | Add +52.7% | 239,621 | $21.69M | $90.52 | No quote |
| 35 | AVT | Avnet Inc. | 0.89% | Add +81.8% | 516,792 | $20.09M | $38.88 | No quote |
| 36 | DVN | Devon Energy Corp. | 0.88% | Reduce -19.3% | 619,883 | $19.82M | $31.97 | No quote |
| 37 | KEY | Keycorp | 0.71% | Reduce -14.1% | 856,940 | $16.06M | $18.74 | No quote |
| 38 | SHPG | Shire Plc - ADR | 0.51% | Reduce -0.3% | 69,324 | $11.46M | No quote | No quote |
| 39 | NTCT | Netscout Systems Inc. | 0.38% | Reduce -8.1% | 247,700 | $8.52M | $34.40 | No quote |
| 40 | SYNT | Syntel, Inc. | 0.37% | Add +8.3% | 488,697 | $8.29M | No quote | No quote |
| 41 | CBSH | Commerce Bancshares, Inc | 0.35% | Reduce -8.8% | 139,306 | $7.92M | No quote | No quote |
| 42 | ARCO | Arcos Dorados Holdings, Inc. | 0.33% | Reduce -21.6% | 989,700 | $7.37M | $7.45 | No quote |
| 43 | SBSI | Southside Bancshares Inc. | 0.32% | Reduce -7.9% | 204,070 | $7.13M | $34.94 | No quote |
| 44 | DB | DEUTSCHE BANK AG-REGISTERED | 0.32% | New | 400,000 | $7.12M | $17.79 | No quote |
| 45 | ICFI | ICF International, Inc. | 0.30% | - | 144,822 | $6.82M | $47.11 | No quote |
| 46 | CVA | Covanta Holding Corporation | 0.30% | Reduce -0.5% | 514,895 | $6.8M | No quote | No quote |
| 47 | LABL | Multi-Color Corporation | 0.30% | Reduce -3.7% | 82,062 | $6.7M | No quote | No quote |
| 48 | WKC | World Fuel Services Corp | 0.28% | - | 166,319 | $6.4M | No quote | No quote |
| 49 | VC | Visteon Corp. | 0.28% | Reduce -6.6% | 61,888 | $6.32M | $102.07 | No quote |
| 50 | BMCH | BMC Stock Holdings, Inc. | 0.28% | Add +11.7% | 283,400 | $6.19M | No quote | No quote |
| 51 | KALU | Kaiser Aluminum Corp. | 0.27% | Add +13.2% | 69,578 | $6.16M | $88.53 | No quote |
| 52 | CUB | Cubic, Corp. | 0.27% | Reduce -19.9% | 132,204 | $6.12M | No quote | No quote |
| 53 | UMBF | UMB Financial Corporation | 0.27% | Reduce -15.8% | 81,391 | $6.09M | $74.86 | No quote |
| 54 | TNET | Trinet Group Services | 0.27% | - | 185,400 | $6.07M | No quote | No quote |
| 55 | SP | SP Plus Corp. | 0.27% | Add +17.1% | 198,423 | $6.06M | No quote | No quote |
| 56 | TTEK | Tetra Tech, Inc. | 0.27% | Reduce -11.9% | 131,444 | $6.01M | $45.75 | No quote |
| 57 | FIX | Comfort Systems USA Inc. | 0.27% | - | 161,375 | $5.99M | $37.11 | No quote |
| 58 | PB | Prosperity Bancshares Inc. | 0.27% | Reduce -6.1% | 93,046 | $5.98M | $64.25 | No quote |
| 59 | NSIT | Insight Enterprises, Inc. | 0.26% | - | 147,700 | $5.91M | $39.99 | No quote |
| 60 | CSWI | CSW Industrials Inc. | 0.26% | - | 150,348 | $5.81M | No quote | No quote |
| 61 | DST | DST Systems | 0.26% | Add +85.6% | 93,000 | $5.74M | No quote | No quote |
| 62 | CFR | Cullen Frost Bankers, Inc. | 0.25% | Reduce -8.4% | 60,800 | $5.71M | $93.91 | No quote |
| 63 | TPH | Tri Pointe Group Inc. | 0.24% | Add +97.8% | 410,900 | $5.42M | $13.19 | No quote |
| 64 | EME | EMCOR Group, Inc. | 0.24% | - | 82,107 | $5.37M | $65.39 | No quote |
| 65 | B | Barnes Group Inc. | 0.24% | Reduce -12.5% | 91,200 | $5.34M | $58.53 | No quote |
| 66 | WOOF | VCA Antech Inc. | 0.23% | Reduce -29.0% | 57,158 | $5.28M | No quote | No quote |
| 67 | G | Genpact Ltd. | 0.23% | Reduce -25.8% | 188,766 | $5.25M | $27.83 | No quote |
| 68 | ALG | Alamo Group, Inc. | 0.23% | Reduce -18.1% | 56,906 | $5.17M | $90.82 | No quote |
| 69 | VVI | Viad Corp. | 0.23% | Reduce -0.8% | 108,235 | $5.12M | No quote | No quote |
| 70 | GIII | G-III Apparel Group Ltd. | 0.22% | - | 194,701 | $4.86M | $24.95 | No quote |
| 71 | FCN | FTI Consulting Inc. | 0.21% | Reduce -2.9% | 136,292 | $4.77M | $34.96 | No quote |
| 72 | TILE | Interface Inc. | 0.21% | - | 241,920 | $4.75M | $19.65 | No quote |
| 73 | FNSR | Finisar Corp. | 0.21% | New | 182,400 | $4.74M | No quote | No quote |
| 74 | SYNA | Synaptics Inc. | 0.21% | Add +6.3% | 91,307 | $4.72M | $51.72 | No quote |
| 75 | HAYN | Haynes International Inc. | 0.21% | New | 127,187 | $4.62M | No quote | No quote |
| 76 | NX | Quanex Building Products | 0.20% | Add +0.2% | 214,700 | $4.54M | $21.15 | No quote |
| 77 | PLAB | Photronics Inc. | 0.20% | Add +37.4% | 467,900 | $4.4M | No quote | No quote |
| 78 | DSW | DSW Inc. | 0.20% | Add +50.6% | 248,400 | $4.4M | No quote | No quote |
| 79 | KFY | Korn/Ferry International | 0.19% | - | 125,500 | $4.33M | $34.53 | No quote |
| 80 | UNF | UniFirst Corporation | 0.19% | - | 29,910 | $4.21M | $140.72 | No quote |
| 81 | CBM | Cambrex Corp. | 0.18% | Reduce -19.4% | 68,885 | $4.12M | No quote | No quote |
| 82 | ALCO | Alico, Inc. | 0.18% | Reduce -0.7% | 128,323 | $4.02M | No quote | No quote |
| 83 | HZN | Horizon Global Corp. | 0.17% | New | 268,100 | $3.85M | No quote | No quote |
| 84 | PDCO | Patterson Companies Inc | 0.17% | - | 81,500 | $3.83M | No quote | No quote |
| 85 | SEB | Seaboard Corp. | 0.17% | - | 937 | $3.74M | $3995.73 | No quote |
| 86 | ABM | ABM Industries Inc | 0.17% | - | 89,857 | $3.73M | $41.52 | No quote |
| 88 | DORM | Dorman Products, Inc. | 0.16% | Reduce -25.3% | 43,600 | $3.61M | $82.78 | No quote |
| 87 | CZZ | Cosan Ltd. | 0.16% | Add +10.2% | 563,000 | $3.61M | No quote | No quote |
| 89 | VLY | Valley National Bancorp | 0.15% | Reduce -16.2% | 282,975 | $3.34M | $11.81 | No quote |
| 92 | SMP | Standard Motor Products, Inc. | 0.15% | Reduce -26.0% | 63,347 | $3.31M | No quote | No quote |
| 91 | LUK | Leucadia National Corporation | 0.15% | Reduce -16.1% | 126,433 | $3.31M | No quote | No quote |
| 90 | CNHI | CNH Industrial NV | 0.15% | Reduce -36.4% | 290,600 | $3.31M | No quote | No quote |
| 93 | PRGS | Progress Software Corporation | 0.14% | Reduce -8.7% | 102,555 | $3.17M | No quote | No quote |
| 94 | PDCE | PDC Energy, Inc. | 0.14% | New | 72,700 | $3.14M | No quote | No quote |
| 95 | CORE | Core-Mark Holding Co. Inc. | 0.13% | Add +23.9% | 91,661 | $3.03M | No quote | No quote |
| 96 | MYRG | MYR Group Inc. | 0.13% | Add +45.3% | 93,400 | $2.9M | $31.03 | No quote |
| 97 | AMN | AMN Healthcare Services Inc. | 0.13% | New | 73,842 | $2.88M | $39.06 | No quote |
| 98 | CRZO | Carrizo Oil & Gas Inc. | 0.13% | Reduce -0.7% | 162,153 | $2.83M | No quote | No quote |
| 99 | CSGS | CSG Systems International, Inc. | 0.12% | - | 67,198 | $2.73M | No quote | No quote |
| 100 | CSWC | Capital Southwest | 0.11% | - | 150,348 | $2.42M | No quote | No quote |
| 101 | ANIP | Ani Pharmaceuticals Inc. | 0.10% | - | 49,933 | $2.34M | $46.80 | No quote |
| 102 | LM | Legg Mason Inc. | 0.10% | Reduce -43.0% | 59,332 | $2.27M | No quote | No quote |
| 103 | WSBC | Wesbanco Inc. | 0.10% | New | 56,700 | $2.24M | No quote | No quote |
| 104 | LEN-B | Lennar Corp - Class B | 0.10% | Reduce -4.5% | 48,179 | $2.17M | $44.98 | No quote |
| 105 | CMAWS | Comerica Inc 2018 Warrants | 0.07% | Reduce -13.1% | 33,300 | $1.47M | No quote | No quote |
| 106 | CCS | Century Communities Inc. | 0.06% | - | 56,974 | $1.41M | $24.80 | No quote |
| 107 | CIR | Circor International Inc. | 0.06% | - | 22,467 | $1.34M | No quote | No quote |
| 108 | CTT | Catchmark Timber Trust Inc. | 0.04% | - | 80,000 | $910K | No quote | No quote |
| 109 | FPO | First Potomac Realty Trust | 0.04% | - | 80,000 | $889K | No quote | No quote |
| 110 | CDR | CEDAR REALTY TRUST INC | 0.04% | - | 175,700 | $853K | No quote | No quote |
| 111 | UCP | UCP Inc. - Class A | 0.03% | Reduce -62.5% | 63,659 | $698K | No quote | No quote |
| 112 | NXRT | NEXPOINT RESIDNL TR | 0.03% | - | 25,000 | $623K | No quote | No quote |
| 113 | VMI | Valmont Industries | 0.01% | Reduce -8.1% | 1,982 | $297K | No quote | No quote |
| 114 | TTE | Total Fina ELF S A ADR | 0.00% | Reduce -64.9% | 984 | $49K | $49.80 | No quote |
| 115 | VOD | Vodafone Group Plc - ADR | 0.00% | Reduce -59.9% | 1,259 | $37K | No quote | No quote |
| 121 | MTN | Vail Resorts Inc. | 0.00% | Reduce -100.0% | 0 | $0 | No quote | No quote |
| 120 | TFX | Telefex Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 119 | SKT | Tanger Factory Outlet Centers, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 118 | FCEB | Forest City Enterprises Inc. CL B | - | Sold | 0 | $0 | No quote | No quote |
| 117 | FRGI | Fiesta Restaurant Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 116 | FLWS | 1-800-Flowers.com Inc. | - | Sold | 0 | $0 | No quote | No quote |