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 59 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 8.05% | Add +6.3% | 11,713,323 | $81.41M | $6.95 | No quote |
| 2 | WY | Weyerhaeuser Company | 7.90% | Reduce -17.3% | 2,644,843 | $79.88M | $30.20 | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 6.15% | Reduce -32.1% | 1,075,748 | $62.18M | $57.80 | No quote |
| 4 | TDW | Tidewater Inc. | 5.25% | Add +0.6% | 2,754,611 | $53.11M | $19.28 | No quote |
| 5 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.00% | Reduce -11.3% | 1,130,388 | $50.53M | No quote | No quote |
| 6 | LEN | Lennar Corp. | 4.89% | Reduce -6.6% | 881,440 | $49.46M | $56.12 | No quote |
| 7 | JBGS | JBG Smith Properties | 4.82% | Reduce -6.6% | 1,222,026 | $48.75M | No quote | No quote |
| 8 | RYN | Rayonier Inc. | 4.16% | Reduce -30.5% | 1,282,284 | $42.01M | $32.76 | No quote |
| 9 | VNO | Vornado Realty Trust | 3.82% | Reduce -6.6% | 580,664 | $38.62M | $66.50 | No quote |
| 10 | HCC | Warrior Met Coal Inc. | 3.74% | Add +1.1% | 1,789,403 | $37.81M | $21.13 | No quote |
| 11 | MAC | The Macerich Company | 3.67% | Add +23.2% | 1,376,950 | $37.07M | $26.92 | No quote |
| 12 | HA | Hawaiian Holdings Inc. | 3.18% | Reduce -22.5% | 1,096,849 | $32.13M | No quote | No quote |
| 13 | UHAL | Amerco | 2.98% | Add +6.5% | 80,245 | $30.16M | $375.82 | No quote |
| 14 | CMA | Comerica Inc. | 2.35% | Reduce -12.5% | 331,514 | $23.79M | No quote | No quote |
| 15 | FR | First Industrial Realty Trust, Inc. | 2.31% | Reduce -16.8% | 562,599 | $23.35M | $41.51 | No quote |
| 16 | AKR | Acadia Realty Trust | 2.24% | Reduce -6.6% | 872,557 | $22.63M | No quote | No quote |
| 17 | PNC | PNC Financial Corp | 2.15% | Reduce -49.7% | 136,135 | $21.73M | $159.64 | No quote |
| 18 | MHK | Mohawk Industries Inc. | 1.98% | Add +0.4% | 146,864 | $20.03M | $136.38 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.74% | Add +2.4% | 5,842,911 | $17.59M | No quote | No quote |
| 20 | EXP | Eagle Materials Inc. | 1.59% | Add +0.8% | 177,351 | $16.08M | $90.66 | No quote |
| 21 | HHC | Howard Hughes Corporation | 1.41% | New | 112,780 | $14.3M | No quote | No quote |
| 22 | SRG | Seritage Growth Properties | 1.33% | Add +3.5% | 334,849 | $13.42M | No quote | No quote |
| 23 | CUBI | Customers Bancorp Inc | 1.32% | - | 561,121 | $13.36M | $23.81 | No quote |
| 24 | MYRG | MYR Group Inc. | 1.24% | Add +0.0% | 383,607 | $12.5M | $32.59 | No quote |
| 25 | FNF | FNF Group | 1.17% | Reduce -23.1% | 260,847 | $11.83M | $45.35 | No quote |
| 26 | UMBF | UMB Financial Corporation | 0.90% | Add +8.5% | 132,155 | $9.07M | $68.65 | No quote |
| 27 | ICFI | ICF International, Inc. | 0.85% | Reduce -16.9% | 93,665 | $8.58M | $91.62 | No quote |
| 28 | CLNY | Colony Capital Inc. | 0.85% | Add +2.8% | 1,803,433 | $8.57M | No quote | No quote |
| 29 | FCN | FTI Consulting Inc. | 0.81% | Reduce -14.7% | 74,064 | $8.2M | $110.66 | No quote |
| 30 | TPH | Tri Pointe Group Inc. | 0.77% | Reduce -17.2% | 502,578 | $7.83M | $15.58 | No quote |
| 31 | ATNI | ATN International Inc. | 0.75% | Add +0.1% | 136,395 | $7.56M | No quote | No quote |
| 32 | SEB | Seaboard Corp. | 0.72% | - | 1,708 | $7.26M | $4250.59 | No quote |
| 33 | SBSI | Southside Bancshares Inc. | 0.68% | Reduce -7.3% | 183,896 | $6.83M | $37.14 | No quote |
| 34 | FIX | Comfort Systems USA Inc. | 0.66% | - | 134,629 | $6.71M | $49.86 | No quote |
| 35 | AGX | Argan Inc. | 0.66% | Add +25.3% | 166,754 | $6.69M | $40.14 | No quote |
| 36 | FRPH | FRP Holdings Inc. | 0.65% | - | 131,757 | $6.56M | $49.81 | No quote |
| 37 | CARE | Carter Bank & Trust | 0.63% | Reduce -20.3% | 268,982 | $6.38M | No quote | No quote |
| 38 | VC | Visteon Corp. | 0.62% | Reduce -35.9% | 71,849 | $6.22M | $86.60 | No quote |
| 39 | EME | EMCOR Group, Inc. | 0.60% | Reduce -14.7% | 70,044 | $6.05M | $86.30 | No quote |
| 40 | ALG | Alamo Group, Inc. | 0.58% | - | 46,706 | $5.86M | $125.55 | No quote |
| 41 | G | Genpact Ltd. | 0.50% | - | 120,872 | $5.1M | $42.18 | No quote |
| 42 | ALCO | Alico, Inc. | 0.50% | - | 140,451 | $5.03M | No quote | No quote |
| 43 | VVI | Viad Corp. | 0.49% | Reduce -4.3% | 73,261 | $4.95M | No quote | No quote |
| 44 | SMHI | Seacor Marine Holdings Inc. | 0.49% | - | 358,074 | $4.94M | $13.79 | No quote |
| 45 | PB | Prosperity Bancshares Inc. | 0.43% | - | 61,148 | $4.4M | $71.89 | No quote |
| 46 | CTB | Cooper Tire & Rubber Company | 0.42% | Add +52.3% | 147,893 | $4.25M | No quote | No quote |
| 47 | CFR | Cullen Frost Bankers, Inc. | 0.41% | - | 42,331 | $4.14M | $97.80 | No quote |
| 48 | KALU | Kaiser Aluminum Corp. | 0.38% | Reduce -14.8% | 34,769 | $3.86M | $110.90 | No quote |
| 49 | UNF | UniFirst Corporation | 0.38% | Reduce -22.2% | 18,954 | $3.83M | $202.02 | No quote |
| 50 | DORM | Dorman Products, Inc. | 0.33% | - | 43,600 | $3.3M | $75.73 | No quote |
| 51 | CCS | Century Communities Inc. | 0.11% | - | 40,000 | $1.09M | $27.35 | No quote |
| 52 | SPY | SPDR TR UNIT SER 1 | 0.11% | New | 3,365 | $1.08M | $322.14 | No quote |
| 53 | WLH | William Lyon Homes - Cl A | 0.08% | - | 40,000 | $800K | No quote | No quote |
| 54 | GRBK | Green Brick Partners | 0.07% | - | 60,000 | $689K | $11.48 | No quote |
| 55 | CTT | Catchmark Timber Trust Inc. | 0.05% | Reduce -42.5% | 45,961 | $528K | No quote | No quote |
| 56 | JCAP | Jernigan Capital | 0.04% | - | 20,000 | $383K | No quote | No quote |
| 57 | RESI | Front Yard Residential Corporation | 0.03% | Reduce -71.4% | 25,728 | $318K | No quote | No quote |
| 59 | TRC | Tejon Ranch Co. | - | Sold | 0 | $0 | No quote | No quote |
| 58 | LOW | Lowe's Companies Inc. | - | Sold | 0 | $0 | No quote | No quote |