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 55 of 113 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 9.02% | Reduce -5.5% | 5,324,065 | $187.73M | $35.26 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 9.00% | Add +0.1% | 4,303,079 | $187.36M | $43.54 | No quote |
| 3 | LEN | Lennar Corp. | 7.97% | Reduce -8.5% | 2,625,452 | $166.03M | $63.24 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 6.58% | Add +17.0% | 5,688,381 | $137.09M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 4.63% | Reduce -9.3% | 3,048,426 | $96.42M | $31.63 | No quote |
| 6 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.35% | Reduce -24.5% | 896,250 | $69.66M | No quote | No quote |
| 7 | BK | Bank of New York Mellon Corp. | 2.82% | Reduce -29.8% | 1,088,424 | $58.62M | $53.86 | No quote |
| 8 | MAC | The Macerich Company | 2.68% | Add +0.3% | 849,829 | $55.82M | $65.68 | No quote |
| 9 | TRC | Tejon Ranch Co. | 2.65% | Add +20.0% | 2,653,982 | $55.1M | No quote | No quote |
| 10 | VNO | Vornado Realty Trust | 2.60% | Add +0.3% | 691,927 | $54.1M | $78.18 | No quote |
| 11 | FR | First Industrial Realty Trust, Inc. | 2.56% | Reduce -5.5% | 1,692,334 | $53.26M | $31.47 | No quote |
| 12 | CMA | Comerica Inc. | 2.28% | Reduce -35.5% | 546,343 | $47.43M | No quote | No quote |
| 13 | JCI | Johnson Controls International plc | 2.25% | Add +3.2% | 1,228,339 | $46.81M | $38.11 | No quote |
| 14 | PNC | PNC Financial Corp | 2.23% | Reduce -33.8% | 321,580 | $46.4M | $144.29 | No quote |
| 15 | LOW | Lowe's Companies Inc. | 2.12% | Reduce -0.3% | 474,216 | $44.07M | $92.94 | No quote |
| 16 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 1.99% | - | 271,200 | $41.39M | $152.60 | No quote |
| 17 | Y | Alleghany Corp. | 1.98% | - | 69,217 | $41.26M | No quote | No quote |
| 18 | TDW | Tidewater Inc. | 1.96% | Add +164.2% | 1,675,730 | $40.89M | $24.40 | No quote |
| 19 | AMGN | Amgen Inc. | 1.81% | Add +3.1% | 216,733 | $37.69M | $173.90 | No quote |
| 20 | FPH | Five Point Holdings LLC - CL A | 1.75% | Add +4.8% | 2,585,539 | $36.46M | $14.10 | No quote |
| 21 | TPHS | Trinity Place Holdings | 1.63% | - | 4,893,514 | $34.01M | No quote | No quote |
| 22 | RS | Reliance Steel & Aluminum Co. | 1.48% | Reduce 0.0% | 359,937 | $30.88M | $85.79 | No quote |
| 23 | WTM | White Mountains Insurance Group | 1.38% | Add +3.8% | 33,848 | $28.82M | $851.31 | No quote |
| 24 | ZION | Zions Bancorporation | 1.37% | Add +0.2% | 559,625 | $28.45M | $50.83 | No quote |
| 25 | EOG | EOG Resources | 1.29% | Reduce -0.0% | 248,842 | $26.85M | $107.91 | No quote |
| 26 | MAS | Masco Corp. | 1.18% | Add +0.4% | 558,114 | $24.52M | $43.94 | No quote |
| 27 | FNF | FNF Group | 1.02% | Reduce -18.8% | 539,470 | $21.17M | $39.24 | No quote |
| 28 | UHAL | Amerco | 1.00% | New | 55,286 | $20.89M | $377.93 | No quote |
| 29 | KIM | Kimco Realty Corp | 0.94% | - | 1,080,300 | $19.61M | No quote | No quote |
| 30 | HCC | Warrior Met Coal Inc. | 0.83% | New | 686,383 | $17.26M | $25.15 | No quote |
| 31 | KEY | Keycorp | 0.82% | Reduce -0.0% | 851,702 | $17.18M | $20.17 | No quote |
| 32 | DB | DEUTSCHE BANK AG-REGISTERED | 0.55% | Add +20.0% | 600,000 | $11.42M | $19.03 | No quote |
| 33 | JBGS | JBG Smith Properties | 0.53% | - | 319,357 | $11.12M | No quote | No quote |
| 34 | ARCO | Arcos Dorados Holdings, Inc. | 0.48% | - | 971,150 | $10.05M | $10.35 | No quote |
| 35 | MYRG | MYR Group Inc. | 0.42% | Add +89.3% | 246,824 | $8.82M | $35.73 | No quote |
| 36 | LM | Legg Mason Inc. | 0.38% | Add +215.9% | 187,411 | $7.87M | No quote | No quote |
| 37 | CUB | Cubic, Corp. | 0.37% | - | 132,204 | $7.79M | No quote | No quote |
| 38 | ICFI | ICF International, Inc. | 0.37% | - | 144,822 | $7.6M | $52.51 | No quote |
| 39 | TPH | Tri Pointe Group Inc. | 0.35% | - | 410,900 | $7.36M | $17.92 | No quote |
| 40 | PB | Prosperity Bancshares Inc. | 0.35% | Add +11.6% | 103,872 | $7.28M | $70.08 | No quote |
| 41 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 0.35% | Add +199.5% | 140,763 | $7.28M | No quote | No quote |
| 42 | CSWI | CSW Industrials Inc. | 0.33% | - | 150,348 | $6.91M | No quote | No quote |
| 43 | VC | Visteon Corp. | 0.33% | Add +13.1% | 55,119 | $6.9M | $125.15 | No quote |
| 44 | BMCH | BMC Stock Holdings, Inc. | 0.33% | - | 270,800 | $6.85M | No quote | No quote |
| 45 | FCN | FTI Consulting Inc. | 0.33% | Add +16.4% | 158,683 | $6.82M | $42.97 | No quote |
| 46 | EME | EMCOR Group, Inc. | 0.32% | - | 82,107 | $6.71M | $81.76 | No quote |
| 47 | KALU | Kaiser Aluminum Corp. | 0.32% | - | 62,678 | $6.7M | $106.86 | No quote |
| 48 | SBSI | Southside Bancshares Inc. | 0.32% | - | 198,385 | $6.68M | $33.68 | No quote |
| 49 | AHL | Aspen Insurance Holdings Ltd | 0.31% | New | 158,707 | $6.44M | No quote | No quote |
| 50 | TTEK | Tetra Tech, Inc. | 0.30% | - | 131,444 | $6.33M | $48.16 | No quote |
| 51 | SP | SP Plus Corp. | 0.30% | - | 166,523 | $6.18M | No quote | No quote |
| 52 | TILE | Interface Inc. | 0.29% | - | 241,920 | $6.09M | $25.15 | No quote |
| 53 | CBSH | Commerce Bancshares, Inc | 0.29% | Add +5.0% | 108,051 | $6.03M | No quote | No quote |
| 54 | VVI | Viad Corp. | 0.29% | - | 108,235 | $6M | No quote | No quote |
| 55 | FIX | Comfort Systems USA Inc. | 0.28% | Reduce -20.5% | 134,697 | $5.88M | $43.65 | No quote |
| 57 | UMBF | UMB Financial Corporation | 0.28% | - | 81,391 | $5.85M | $71.92 | No quote |
| 56 | NTCT | Netscout Systems Inc. | 0.28% | Reduce -22.4% | 192,244 | $5.85M | $30.45 | No quote |
| 58 | AMN | AMN Healthcare Services Inc. | 0.28% | Reduce -17.4% | 118,617 | $5.84M | $49.25 | No quote |
| 59 | CFR | Cullen Frost Bankers, Inc. | 0.28% | - | 60,800 | $5.76M | $94.65 | No quote |
| 60 | NSIT | Insight Enterprises, Inc. | 0.27% | - | 147,700 | $5.66M | $38.29 | No quote |
| 61 | CZZ | Cosan Ltd. | 0.26% | - | 563,000 | $5.46M | No quote | No quote |
| 62 | ALG | Alamo Group, Inc. | 0.25% | - | 46,706 | $5.27M | $112.88 | No quote |
| 63 | SYNT | Syntel, Inc. | 0.25% | Reduce -53.1% | 229,006 | $5.27M | No quote | No quote |
| 64 | KFY | Korn/Ferry International | 0.25% | - | 125,500 | $5.19M | $41.39 | No quote |
| 65 | G | Genpact Ltd. | 0.25% | - | 162,066 | $5.14M | $31.74 | No quote |
| 66 | UNF | UniFirst Corporation | 0.24% | - | 29,910 | $4.93M | $164.93 | No quote |
| 67 | WSBC | Wesbanco Inc. | 0.22% | - | 111,300 | $4.53M | No quote | No quote |
| 68 | AXE | Anixter International Inc. | 0.21% | Reduce -83.4% | 58,456 | $4.44M | No quote | No quote |
| 69 | ALCO | Alico, Inc. | 0.20% | Add +17.3% | 140,451 | $4.14M | No quote | No quote |
| 70 | SEB | Seaboard Corp. | 0.20% | - | 937 | $4.13M | $4410.89 | No quote |
| 71 | FNSR | Finisar Corp. | 0.20% | - | 201,400 | $4.1M | No quote | No quote |
| 72 | PDCE | PDC Energy, Inc. | 0.20% | - | 79,000 | $4.07M | No quote | No quote |
| 73 | DST | DST Systems | 0.19% | - | 62,900 | $3.91M | No quote | No quote |
| 74 | SYNA | Synaptics Inc. | 0.19% | - | 96,807 | $3.87M | $39.95 | No quote |
| 75 | CRZO | Carrizo Oil & Gas Inc. | 0.18% | Reduce -40.2% | 177,853 | $3.79M | No quote | No quote |
| 76 | PRGS | Progress Software Corporation | 0.18% | - | 87,555 | $3.73M | No quote | No quote |
| 77 | CNHI | CNH Industrial NV | 0.17% | - | 265,100 | $3.55M | No quote | No quote |
| 78 | ABM | ABM Industries Inc | 0.16% | - | 89,857 | $3.39M | $37.73 | No quote |
| 79 | CSGS | CSG Systems International, Inc. | 0.14% | - | 67,198 | $2.95M | No quote | No quote |
| 80 | DORM | Dorman Products, Inc. | 0.13% | - | 43,600 | $2.67M | $61.15 | No quote |
| 81 | LUK | Leucadia National Corporation | 0.13% | - | 100,233 | $2.66M | No quote | No quote |
| 82 | CSWC | Capital Southwest | 0.12% | - | 150,348 | $2.49M | No quote | No quote |
| 83 | CCS | Century Communities Inc. | 0.11% | - | 71,671 | $2.23M | $31.10 | No quote |
| 84 | KW | Kennedy-Wilson Holdings Inc. | 0.10% | Reduce -89.4% | 124,753 | $2.17M | $17.35 | No quote |
| 85 | VLY | Valley National Bancorp | 0.10% | - | 189,675 | $2.13M | $11.22 | No quote |
| 86 | SMP | Standard Motor Products, Inc. | 0.10% | - | 46,947 | $2.11M | No quote | No quote |
| 87 | CMAWS | Comerica Inc 2018 Warrants | 0.09% | - | 33,300 | $1.94M | No quote | No quote |
| 88 | CDR | CEDAR REALTY TRUST INC | 0.05% | - | 175,700 | $1.07M | No quote | No quote |
| 89 | CTT | Catchmark Timber Trust Inc. | 0.05% | - | 80,000 | $1.05M | No quote | No quote |
| 90 | NXRT | NEXPOINT RESIDNL TR | 0.02% | Reduce -30.8% | 17,300 | $484K | No quote | No quote |
| 91 | HAYN | Haynes International Inc. | 0.01% | Reduce -96.2% | 4,900 | $158K | No quote | No quote |
| 92 | TTE | Total Fina ELF S A ADR | 0.00% | - | 984 | $55K | $55.89 | No quote |
| 113 | WKC | World Fuel Services Corp | - | Sold | 0 | $0 | No quote | No quote |
| 112 | VOD | Vodafone Group Plc - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 111 | VMI | Valmont Industries | - | Sold | 0 | $0 | No quote | No quote |
| 110 | TNET | Trinet Group Services | - | Sold | 0 | $0 | No quote | No quote |
| 109 | SHPG | Shire Plc - ADR | - | Sold | 0 | $0 | No quote | No quote |
| 108 | RL | Ralph Lauren Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 107 | NX | Quanex Building Products | - | Sold | 0 | $0 | No quote | No quote |
| 106 | PLAB | Photronics Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | PDCO | Patterson Companies Inc | - | Sold | 0 | $0 | No quote | No quote |
| 104 | PKY | Parkway Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 103 | LABL | Multi-Color Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 102 | LIVN | Livanova PLC | - | Sold | 0 | $0 | No quote | No quote |
| 101 | HZN | Horizon Global Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 100 | DVN | Devon Energy Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 99 | CVA | Covanta Holding Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 98 | CORE | Core-Mark Holding Co. Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 97 | CERN | Cerner Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 96 | CBS | CBS Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 95 | CBM | Cambrex Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 94 | B | Barnes Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 93 | AVT | Avnet Inc. | - | Sold | 0 | $0 | No quote | No quote |