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 47 of 97 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 9.00% | Reduce -5.0% | 5,055,211 | $176.93M | $35.00 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 8.15% | Reduce -4.5% | 4,107,685 | $160.2M | $39.00 | No quote |
| 3 | LEN | Lennar Corp. | 7.90% | Add +0.4% | 2,635,519 | $155.34M | $58.94 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 7.25% | Add +23.7% | 7,035,206 | $142.53M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 5.49% | Add +0.6% | 3,067,125 | $107.9M | $35.18 | No quote |
| 6 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.83% | - | 896,250 | $75.3M | No quote | No quote |
| 7 | MAC | The Macerich Company | 3.47% | Add +43.2% | 1,217,161 | $68.19M | $56.02 | No quote |
| 8 | TDW | Tidewater Inc. | 3.25% | Add +33.3% | 2,233,048 | $63.89M | $28.61 | No quote |
| 9 | TRC | Tejon Ranch Co. | 3.12% | Reduce -0.2% | 2,649,682 | $61.24M | No quote | No quote |
| 10 | BK | Bank of New York Mellon Corp. | 2.85% | Add +0.0% | 1,088,443 | $56.09M | $51.53 | No quote |
| 11 | VNO | Vornado Realty Trust | 2.85% | Add +20.2% | 831,699 | $55.97M | $67.30 | No quote |
| 12 | CMA | Comerica Inc. | 2.64% | Reduce -1.1% | 540,238 | $51.83M | No quote | No quote |
| 13 | FR | First Industrial Realty Trust, Inc. | 2.53% | Add +0.6% | 1,702,028 | $49.75M | $29.23 | No quote |
| 14 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.40% | - | 271,200 | $47.12M | $173.75 | No quote |
| 15 | AKR | Acadia Realty Trust | 2.28% | New | 1,822,246 | $44.83M | No quote | No quote |
| 16 | Y | Alleghany Corp. | 2.21% | Add +2.3% | 70,772 | $43.49M | No quote | No quote |
| 17 | LOW | Lowe's Companies Inc. | 2.14% | Add +0.9% | 478,713 | $42.01M | $87.75 | No quote |
| 18 | FPH | Five Point Holdings LLC - CL A | 1.94% | Add +3.2% | 2,668,974 | $38.06M | $14.26 | No quote |
| 19 | HCC | Warrior Met Coal Inc. | 1.81% | Add +85.4% | 1,272,485 | $35.64M | $28.01 | No quote |
| 20 | TPHS | Trinity Place Holdings | 1.63% | Add +0.6% | 4,924,645 | $32.01M | No quote | No quote |
| 21 | UHAL | Amerco | 1.53% | Add +57.8% | 87,224 | $30.1M | $345.11 | No quote |
| 22 | ZION | Zions Bancorporation | 1.51% | Add +0.5% | 562,479 | $29.66M | $52.73 | No quote |
| 23 | WTM | White Mountains Insurance Group | 1.43% | Add +1.0% | 34,195 | $28.13M | $822.55 | No quote |
| 24 | FNF | FNF Group | 1.10% | Add +0.5% | 541,905 | $21.69M | $40.02 | No quote |
| 25 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 1.07% | Add +212.5% | 439,890 | $20.98M | No quote | No quote |
| 26 | ORIG | Ocean Rig UDW Inc. | 1.05% | New | 820,373 | $20.7M | No quote | No quote |
| 27 | AHL | Aspen Insurance Holdings Ltd | 0.90% | Add +148.2% | 393,969 | $17.67M | No quote | No quote |
| 28 | KEY | Keycorp | 0.85% | Reduce -0.1% | 850,900 | $16.64M | $19.55 | No quote |
| 29 | JBGS | JBG Smith Properties | 0.55% | Add +0.8% | 322,037 | $10.86M | No quote | No quote |
| 30 | DB | DEUTSCHE BANK AG-REGISTERED | 0.50% | Add +16.7% | 700,000 | $9.79M | $13.98 | No quote |
| 31 | ARCO | Arcos Dorados Holdings, Inc. | 0.45% | - | 971,150 | $8.89M | $9.15 | No quote |
| 32 | ICFI | ICF International, Inc. | 0.43% | - | 144,822 | $8.47M | $58.45 | No quote |
| 33 | CUB | Cubic, Corp. | 0.43% | - | 132,204 | $8.41M | No quote | No quote |
| 34 | FCN | FTI Consulting Inc. | 0.39% | - | 158,683 | $7.68M | $48.41 | No quote |
| 35 | LM | Legg Mason Inc. | 0.39% | - | 187,411 | $7.62M | No quote | No quote |
| 36 | MYRG | MYR Group Inc. | 0.39% | - | 246,824 | $7.61M | $30.82 | No quote |
| 37 | SRG | Seritage Growth Properties | 0.38% | New | 212,680 | $7.56M | No quote | No quote |
| 38 | PB | Prosperity Bancshares Inc. | 0.38% | - | 103,872 | $7.55M | $72.64 | No quote |
| 39 | SBSI | Southside Bancshares Inc. | 0.35% | - | 198,385 | $6.89M | $34.74 | No quote |
| 40 | CSWI | CSW Industrials Inc. | 0.34% | - | 150,348 | $6.77M | No quote | No quote |
| 41 | TPH | Tri Pointe Group Inc. | 0.34% | - | 410,900 | $6.75M | $16.43 | No quote |
| 42 | AMN | AMN Healthcare Services Inc. | 0.34% | - | 118,617 | $6.73M | $56.75 | No quote |
| 43 | KFY | Korn/Ferry International | 0.33% | - | 125,500 | $6.48M | $51.59 | No quote |
| 44 | CBSH | Commerce Bancshares, Inc | 0.33% | - | 108,051 | $6.47M | No quote | No quote |
| 45 | CFR | Cullen Frost Bankers, Inc. | 0.33% | - | 60,800 | $6.45M | $106.09 | No quote |
| 46 | TTEK | Tetra Tech, Inc. | 0.33% | - | 131,444 | $6.44M | $48.96 | No quote |
| 47 | EME | EMCOR Group, Inc. | 0.33% | - | 82,107 | $6.4M | $77.93 | No quote |
| 48 | KALU | Kaiser Aluminum Corp. | 0.32% | - | 62,678 | $6.33M | $100.91 | No quote |
| 49 | BMCH | BMC Stock Holdings, Inc. | 0.32% | Add +18.1% | 319,949 | $6.26M | No quote | No quote |
| 50 | TILE | Interface Inc. | 0.31% | - | 241,920 | $6.1M | $25.20 | No quote |
| 51 | PNC | PNC Financial Corp | 0.31% | Reduce -87.6% | 39,960 | $6.04M | $151.25 | No quote |
| 52 | SP | SP Plus Corp. | 0.30% | - | 166,523 | $5.93M | No quote | No quote |
| 53 | UMBF | UMB Financial Corporation | 0.30% | - | 81,391 | $5.89M | $72.39 | No quote |
| 54 | VC | Visteon Corp. | 0.30% | Reduce -3.8% | 53,052 | $5.85M | $110.25 | No quote |
| 55 | VVI | Viad Corp. | 0.29% | - | 108,235 | $5.68M | No quote | No quote |
| 56 | FIX | Comfort Systems USA Inc. | 0.28% | - | 134,697 | $5.56M | $41.26 | No quote |
| 57 | SMHI | Seacor Marine Holdings Inc. | 0.28% | New | 291,900 | $5.55M | $19.02 | No quote |
| 58 | SEB | Seaboard Corp. | 0.28% | Add +37.6% | 1,289 | $5.5M | $4265.32 | No quote |
| 59 | CSGS | CSG Systems International, Inc. | 0.28% | Add +79.9% | 120,914 | $5.48M | No quote | No quote |
| 60 | DST | DST Systems | 0.27% | - | 62,900 | $5.26M | No quote | No quote |
| 61 | CZZ | Cosan Ltd. | 0.27% | Reduce -10.3% | 504,937 | $5.25M | No quote | No quote |
| 62 | G | Genpact Ltd. | 0.26% | - | 162,066 | $5.19M | $31.99 | No quote |
| 63 | NSIT | Insight Enterprises, Inc. | 0.26% | - | 147,700 | $5.16M | $34.94 | No quote |
| 64 | ALG | Alamo Group, Inc. | 0.26% | - | 46,706 | $5.13M | $109.90 | No quote |
| 65 | UNF | UniFirst Corporation | 0.25% | - | 29,910 | $4.84M | $161.65 | No quote |
| 66 | WSBC | Wesbanco Inc. | 0.24% | - | 111,300 | $4.71M | No quote | No quote |
| 67 | ALCO | Alico, Inc. | 0.19% | - | 140,451 | $3.82M | No quote | No quote |
| 68 | DORM | Dorman Products, Inc. | 0.15% | - | 43,600 | $2.89M | $66.22 | No quote |
| 69 | CSWC | Capital Southwest | 0.13% | - | 150,348 | $2.56M | No quote | No quote |
| 70 | CMAWS | Comerica Inc 2018 Warrants | 0.12% | - | 33,300 | $2.28M | No quote | No quote |
| 71 | LUK | Leucadia National Corporation | 0.12% | - | 100,233 | $2.28M | No quote | No quote |
| 72 | SMP | Standard Motor Products, Inc. | 0.11% | - | 46,947 | $2.23M | No quote | No quote |
| 73 | CCS | Century Communities Inc. | 0.11% | - | 71,671 | $2.15M | $29.96 | No quote |
| 74 | FRPH | FRP Holdings Inc. | 0.10% | New | 35,932 | $2.01M | $56.02 | No quote |
| 75 | CTT | Catchmark Timber Trust Inc. | 0.05% | - | 80,000 | $998K | No quote | No quote |
| 76 | CDR | CEDAR REALTY TRUST INC | 0.04% | - | 175,700 | $693K | No quote | No quote |
| 77 | NXRT | NEXPOINT RESIDNL TR | 0.02% | - | 17,300 | $430K | No quote | No quote |
| 78 | TTE | Total Fina ELF S A ADR | 0.00% | - | 984 | $57K | $57.93 | No quote |
| 97 | VLY | Valley National Bancorp | - | Sold | 0 | $0 | No quote | No quote |
| 96 | SYNT | Syntel, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 95 | SYNA | Synaptics Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 94 | RS | Reliance Steel & Aluminum Co. | - | Sold | 0 | $0 | No quote | No quote |
| 93 | PRGS | Progress Software Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 92 | PDCE | PDC Energy, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 91 | NTCT | Netscout Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 90 | MAS | Masco Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 89 | KIM | Kimco Realty Corp | - | Sold | 0 | $0 | No quote | No quote |
| 88 | KW | Kennedy-Wilson Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 87 | JCI | Johnson Controls International plc | - | Sold | 0 | $0 | No quote | No quote |
| 86 | HAYN | Haynes International Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 85 | FNSR | Finisar Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 84 | EOG | EOG Resources | - | Sold | 0 | $0 | No quote | No quote |
| 83 | CNHI | CNH Industrial NV | - | Sold | 0 | $0 | No quote | No quote |
| 82 | CRZO | Carrizo Oil & Gas Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 81 | AXE | Anixter International Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 80 | AMGN | Amgen Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 79 | ABM | ABM Industries Inc | - | Sold | 0 | $0 | No quote | No quote |