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 56 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 8.96% | Reduce -0.4% | 2,097,857 | $45.52M | $21.70 | |
| 2 | HCC | Warrior Met Coal Inc. | 7.68% | Reduce -1.5% | 1,373,234 | $39.06M | $28.44 | |
| 3 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.61% | Reduce -2.0% | 393,471 | $23.42M | No quote | No quote |
| 4 | BAM | Brookfield Asset Mgmt. CL A | 4.29% | Reduce -6.1% | 532,797 | $21.79M | $40.89 | No quote |
| 5 | CMA | Comerica Inc. | 4.25% | Reduce -8.3% | 303,559 | $21.58M | No quote | No quote |
| 6 | UHAL | Amerco | 3.72% | Reduce -2.2% | 37,095 | $18.89M | $509.23 | |
| 7 | PLD | Prologis Inc. | 3.54% | Reduce -2.2% | 177,041 | $17.99M | $101.60 | |
| 8 | ORI | Old Republic International Corp. | 3.45% | Reduce -0.5% | 838,063 | $17.54M | $20.93 | |
| 9 | VAL | Valaris Ltd. | 3.12% | Reduce -0.2% | 323,551 | $15.84M | $48.94 | |
| 10 | IVT | Inventrust Properties Corp. | 3.04% | Reduce -1.3% | 724,502 | $15.45M | No quote | No quote |
| 11 | WY | Weyerhaeuser Company | 2.97% | Reduce -2.2% | 529,073 | $15.11M | $28.56 | |
| 12 | DHI | DR Horton Inc. | 2.97% | Reduce -2.2% | 224,212 | $15.1M | $67.35 | |
| 13 | RYN | Rayonier Inc. | 2.95% | Reduce -5.9% | 500,520 | $15M | $29.97 | |
| 14 | LAZ | Lazard Ltd. | 2.89% | Add +15.2% | 460,733 | $14.67M | $31.83 | |
| 15 | LOW | Lowe's Companies Inc. | 2.80% | Reduce -10.5% | 75,766 | $14.23M | $187.82 | |
| 16 | FPH | Five Point Holdings LLC - CL A | 2.77% | Reduce -29.1% | 5,409,751 | $14.07M | $2.60 | |
| 17 | AMH | American Homes 4 Rent | 2.76% | Reduce -2.2% | 427,130 | $14.02M | $32.81 | |
| 18 | CBRE | CBRE Group, Inc. | 2.40% | Reduce -2.2% | 180,799 | $12.21M | $67.51 | |
| 19 | HA | Hawaiian Holdings Inc. | 2.33% | Add +15.1% | 900,988 | $11.85M | No quote | No quote |
| 20 | UMBF | UMB Financial Corporation | 2.14% | - | 128,952 | $10.87M | $84.29 | |
| 21 | MYRG | MYR Group Inc. | 1.69% | - | 101,187 | $8.57M | $84.73 | |
| 22 | WASH | Washington Trust Bancorp. | 1.67% | - | 182,745 | $8.49M | No quote | No quote |
| 23 | SEB | Seaboard Corp. | 1.56% | - | 2,336 | $7.95M | $3402.83 | |
| 24 | FR | First Industrial Realty Trust, Inc. | 1.44% | Reduce -2.2% | 163,152 | $7.31M | $44.81 | |
| 25 | FNF | FNF Group | 1.43% | Reduce -2.2% | 200,223 | $7.25M | $36.20 | |
| 26 | FRPH | FRP Holdings Inc. | 1.38% | Reduce -15.4% | 128,915 | $7.01M | $54.36 | |
| 27 | ICFI | ICF International, Inc. | 1.37% | - | 63,802 | $6.96M | $109.02 | |
| 28 | PB | Prosperity Bancshares Inc. | 1.34% | - | 101,965 | $6.8M | $66.69 | |
| 29 | HBB | Hamilton Beach Brand | 1.31% | Reduce -5.3% | 570,298 | $6.66M | No quote | No quote |
| 30 | PRA | Proassurance Corp. | 1.29% | Add +13.5% | 337,035 | $6.58M | $19.51 | |
| 31 | SBSI | Southside Bancshares Inc. | 1.09% | - | 157,109 | $5.56M | $35.36 | |
| 32 | EME | EMCOR Group, Inc. | 1.04% | - | 45,788 | $5.29M | No quote | No quote |
| 33 | BATRA | Liberty Media Corp. - Braves A | 0.96% | - | 174,128 | $4.9M | $28.15 | |
| 34 | TPHS | Trinity Place Holdings | 0.92% | Reduce -1.9% | 5,313,022 | $4.69M | No quote | No quote |
| 35 | TPH | Tri Pointe Group Inc. | 0.91% | Add +25.1% | 307,305 | $4.64M | $15.11 | |
| 36 | FIX | Comfort Systems USA Inc. | 0.81% | - | 42,400 | $4.13M | $97.33 | |
| 37 | KALU | Kaiser Aluminum Corp. | 0.78% | Add +23.3% | 64,315 | $3.95M | $61.35 | |
| 38 | ALG | Alamo Group, Inc. | 0.77% | - | 31,880 | $3.9M | $122.27 | |
| 39 | CET | Central Securities Corporation | 0.74% | - | 111,210 | $3.75M | $33.75 | |
| 40 | SPHR | Madison Square Garden Entertainment | 0.72% | Reduce -4.2% | 83,237 | $3.67M | $44.09 | |
| 41 | CCF | Chase Corp. | 0.66% | - | 40,292 | $3.37M | No quote | No quote |
| 42 | UNF | UniFirst Corporation | 0.49% | - | 14,942 | $2.51M | $168.25 | |
| 43 | BSIG | Brightsphere Investment Group | 0.40% | - | 137,908 | $2.06M | No quote | No quote |
| 44 | STRS | Stratus Properties Inc. | 0.35% | Reduce -37.4% | 76,058 | $1.77M | No quote | No quote |
| 45 | CALM | Cal-Maine Foods, Inc. | 0.31% | Reduce -57.0% | 28,403 | $1.58M | $55.59 | |
| 46 | CTO | CTO Realty Growth, Inc. | 0.21% | -3:1 split | 57,879 | $1.09M | $18.75 | |
| 47 | ROIC | Retail Opportunity Investments Corp. | 0.20% | - | 75,000 | $1.03M | No quote | No quote |
| 48 | PCH | Potlatchdeltic Corp. | 0.16% | - | 20,000 | $821K | No quote | No quote |
| 49 | STC | Stewart Information Services Corp. | 0.15% | - | 17,000 | $742K | $43.65 | |
| 50 | RMR | The RMR Group Inc. | 0.12% | - | 26,000 | $616K | No quote | No quote |
| 51 | WHLRD | Wheeler REIT Series D Preferred Stock | 0.06% | - | 24,000 | $281K | No quote | No quote |
| 52 | GRBK | Green Brick Partners | 0.02% | Reduce -80.8% | 5,000 | $107K | $21.40 | |
| 53 | SUPN | Supernus Pharmaceuticals, Inc. | 0.02% | - | 2,460 | $84K | $34.15 | |
| 56 | WHLRP | Wheeler REIT Series B Convertible Preferred Stock | - | Sold | 0 | $0 | No quote | No quote |
| 55 | VC | Visteon Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 54 | NXRT | NexPoint Residential Trust, Inc. | - | Sold | 0 | $0 | No quote | No quote |