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 2026-05-10 from SEC 13F data.
Live quotes available for 46 of 59 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 10.05% | Reduce -21.2% | 1,098,599 | $60.91M | $55.44 | |
| 2 | HCC | Warrior Met Coal Inc. | 8.64% | Add +0.1% | 1,344,911 | $52.38M | $38.95 | |
| 3 | DB | Deutsche Bank AG | 5.28% | Add +1.2% | 3,048,570 | $31.99M | $10.49 | |
| 4 | VAL | Valaris Ltd. | 4.36% | Add +35.7% | 419,726 | $26.41M | $62.93 | |
| 5 | CMA | Comerica Inc. | 4.02% | Add +19.7% | 574,906 | $24.35M | No quote | No quote |
| 6 | LEN-B | Lennar Corp - Class B | 3.98% | Reduce -22.0% | 213,368 | $24.11M | $112.98 | |
| 7 | ORI | Old Republic International Corp. | 3.47% | Add +0.2% | 836,331 | $21.05M | $25.17 | |
| 8 | DHI | DR Horton Inc. | 3.33% | Reduce -16.9% | 165,678 | $20.16M | $121.69 | |
| 9 | PLD | Prologis Inc. | 3.05% | Reduce -10.5% | 150,531 | $18.46M | $122.63 | |
| 10 | LAZ | Lazard Ltd. | 2.91% | Add +0.4% | 550,206 | $17.61M | $32.00 | |
| 11 | BN | Brookfield Corp. | 2.89% | Reduce -0.0% | 521,123 | $17.54M | $33.65 | |
| 12 | HA | Hawaiian Holdings Inc. | 2.78% | Add +0.4% | 1,562,125 | $16.82M | No quote | No quote |
| 13 | WY | Weyerhaeuser Company | 2.68% | Reduce -0.0% | 485,242 | $16.26M | $33.51 | |
| 14 | UHAL-B | U-Haul Holding Company | 2.61% | Reduce -0.0% | 312,421 | $15.83M | $50.67 | |
| 15 | CBRE | CBRE Group, Inc. | 2.41% | Reduce -0.0% | 181,189 | $14.62M | $80.71 | |
| 16 | RYN | Rayonier Inc. | 2.31% | Reduce -0.0% | 446,208 | $14.01M | $31.40 | |
| 17 | LOW | Lowe's Companies Inc. | 2.13% | Reduce -8.2% | 57,096 | $12.89M | $225.70 | |
| 18 | AMH | American Homes 4 Rent | 2.08% | - | 355,823 | $12.61M | $35.45 | |
| 19 | JLL | Jones Lang Lasalle | 1.91% | Add +45.2% | 74,378 | $11.59M | $155.80 | |
| 20 | MYRG | MYR Group Inc. | 1.85% | Reduce -7.2% | 80,885 | $11.19M | $138.34 | |
| 21 | FPH | Five Point Holdings LLC - CL A | 1.79% | Reduce -0.0% | 3,751,240 | $10.84M | $2.89 | |
| 22 | IVT | Inventrust Properties Corp. | 1.65% | Reduce -20.3% | 432,819 | $10.02M | No quote | No quote |
| 23 | UMBF | UMB Financial Corporation | 1.50% | Reduce -0.1% | 149,284 | $9.09M | $60.90 | |
| 24 | FR | First Industrial Realty Trust, Inc. | 1.37% | - | 158,010 | $8.32M | $52.64 | |
| 25 | SEB | Seaboard Corp. | 1.37% | Reduce -0.1% | 2,333 | $8.31M | $3560.72 | |
| 26 | FRPH | FRP Holdings Inc. | 1.20% | Reduce -0.1% | 126,489 | $7.28M | $57.57 | |
| 27 | ICFI | ICF International, Inc. | 1.19% | Reduce -9.4% | 57,779 | $7.19M | $124.39 | |
| 28 | ECPG | Encore Capital Group Inc. | 1.16% | Add +9.1% | 144,955 | $7.05M | $48.62 | |
| 29 | KALU | Kaiser Aluminum Corp. | 1.14% | Add +50.4% | 96,721 | $6.93M | $71.64 | |
| 30 | BATRA | Liberty Media Corp. - Braves A | 1.11% | Reduce -5.6% | 164,438 | $6.73M | $40.92 | |
| 31 | PRA | Proassurance Corp. | 1.10% | Reduce -0.1% | 443,510 | $6.69M | $15.09 | |
| 32 | ALG | Alamo Group, Inc. | 0.97% | - | 31,880 | $5.86M | $183.91 | |
| 33 | PB | Prosperity Bancshares Inc. | 0.95% | - | 101,965 | $5.76M | $56.48 | |
| 34 | HBB | Hamilton Beach Brand | 0.91% | Reduce -0.2% | 569,404 | $5.5M | No quote | No quote |
| 35 | SBSI | Southside Bancshares Inc. | 0.90% | - | 209,426 | $5.48M | $26.16 | |
| 36 | WASH | Washington Trust Bancorp. | 0.90% | Reduce -0.1% | 204,152 | $5.47M | No quote | No quote |
| 37 | TPH | Tri Pointe Group Inc. | 0.85% | Reduce -39.9% | 155,997 | $5.13M | $32.86 | |
| 38 | CCF | Chase Corp. | 0.80% | Reduce -0.3% | 40,192 | $4.87M | No quote | No quote |
| 39 | FNF | FNF Group | 0.72% | - | 121,428 | $4.37M | $36.00 | |
| 40 | BAM | Brookfield Asset Mgmt. CL A | 0.70% | - | 130,646 | $4.26M | $32.63 | |
| 41 | FIX | Comfort Systems USA Inc. | 0.70% | Reduce -11.1% | 25,704 | $4.22M | $164.20 | |
| 42 | CET | Central Securities Corporation | 0.67% | - | 111,210 | $4.06M | $36.51 | |
| 43 | SPHR | Madison Square Garden Entertainment | 0.58% | Reduce -26.8%2.165:1 split | 128,752 | $3.53M | $27.39 | |
| 44 | UNF | UniFirst Corporation | 0.51% | Add +32.8% | 19,837 | $3.07M | $155.01 | |
| 45 | TPHS | Trinity Place Holdings | 0.46% | - | 5,127,786 | $2.77M | No quote | No quote |
| 46 | SUPN | Supernus Pharmaceuticals, Inc. | 0.33% | Add +2626.1% | 67,062 | $2.02M | $30.06 | |
| 47 | SUI | Sun Communities Inc. | 0.25% | New | 11,517 | $1.5M | $130.46 | |
| 48 | ROIC | Retail Opportunity Investments Corp. | 0.20% | Add +20.0% | 90,000 | $1.22M | No quote | No quote |
| 49 | EQC | Equity Commonwealth | 0.18% | New | 55,000 | $1.11M | No quote | No quote |
| 50 | CTO | CTO Realty Growth, Inc. | 0.18% | Add +8.8% | 63,000 | $1.08M | $17.14 | |
| 51 | PCH | Potlatchdeltic Corp. | 0.17% | - | 20,000 | $1.06M | No quote | No quote |
| 52 | ITIC | Investors Title Co. | 0.16% | New | 6,673 | $974.26K | $146.00 | |
| 53 | RMR | The RMR Group Inc. | 0.14% | Add +42.3% | 37,000 | $857.29K | No quote | No quote |
| 54 | WSR | Whitestone REIT | 0.13% | New | 80,000 | $776K | $9.70 | |
| 55 | ELME | Elme Communities | 0.12% | New | 45,000 | $739.8K | No quote | No quote |
| 56 | STC | Stewart Information Services Corp. | 0.12% | - | 17,000 | $699.38K | $41.14 | |
| 57 | GRBK | Green Brick Partners | 0.05% | - | 5,000 | $284K | $56.80 | |
| 58 | UHAL | U-Haul Holding Company | 0.01% | - | 1,508 | $83.42K | $55.32 | |
| 59 | EME | EMCOR GROUP INC | - | Sold | 0 | $0 | No quote | No quote |