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 43 of 112 rows. Rows without a quote are marked unavailable.
| 1 | PKX | Posco ADR | 9.67% | Add +0.1% | 4,377,987 | $475.54M | No quote | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 8.44% | Reduce -9.4% | 12,513,186 | $415.06M | $33.17 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 7.35% | Reduce -0.6% | 19,351,449 | $361.29M | No quote | No quote |
| 4 | BK | Bank of New York Mellon Corp. COM | 5.11% | Reduce -1.0% | 9,808,818 | $251.3M | $25.62 | No quote |
| 5 | TRC | Tejon Ranch Co. COM | 3.34% | Reduce -2.5% | 4,810,493 | $164.04M | No quote | No quote |
| 6 | CVA | Covanta Holding Corporation COM | 3.11% | - | 9,261,289 | $152.72M | No quote | No quote |
| 7 | ECA | Encana Corp. COM | 3.02% | Reduce -1.2% | 4,820,545 | $148.43M | No quote | No quote |
| 8 | WY | Weyerhaeuser Co. COM | 2.89% | Add +0.9% | 6,499,140 | $142.07M | $21.86 | No quote |
| 9 | CVE | Cenovus Energy Inc. COM | 2.40% | Reduce -3.4% | 3,131,860 | $117.95M | $37.66 | No quote |
| 10 | KEY | Keycorp COM | 2.34% | Add +5.7% | 13,803,063 | $114.98M | $8.33 | No quote |
| 11 | LUK | Leucadia National Corporation COM | 2.27% | Reduce -4.3% | 3,269,321 | $111.48M | No quote | No quote |
| 12 | TLAB | Tellabs, Inc. COM | 1.95% | Add +5.4% | 20,806,142 | $95.92M | No quote | No quote |
| 13 | SCMR | Sycamore Networks, Inc. COM NEW | 1.93% | Reduce -23.4% | 4,268,590 | $94.93M | No quote | No quote |
| 14 | NBR | Nabors Industries SHS | 1.91% | Reduce -66.0% | 3,809,648 | $93.87M | $24.64 | No quote |
| 15 | AVX | AVX Corporation COM | 1.81% | Reduce -2.3% | 5,850,844 | $89.17M | No quote | No quote |
| 16 | VNO | Vornado Realty Trust SH BEN INT | 1.67% | Reduce -0.7% | 881,998 | $82.19M | $93.18 | No quote |
| 17 | BRS | Bristow Group Inc. COM | 1.63% | Add +3.9% | 1,568,285 | $80.01M | No quote | No quote |
| 18 | PPDI | Pharmaceutical Product Dev. Inc.COM | 1.47% | Reduce -2.2% | 2,684,863 | $72.06M | No quote | No quote |
| 19 | KGC | Kinross Gold Corp. COM | 1.30% | Add +45.1% | 4,037,599 | $63.72M | $15.78 | No quote |
| 20 | ITG | Investment Technology Group COM | 1.20% | Reduce -0.5% | 4,213,596 | $59.08M | No quote | No quote |
| 21 | ALEX | Alexander & Baldwin, Inc. COM | 1.12% | Reduce -21.6% | 1,140,623 | $54.93M | No quote | No quote |
| 22 | MTN | Vail Resorts Inc. COM | 1.00% | Add +48.0% | 1,059,323 | $48.96M | $46.22 | No quote |
| 23 | IM | Ingram Micro Inc. CL A | 0.99% | Add +8.2% | 2,677,688 | $48.57M | No quote | No quote |
| 24 | AMAT | Applied Materials, Inc. COM | 0.98% | Add +0.7% | 3,715,596 | $48.34M | $13.01 | No quote |
| 25 | CCRN | Cross Country Healthcare Inc. COM | 0.94% | Reduce -0.2% | 6,090,171 | $46.29M | $7.60 | No quote |
| 26 | SUP | Superior Industries InternationaCOM | 0.94% | Reduce -6.8% | 2,086,090 | $46.12M | No quote | No quote |
| 27 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 0.91% | Add +39.8% | 814,979 | $44.51M | $54.62 | No quote |
| 28 | LEN | Lennar Corp. CL A | 0.90% | Reduce -0.5% | 2,434,369 | $44.18M | $18.15 | No quote |
| 29 | NEM | Newmont Mining Corporation COM | 0.89% | Reduce -2.4% | 810,097 | $43.72M | $53.97 | No quote |
| 30 | MANT | Mantech International Corp. COM | 0.86% | Add +112.0% | 955,274 | $42.43M | No quote | No quote |
| 31 | KSWS | K-Swiss Inc. CL A | 0.85% | Reduce -0.1% | 3,923,354 | $41.71M | No quote | No quote |
| 32 | GLT | Glatfelter P. H. Co. COM | 0.84% | Reduce -18.1% | 2,691,288 | $41.39M | No quote | No quote |
| 33 | BR | Broadridge Financial Solutions ICOM | 0.81% | Add +83.3% | 1,658,331 | $39.73M | $23.96 | No quote |
| 34 | EFII | Electronics for Imaging Inc. COM | 0.79% | Reduce -41.7% | 2,259,515 | $38.91M | No quote | No quote |
| 35 | LXK | Lexmark International Inc. CL A | 0.78% | Add +29.3% | 1,306,348 | $38.22M | No quote | No quote |
| 36 | CVCO | Cavco Industries, Inc. COM | 0.76% | - | 831,181 | $37.4M | $45.00 | No quote |
| 37 | FR | First Industrial Realty Trust, ICOM | 0.75% | Reduce -0.9% | 3,212,033 | $36.78M | $11.45 | No quote |
| 38 | OSK | Oshkosh Corporation COM | 0.75% | New | 1,267,685 | $36.69M | $28.94 | No quote |
| 39 | MSG | Madison Square Garden Inc. CL A | 0.75% | Add +263.4% | 1,330,651 | $36.63M | No quote | No quote |
| 40 | CKH | Seacor Holdings Inc. COM | 0.74% | Add +175.1% | 363,690 | $36.35M | No quote | No quote |
| 41 | SNPS | Synopsys Inc. COM | 0.73% | Add +13.9% | 1,400,586 | $36.01M | $25.71 | No quote |
| 42 | MRH | Montpelier Re Holdings Ltd. SHS | 0.71% | Reduce -0.3% | 1,950,272 | $35.11M | No quote | No quote |
| 43 | WIRE | Encore Wire Corporation COM | 0.69% | Reduce -24.4% | 1,407,197 | $34.08M | No quote | No quote |
| 44 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.66% | Add +109.4% | 432,974 | $32.58M | No quote | No quote |
| 45 | WTM | White Mountains Insurance Group COM | 0.65% | New | 75,973 | $31.92M | $420.15 | No quote |
| 46 | TDW | Tidewater Inc. COM | 0.65% | Reduce -9.9% | 592,027 | $31.86M | $53.81 | No quote |
| 47 | ESIO | Electro Scientific Industries, ICOM | 0.64% | Reduce -39.6% | 1,626,569 | $31.39M | No quote | No quote |
| 48 | ACGL | Arch Capital Group Ltd. ORD | 0.61% | Add +317.7% | 937,236 | $29.92M | $31.92 | No quote |
| 49 | PKE | Park Electrochemical Corp. COM | 0.60% | Reduce -10.9% | 1,055,463 | $29.5M | No quote | No quote |
| 50 | JAKK | Jakks Pacific, Inc. COM | 0.59% | Add +21.4% | 1,581,563 | $29.12M | No quote | No quote |
| 51 | WLK | Westlake Chemical Corp. COM | 0.59% | Reduce -45.0% | 557,009 | $28.91M | $51.90 | No quote |
| 52 | HCC | HCC Insurance Holdings COM | 0.59% | Add +29.8% | 914,120 | $28.8M | $31.50 | No quote |
| 53 | WFR | MEMC Electronic Materials, Inc. COM | 0.54% | Add +47.1% | 3,124,011 | $26.65M | No quote | No quote |
| 54 | BELFB | Bel Fuse Inc. CL B | 0.53% | Add +17.1% | 1,204,761 | $26.13M | $21.69 | No quote |
| 55 | TPGI | Thomas Properties Group Inc. COM | 0.50% | - | 7,622,679 | $24.47M | No quote | No quote |
| 56 | NWLI | National Western Life Insurance CL A | 0.49% | Reduce -31.9% | 149,533 | $23.85M | No quote | No quote |
| 57 | HVT | Haverty Furniture Companies Inc.COM | 0.47% | Add +0.0% | 1,995,651 | $22.97M | $11.51 | No quote |
| 58 | SKY | Skyline Corporation COM | 0.43% | Reduce -5.2% | 1,205,663 | $21.1M | $17.50 | No quote |
| 59 | ICFI | ICF International, Inc. COM | 0.42% | New | 822,818 | $20.88M | $25.38 | No quote |
| 60 | LOW | Lowe's Companies Inc. COM | 0.42% | New | 888,400 | $20.71M | $23.31 | No quote |
| 61 | WHG | Westwood Holdings Group Inc. COM | 0.41% | Add +1.2% | 534,884 | $20.38M | No quote | No quote |
| 62 | UNF | UniFirst Corporation COM | 0.39% | Add +176.9% | 342,199 | $19.23M | $56.19 | No quote |
| 63 | ALG | Alamo Group, Inc. COM | 0.38% | Add +1.2% | 792,159 | $18.77M | $23.70 | No quote |
| 64 | MTX | Minerals Technologies Inc. COM | 0.36% | Add +98.8% | 270,154 | $17.91M | No quote | No quote |
| 65 | STLY | Stanley Furniture Company, Inc. COM | 0.31% | Reduce -2.3% | 3,638,481 | $15.25M | No quote | No quote |
| 66 | CTO | Consolidated Tomoka Land Co. COM | 0.30% | - | 524,100 | $14.99M | $28.60 | No quote |
| 67 | SAFM | Sanderson Farms Inc. COM | 0.30% | Reduce -47.9% | 305,503 | $14.6M | No quote | No quote |
| 68 | INTC | Intel Corporation COM | 0.26% | - | 575,000 | $12.74M | $22.16 | No quote |
| 69 | PDC | Pioneer Drilling Co. COM | 0.25% | Reduce -19.1% | 809,815 | $12.34M | No quote | No quote |
| 70 | STNG | Scorpio Tankers COM | 0.24% | New | 1,204,969 | $12.04M | $9.99 | No quote |
| 71 | CSWC | Capital Southwest COM | 0.24% | - | 126,348 | $11.66M | No quote | No quote |
| 72 | AIG | American International Group, InCOM | 0.23% | New | 383,000 | $11.23M | $29.32 | No quote |
| 73 | IIIN | Insteel Industries Inc. COM | 0.22% | - | 874,624 | $10.97M | $12.54 | No quote |
| 74 | NLY | Annaly Capital Management, Inc. COM | 0.22% | Reduce -2.3% | 600,000 | $10.82M | No quote | No quote |
| 75 | BIP | Brookfield Infrastructure PartneLP INT UNIT | 0.21% | - | 418,000 | $10.47M | No quote | No quote |
| 76 | ABH | AbitibiBowater Inc. NEW COM NEW | 0.16% | - | 398,305 | $8.09M | No quote | No quote |
| 77 | TFX | Telefex Inc. COM | 0.16% | New | 129,781 | $7.92M | $61.06 | No quote |
| 78 | FNFG | First Niagara Financial Group, ICOM | 0.16% | Add +2716.2% | 585,059 | $7.72M | No quote | No quote |
| 79 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.15% | - | 132,472 | $7.56M | No quote | No quote |
| 80 | GM | General Motors Co. COM | 0.14% | Add +40.4% | 233,967 | $7.1M | $30.36 | No quote |
| 81 | MDC | MDC Holdings Inc. COM | 0.14% | Reduce -10.3% | 279,334 | $6.88M | No quote | No quote |
| 82 | IMN | Imation Corp. COM | 0.14% | Add +0.1% | 713,509 | $6.74M | No quote | No quote |
| 83 | ALCO | Alico, Inc. COM | 0.14% | Add +0.1% | 261,434 | $6.7M | No quote | No quote |
| 84 | PVXZZZZ | Provident Energy Ltd COM | 0.13% | New | 700,566 | $6.26M | No quote | No quote |
| 85 | KRNY | Kearny Financial Corp. COM | 0.13% | - | 682,994 | $6.22M | No quote | No quote |
| 86 | EXL | Excel Trust, Inc. COM | 0.08% | Add +2912.7% | 369,688 | $4.08M | No quote | No quote |
| 87 | DNN | Denison Mines Corp. COM | 0.07% | - | 1,838,700 | $3.51M | No quote | No quote |
| 88 | FFCO | Fedfirst Financial Corporation COM | 0.07% | - | 232,032 | $3.46M | No quote | No quote |
| 89 | TRNO | Terreno Realty Corp. COM | 0.05% | Add +50.0% | 150,000 | $2.55M | $17.01 | No quote |
| 90 | CIT | CIT Group Inc. COM NEW | 0.04% | - | 50,000 | $2.21M | No quote | No quote |
| 91 | XEC | Cimarex Energy Co. COM | 0.04% | Reduce -17.3% | 23,531 | $2.12M | No quote | No quote |
| 92 | APSA | Alto Palermo S.A. SPON ADR | 0.04% | Reduce -8.1% | 82,638 | $1.81M | No quote | No quote |
| 93 | COP | ConocoPhillips COM | 0.03% | Reduce -52.7% | 20,378 | $1.53M | $75.18 | No quote |
| 94 | RYL | Ryland Group Inc. COM | 0.02% | - | 66,900 | $1.11M | No quote | No quote |
| 95 | SNY | Sanofi- Aventis SPON ADR | 0.02% | Reduce -6.9% | 21,784 | $875K | $40.17 | No quote |
| 96 | BPO | Brookfield Properties COM | 0.01% | - | 37,550 | $724K | No quote | No quote |
| 97 | IRS | Irsa Inversiones Y Rep S A GDR | 0.01% | Reduce -40.2% | 50,764 | $699K | $13.77 | No quote |
| 98 | COBK | Colonial Financial Services COM | 0.01% | - | 47,859 | $605K | No quote | No quote |
| 99 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $481K | No quote | No quote |
| 100 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $407K | No quote | No quote |
| 101 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $336K | No quote | No quote |
| 102 | UMC | United Microelectronics Corp. SPON ADR | 0.00% | Reduce -45.6% | 77,505 | $198K | $2.55 | No quote |
| 103 | HKN | HKN Inc. COM | 0.00% | Add +74.8% | 82,993 | $189K | No quote | No quote |
| 104 | CARV | Carver Bancorp, Inc. COM | 0.00% | - | 218,500 | $175K | No quote | No quote |
| 112 | WFD | Westfield Financial, Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 111 | PBCT | People's United Financial Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 110 | NAL | NewAlliance Bancshares, Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 109 | ICO | International Coal Group Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 108 | HRLY | Herley Industries, Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 107 | GGP | General Growth Properties, Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 106 | BRNC | Bronco Drilling Co. Inc. COM | - | Sold | 0 | $0 | No quote | No quote |
| 105 | BKU | Bank United Co. COM | - | Sold | 0 | $0 | No quote | No quote |