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 39 of 60 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.00% | Reduce -21.9% | 3,198,359 | $88.6M | $27.70 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 7.59% | Reduce -2.8% | 1,583,511 | $84.07M | $53.09 | No quote |
| 3 | FPH | Five Point Holdings LLC - CL A | 7.46% | Reduce -4.9% | 11,024,313 | $82.68M | $7.50 | No quote |
| 4 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.11% | Add +0.7% | 1,275,135 | $56.58M | No quote | No quote |
| 5 | LEN | Lennar Corp. | 4.76% | Reduce -27.8% | 943,577 | $52.7M | $55.85 | No quote |
| 6 | RYN | Rayonier Inc. | 4.70% | Reduce -9.1% | 1,844,644 | $52.02M | $28.20 | No quote |
| 7 | JBGS | JBG Smith Properties | 4.63% | Add +0.5% | 1,308,276 | $51.3M | No quote | No quote |
| 8 | TDW | Tidewater Inc. | 3.73% | Add +5.2% | 2,737,423 | $41.36M | $15.11 | No quote |
| 9 | VNO | Vornado Realty Trust | 3.57% | Add +56.3% | 621,696 | $39.58M | $63.67 | No quote |
| 10 | PNC | PNC Financial Corp | 3.43% | Add +2.0% | 270,724 | $37.95M | $140.16 | No quote |
| 11 | HA | Hawaiian Holdings Inc. | 3.35% | Reduce 0.0% | 1,414,859 | $37.16M | No quote | No quote |
| 12 | MAC | The Macerich Company | 3.19% | Reduce -21.5% | 1,117,835 | $35.31M | $31.59 | No quote |
| 13 | HCC | Warrior Met Coal Inc. | 3.12% | Add +0.3% | 1,769,890 | $34.55M | $19.52 | No quote |
| 14 | UHAL | Amerco | 2.65% | Add +0.8% | 75,379 | $29.4M | $390.04 | No quote |
| 15 | FR | First Industrial Realty Trust, Inc. | 2.42% | Reduce -5.5% | 676,266 | $26.75M | $39.56 | No quote |
| 16 | AKR | Acadia Realty Trust | 2.41% | Reduce -18.5% | 934,173 | $26.7M | No quote | No quote |
| 17 | CMA | Comerica Inc. | 2.26% | Reduce -15.1% | 378,962 | $25.01M | No quote | No quote |
| 18 | LOW | Lowe's Companies Inc. | 2.16% | Reduce -6.5% | 217,258 | $23.89M | $109.96 | No quote |
| 19 | TPHS | Trinity Place Holdings | 2.06% | Add +0.5% | 5,707,236 | $22.83M | No quote | No quote |
| 20 | MHK | Mohawk Industries Inc. | 1.64% | Add +18.6% | 146,222 | $18.14M | $124.07 | No quote |
| 21 | EXP | Eagle Materials Inc. | 1.43% | - | 175,889 | $15.83M | $90.01 | No quote |
| 22 | FNF | FNF Group | 1.36% | Reduce -27.1% | 339,016 | $15.06M | $44.41 | No quote |
| 23 | SRG | Seritage Growth Properties | 1.24% | Add +1.9% | 323,676 | $13.75M | No quote | No quote |
| 24 | MYRG | MYR Group Inc. | 1.08% | Add +19.3% | 383,459 | $12M | $31.29 | No quote |
| 25 | TRC | Tejon Ranch Co. | 1.05% | Reduce -30.4% | 686,108 | $11.64M | No quote | No quote |
| 26 | CUBI | Customers Bancorp Inc | 1.05% | Add +3.0% | 561,121 | $11.64M | $20.74 | No quote |
| 27 | CLNY | Colony Capital Inc. | 0.95% | New | 1,754,908 | $10.57M | No quote | No quote |
| 28 | ICFI | ICF International, Inc. | 0.86% | - | 112,787 | $9.53M | $84.48 | No quote |
| 29 | VC | Visteon Corp. | 0.84% | Reduce -40.6% | 112,063 | $9.25M | $82.54 | No quote |
| 30 | FCN | FTI Consulting Inc. | 0.83% | Reduce -16.3% | 86,869 | $9.21M | $106.00 | No quote |
| 31 | TPH | Tri Pointe Group Inc. | 0.82% | - | 606,666 | $9.13M | $15.04 | No quote |
| 32 | ATNI | ATN Interntaional Inc. | 0.72% | - | 136,210 | $7.95M | No quote | No quote |
| 33 | UMBF | UMB Financial Corporation | 0.71% | Reduce -19.3% | 121,780 | $7.87M | $64.58 | No quote |
| 34 | SEB | Seaboard Corp. | 0.67% | - | 1,708 | $7.47M | $4375.29 | No quote |
| 35 | EME | EMCOR Group, Inc. | 0.64% | - | 82,107 | $7.07M | $86.13 | No quote |
| 36 | SBSI | Southside Bancshares Inc. | 0.61% | - | 198,385 | $6.77M | $34.11 | No quote |
| 37 | CARE | Carter Bank & Trust | 0.58% | - | 337,575 | $6.38M | No quote | No quote |
| 38 | FRPH | FRP Holdings Inc. | 0.57% | - | 131,757 | $6.33M | $48.02 | No quote |
| 39 | FIX | Comfort Systems USA Inc. | 0.54% | Add +19.0% | 134,629 | $5.96M | $44.23 | No quote |
| 40 | ALG | Alamo Group, Inc. | 0.50% | - | 46,706 | $5.5M | $117.74 | No quote |
| 41 | AGX | Argan Inc. | 0.47% | - | 133,142 | $5.23M | $39.30 | No quote |
| 42 | VVI | Viad Corp. | 0.46% | Reduce -8.6% | 76,557 | $5.14M | No quote | No quote |
| 43 | ALCO | Alico, Inc. | 0.43% | - | 140,451 | $4.78M | No quote | No quote |
| 44 | UNF | UniFirst Corporation | 0.43% | Reduce -18.8% | 24,354 | $4.75M | $195.12 | No quote |
| 45 | G | Genpact Ltd. | 0.42% | - | 120,872 | $4.68M | $38.75 | No quote |
| 46 | SMHI | Seacor Marine Holdings Inc. | 0.41% | - | 358,074 | $4.5M | $12.57 | No quote |
| 47 | PB | Prosperity Bancshares Inc. | 0.39% | Reduce -44.9% | 61,148 | $4.32M | $70.63 | No quote |
| 48 | KALU | Kaiser Aluminum Corp. | 0.36% | - | 40,819 | $4.04M | $98.97 | No quote |
| 49 | CFR | Cullen Frost Bankers, Inc. | 0.34% | - | 42,331 | $3.75M | $88.56 | No quote |
| 50 | DORM | Dorman Products, Inc. | 0.31% | - | 43,600 | $3.47M | $79.54 | No quote |
| 51 | CTB | Cooper Tire & Rubber Company | 0.23% | New | 97,126 | $2.54M | No quote | No quote |
| 52 | CCS | Century Communities Inc. | 0.11% | - | 40,000 | $1.23M | $30.65 | No quote |
| 53 | RESI | Front Yard Residential Corporation | 0.09% | - | 90,000 | $1.04M | No quote | No quote |
| 54 | CTT | Catchmark Timber Trust Inc. | 0.08% | - | 80,000 | $854K | No quote | No quote |
| 55 | WLH | William Lyon Homes - Cl A | 0.07% | - | 40,000 | $815K | No quote | No quote |
| 56 | GRBK | Green Brick Partners | 0.06% | - | 60,000 | $642K | $10.70 | No quote |
| 57 | JCAP | Jernigan Capital | 0.03% | - | 20,000 | $385K | No quote | No quote |
| 60 | RIG | Transocean Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 59 | SAFM | Sanderson Farms Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 58 | ASIX | AdvanSix Inc. | - | Sold | 0 | $0 | No quote | No quote |