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 44 of 65 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 8.96% | Add +1.8% | 8,965,823 | $67.78M | $7.56 | |
| 2 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.25% | Add +0.2% | 481,800 | $39.67M | No quote | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 5.14% | Reduce -13.3% | 872,661 | $38.83M | $44.50 | No quote |
| 4 | TDW | Tidewater Inc. | 4.22% | Add +1.2% | 2,544,775 | $31.89M | $12.53 | |
| 5 | WY | Weyerhaeuser Company | 4.02% | Reduce -36.2% | 853,583 | $30.39M | $35.60 | |
| 6 | PLD | Prologis Inc. | 3.82% | Reduce -13.3% | 272,646 | $28.9M | $106.00 | |
| 8 | RYN | Rayonier Inc. | 3.62% | Reduce -13.3% | 848,516 | $27.37M | $32.25 | |
| 7 | HA | Hawaiian Holdings Inc. | 3.62% | Add +0.9% | 1,026,032 | $27.37M | No quote | No quote |
| 9 | UHAL | Amerco | 3.56% | Reduce -18.9% | 43,922 | $26.91M | $612.61 | |
| 10 | CMA | Comerica Inc. | 3.54% | Add +0.5% | 373,158 | $26.77M | No quote | No quote |
| 11 | LOW | Lowe's Companies Inc. | 3.29% | Reduce -13.3% | 130,621 | $24.84M | $190.18 | |
| 12 | JBGS | JBG Smith Properties | 3.25% | Reduce -13.3% | 773,937 | $24.6M | No quote | No quote |
| 13 | ORI | Old Republic International Corp. | 3.22% | Add +0.5% | 1,115,258 | $24.36M | $21.84 | |
| 14 | HCC | Warrior Met Coal Inc. | 3.14% | Add +13.9% | 1,385,558 | $23.74M | $17.13 | |
| 15 | MHK | Mohawk Industries Inc. | 2.45% | Reduce -27.3% | 96,311 | $18.52M | $192.31 | |
| 16 | EXP | Eagle Materials Inc. | 2.29% | Reduce -30.8% | 128,792 | $17.31M | $134.41 | |
| 17 | AMH | American Homes 4 Rent | 2.14% | Reduce -6.2% | 485,718 | $16.19M | $33.34 | |
| 18 | LAZ | Lazard Ltd. | 2.12% | Add +0.7% | 368,858 | $16.05M | $43.51 | |
| 19 | CTB | Cooper Tire & Rubber Company | 1.87% | - | 252,680 | $14.15M | No quote | No quote |
| 20 | UMBF | UMB Financial Corporation | 1.78% | - | 146,136 | $13.49M | $92.33 | |
| 21 | CBRE | CBRE Group, Inc. | 1.75% | Reduce -12.0% | 167,601 | $13.26M | $79.11 | |
| 22 | TPHS | Trinity Place Holdings | 1.68% | Add +0.1% | 6,080,226 | $12.71M | No quote | No quote |
| 23 | LEN | Lennar Corp. | 1.59% | Reduce -22.3% | 123,408 | $12.05M | $97.67 | |
| 24 | FNF | FNF Group | 1.40% | Reduce -13.2% | 261,182 | $10.62M | $40.66 | |
| 25 | FR | First Industrial Realty Trust, Inc. | 1.27% | Reduce -13.3% | 209,555 | $9.6M | $45.79 | |
| 26 | WASH | Washington Trust Bancorp. | 1.25% | - | 182,745 | $9.44M | No quote | No quote |
| 27 | VNO | Vornado Realty Trust | 1.24% | Reduce -13.1% | 206,546 | $9.38M | $45.39 | |
| 28 | ESS | Essex Property Trust, Inc. | 1.16% | Reduce -13.1% | 32,256 | $8.77M | $271.86 | |
| 29 | SEB | Seaboard Corp. | 1.14% | Add +16.8% | 2,336 | $8.62M | $3690.07 | |
| 30 | SRG | Seritage Growth Properties | 1.09% | Reduce -13.3% | 447,833 | $8.22M | No quote | No quote |
| 31 | PB | Prosperity Bancshares Inc. | 1.07% | - | 107,928 | $8.08M | $74.89 | |
| 32 | PRA | Proassurance Corp. | 1.05% | - | 297,038 | $7.95M | $26.76 | |
| 33 | FRPH | FRP Holdings Inc. | 0.98% | Add +16.1% | 150,583 | $7.41M | $49.22 | |
| 34 | ICFI | ICF International, Inc. | 0.97% | - | 83,673 | $7.31M | $87.41 | |
| 35 | MYRG | MYR Group Inc. | 0.96% | Reduce -20.0% | 101,309 | $7.26M | $71.67 | |
| 36 | SBSI | Southside Bancshares Inc. | 0.85% | Reduce -7.8% | 166,620 | $6.42M | $38.51 | |
| 37 | KALU | Kaiser Aluminum Corp. | 0.76% | - | 52,160 | $5.76M | $110.51 | |
| 38 | EME | EMCOR Group, Inc. | 0.68% | - | 45,788 | $5.14M | $112.17 | No quote |
| 39 | ALG | Alamo Group, Inc. | 0.66% | Reduce -31.7% | 31,880 | $4.98M | $156.18 | |
| 40 | BATRA | Liberty Media Corp. - Braves A | 0.66% | - | 174,128 | $4.97M | $28.51 | |
| 41 | TPH | Tri Pointe Group Inc. | 0.63% | - | 232,961 | $4.74M | $20.36 | |
| 42 | ATNI | ATN International Inc. | 0.61% | Add +55.8% | 93,903 | $4.61M | No quote | No quote |
| 43 | CALM | Cal-Maine Foods, Inc. | 0.59% | Reduce -27.2% | 116,094 | $4.46M | $38.43 | |
| 44 | CET | Central Securities Corporation | 0.56% | - | 111,210 | $4.22M | $37.91 | |
| 45 | HBB | Hamilton Beach Brand | 0.54% | Add +22.1% | 227,223 | $4.12M | No quote | No quote |
| 46 | BSIG | Brightsphere Investment Group | 0.52% | New | 193,259 | $3.94M | No quote | No quote |
| 47 | FIX | Comfort Systems USA Inc. | 0.52% | - | 52,390 | $3.92M | $74.79 | |
| 48 | VC | Visteon Corp. | 0.51% | - | 31,848 | $3.88M | $121.95 | |
| 49 | UNF | UniFirst Corporation | 0.44% | - | 14,942 | $3.34M | $223.73 | |
| 50 | DORM | Dorman Products, Inc. | 0.35% | - | 26,078 | $2.68M | $102.65 | |
| 51 | MAC | The Macerich Company | 0.25% | Reduce -58.1% | 164,679 | $1.93M | $11.70 | |
| 52 | ROIC | Retail Opportunity Investments Corp. | 0.16% | - | 75,000 | $1.19M | No quote | No quote |
| 53 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $1.06M | No quote | No quote |
| 54 | CTO | CTO Realty Growth, Inc. | 0.13% | - | 19,293 | $1M | $52.04 | |
| 55 | GRBK | Green Brick Partners | 0.12% | - | 40,000 | $908K | $22.70 | |
| 56 | STC | Stewart Information Services Corp. | 0.12% | - | 17,000 | $885K | $52.06 | |
| 57 | NXRT | NexPoint Residential Trust, Inc. | 0.08% | - | 13,000 | $600K | No quote | No quote |
| 58 | RMR | The RMR Group Inc. | 0.08% | - | 14,000 | $572K | No quote | No quote |
| 59 | MNR | Monmouth Real Estate Investment Corp. | 0.07% | - | 30,000 | $531K | No quote | No quote |
| 60 | CIO | City Office REIT, Inc. | 0.06% | - | 46,000 | $489K | No quote | No quote |
| 61 | FCN | FTI Consulting Inc. | 0.00% | - | 101 | $15K | $148.51 | |
| 65 | SPY | SPDR TR UNIT SER 1 | - | Sold | 0 | $0 | No quote | No quote |
| 64 | KFY | Korn/Ferry International | - | Sold | 0 | $0 | No quote | No quote |
| 63 | CFR | Cullen Frost Bankers, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 62 | ALCO | Alico, Inc. | - | Sold | 0 | $0 | No quote | No quote |