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 48 of 60 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 8.33% | Reduce -0.5% | 509,811 | $48.54M | $95.21 | |
| 2 | HCC | Warrior Met Coal Inc. | 8.23% | Add +0.1% | 764,402 | $47.98M | $62.77 | |
| 3 | DB | Deutsche Bank AG | 6.80% | Reduce -0.2% | 2,481,698 | $39.65M | $15.98 | |
| 4 | VAL | Valaris Ltd. | 5.37% | Add +0.1% | 420,158 | $31.3M | $74.50 | |
| 5 | ORI | Old Republic International Corp. | 4.39% | Add +0.1% | 827,848 | $25.58M | $30.90 | |
| 6 | CMA | Comerica Inc. | 4.17% | Add +0.1% | 476,412 | $24.32M | No quote | No quote |
| 7 | LEN-B | Lennar Corp - Class B | 3.87% | Reduce -3.3% | 161,781 | $22.56M | $139.43 | |
| 8 | LAZ | Lazard Ltd. | 3.61% | Add +0.1% | 550,809 | $21.03M | $38.18 | |
| 9 | BN | Brookfield Corp. | 3.45% | Reduce -0.0% | 484,530 | $20.13M | $41.54 | |
| 10 | UHAL-B | U-Haul Holding Company | 2.93% | Reduce -3.4% | 284,509 | $17.08M | $60.02 | |
| 11 | CBRE | CBRE Group, Inc. | 2.79% | Add +0.3% | 182,801 | $16.29M | $89.11 | |
| 12 | DHI | DR Horton Inc. | 2.56% | Reduce -13.8% | 105,990 | $14.94M | $140.93 | |
| 13 | PLD | Prologis Inc. | 2.48% | Add +10.3% | 128,889 | $14.48M | $112.31 | |
| 14 | SUI | Sun Communities Inc. | 2.23% | Add +23.6% | 107,795 | $12.97M | $120.34 | |
| 15 | UMBF | UMB Financial Corporation | 2.14% | - | 149,284 | $12.45M | $83.42 | |
| 16 | AMH | American Homes 4 Rent | 2.04% | Reduce -5.6% | 320,621 | $11.91M | $37.16 | |
| 17 | JLL | Jones Lang Lasalle | 1.83% | - | 51,990 | $10.67M | $205.28 | |
| 18 | WY | Weyerhaeuser Company | 1.68% | Reduce -7.0% | 344,740 | $9.79M | $28.39 | |
| 19 | FPH | Five Point Holdings LLC - CL A | 1.66% | Add +0.2% | 3,310,930 | $9.7M | $2.93 | |
| 20 | MYRG | MYR Group Inc. | 1.58% | - | 67,757 | $9.2M | $135.71 | |
| 21 | RYN | Rayonier Inc. | 1.58% | Reduce -7.0% | 315,753 | $9.19M | $29.09 | |
| 22 | FR | First Industrial Realty Trust, Inc. | 1.28% | Add +1.2% | 157,130 | $7.47M | $47.51 | |
| 23 | SEB | Seaboard Corp. | 1.27% | - | 2,334 | $7.38M | $3160.74 | |
| 24 | FRPH | FRP Holdings Inc. | 1.24% | Add +0.0%2:1 split | 253,055 | $7.22M | $28.52 | |
| 25 | ECPG | Encore Capital Group Inc. | 1.22% | - | 170,678 | $7.12M | $41.73 | |
| 26 | ITIC | Investors Title Co. | 1.21% | Add +0.1% | 39,197 | $7.06M | $180.13 | |
| 27 | KALU | Kaiser Aluminum Corp. | 1.20% | Reduce -28.1% | 79,623 | $7M | $87.90 | |
| 28 | PRA | Proassurance Corp. | 1.18% | Reduce -8.0% | 564,069 | $6.89M | $12.22 | |
| 29 | BATRA | Atlanta Braves Holdings Inc - A | 1.17% | - | 164,438 | $6.8M | $41.33 | |
| 30 | ICFI | ICF International, Inc. | 1.13% | Reduce -0.0% | 44,257 | $6.57M | $148.46 | |
| 31 | LXU | LSB Industries Inc. | 1.11% | - | 787,909 | $6.45M | $8.18 | |
| 32 | PB | Prosperity Bancshares Inc. | 1.07% | - | 101,965 | $6.23M | $61.14 | |
| 33 | COLL | Collegium Pharmaceutical Inc. | 1.01% | Add +68.6% | 182,281 | $5.87M | $32.20 | |
| 34 | FNF | FNF Group | 1.01% | Add +0.6% | 118,656 | $5.86M | $49.42 | |
| 35 | TPH | Tri Pointe Group Inc. | 1.00% | - | 155,997 | $5.81M | $37.25 | |
| 36 | SBSI | Southside Bancshares Inc. | 0.99% | - | 209,426 | $5.78M | $27.61 | |
| 37 | ALG | Alamo Group, Inc. | 0.95% | - | 31,880 | $5.52M | $173.00 | |
| 38 | WASH | Washington Trust Bancorp. | 0.94% | - | 199,119 | $5.46M | No quote | No quote |
| 39 | HBB | Hamilton Beach Brand | 0.94% | - | 317,313 | $5.45M | No quote | No quote |
| 40 | SUPN | Supernus Pharmaceuticals, Inc. | 0.87% | Add +18.4% | 189,118 | $5.06M | $26.75 | |
| 41 | BAM | Brookfield Asset Mgmt. CL A | 0.86% | Add +0.3% | 132,103 | $5.03M | $38.05 | |
| 42 | CET | Central Securities Corporation | 0.84% | - | 111,210 | $4.9M | $44.02 | |
| 43 | IVT | Inventrust Properties Corp. | 0.78% | - | 183,296 | $4.54M | No quote | No quote |
| 44 | UNF | UniFirst Corporation | 0.69% | Add +17.7% | 23,356 | $4.01M | $171.53 | |
| 45 | LOW | Lowe's Companies Inc. | 0.53% | Reduce -48.0% | 14,096 | $3.11M | $220.46 | |
| 46 | ELME | Elme Communities | 0.25% | - | 93,000 | $1.48M | No quote | No quote |
| 47 | ROIC | Retail Opportunity Investments Corp. | 0.19% | - | 90,000 | $1.12M | No quote | No quote |
| 48 | CTO | CTO Realty Growth, Inc. | 0.19% | - | 63,000 | $1.1M | $17.46 | |
| 49 | EQC | Equity Commonwealth | 0.18% | - | 55,000 | $1.07M | No quote | No quote |
| 50 | WSR | Whitestone REIT | 0.18% | - | 80,000 | $1.06M | $13.31 | |
| 51 | BATRK | Atlanta Braves Holdings Inc - C | 0.18% | Add +0.5% | 26,292 | $1.04M | $39.44 | |
| 52 | RMR | The RMR Group Inc. | 0.14% | - | 37,000 | $836.2K | No quote | No quote |
| 53 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $787.8K | No quote | No quote |
| 54 | WCC | Wesco International | 0.13% | New | 4,736 | $750.75K | $158.52 | |
| 55 | TPHS | Trinity Place Holdings | 0.07% | Reduce -15.4% | 3,475,472 | $406.63K | No quote | No quote |
| 56 | STC | Stewart Information Services Corp. | 0.06% | - | 5,194 | $322.44K | $62.08 | |
| 57 | VTMX | Vesta Real Estate Corp. | 0.05% | New | 10,000 | $299.9K | No quote | No quote |
| 58 | GRBK | Green Brick Partners | 0.05% | - | 5,000 | $286.2K | $57.24 | |
| 59 | UHAL | U-Haul Holding Company | 0.02% | - | 1,456 | $89.88K | $61.73 | |
| 60 | HA | Hawaiian Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |