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 43 of 84 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 9.11% | Reduce -0.3% | 5,042,034 | $183.83M | $36.46 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 8.13% | Add +2.1% | 7,186,748 | $163.93M | No quote | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 8.08% | Reduce -2.1% | 4,019,577 | $162.95M | $40.54 | No quote |
| 4 | LEN | Lennar Corp. | 6.84% | Reduce -0.3% | 2,627,183 | $137.93M | $52.50 | No quote |
| 5 | FPH | Five Point Holdings LLC - CL A | 4.84% | Add +225.1% | 8,676,526 | $97.61M | $11.25 | No quote |
| 6 | RYN | Rayonier Inc. | 4.54% | Reduce -22.8% | 2,367,798 | $91.61M | $38.69 | No quote |
| 7 | MAC | The Macerich Company | 4.45% | Add +29.9% | 1,580,774 | $89.84M | $56.83 | No quote |
| 8 | HCC | Warrior Met Coal Inc. | 3.44% | Add +97.7% | 2,515,767 | $69.36M | $27.57 | No quote |
| 9 | TDW | Tidewater Inc. | 3.24% | Add +1.2% | 2,259,154 | $65.36M | $28.93 | No quote |
| 10 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.06% | - | 896,250 | $61.77M | No quote | No quote |
| 11 | VNO | Vornado Realty Trust | 3.05% | Add +0.2% | 833,430 | $61.61M | $73.92 | No quote |
| 12 | FR | First Industrial Realty Trust, Inc. | 2.82% | Add +0.2% | 1,705,022 | $56.85M | $33.34 | No quote |
| 13 | AKR | Acadia Realty Trust | 2.48% | Add +0.3% | 1,828,506 | $50.05M | No quote | No quote |
| 14 | CMA | Comerica Inc. | 2.42% | Reduce -0.4% | 537,840 | $48.9M | No quote | No quote |
| 15 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 2.32% | Add +149.6% | 1,098,003 | $46.87M | No quote | No quote |
| 16 | LOW | Lowe's Companies Inc. | 2.27% | Add +0.2% | 479,719 | $45.85M | $95.57 | No quote |
| 17 | TRC | Tejon Ranch Co. | 2.23% | Reduce -30.3% | 1,847,154 | $44.89M | No quote | No quote |
| 18 | BK | Bank of New York Mellon Corp. | 2.09% | Reduce -28.2% | 781,948 | $42.17M | $53.93 | No quote |
| 19 | Y | Alleghany Corp. | 2.02% | Add +0.1% | 70,805 | $40.71M | No quote | No quote |
| 20 | TPHS | Trinity Place Holdings | 1.60% | Add +0.2% | 4,934,510 | $32.32M | No quote | No quote |
| 21 | UHAL | Amerco | 1.54% | Add +0.3% | 87,438 | $31.14M | $356.16 | No quote |
| 22 | ZION | Zions Bancorporation | 1.47% | Add +0.2% | 563,711 | $29.7M | $52.69 | No quote |
| 23 | WTM | White Mountains Insurance Group | 1.29% | Reduce -15.9% | 28,745 | $26.06M | $906.63 | No quote |
| 24 | ORIG | Ocean Rig UDW Inc. | 1.20% | - | 820,373 | $24.19M | No quote | No quote |
| 25 | FNF | FNF Group | 1.01% | Add +0.3% | 543,269 | $20.44M | $37.62 | No quote |
| 26 | AHL | Aspen Insurance Holdings Ltd | 0.82% | Add +3.7% | 408,472 | $16.63M | No quote | No quote |
| 27 | HA | HAWAIIAN HOLDINGS INC | 0.71% | New | 398,880 | $14.34M | No quote | No quote |
| 28 | SRG | Seritage Growth Properties | 0.61% | Add +37.0% | 291,300 | $12.36M | No quote | No quote |
| 29 | JBGS | JBG Smith Properties | 0.60% | - | 322,037 | $12.09M | No quote | No quote |
| 30 | ICFI | ICF International, Inc. | 0.51% | Add +0.2% | 145,065 | $10.31M | $71.05 | No quote |
| 31 | MYRG | MYR Group Inc. | 0.50% | Add +14.9% | 283,548 | $10.06M | $35.46 | No quote |
| 32 | PB | Prosperity Bancshares Inc. | 0.42% | Add +20.4% | 125,024 | $8.55M | $68.36 | No quote |
| 33 | CUB | Cubic, Corp. | 0.42% | Add +0.2% | 132,450 | $8.5M | No quote | No quote |
| 34 | SMHI | Seacor Marine Holdings Inc. | 0.41% | Add +22.5% | 357,650 | $8.25M | $23.06 | No quote |
| 35 | FCN | FTI Consulting Inc. | 0.40% | Reduce -15.4% | 134,168 | $8.12M | $60.48 | No quote |
| 36 | CSWI | CSW Industrials Inc. | 0.39% | - | 150,348 | $7.95M | No quote | No quote |
| 37 | TTEK | Tetra Tech, Inc. | 0.38% | Add +0.2% | 131,733 | $7.71M | $58.50 | No quote |
| 38 | CBSH | Commerce Bancshares, Inc | 0.35% | - | 108,051 | $6.99M | No quote | No quote |
| 39 | VC | Visteon Corp. | 0.34% | - | 53,052 | $6.86M | $129.25 | No quote |
| 40 | ARCO | Arcos Dorados Holdings, Inc. | 0.33% | - | 971,150 | $6.75M | $6.95 | No quote |
| 41 | TPH | Tri Pointe Group Inc. | 0.33% | - | 410,900 | $6.72M | $16.36 | No quote |
| 42 | BMCH | BMC Stock Holdings, Inc. | 0.33% | Add +0.2% | 320,727 | $6.69M | No quote | No quote |
| 43 | SBSI | Southside Bancshares Inc. | 0.33% | - | 198,385 | $6.68M | $33.68 | No quote |
| 44 | CFR | Cullen Frost Bankers, Inc. | 0.33% | - | 60,800 | $6.58M | $108.24 | No quote |
| 45 | KALU | Kaiser Aluminum Corp. | 0.32% | - | 62,678 | $6.53M | $104.12 | No quote |
| 46 | LM | Legg Mason Inc. | 0.32% | - | 187,411 | $6.51M | No quote | No quote |
| 47 | EME | EMCOR Group, Inc. | 0.31% | - | 82,107 | $6.26M | $76.18 | No quote |
| 48 | UMBF | UMB Financial Corporation | 0.31% | Add +0.3% | 81,612 | $6.22M | $76.24 | No quote |
| 49 | SP | SP Plus Corp. | 0.31% | - | 166,523 | $6.2M | No quote | No quote |
| 50 | FIX | Comfort Systems USA Inc. | 0.31% | - | 134,697 | $6.17M | $45.81 | No quote |
| 51 | ATNI | ATN INTERNATIONAL INC | 0.30% | New | 115,053 | $6.07M | No quote | No quote |
| 52 | VVI | Viad Corp. | 0.29% | Add +0.3% | 108,528 | $5.89M | No quote | No quote |
| 53 | SEB | Seaboard Corp. | 0.28% | Add +9.8% | 1,415 | $5.61M | $3963.25 | No quote |
| 54 | PNC | PNC Financial Corp | 0.28% | Add +3.2% | 41,249 | $5.57M | $135.11 | No quote |
| 55 | CSGS | CSG Systems International, Inc. | 0.26% | Add +8.0% | 130,543 | $5.34M | No quote | No quote |
| 56 | UNF | UniFirst Corporation | 0.26% | Add +0.3% | 30,002 | $5.31M | $176.92 | No quote |
| 57 | AMN | AMN Healthcare Services Inc. | 0.26% | Reduce -26.0% | 87,749 | $5.14M | $58.61 | No quote |
| 58 | WSBC | Wesbanco Inc. | 0.25% | - | 111,300 | $5.01M | No quote | No quote |
| 59 | G | Genpact Ltd. | 0.23% | - | 162,066 | $4.69M | $28.93 | No quote |
| 60 | ALCO | Alico, Inc. | 0.22% | - | 140,451 | $4.45M | No quote | No quote |
| 61 | ALG | Alamo Group, Inc. | 0.21% | - | 46,706 | $4.22M | $90.37 | No quote |
| 62 | DB | DEUTSCHE BANK AG-REGISTERED | 0.17% | Reduce -54.0% | 322,000 | $3.42M | $10.62 | No quote |
| 63 | DORM | Dorman Products, Inc. | 0.15% | - | 43,600 | $2.98M | $68.33 | No quote |
| 64 | CSWC | Capital Southwest | 0.14% | - | 150,348 | $2.72M | No quote | No quote |
| 65 | FRPH | FRP Holdings Inc. | 0.12% | Add +0.8% | 36,211 | $2.35M | $64.76 | No quote |
| 66 | SMP | Standard Motor Products, Inc. | 0.11% | - | 46,947 | $2.27M | No quote | No quote |
| 67 | CCS | Century Communities Inc. | 0.11% | - | 71,671 | $2.26M | $31.56 | No quote |
| 68 | CMAWS | Comerica Inc 2018 Warrants | 0.10% | - | 33,300 | $2.07M | No quote | No quote |
| 69 | SAFM | Sanderson Farms Inc. | 0.08% | New | 15,407 | $1.62M | No quote | No quote |
| 70 | CDR | CEDAR REALTY TRUST INC | 0.05% | Add +28.3% | 225,328 | $1.06M | No quote | No quote |
| 71 | CTT | Catchmark Timber Trust Inc. | 0.05% | - | 80,000 | $1.02M | No quote | No quote |
| 72 | RESI | Front Yard Residential Corporation | 0.03% | New | 65,000 | $678K | No quote | No quote |
| 73 | NXRT | NEXPOINT RESIDNL TR | 0.02% | - | 17,300 | $493K | No quote | No quote |
| 74 | GRBK | Green Brick Partners | 0.02% | New | 50,000 | $490K | $9.80 | No quote |
| 75 | JCAP | Jernigan Capital | 0.02% | New | 25,000 | $477K | No quote | No quote |
| 76 | TTE | Total Fina ELF S A ADR | 0.00% | Reduce -17.4% | 813 | $50K | $61.50 | No quote |
| 84 | LUK | Leucadia National Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 83 | KFY | Korn/Ferry International | - | Sold | 0 | $0 | No quote | No quote |
| 82 | KEY | Keycorp | - | Sold | 0 | $0 | No quote | No quote |
| 81 | TILE | Interface Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 80 | NSIT | Insight Enterprises, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 79 | DST | DST Systems | - | Sold | 0 | $0 | No quote | No quote |
| 78 | CZZ | Cosan Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 77 | CVCO | Cavco Industries, Inc. (COM & Restricted) | - | Sold | 0 | $0 | No quote | No quote |