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 35 of 98 rows. Rows without a quote are marked unavailable.
| 1 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 9.87% | - | 19,246,096 | $435.35M | $22.62 | No quote |
| 2 | PKX | Posco ADR | 9.35% | - | 4,369,787 | $412.16M | No quote | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 5.87% | - | 22,855,048 | $258.72M | No quote | No quote |
| 4 | BK | Bank of New York Mellon Corp. COM | 5.56% | - | 9,934,498 | $245.28M | $24.69 | No quote |
| 5 | NBR | Nabors Industries SHS | 4.86% | - | 12,168,000 | $214.4M | $17.62 | No quote |
| 6 | XEC | Cimarex Energy Co. COM | 3.55% | - | 2,187,623 | $156.59M | No quote | No quote |
| 7 | CVA | Covanta Holding Corporation COM | 3.48% | - | 9,261,289 | $153.65M | No quote | No quote |
| 8 | ECA | Encana Corporation Total COM | 3.13% | - | 4,545,791 | $137.92M | No quote | No quote |
| 9 | TRC | Tejon Ranch Co. COM | 2.67% | - | 5,100,160 | $117.71M | No quote | No quote |
| 10 | SCMR | Sycamore Networks, Inc. COM | 2.65% | - | 7,033,965 | $116.91M | No quote | No quote |
| 11 | TLAB | Tellabs, Inc. COM | 2.45% | - | 16,908,466 | $108.05M | No quote | No quote |
| 12 | AVX | AVX Corporation COM | 2.36% | - | 8,127,870 | $104.2M | No quote | No quote |
| 13 | KEY | Keycorp COM | 2.26% | - | 12,970,553 | $99.74M | $7.69 | No quote |
| 14 | CVE | Cenovus Energy Inc. COM | 2.09% | - | 3,565,010 | $91.94M | $25.79 | No quote |
| 15 | PPDI | Pharmaceutical Product Dev. Inc. COM | 1.67% | - | 2,905,079 | $73.82M | No quote | No quote |
| 16 | LUK | Leucadia National Corporation COM | 1.65% | - | 3,732,774 | $72.83M | No quote | No quote |
| 17 | ITG | Investment Technology Group COM | 1.57% | - | 4,313,053 | $69.27M | No quote | No quote |
| 18 | ALEX | Alexander & Baldwin, Inc. COM | 1.57% | - | 2,317,378 | $69.01M | No quote | No quote |
| 19 | VNO | Vornado Realty Trust SH BEN INT | 1.48% | - | 897,256 | $65.46M | $72.95 | No quote |
| 20 | WY | Weyerhaeuser Company COM | 1.37% | - | 1,716,740 | $60.43M | $35.20 | No quote |
| 21 | CCRN | Cross Country Healthcare Inc. COM | 1.31% | - | 6,427,656 | $57.79M | $8.99 | No quote |
| 22 | BRS | Bristow Group Inc. COM | 1.31% | - | 1,960,105 | $57.63M | No quote | No quote |
| 23 | JOE | The St. Joe Company COM | 1.19% | - | 2,257,086 | $52.27M | $23.16 | No quote |
| 24 | KSWS | K-Swiss Inc., CL A CL A | 1.11% | - | 4,357,237 | $48.93M | No quote | No quote |
| 25 | NEM | Newmont Mining Corporation COM | 1.07% | - | 765,990 | $47.29M | $61.74 | No quote |
| 26 | ESIO | Electro Scientific Industries, Inc.COM | 1.04% | - | 3,416,819 | $45.65M | No quote | No quote |
| 27 | NWLI | National Western Life Insurance Co.CL A | 1.03% | - | 297,388 | $45.43M | No quote | No quote |
| 28 | SNPS | Synopsys Inc. COM | 0.97% | - | 2,057,276 | $42.94M | $20.87 | No quote |
| 29 | TDW | Tidewater Inc. COM | 0.94% | - | 1,075,088 | $41.63M | $38.72 | No quote |
| 30 | EFII | Electronics for Imaging Inc. COM | 0.92% | - | 4,160,161 | $40.56M | No quote | No quote |
| 31 | WIRE | Encore Wire Corporation COM | 0.86% | - | 2,077,053 | $37.78M | No quote | No quote |
| 32 | MTN | Vail Resorts Inc. COM | 0.76% | - | 963,781 | $33.65M | $34.91 | No quote |
| 33 | MRH | Montpelier Re Holdings Ltd. SHS | 0.74% | - | 2,173,427 | $32.45M | No quote | No quote |
| 34 | LXK | Lexmark International Inc. CL A CL A | 0.73% | - | 968,656 | $32M | No quote | No quote |
| 35 | SUP | Superior Industries International COM | 0.72% | - | 2,374,473 | $31.91M | No quote | No quote |
| 36 | GLT | Glatfelter P. H. Co. COM | 0.70% | - | 2,862,933 | $31.06M | No quote | No quote |
| 37 | PKE | Park Electrochemical Corporation COM | 0.70% | - | 1,264,935 | $30.88M | No quote | No quote |
| 38 | WLK | Westlake Chemical Corp. COM | 0.69% | - | 1,638,393 | $30.43M | $18.57 | No quote |
| 39 | CVCO | Cavco Industries, Inc. COM | 0.66% | - | 831,181 | $29.24M | $35.18 | No quote |
| 40 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.66% | - | 840,179 | $29.13M | $34.67 | No quote |
| 41 | AMAT | Applied Materials, Inc. COM | 0.62% | - | 2,256,989 | $27.13M | $12.02 | No quote |
| 42 | SKY | Skyline Corporation COM | 0.58% | - | 1,408,928 | $25.38M | $18.01 | No quote |
| 43 | TPGI | Thomas Properties Group Inc. COM | 0.57% | - | 7,644,229 | $25.3M | No quote | No quote |
| 44 | HVT | Haverty Furniture Companies Inc. COM | 0.56% | - | 2,002,565 | $24.61M | $12.29 | No quote |
| 45 | IM | Ingram Micro Inc. CL A | 0.51% | - | 1,485,994 | $22.57M | No quote | No quote |
| 46 | JAKK | Jakks Pacific, Inc. COM | 0.51% | - | 1,549,335 | $22.28M | No quote | No quote |
| 47 | ALG | Alamo Group, Inc. COM | 0.47% | - | 956,491 | $20.76M | $21.70 | No quote |
| 48 | PLD | Prologis Trust SH BEN INT | 0.47% | - | 2,039,277 | $20.66M | $10.13 | No quote |
| 49 | - | Developers Diversified Realty Note 3.0% 3/15/12CUSIP 251591AS2 | 0.43% | - | 20,000,000 | $19.15M | No quote | No quote |
| 50 | BRNC | Bronco Drilling Co. Inc. COM | 0.43% | - | 5,631,587 | $18.87M | No quote | No quote |
| 51 | - | Prologis NOTE 1.88% 11/15/2037 NOTE 11/15/37CUSIP 743410AR3 | 0.41% | - | 19,929,000 | $17.89M | No quote | No quote |
| 52 | WHG | Westwood Holdings Group Inc. COM | 0.40% | - | 496,587 | $17.46M | No quote | No quote |
| 53 | HCC | HCC Insurance Holdings COM | 0.39% | - | 701,833 | $17.38M | $24.76 | No quote |
| 54 | HRLY | Herley Industries, Inc. COM | 0.39% | - | 1,211,982 | $17.28M | No quote | No quote |
| 55 | BELFB | Bel Fuse Inc. CL B | 0.39% | - | 1,044,463 | $17.24M | $16.51 | No quote |
| 56 | PDC | Pioneer Drilling Co. COM | 0.38% | - | 2,946,075 | $16.7M | No quote | No quote |
| 57 | CTO | Consolidated Tomoka Land Co. COM | 0.34% | - | 518,400 | $14.77M | $28.50 | No quote |
| 58 | ACGL | Arch Capital Group Ltd. ORD | 0.32% | - | 190,822 | $14.22M | $74.50 | No quote |
| 59 | WL | Wilmington Trust Corp. COM | 0.29% | - | 1,151,785 | $12.77M | No quote | No quote |
| 60 | LEN | Lennar Corp. COM | 0.28% | - | 902,800 | $12.56M | $13.91 | No quote |
| 61 | WFR | MEMC Electronic Materials, Inc. COM | 0.26% | - | 1,146,247 | $11.33M | No quote | No quote |
| 62 | INTC | Intel Corporation COM | 0.25% | - | 575,000 | $11.18M | $19.45 | No quote |
| 63 | MDC | MDC Holdings Inc. COM | 0.25% | - | 403,139 | $10.87M | No quote | No quote |
| 64 | - | Prologis NOTE 2.25% 04/01/2037 NOTE 04/01/37CUSIP 743410AQ5 | 0.25% | - | 11,500,000 | $10.83M | No quote | No quote |
| 65 | STLY | Stanley Furniture Company, Inc. COM | 0.24% | - | 2,589,436 | $10.51M | No quote | No quote |
| 66 | IIIN | Insteel Industries Inc. COM | 0.23% | - | 879,624 | $10.22M | $11.62 | No quote |
| 67 | CSWC | Capital Southwest COM | 0.23% | - | 113,694 | $10M | No quote | No quote |
| 68 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.21% | - | 180,924 | $9.38M | No quote | No quote |
| 69 | BIP | Brookfield Infrastructure Partners LP INT UNIT | 0.15% | - | 422,819 | $6.71M | No quote | No quote |
| 70 | IMN | Imation Corp. COM | 0.15% | - | 710,309 | $6.53M | No quote | No quote |
| 71 | KRNY | Kearny Financial Corp. COM | 0.14% | - | 685,494 | $6.28M | No quote | No quote |
| 72 | ALCO | Alico, Inc. COM | 0.14% | - | 268,414 | $6.17M | No quote | No quote |
| 73 | NAL | NewAlliance Bancshares, Inc. COM | 0.13% | - | 512,986 | $5.75M | No quote | No quote |
| 74 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.12% | - | 132,472 | $5.17M | No quote | No quote |
| 75 | CIT | CIT Group Inc. COM | 0.11% | - | 148,045 | $5.01M | No quote | No quote |
| 76 | COP | ConocoPhillips COM | 0.09% | - | 79,129 | $3.88M | $49.08 | No quote |
| 77 | BR | Broadridge Financial Solutions Inc.COM | 0.08% | - | 175,700 | $3.35M | $19.05 | No quote |
| 78 | GWR | Genesee & Wyoming Inc. CL A | 0.08% | - | 89,117 | $3.33M | No quote | No quote |
| 79 | JNC | Nuveen Investments, Inc., CL A CL A | 0.07% | - | 2,925,000 | $3.05M | No quote | No quote |
| 80 | BFSB | Brooklyn Federal Bancorp Inc. COM | 0.06% | - | 637,122 | $2.81M | No quote | No quote |
| 81 | FFCO | Fedfirst Financial Corporation COM | 0.06% | - | 490,036 | $2.7M | No quote | No quote |
| 82 | UNF | UniFirst Corporation COM | 0.06% | - | 60,295 | $2.65M | $44.02 | No quote |
| 83 | - | Prologis NOTE 2.63% 05/15/2038 NOTE 05/15/38CUSIP 743410AS1 | 0.05% | - | 2,500,000 | $2.25M | No quote | No quote |
| 84 | ICO | International Coal Group Inc. COM | 0.05% | - | 554,461 | $2.14M | No quote | No quote |
| 85 | DEXO | Dex One Corporation COM | 0.05% | - | 109,533 | $2.08M | No quote | No quote |
| 86 | CARV | Carver Bancorp, Inc. COM | 0.04% | - | 218,500 | $1.66M | No quote | No quote |
| 87 | BPO | Brookfield Properties COM | 0.03% | - | 103,650 | $1.46M | No quote | No quote |
| 88 | APSA | Alto Palermo S.A. ADR | 0.02% | - | 99,144 | $959K | No quote | No quote |
| 89 | UMC | United Microelectronics Corp. SPON ADR | 0.02% | - | 265,651 | $773K | $2.91 | No quote |
| 90 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 34,999 | $589K | No quote | No quote |
| 91 | SNY | Sanofi- Aventis ADR | 0.01% | - | 18,800 | $565K | $30.05 | No quote |
| 92 | COBK | Colonial Bankshares Inc. COM | 0.01% | - | 50,920 | $486K | No quote | No quote |
| 93 | EGP | Eastgroup Properties Inc. COM | 0.01% | - | 12,000 | $427K | $35.58 | No quote |
| 94 | FPO | First Potomac Realty Trust COM | 0.01% | - | 24,000 | $345K | No quote | No quote |
| 95 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $299K | No quote | No quote |
| 96 | JRN | Journal Communications Inc. Cl A CL A | 0.01% | - | 61,687 | $245K | No quote | No quote |
| 97 | IRS | Irsa Inversiones Y Rep S A SP GDR GDR | 0.00% | - | 19,411 | $203K | $10.46 | No quote |
| 98 | HKN | HKN Inc. COM | 0.00% | - | 47,478 | $149K | No quote | No quote |