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 41 of 59 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 11.61% | Reduce -13.7% | 1,810,925 | $66.73M | $36.85 | |
| 2 | HCC | Warrior Met Coal Inc. | 7.68% | Reduce -7.2% | 1,274,614 | $44.15M | $34.64 | |
| 3 | DB | Deutsche Bank AG-Registered | 5.68% | New | 2,888,365 | $32.64M | $11.30 | |
| 4 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.27% | Reduce -16.6% | 328,008 | $24.53M | No quote | No quote |
| 5 | CMA | Comerica Inc. | 3.53% | Reduce -0.0% | 303,446 | $20.29M | No quote | No quote |
| 6 | VAL | Valaris Ltd. | 3.53% | Reduce -7.3% | 299,935 | $20.28M | $67.62 | |
| 7 | ORI | Old Republic International Corp. | 3.52% | Reduce -0.1% | 837,681 | $20.23M | $24.15 | |
| 8 | PLD | Prologis Inc. | 3.35% | Reduce -3.5% | 170,864 | $19.26M | $112.73 | |
| 9 | DHI | DR Horton Inc. | 3.26% | Reduce -6.1% | 210,497 | $18.76M | $89.14 | |
| 10 | UHAL/B | U-Haul Holding CompanyCUSIP 023586506 | 2.99% | New | 312,444 | $17.18M | No quote | No quote |
| 11 | IVT | Inventrust Properties Corp. | 2.85% | Reduce -4.5% | 692,220 | $16.38M | No quote | No quote |
| 12 | BN | Brookfield Corp | 2.85% | New | 520,642 | $16.38M | $31.46 | |
| 13 | LAZ | Lazard Ltd. | 2.75% | Reduce -1.0% | 456,286 | $15.82M | $34.67 | |
| 14 | WY | Weyerhaeuser Company | 2.69% | Reduce -5.7% | 498,725 | $15.46M | $31.00 | |
| 15 | RYN | Rayonier Inc. | 2.63% | Reduce -8.5% | 457,950 | $15.09M | $32.96 | |
| 16 | CBRE | CBRE Group, Inc. | 2.42% | Reduce -0.0% | 180,742 | $13.91M | $76.96 | |
| 17 | AMH | American Homes 4 Rent | 2.17% | Reduce -3.3% | 413,163 | $12.45M | $30.14 | |
| 18 | LOW | Lowe's Companies Inc. | 2.15% | Reduce -18.0% | 62,159 | $12.38M | $199.24 | |
| 19 | FPH | Five Point Holdings LLC - CL A | 1.90% | Reduce -13.5% | 4,679,003 | $10.9M | $2.33 | |
| 20 | UMBF | UMB Financial Corporation | 1.87% | - | 128,952 | $10.77M | $83.52 | |
| 21 | MYRG | MYR Group Inc. | 1.62% | - | 101,187 | $9.32M | $92.07 | |
| 22 | SEB | Seaboard Corp. | 1.53% | - | 2,336 | $8.82M | $3775.21 | |
| 23 | WASH | Washington Trust Bancorp. | 1.50% | - | 182,745 | $8.62M | No quote | No quote |
| 24 | FR | First Industrial Realty Trust, Inc. | 1.32% | Reduce -3.5% | 157,452 | $7.6M | $48.26 | |
| 25 | SBSI | Southside Bancshares Inc. | 1.31% | Add +33.3% | 209,426 | $7.54M | $35.99 | |
| 26 | PB | Prosperity Bancshares Inc. | 1.29% | - | 101,965 | $7.41M | $72.68 | |
| 27 | HBB | Hamilton Beach Brand | 1.23% | - | 570,298 | $7.07M | No quote | No quote |
| 28 | FRPH | FRP Holdings Inc. | 1.19% | Reduce -1.7% | 126,671 | $6.82M | $53.86 | |
| 29 | FNF | FNF Group | 1.17% | Reduce -14.2%1.04:1 split | 178,625 | $6.72M | $37.62 | |
| 30 | HA | Hawaiian Holdings Inc. | 1.15% | Reduce -28.3% | 645,702 | $6.62M | No quote | No quote |
| 31 | PRA | Proassurance Corp. | 1.15% | Add +12.5% | 379,043 | $6.62M | $17.47 | |
| 32 | ICFI | ICF International, Inc. | 1.10% | - | 63,802 | $6.32M | $99.05 | |
| 33 | TPH | Tri Pointe Group Inc. | 1.07% | Add +7.4% | 330,178 | $6.14M | $18.59 | |
| 34 | ECPG | Encore Capital Group Inc. | 1.00% | New | 119,531 | $5.73M | $47.94 | |
| 35 | BATRA | Liberty Media Corp. - Braves A | 0.99% | - | 174,128 | $5.69M | $32.67 | |
| 36 | KALU | Kaiser Aluminum Corp. | 0.85% | - | 64,315 | $4.89M | $75.96 | |
| 37 | EME | EMCOR Group, Inc. | 0.84% | Reduce -28.8% | 32,597 | $4.83M | No quote | No quote |
| 38 | ALG | Alamo Group, Inc. | 0.79% | - | 31,880 | $4.51M | $141.60 | |
| 39 | TPHS | Trinity Place Holdings | 0.66% | Reduce -3.5% | 5,127,785 | $3.79M | No quote | No quote |
| 40 | BAM | Brookfield Asset Managmt Ltd | 0.65% | New | 130,159 | $3.73M | $28.67 | |
| 41 | CET | Central Securities Corporation | 0.65% | - | 111,210 | $3.71M | $33.39 | |
| 42 | CCF | Chase Corp. | 0.60% | - | 40,292 | $3.48M | No quote | No quote |
| 43 | FIX | Comfort Systems USA Inc. | 0.58% | Reduce -31.8% | 28,902 | $3.33M | $115.08 | |
| 44 | UNF | UniFirst Corporation | 0.50% | - | 14,942 | $2.88M | $192.99 | |
| 45 | SPHR | Madison Square Garden Entertainment | 0.50% | Reduce -23.6% | 63,558 | $2.86M | $44.97 | |
| 46 | STRS | Stratus Properties Inc. | 0.20% | Reduce -20.8% | 60,245 | $1.16M | No quote | No quote |
| 47 | ROIC | Retail Opportunity Investments Corp. | 0.20% | - | 75,000 | $1.13M | No quote | No quote |
| 48 | CTO | CTO Realty Growth, Inc. | 0.18% | - | 57,879 | $1.06M | $18.28 | |
| 49 | PCH | Potlatchdeltic Corp. | 0.15% | - | 20,000 | $879.8K | No quote | No quote |
| 50 | RMR | The RMR Group Inc. | 0.13% | - | 26,000 | $734.5K | No quote | No quote |
| 51 | STC | Stewart Information Services Corp. | 0.13% | - | 17,000 | $726.41K | $42.73 | |
| 52 | URTH | Ishares Inc | 0.05% | New | 2,631 | $287.44K | $109.25 | |
| 53 | GRBK | Green Brick Partners | 0.02% | - | 5,000 | $121.15K | $24.23 | |
| 54 | UHAL | Amerco | 0.02% | Reduce -99.6%10:1 split | 1,508 | $90.77K | $60.19 | |
| 55 | SUPN | Supernus Pharmaceuticals, Inc. | 0.02% | - | 2,460 | $87.75K | $35.67 | |
| 59 | WHLRD | Wheeler REIT Series D Preferred Stock | - | Sold | 0 | $0 | No quote | No quote |
| 58 | CALM | Cal-Maine Foods, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BAM | Brookfield Asset Mgmt. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 56 | BSIG | Brightsphere Investment Group | - | Sold | 0 | $0 | No quote | No quote |