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 41 of 59 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 9.06% | Reduce -4.6% | 4,097,807 | $107.94M | $26.34 | No quote |
| 2 | FPH | Five Point Holdings LLC - CL A | 7.32% | Add +0.3% | 11,591,086 | $87.17M | $7.52 | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 6.53% | Reduce -4.5% | 1,628,504 | $77.81M | $47.78 | No quote |
| 4 | LEN | Lennar Corp. | 5.31% | Reduce -32.9% | 1,305,992 | $63.29M | $48.46 | No quote |
| 5 | RYN | Rayonier Inc. | 5.16% | Reduce -3.4% | 2,028,817 | $61.47M | $30.30 | No quote |
| 6 | TDW | Tidewater Inc. | 5.13% | Add +6.5% | 2,601,313 | $61.08M | $23.48 | No quote |
| 7 | JBGS | JBG Smith Properties | 4.30% | Reduce -1.0% | 1,301,641 | $51.21M | No quote | No quote |
| 8 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.09% | Add +1.4% | 1,266,322 | $48.77M | No quote | No quote |
| 9 | MAC | The Macerich Company | 4.00% | Add +1.4% | 1,423,524 | $47.67M | $33.49 | No quote |
| 10 | HCC | Warrior Met Coal Inc. | 3.87% | Reduce -10.3% | 1,763,663 | $46.07M | $26.12 | No quote |
| 11 | HA | HAWAIIAN HOLDINGS INC | 3.26% | Add +3.4% | 1,414,861 | $38.81M | No quote | No quote |
| 12 | PNC | PNC Financial Corp | 3.06% | Add +0.3% | 265,439 | $36.44M | $137.28 | No quote |
| 13 | CMA | Comerica Inc. | 2.72% | Reduce -1.1% | 446,155 | $32.41M | No quote | No quote |
| 14 | AKR | Acadia Realty Trust | 2.63% | Reduce -7.4% | 1,146,124 | $31.37M | No quote | No quote |
| 15 | UHAL | Amerco | 2.38% | Reduce -3.9% | 74,795 | $28.31M | $378.55 | No quote |
| 16 | FR | First Industrial Realty Trust, Inc. | 2.21% | Reduce -21.2% | 716,038 | $26.31M | $36.74 | No quote |
| 17 | VNO | Vornado Realty Trust | 2.14% | Reduce -3.9% | 397,834 | $25.5M | $64.10 | No quote |
| 18 | LOW | Lowe's Companies Inc. | 1.97% | Reduce -15.8% | 232,402 | $23.45M | $100.91 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.88% | Add +12.9% | 5,679,728 | $22.44M | No quote | No quote |
| 20 | FNF | FNF Group | 1.57% | Reduce -3.8% | 464,900 | $18.74M | $40.30 | No quote |
| 21 | MHK | Mohawk Industries Inc. | 1.53% | Add +38.8% | 123,257 | $18.18M | $147.47 | No quote |
| 22 | TRC | Tejon Ranch Co. | 1.37% | - | 985,076 | $16.34M | No quote | No quote |
| 23 | EXP | EAGLE MATERIALS INC | 1.37% | - | 175,889 | $16.31M | $92.70 | No quote |
| 24 | SRG | Seritage Growth Properties | 1.15% | Add +12.3% | 317,524 | $13.64M | No quote | No quote |
| 25 | MYRG | MYR Group Inc. | 1.01% | - | 321,485 | $12.01M | $37.35 | No quote |
| 26 | CUBI | Customers Bancorp Inc | 0.96% | Add +5.0% | 545,029 | $11.45M | $21.00 | No quote |
| 27 | VC | Visteon Corp. | 0.93% | Add +38.6% | 188,730 | $11.06M | $58.58 | No quote |
| 28 | UMBF | UMB Financial Corporation | 0.83% | - | 150,823 | $9.93M | $65.83 | No quote |
| 29 | RIG | Transocean Ltd. | 0.82% | - | 1,521,285 | $9.75M | $6.41 | No quote |
| 30 | FCN | FTI Consulting Inc. | 0.73% | Reduce -6.0% | 103,739 | $8.7M | $83.84 | No quote |
| 31 | ICFI | ICF International, Inc. | 0.69% | - | 112,787 | $8.21M | $72.80 | No quote |
| 32 | ATNI | ATN INTERNATIONAL INC | 0.66% | - | 136,210 | $7.86M | No quote | No quote |
| 33 | FRPH | FRP Holdings Inc. | 0.62% | - | 131,757 | $7.35M | $55.78 | No quote |
| 34 | PB | Prosperity Bancshares Inc. | 0.61% | - | 110,885 | $7.32M | $66.05 | No quote |
| 35 | TPH | Tri Pointe Group Inc. | 0.61% | - | 606,666 | $7.26M | $11.97 | No quote |
| 36 | EME | EMCOR Group, Inc. | 0.61% | - | 82,107 | $7.23M | $88.10 | No quote |
| 37 | SEB | Seaboard Corp. | 0.59% | - | 1,708 | $7.07M | $4137.00 | No quote |
| 38 | CARE | Carter Bank & Trust | 0.56% | - | 337,575 | $6.67M | No quote | No quote |
| 39 | SBSI | Southside Bancshares Inc. | 0.54% | - | 198,385 | $6.42M | $32.38 | No quote |
| 40 | FIX | Comfort Systems USA Inc. | 0.48% | - | 113,130 | $5.77M | $50.99 | No quote |
| 41 | UNF | UniFirst Corporation | 0.48% | - | 30,002 | $5.66M | $188.59 | No quote |
| 42 | VVI | Viad Corp. | 0.47% | Reduce -22.6% | 83,778 | $5.55M | No quote | No quote |
| 43 | AGX | Argan Inc. | 0.45% | Add +49.6% | 133,142 | $5.4M | $40.57 | No quote |
| 44 | SMHI | Seacor Marine Holdings Inc. | 0.45% | - | 358,074 | $5.36M | $14.96 | No quote |
| 45 | ALG | Alamo Group, Inc. | 0.39% | - | 46,706 | $4.67M | $99.94 | No quote |
| 46 | G | Genpact Ltd. | 0.39% | - | 120,872 | $4.61M | $38.10 | No quote |
| 47 | ALCO | Alico, Inc. | 0.36% | - | 140,451 | $4.26M | No quote | No quote |
| 48 | KALU | Kaiser Aluminum Corp. | 0.33% | - | 40,819 | $3.99M | $97.63 | No quote |
| 49 | CFR | Cullen Frost Bankers, Inc. | 0.33% | - | 42,331 | $3.97M | $93.67 | No quote |
| 50 | DORM | Dorman Products, Inc. | 0.32% | - | 43,600 | $3.8M | $87.16 | No quote |
| 51 | SAFM | Sanderson Farms Inc. | 0.30% | Reduce -47.7% | 25,755 | $3.52M | No quote | No quote |
| 52 | RESI | Front Yard Residential Corporation | 0.09% | - | 90,000 | $1.1M | No quote | No quote |
| 53 | CCS | Century Communities Inc. | 0.09% | - | 40,000 | $1.06M | $26.60 | No quote |
| 54 | CTT | Catchmark Timber Trust Inc. | 0.07% | - | 80,000 | $836K | No quote | No quote |
| 55 | ASIX | AdvanSix Inc. | 0.06% | Reduce -83.0% | 30,709 | $751K | $24.46 | No quote |
| 56 | WLH | William Lyon Homes - Cl A | 0.06% | - | 40,000 | $730K | No quote | No quote |
| 57 | GRBK | Green Brick Partners | 0.04% | - | 60,000 | $499K | $8.32 | No quote |
| 58 | JCAP | Jernigan Capital | 0.03% | - | 20,000 | $410K | No quote | No quote |
| 59 | CUB | Cubic, Corp. | - | Sold | 0 | $0 | No quote | No quote |