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 48 of 76 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 8.73% | Reduce -0.6% | 11,648,430 | $59.06M | $5.07 | |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 7.04% | Reduce -0.0% | 1,075,289 | $47.58M | $44.25 | No quote |
| 3 | JBGS | JBG Smith Properties | 5.80% | Add +0.8% | 1,231,736 | $39.21M | No quote | No quote |
| 4 | VNO | Vornado Realty Trust | 5.47% | Add +76.0% | 1,022,126 | $37.01M | $36.21 | |
| 5 | WY | Weyerhaeuser Company | 4.61% | Reduce -30.5% | 1,837,497 | $31.15M | $16.95 | |
| 6 | PLD | Prologis Inc. | 4.38% | New | 368,926 | $29.65M | $80.37 | |
| 7 | RYN | Rayonier Inc. | 4.26% | Reduce -4.7% | 1,222,685 | $28.8M | $23.55 | |
| 8 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.25% | Reduce -12.1% | 993,183 | $28.72M | No quote | No quote |
| 9 | LEN | Lennar Corp. | 3.48% | Reduce -30.3% | 614,088 | $23.54M | $38.33 | |
| 10 | ESS | Essex Property Trust, Inc. | 3.18% | New | 97,734 | $21.53M | $220.24 | |
| 11 | UHAL | Amerco | 3.16% | Reduce -8.3% | 73,601 | $21.39M | $290.55 | |
| 12 | PSA | Public Storage, Inc. | 2.98% | New | 101,528 | $20.17M | $198.62 | |
| 13 | TDW | Tidewater Inc. | 2.90% | Add +0.6% | 2,771,752 | $19.63M | $7.08 | |
| 14 | HCC | Warrior Met Coal Inc. | 2.90% | Add +3.1% | 1,845,789 | $19.6M | $10.62 | |
| 15 | LOW | Lowe's Companies Inc. | 2.15% | New | 169,215 | $14.56M | $86.05 | |
| 16 | EXP | Eagle Materials Inc. | 2.11% | Add +37.8% | 244,397 | $14.28M | $58.42 | |
| 17 | MHK | Mohawk Industries Inc. | 1.88% | Add +13.4% | 166,602 | $12.7M | $76.24 | |
| 18 | HA | Hawaiian Holdings | 1.88% | Add +10.8% | 1,215,738 | $12.69M | No quote | No quote |
| 19 | ORI | Old Republic International Corp. | 1.80% | New | 797,168 | $12.16M | $15.25 | |
| 20 | TPHS | Trinity Place Holdings | 1.63% | Add +3.5% | 6,046,847 | $11.01M | No quote | No quote |
| 21 | MYRG | MYR Group Inc. | 1.49% | - | 383,607 | $10.05M | $26.19 | |
| 22 | FR | First Industrial Realty Trust, Inc. | 1.48% | Reduce -46.3% | 302,128 | $10.04M | $33.23 | |
| 23 | FNF | FNF Group | 1.36% | Add +42.0% | 370,365 | $9.22M | $24.88 | |
| 24 | CBRE | CBRE Group, Inc. | 1.31% | New | 235,115 | $8.87M | $37.71 | |
| 25 | FDX | FedEx Corporation | 1.28% | New | 71,511 | $8.67M | $121.27 | |
| 26 | CMA | Comerica Inc. | 1.03% | Reduce -28.5% | 237,156 | $6.96M | No quote | No quote |
| 27 | UMBF | UMB Financial Corporation | 1.00% | Add +10.7% | 146,261 | $6.78M | $46.38 | |
| 28 | ICFI | ICF International, Inc. | 0.95% | - | 93,665 | $6.44M | $68.70 | |
| 29 | ATNI | ATN International Inc. | 0.95% | Reduce -20.1% | 109,002 | $6.4M | No quote | No quote |
| 30 | CUBI | Customers Bancorp Inc | 0.91% | - | 561,121 | $6.13M | $10.93 | |
| 31 | CALM | Cal-Maine Foods, Inc. | 0.89% | New | 136,928 | $6.02M | $43.99 | |
| 32 | SRG | Seritage Growth Properties | 0.88% | Add +94.6% | 651,610 | $5.94M | No quote | No quote |
| 33 | FRPH | FRP Holdings Inc. | 0.84% | - | 131,757 | $5.67M | $43.00 | |
| 34 | FCN | FTI Consulting Inc. | 0.76% | Reduce -42.0% | 42,957 | $5.15M | $119.77 | |
| 35 | FIX | Comfort Systems USA Inc. | 0.73% | - | 134,629 | $4.92M | $36.55 | |
| 36 | SEB | Seaboard Corp. | 0.71% | - | 1,708 | $4.81M | $2813.23 | |
| 37 | ALCO | Alico, Inc. | 0.64% | - | 140,451 | $4.36M | No quote | No quote |
| 38 | ALG | Alamo Group, Inc. | 0.61% | - | 46,706 | $4.15M | $88.79 | |
| 39 | AGX | Argan Inc. | 0.61% | Reduce -28.4% | 119,452 | $4.13M | $34.57 | |
| 40 | SBSI | Southside Bancshares Inc. | 0.56% | Reduce -31.8% | 125,475 | $3.81M | $30.40 | |
| 41 | CTB | Cooper Tire & Rubber Company | 0.56% | Add +57.3% | 232,698 | $3.79M | No quote | No quote |
| 42 | VC | Visteon Corp. | 0.51% | - | 71,849 | $3.45M | $47.99 | |
| 43 | PB | Prosperity Bancshares Inc. | 0.44% | - | 61,148 | $2.95M | $48.26 | |
| 44 | CET | Central Securities Corporation | 0.42% | New | 111,210 | $2.87M | $25.82 | |
| 45 | UNF | UniFirst Corporation | 0.42% | - | 18,954 | $2.86M | $151.10 | |
| 46 | EME | EMCOR Group, Inc. | 0.42% | Reduce -34.6% | 45,788 | $2.81M | $61.33 | No quote |
| 47 | G | Genpact Ltd. | 0.37% | Reduce -29.2% | 85,591 | $2.5M | $29.21 | |
| 48 | CARE | Carter Bank & Trust | 0.37% | - | 268,982 | $2.47M | No quote | No quote |
| 49 | DORM | Dorman Products, Inc. | 0.36% | - | 43,600 | $2.41M | $55.28 | |
| 50 | KALU | Kaiser Aluminum Corp. | 0.36% | - | 34,769 | $2.41M | $69.29 | |
| 51 | CFR | Cullen Frost Bankers, Inc. | 0.35% | - | 42,331 | $2.36M | $55.80 | |
| 52 | MAC | The Macerich Company | 0.30% | Reduce -74.1% | 356,561 | $2.01M | $5.63 | |
| 53 | TPH | Tri Pointe Group Inc. | 0.28% | Reduce -57.1% | 215,389 | $1.89M | $8.77 | |
| 54 | SMHI | Seacor Marine Holdings Inc. | 0.23% | - | 358,074 | $1.57M | $4.38 | |
| 55 | BATRA | Liberty Media Corp. - Braves A | 0.20% | New | 68,715 | $1.34M | $19.50 | |
| 56 | GRBK | Green Brick Partners | 0.10% | Add +33.3% | 80,000 | $644K | $8.05 | |
| 57 | IYR | Ishares Dow Jones Real Estate Index | 0.09% | New | 9,000 | $627K | No quote | No quote |
| 58 | NXRT | NexPoint Residential Trust, Inc. | 0.09% | New | 23,000 | $580K | No quote | No quote |
| 59 | JCAP | Jernigan Capital | 0.08% | Add +142.9% | 48,582 | $533K | No quote | No quote |
| 60 | PCH | Potlatchdeltic Corp. | 0.07% | New | 16,000 | $503K | No quote | No quote |
| 61 | ROIC | Retail Opportunity Investments Corp. | 0.07% | New | 55,000 | $456K | No quote | No quote |
| 62 | STC | Stewart Information Services Corp. | 0.07% | New | 17,000 | $454K | $26.71 | |
| 63 | CIO | City Office REIT, Inc. | 0.06% | New | 55,000 | $398K | No quote | No quote |
| 64 | RMR | The RMR Group Inc. | 0.06% | New | 14,000 | $378K | No quote | No quote |
| 65 | CTO | Consolidated Tomoka Land Co. | 0.05% | New | 8,000 | $363K | $45.38 | |
| 66 | MNR | Monmouth Real Estate Investment Corp. | 0.05% | New | 30,000 | $362K | No quote | No quote |
| 67 | RESI | Front Yard Residential Corporation | 0.05% | Add +16.6% | 30,000 | $359K | No quote | No quote |
| 76 | WLH | William Lyon Homes - Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 75 | VVI | Viad Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 74 | SPY | SPDR TR UNIT SER 1 | - | Sold | 0 | $0 | No quote | No quote |
| 73 | PNC | PNC Financial Corp | - | Sold | 0 | $0 | No quote | No quote |
| 72 | HHC | Howard Hughes Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 71 | CLNY | Colony Capital Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 70 | CCS | Century Communities Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CTT | Catchmark Timber Trust Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 68 | AKR | Acadia Realty Trust | - | Sold | 0 | $0 | No quote | No quote |