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.
Get email alerts when Third Avenue Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 42 of 77 rows. Rows without a quote are marked unavailable.
| 1 | BAM | Brookfield Asset Mgmt. CL A | 10.00% | Reduce -1.0% | 3,977,742 | $177.13M | $44.53 | No quote |
| 2 | WY | Weyerhaeuser Company | 8.54% | Reduce -7.1% | 4,685,535 | $151.2M | $32.27 | No quote |
| 3 | LEN | Lennar Corp. | 6.93% | Add +0.1% | 2,629,208 | $122.76M | $46.69 | No quote |
| 4 | FPH | Five Point Holdings LLC - CL A | 5.43% | Add +17.8% | 10,218,135 | $96.15M | $9.41 | No quote |
| 5 | MAC | The Macerich Company | 4.95% | Add +0.3% | 1,585,516 | $87.66M | $55.29 | No quote |
| 6 | RYN | Rayonier Inc. | 4.53% | Add +0.2% | 2,372,835 | $80.23M | $33.81 | No quote |
| 7 | HCC | Warrior Met Coal Inc. | 4.06% | Add +5.6% | 2,655,834 | $71.81M | $27.04 | No quote |
| 8 | TDW | Tidewater Inc. | 3.94% | Reduce -0.9% | 2,238,085 | $69.81M | $31.19 | No quote |
| 9 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.49% | - | 896,250 | $61.84M | No quote | No quote |
| 10 | VNO | Vornado Realty Trust | 3.45% | Add +0.3% | 835,693 | $61.01M | $73.00 | No quote |
| 11 | LOW | Lowe's Companies Inc. | 3.12% | Add +0.3% | 481,026 | $55.23M | $114.82 | No quote |
| 12 | AKR | Acadia Realty Trust | 2.90% | Add +0.2% | 1,831,470 | $51.34M | No quote | No quote |
| 13 | CMA | Comerica Inc. | 2.71% | Reduce -1.0% | 532,225 | $48.01M | No quote | No quote |
| 14 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 2.56% | Add +7.1% | 1,175,800 | $45.27M | No quote | No quote |
| 15 | FR | First Industrial Realty Trust, Inc. | 2.53% | Reduce -16.4% | 1,425,033 | $44.75M | $31.40 | No quote |
| 16 | BK | Bank of New York Mellon Corp. | 1.88% | Reduce -16.7% | 651,082 | $33.2M | $50.99 | No quote |
| 17 | ORIG | Ocean Rig UDW Inc. | 1.83% | Add +14.2% | 936,650 | $32.43M | No quote | No quote |
| 18 | UHAL | Amerco | 1.77% | Add +0.3% | 87,659 | $31.26M | $356.65 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.70% | Add +0.3% | 4,948,595 | $30.14M | No quote | No quote |
| 20 | ZION | Zions Bancorporation | 1.60% | - | 563,711 | $28.27M | $50.15 | No quote |
| 21 | TRC | Tejon Ranch Co. | 1.57% | Reduce -30.8% | 1,278,691 | $27.76M | No quote | No quote |
| 22 | WTM | White Mountains Insurance Group | 1.51% | Reduce -0.3% | 28,649 | $26.81M | $935.88 | No quote |
| 23 | JBGS | JBG Smith Properties | 1.31% | Add +95.6% | 629,885 | $23.2M | No quote | No quote |
| 24 | HA | HAWAIIAN HOLDINGS INC | 1.30% | Add +44.0% | 574,199 | $23.03M | No quote | No quote |
| 25 | AHL | Aspen Insurance Holdings Ltd | 1.21% | Add +25.7% | 513,456 | $21.46M | No quote | No quote |
| 26 | FNF | FNF Group | 1.21% | Add +0.3% | 544,922 | $21.44M | $39.35 | No quote |
| 27 | SRG | Seritage Growth Properties | 0.79% | Add +0.6% | 293,125 | $13.92M | No quote | No quote |
| 28 | FCN | FTI Consulting Inc. | 0.55% | Reduce -0.0% | 134,122 | $9.82M | $73.19 | No quote |
| 29 | MYRG | MYR Group Inc. | 0.55% | Add +5.6% | 299,535 | $9.78M | $32.64 | No quote |
| 30 | CUB | Cubic, Corp. | 0.55% | - | 132,450 | $9.68M | No quote | No quote |
| 31 | TTEK | Tetra Tech, Inc. | 0.51% | Reduce -0.1% | 131,673 | $8.99M | $68.31 | No quote |
| 32 | PB | Prosperity Bancshares Inc. | 0.49% | - | 125,024 | $8.67M | $69.35 | No quote |
| 33 | ICFI | ICF International, Inc. | 0.48% | Reduce -22.3% | 112,787 | $8.51M | $75.45 | No quote |
| 34 | ATNI | ATN INTERNATIONAL INC | 0.48% | - | 115,053 | $8.5M | No quote | No quote |
| 35 | SMHI | Seacor Marine Holdings Inc. | 0.46% | Add +0.1% | 357,909 | $8.1M | $22.63 | No quote |
| 36 | UMBF | UMB Financial Corporation | 0.45% | Add +37.1% | 111,865 | $7.93M | $70.91 | No quote |
| 37 | CSWI | CSW Industrials Inc. | 0.43% | Reduce -6.5% | 140,574 | $7.55M | No quote | No quote |
| 38 | CBSH | Commerce Bancshares, Inc | 0.40% | - | 108,051 | $7.13M | No quote | No quote |
| 39 | TPH | Tri Pointe Group Inc. | 0.40% | Add +37.3% | 564,113 | $7M | $12.40 | No quote |
| 40 | SBSI | Southside Bancshares Inc. | 0.39% | - | 198,385 | $6.9M | $34.80 | No quote |
| 41 | KALU | Kaiser Aluminum Corp. | 0.39% | - | 62,678 | $6.84M | $109.07 | No quote |
| 42 | FCEA | Forest City Enterprises Inc. CL A | 0.36% | Reduce -96.4% | 256,418 | $6.43M | No quote | No quote |
| 43 | VVI | Viad Corp. | 0.36% | Reduce -0.3% | 108,235 | $6.41M | No quote | No quote |
| 44 | CSGS | CSG Systems International, Inc. | 0.36% | Add +21.8% | 158,988 | $6.38M | No quote | No quote |
| 45 | FIX | Comfort Systems USA Inc. | 0.36% | Reduce -16.0% | 113,130 | $6.38M | $56.40 | No quote |
| 46 | CFR | Cullen Frost Bankers, Inc. | 0.36% | - | 60,800 | $6.35M | $104.44 | No quote |
| 47 | EME | EMCOR Group, Inc. | 0.35% | - | 82,107 | $6.17M | $75.12 | No quote |
| 48 | SP | SP Plus Corp. | 0.34% | - | 166,523 | $6.08M | No quote | No quote |
| 49 | VC | Visteon Corp. | 0.32% | Add +15.5% | 61,260 | $5.69M | $92.92 | No quote |
| 50 | PNC | PNC Financial Corp | 0.32% | Add +0.0% | 41,252 | $5.62M | $136.21 | No quote |
| 51 | BMCH | BMC Stock Holdings, Inc. | 0.31% | Reduce -7.6% | 296,399 | $5.53M | No quote | No quote |
| 52 | SEB | Seaboard Corp. | 0.30% | Add +0.1% | 1,417 | $5.26M | $3710.66 | No quote |
| 53 | UNF | UniFirst Corporation | 0.29% | - | 30,002 | $5.21M | $173.66 | No quote |
| 54 | WSBC | Wesbanco Inc. | 0.28% | - | 111,300 | $4.96M | No quote | No quote |
| 55 | G | Genpact Ltd. | 0.28% | - | 162,066 | $4.96M | $30.61 | No quote |
| 56 | ALCO | Alico, Inc. | 0.27% | - | 140,451 | $4.75M | No quote | No quote |
| 57 | ALG | Alamo Group, Inc. | 0.24% | - | 46,706 | $4.28M | $91.62 | No quote |
| 58 | SAFM | Sanderson Farms Inc. | 0.21% | Add +131.1% | 35,607 | $3.68M | No quote | No quote |
| 59 | DORM | Dorman Products, Inc. | 0.19% | - | 43,600 | $3.35M | $76.93 | No quote |
| 60 | AMN | AMN Healthcare Services Inc. | 0.17% | Reduce -36.5% | 55,755 | $3.05M | $54.70 | No quote |
| 61 | CSWC | Capital Southwest | 0.15% | Reduce -6.5% | 140,574 | $2.67M | No quote | No quote |
| 62 | ASIX | AdvanSix Inc. | 0.15% | New | 76,658 | $2.6M | $33.96 | No quote |
| 63 | SMP | Standard Motor Products, Inc. | 0.13% | - | 46,947 | $2.31M | No quote | No quote |
| 64 | FRPH | FRP Holdings Inc. | 0.13% | - | 36,211 | $2.25M | $62.11 | No quote |
| 65 | CMAWS | Comerica Inc 2018 Warrants | 0.11% | Reduce -1.2% | 32,900 | $2.03M | No quote | No quote |
| 66 | CCS | Century Communities Inc. | 0.06% | Reduce -41.9% | 41,671 | $1.09M | $26.25 | No quote |
| 67 | CDR | CEDAR REALTY TRUST INC | 0.06% | - | 225,328 | $1.05M | No quote | No quote |
| 68 | RESI | Front Yard Residential Corporation | 0.06% | Add +40.9% | 91,609 | $994K | No quote | No quote |
| 69 | CTT | Catchmark Timber Trust Inc. | 0.05% | - | 80,000 | $915K | No quote | No quote |
| 70 | NXRT | NEXPOINT RESIDNL TR | 0.03% | - | 17,300 | $575K | No quote | No quote |
| 71 | GRBK | Green Brick Partners | 0.03% | Add +6.4% | 53,200 | $538K | $10.11 | No quote |
| 72 | JCAP | Jernigan Capital | 0.03% | - | 25,000 | $483K | No quote | No quote |
| 73 | TTE | Total Fina ELF S A ADR | 0.00% | Reduce -24.7% | 612 | $40K | $65.36 | No quote |
| 77 | LM | Legg Mason Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 76 | DB | DEUTSCHE BANK AG-REGISTERED | - | Sold | 0 | $0 | No quote | No quote |
| 75 | ARCO | Arcos Dorados Holdings, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 74 | Y | Alleghany Corp. | - | Sold | 0 | $0 | No quote | No quote |