Third Avenue Management
As of Q2 2026, Third Avenue Management reported 55 long-equity positions worth $625.34M in aggregate.
Copy-investor backtest
- Latest quarter
- +10.05%
- 1-year
- +31.07%
- 3-year
- +79.93%
- 5-year
- +90.22%
- 3-year vs S&P 500
- +7.54%
- 5-year vs S&P 500
- +16.99%
- 5-year top 5
- +140.52%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 33 of 95 rows. Rows without a quote are marked unavailable.
| 1 | PKX | Posco ADR | 10.80% | - | 4,347,779 | $569.99M | No quote | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 8.83% | - | 21,012,352 | $466.05M | $22.18 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 6.05% | - | 27,119,135 | $319.46M | No quote | No quote |
| 4 | XEC | Cimarex Energy Co. COM | 5.41% | - | 5,391,049 | $285.56M | No quote | No quote |
| 5 | BK | Bank of New York Mellon Corp. COM | 5.28% | - | 9,963,461 | $278.68M | $27.97 | No quote |
| 6 | NBR | Nabors Industries SHS | 5.02% | - | 12,108,000 | $265.04M | $21.89 | No quote |
| 7 | CVA | Covanta Holding Corporation COM | 3.17% | - | 9,261,289 | $167.54M | No quote | No quote |
| 8 | AVX | AVX Corporation COM | 3.10% | - | 12,930,302 | $163.83M | No quote | No quote |
| 9 | TRC | Tejon Ranch Co. COM | 2.74% | - | 4,947,786 | $144.57M | No quote | No quote |
| 10 | TLAB | Tellabs, Inc. COM | 2.66% | - | 24,693,229 | $140.26M | No quote | No quote |
| 11 | ECA | Encana Corporation COM | 2.19% | - | 3,564,993 | $115.47M | No quote | No quote |
| 12 | SCMR | Sycamore Networks, Inc. COM | 2.10% | - | 5,289,002 | $110.59M | No quote | No quote |
| 13 | ALEX | Alexander & Baldwin, Inc. COM | 1.77% | - | 2,733,211 | $93.56M | No quote | No quote |
| 14 | LUK | Leucadia National Corporation COM | 1.75% | - | 3,891,631 | $92.58M | No quote | No quote |
| 15 | MRH | Montpelier Re Holdings Ltd. SHS | 1.62% | - | 4,924,355 | $85.29M | No quote | No quote |
| 16 | BRS | Bristow Group Inc. COM | 1.60% | - | 2,191,514 | $84.26M | No quote | No quote |
| 17 | ITG | Investment Technology Group COM | 1.51% | - | 4,045,613 | $79.7M | No quote | No quote |
| 18 | PPDI | Pharmaceutical Product Dev. Inc. COM | 1.42% | - | 3,187,836 | $74.72M | No quote | No quote |
| 19 | CVE | Cenovus Energy Inc. COM | 1.37% | - | 2,862,282 | $72.13M | $25.20 | No quote |
| 20 | JOE | The St. Joe Company COM | 1.27% | - | 2,325,999 | $67.2M | $28.89 | No quote |
| 21 | VNO | Vornado Realty Trust SH BEN INT | 1.20% | - | 906,265 | $63.38M | $69.94 | No quote |
| 22 | CCRN | Cross Country Healthcare Inc. COM | 1.20% | - | 6,373,482 | $63.16M | $9.91 | No quote |
| 23 | KEY | Keycorp COM | 1.15% | - | 10,970,000 | $60.88M | $5.55 | No quote |
| 24 | NWLI | National Western Life Insurance Co. CL A | 1.06% | - | 321,033 | $55.74M | No quote | No quote |
| 25 | TDW | Tidewater Inc. COM | 1.05% | - | 1,153,578 | $55.31M | $47.95 | No quote |
| 26 | EFII | Electronics for Imaging Inc. COM | 1.04% | - | 4,211,440 | $54.79M | No quote | No quote |
| 27 | MTN | Vail Resorts Inc. COM | 0.99% | - | 1,382,432 | $52.26M | $37.80 | No quote |
| 28 | MDC | MDC Holdings Inc. COM | 0.95% | - | 1,622,862 | $50.37M | No quote | No quote |
| 29 | SNPS | Synopsys Inc. COM | 0.92% | - | 2,176,796 | $48.5M | $22.28 | No quote |
| 30 | WIRE | Encore Wire Corporation COM | 0.88% | - | 2,200,985 | $46.38M | No quote | No quote |
| 31 | KSWS | K-Swiss Inc. CL A | 0.84% | - | 4,473,780 | $44.47M | No quote | No quote |
| 32 | WLK | Westlake Chemical Corp. COM | 0.83% | - | 1,761,737 | $43.92M | $24.93 | No quote |
| 33 | SUP | Superior Industries Int'l, Inc. COM | 0.83% | - | 2,849,785 | $43.6M | No quote | No quote |
| 34 | WY | Weyerhaeuser Company COM | 0.80% | - | 982,197 | $42.37M | $43.14 | No quote |
| 35 | ESIO | Electro Scientific Industries, Inc. COM | 0.78% | - | 3,804,924 | $41.17M | No quote | No quote |
| 36 | PKE | Park Electrochemical Corporation COM | 0.77% | - | 1,466,505 | $40.53M | No quote | No quote |
| 37 | LXK | Lexmark International Inc. CL A | 0.76% | - | 1,550,190 | $40.27M | No quote | No quote |
| 38 | NEM | Newmont Mining Corporation COM | 0.70% | - | 777,142 | $36.77M | $47.31 | No quote |
| 39 | AMAT | Applied Materials, Inc. COM | 0.69% | - | 2,629,429 | $36.65M | $13.94 | No quote |
| 40 | GLT | Glatfelter P. H. Co. COM | 0.68% | - | 2,937,883 | $35.7M | No quote | No quote |
| 41 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.66% | - | 836,979 | $34.84M | $41.62 | No quote |
| 42 | HVT | Haverty Furniture Companies Inc. COM | 0.62% | - | 2,375,849 | $32.62M | $13.73 | No quote |
| 43 | PDC | Pioneer Drilling Co. COM | 0.57% | - | 3,840,896 | $30.34M | No quote | No quote |
| 44 | CVCO | Cavco Industries, Inc. COM | 0.57% | - | 831,181 | $29.86M | $35.92 | No quote |
| 45 | BRNC | Bronco Drilling Co. Inc. COM | 0.54% | - | 5,628,487 | $28.54M | No quote | No quote |
| 46 | SKY | Skyline Corporation COM | 0.49% | - | 1,415,574 | $26.05M | $18.40 | No quote |
| 47 | STLY | Stanley Furniture Company, Inc. COM | 0.47% | - | 2,443,437 | $24.8M | No quote | No quote |
| 48 | BELFB | Bel Fuse Inc. CL B CL B | 0.45% | - | 1,116,474 | $23.99M | $21.49 | No quote |
| 49 | TPGI | Thomas Properties Group Inc. COM | 0.45% | - | 7,971,973 | $23.6M | No quote | No quote |
| 50 | PLD | Prologis Trust SH BEN INT | 0.42% | - | 1,614,227 | $22.1M | $13.69 | No quote |
| 51 | MBI | MBIA Inc. COM | 0.41% | - | 5,484,555 | $21.83M | $3.98 | No quote |
| 52 | ACGL | Arch Capital Group Ltd. ORD | 0.40% | - | 293,590 | $21.01M | $71.55 | No quote |
| 53 | ALG | Alamo Group, Inc. COM | 0.38% | - | 1,169,949 | $20.07M | $17.15 | No quote |
| 54 | ABKFQ | Ambac Financial Group COM | 0.38% | - | 23,905,335 | $19.84M | No quote | No quote |
| 55 | JAKK | Jakks Pacific, Inc. COM | 0.37% | - | 1,621,960 | $19.66M | No quote | No quote |
| 56 | HRLY | Herley Industries, Inc. COM | 0.35% | - | 1,313,717 | $18.25M | No quote | No quote |
| 57 | WHG | Westwood Holdings Group Inc. COM | 0.34% | - | 492,087 | $17.88M | No quote | No quote |
| 58 | CTO | Consolidated Tomoka Land Co. COM | 0.34% | - | 510,182 | $17.83M | $34.94 | No quote |
| 59 | - | Prologis NOTE 1.88% NOTE 11/15/37CUSIP 743410AR3 | 0.33% | - | 19,929,000 | $17.64M | No quote | No quote |
| 60 | - | Brandywine Operating Partnership NOTE 3.875%CUSIP 105340AH6 | 0.31% | - | 16,500,000 | $16.19M | No quote | No quote |
| 61 | HCC | HCC Insurance Holdings COM | 0.29% | - | 554,919 | $15.52M | $27.97 | No quote |
| 62 | IIIN | Insteel Industries Inc. COM | 0.26% | - | 1,068,787 | $13.89M | $13.00 | No quote |
| 63 | - | Prologis NOTE 2.25% NOTE 04/01/37CUSIP 743410AQ5 | 0.25% | - | 14,000,000 | $12.99M | No quote | No quote |
| 64 | INTC | Intel Corporation COM | 0.22% | - | 575,000 | $11.73M | $20.40 | No quote |
| 65 | COHR | Coherent Inc. COM | 0.19% | - | 328,803 | $9.78M | $29.73 | No quote |
| 66 | CSWC | Capital Southwest COM | 0.18% | - | 119,194 | $9.39M | No quote | No quote |
| 67 | IM | Ingram Micro Inc. CL A | 0.17% | - | 505,450 | $8.82M | No quote | No quote |
| 68 | AHL | Aspen Insurance Holdings Ltd SHS | 0.15% | - | 312,991 | $7.97M | No quote | No quote |
| 69 | BIP | Brookfield Infrastructure Part. L.P. LP INT UNIT | 0.15% | - | 466,843 | $7.83M | No quote | No quote |
| 70 | ALCO | Alico, Inc. COM | 0.15% | - | 269,164 | $7.66M | No quote | No quote |
| 71 | KRNY | Kearny Financial Corp. COM | 0.13% | - | 660,494 | $6.66M | No quote | No quote |
| 72 | BFSB | Brooklyn Federal Bancorp Inc. COM | 0.12% | - | 637,122 | $6.4M | No quote | No quote |
| 73 | IMN | Imation Corp. COM | 0.12% | - | 707,709 | $6.17M | No quote | No quote |
| 74 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.11% | - | 132,472 | $6.04M | No quote | No quote |
| 75 | JRN | Journal Communications Inc. CL A | 0.11% | - | 1,459,559 | $5.68M | No quote | No quote |
| 76 | NAL | NewAlliance Bancshares, Inc. COM | 0.10% | - | 454,286 | $5.46M | No quote | No quote |
| 77 | OFLX | Omega Flex Inc. COM | 0.10% | - | 360,100 | $5.04M | No quote | No quote |
| 78 | COP | ConocoPhillips COM | 0.09% | - | 89,462 | $4.57M | $51.07 | No quote |
| 79 | - | Prologis NOTE 2.63% NOTE 05/15/38CUSIP 743410AS1 | 0.08% | - | 5,000,000 | $4.48M | No quote | No quote |
| 80 | AGU | Agrium, Inc. COM | 0.08% | - | 70,779 | $4.35M | No quote | No quote |
| 81 | LPX | Louisiana Pacific Corp. COM | 0.06% | - | 486,575 | $3.4M | $6.98 | No quote |
| 82 | GWR | Genesee & Wyoming Inc. CL A | 0.06% | - | 102,441 | $3.34M | No quote | No quote |
| 83 | CARV | Carver Bancorp, Inc. COM | 0.04% | - | 218,500 | $1.98M | No quote | No quote |
| 84 | FFCO | Fedfirst Financial Corporation COM | 0.03% | - | 490,036 | $1.72M | No quote | No quote |
| 85 | BPO | Brookfield Properties COM | 0.03% | - | 136,850 | $1.66M | No quote | No quote |
| 86 | KID | Kid Brands, Inc. COM | 0.03% | - | 306,037 | $1.34M | No quote | No quote |
| 87 | UMC | United Microelectronics Corp. SPON ADR | 0.02% | - | 304,303 | $1.18M | $3.88 | No quote |
| 88 | APSA | Alto Palermo S.A. ADR | 0.02% | - | 99,144 | $917K | No quote | No quote |
| 89 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 40,799 | $688K | No quote | No quote |
| 90 | EGP | Eastgroup Properties Inc. COM | 0.01% | - | 15,500 | $593K | $38.26 | No quote |
| 91 | FPO | First Potomac Realty Trust COM | 0.01% | - | 32,300 | $406K | No quote | No quote |
| 92 | COBK | Colonial Bankshares Inc. COM | 0.01% | - | 50,920 | $369K | No quote | No quote |
| 93 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $307K | No quote | No quote |
| 94 | HKN | HKN Inc. COM | 0.00% | - | 47,478 | $174K | No quote | No quote |
| 95 | SOCWS | Stoneleigh Partners Acquisition WTS EXP 05/31/11 | 0.00% | - | 875,000 | $0 | No quote | No quote |