Third Avenue Management
As of Q1 2026, Third Avenue Management reported 53 long-equity positions worth $616.04M in aggregate.
Copy-investor backtest
- Latest quarter
- +2.23%
- 1-year
- +36.84%
- 3-year
- +90.12%
- 3-year top 5
- +140.93%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 38 of 64 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 7.51% | Reduce -1.9% | 8,732,674 | $57.11M | $6.54 | |
| 2 | HCC | Warrior Met Coal Inc. | 6.31% | Add +7.8% | 1,865,239 | $47.96M | $25.71 | |
| 3 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 6.01% | Reduce -1.4% | 478,130 | $45.72M | No quote | No quote |
| 4 | BAM | Brookfield Asset Mgmt. CL A | 5.66% | Reduce -14.0% | 712,551 | $43.02M | $60.38 | No quote |
| 5 | PLD | Prologis Inc. | 5.57% | Reduce -1.5% | 251,587 | $42.36M | $168.36 | |
| 6 | CMA | Comerica Inc. | 4.25% | - | 371,544 | $32.33M | No quote | No quote |
| 7 | WY | Weyerhaeuser Company | 4.19% | Reduce -6.9% | 772,935 | $31.83M | $41.18 | |
| 8 | RYN | Rayonier Inc. | 4.06% | Reduce -7.2% | 765,389 | $30.89M | $40.36 | |
| 9 | UHAL | Amerco | 4.00% | Reduce -1.5% | 41,833 | $30.38M | $726.24 | |
| 10 | LOW | Lowe's Companies Inc. | 3.92% | Reduce -1.5% | 115,216 | $29.78M | $258.49 | |
| 11 | TDW | Tidewater Inc. | 2.94% | Reduce -11.2% | 2,085,705 | $22.34M | $10.71 | |
| 12 | AMH | American Homes 4 Rent | 2.88% | Reduce -0.6% | 502,586 | $21.92M | $43.61 | |
| 13 | ORI | Old Republic International Corp. | 2.72% | Reduce -24.2% | 841,178 | $20.68M | $24.58 | |
| 14 | HA | Hawaiian Holdings Inc. | 2.37% | Reduce -1.1% | 983,052 | $18.06M | No quote | No quote |
| 15 | CBRE | CBRE Group, Inc. | 2.34% | Reduce -1.9% | 163,878 | $17.78M | $108.51 | |
| 16 | LAZ | Lazard Ltd. | 2.12% | - | 368,858 | $16.09M | $43.63 | |
| 18 | UMBF | UMB Financial Corporation | 1.81% | Reduce -11.4% | 129,469 | $13.74M | $106.11 | |
| 17 | IVT | Inventrust Properties Corp. | 1.81% | New | 503,945 | $13.74M | No quote | No quote |
| 19 | FR | First Industrial Realty Trust, Inc. | 1.74% | Reduce -1.5% | 199,779 | $13.23M | $66.20 | |
| 20 | FNF | FNF Group | 1.71% | Reduce -1.9% | 248,971 | $12.99M | $52.18 | |
| 21 | TPHS | Trinity Place Holdings | 1.58% | Add +7.1% | 6,514,436 | $11.99M | No quote | No quote |
| 22 | MYRG | MYR Group Inc. | 1.47% | Reduce -0.1% | 101,187 | $11.19M | $110.56 | |
| 23 | VAL | Valaris Ltd. | 1.47% | - | 310,047 | $11.16M | $36.00 | |
| 24 | ESS | Essex Property Trust, Inc. | 1.38% | Reduce -1.5% | 29,879 | $10.53M | $352.25 | |
| 25 | WASH | Washington Trust Bancorp. | 1.35% | - | 182,745 | $10.3M | No quote | No quote |
| 26 | JBGS | JBG Smith Properties | 1.28% | Reduce -35.7% | 339,392 | $9.74M | No quote | No quote |
| 27 | SEB | Seaboard Corp. | 1.21% | - | 2,336 | $9.19M | $3935.36 | |
| 28 | FRPH | FRP Holdings Inc. | 1.16% | - | 152,435 | $8.81M | $57.80 | |
| 29 | ICFI | ICF International, Inc. | 1.13% | - | 83,673 | $8.58M | $102.55 | |
| 30 | APTS | Preferred Apartment Communities | 1.08% | Add +76.3% | 454,411 | $8.21M | No quote | No quote |
| 31 | PB | Prosperity Bancshares Inc. | 1.03% | - | 107,928 | $7.8M | $72.31 | |
| 32 | PRA | Proassurance Corp. | 0.99% | - | 297,038 | $7.52M | $25.30 | |
| 33 | SBSI | Southside Bancshares Inc. | 0.90% | - | 164,220 | $6.87M | $41.82 | |
| 34 | EME | EMCOR Group, Inc. | 0.77% | - | 45,788 | $5.83M | No quote | No quote |
| 35 | TPH | Tri Pointe Group Inc. | 0.72% | Reduce -16.2% | 195,155 | $5.44M | $27.89 | |
| 36 | STRS | Stratus Properties Inc. | 0.69% | Add +1.2% | 142,835 | $5.22M | No quote | No quote |
| 37 | FIX | Comfort Systems USA Inc. | 0.68% | - | 52,390 | $5.18M | $98.95 | |
| 38 | CALM | Cal-Maine Foods, Inc. | 0.68% | - | 139,635 | $5.17M | $37.00 | |
| 39 | BATRA | Liberty Media Corp. - Braves A | 0.66% | - | 174,128 | $5.01M | $28.75 | |
| 40 | CET | Central Securities Corporation | 0.65% | - | 111,210 | $4.96M | $44.58 | |
| 41 | KALU | Kaiser Aluminum Corp. | 0.64% | - | 52,160 | $4.9M | $93.94 | |
| 42 | SPHR | Madison Square Garden Entertainment | 0.63% | Add +147.9% | 68,045 | $4.79M | $70.35 | |
| 43 | ALG | Alamo Group, Inc. | 0.62% | - | 31,880 | $4.69M | $147.21 | |
| 44 | HBB | Hamilton Beach Brand | 0.61% | Add +15.1% | 325,124 | $4.67M | No quote | No quote |
| 45 | VC | Visteon Corp. | 0.47% | - | 31,848 | $3.54M | No quote | No quote |
| 46 | UNF | UniFirst Corporation | 0.41% | - | 14,942 | $3.14M | $210.41 | |
| 47 | DORM | Dorman Products, Inc. | 0.39% | - | 26,078 | $2.95M | $113.05 | |
| 48 | BSIG | Brightsphere Investment Group | 0.32% | Reduce -51.3% | 94,116 | $2.41M | No quote | No quote |
| 49 | ROIC | Retail Opportunity Investments Corp. | 0.19% | - | 75,000 | $1.47M | No quote | No quote |
| 50 | STC | Stewart Information Services Corp. | 0.18% | - | 17,000 | $1.36M | $79.76 | |
| 51 | PCH | Potlatchdeltic Corp. | 0.16% | - | 20,000 | $1.21M | No quote | No quote |
| 52 | CTO | CTO Realty Growth, Inc. | 0.16% | - | 19,293 | $1.19M | $61.42 | |
| 53 | NXRT | NexPoint Residential Trust, Inc. | 0.14% | - | 13,000 | $1.09M | No quote | No quote |
| 54 | RMR | The RMR Group Inc. | 0.10% | - | 23,000 | $798K | No quote | No quote |
| 55 | CTT | Catchmark Timber Trust Inc. | 0.10% | New | 88,539 | $772K | No quote | No quote |
| 56 | GRBK | Green Brick Partners | 0.06% | - | 16,000 | $486K | $30.38 | |
| 57 | WHLRD | Wheeler REIT Series D Preferred Stock | 0.02% | New | 12,000 | $181K | No quote | No quote |
| 58 | WHLRP | Wheeler REIT Series B Convertible Preferred Stock | 0.01% | New | 12,000 | $81K | No quote | No quote |
| 59 | WHLR | Wheeler Real Estate Investment Trust | 0.01% | New | 40,000 | $78K | No quote | No quote |
| 64 | VNO | Vornado Realty Trust | - | Sold | 0 | $0 | No quote | No quote |
| 63 | SRG | Seritage Growth Properties | - | Sold | 0 | $0 | No quote | No quote |
| 62 | MNR | Monmouth Real Estate Investment Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 61 | MHK | Mohawk Industries Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 60 | ATNI | ATN International Inc. | - | Sold | 0 | $0 | No quote | No quote |