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 46 of 117 rows. Rows without a quote are marked unavailable.
| 1 | BAM | Brookfield Asset Mgmt. CL A LTD VT SH | 8.44% | Reduce -2.8% | 12,161,221 | $335.04M | $27.55 | No quote |
| 2 | PKX | Posco ADR | 8.42% | Add +0.5% | 4,398,137 | $334.3M | No quote | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 5.36% | Add +3.2% | 19,972,847 | $212.91M | No quote | No quote |
| 4 | BK | Bank of New York Mellon Corp. COM | 4.72% | Add +2.8% | 10,086,803 | $187.51M | $18.59 | No quote |
| 5 | CVA | Covanta Holding Corporation COM | 3.54% | - | 9,261,289 | $140.68M | No quote | No quote |
| 6 | TRC | Tejon Ranch Co. COM | 2.88% | Reduce -0.5% | 4,785,493 | $114.23M | No quote | No quote |
| 7 | WY | Weyerhaeuser Company COM | 2.77% | Add +8.6% | 7,059,648 | $109.78M | $15.55 | No quote |
| 8 | TLAB | Tellabs, Inc. COM | 2.76% | Add +22.7% | 25,535,230 | $109.55M | No quote | No quote |
| 9 | ECA | Encana Corporation COM | 2.40% | Add +2.7% | 4,952,319 | $95.13M | No quote | No quote |
| 10 | CVE | Cenovus Energy Inc. COM | 2.37% | Reduce -2.0% | 3,068,313 | $94.23M | $30.71 | No quote |
| 11 | KEY | Keycorp COM | 2.14% | Add +3.7% | 14,315,558 | $84.89M | $5.93 | No quote |
| 12 | SCMR | Sycamore Networks, Inc. COM NEW | 1.93% | Reduce -0.8% | 4,233,959 | $76.42M | No quote | No quote |
| 13 | LUK | Leucadia National Corporation COM | 1.87% | Reduce 0.0% | 3,269,281 | $74.15M | No quote | No quote |
| 14 | BRS | Bristow Group Inc. COM | 1.78% | Add +6.3% | 1,667,209 | $70.74M | No quote | No quote |
| 15 | AVX | AVX Corporation COM | 1.73% | Reduce -0.9% | 5,797,057 | $68.81M | No quote | No quote |
| 16 | KGC | Kinross Gold Corporation COM | 1.59% | Add +4.3% | 4,210,099 | $62.91M | $14.94 | No quote |
| 17 | LOW | Lowe's Companies Inc. COM | 1.49% | Add +244.0% | 3,055,700 | $59.1M | $19.34 | No quote |
| 18 | AMAT | Applied Materials, Inc. COM | 1.32% | Add +36.5% | 5,072,296 | $52.5M | $10.35 | No quote |
| 19 | NEM | Newmont Mining Corporation COM | 1.27% | Reduce -0.7% | 804,237 | $50.59M | $62.90 | No quote |
| 20 | VNO | Vornado Realty Trust SH BEN INT | 1.24% | Reduce -25.0% | 661,768 | $49.38M | $74.62 | No quote |
| 21 | MTN | Vail Resorts Inc. COM | 1.24% | Add +23.1% | 1,303,541 | $49.26M | $37.79 | No quote |
| 22 | WTM | White Mountains Insurance Grp COM | 1.20% | Add +54.5% | 117,414 | $47.64M | $405.75 | No quote |
| 23 | IM | Ingram Micro Inc. CL A | 1.16% | Add +6.2% | 2,842,588 | $45.85M | No quote | No quote |
| 24 | ALEX | Alexander & Baldwin, Inc. COM | 1.15% | Add +9.8% | 1,252,865 | $45.77M | No quote | No quote |
| 25 | PPDI | Pharmaceutical Product Dev. Inc. COM | 1.13% | Reduce -35.1% | 1,741,349 | $44.68M | No quote | No quote |
| 26 | HCC | HCC Insurance Holdings COM | 1.09% | Add +74.5% | 1,595,276 | $43.15M | $27.05 | No quote |
| 27 | ITG | Investment Technology Group COM | 1.05% | Add +0.7% | 4,244,554 | $41.55M | No quote | No quote |
| 28 | KALU | Kaiser Aluminum Corp. COM PAR 0.01 | 1.04% | Add +14.5% | 933,458 | $41.33M | $44.28 | No quote |
| 29 | CKH | Seacor Holdings Inc. COM | 0.97% | Add +32.1% | 480,402 | $38.53M | No quote | No quote |
| 30 | MSG | Madison Square Garden Inc. CL A | 0.95% | Add +24.4% | 1,654,842 | $37.73M | No quote | No quote |
| 31 | GLT | Glatfelter P. H. Co. COM | 0.94% | Add +4.4% | 2,810,356 | $37.13M | No quote | No quote |
| 32 | LXK | Lexmark International Inc. CL A | 0.93% | Add +4.5% | 1,364,914 | $36.89M | No quote | No quote |
| 33 | SUP | Superior Industries Int'l, Inc. COM | 0.93% | Add +14.2% | 2,381,773 | $36.8M | No quote | No quote |
| 34 | BR | Broadridge Financial Solutions Inc. COM | 0.90% | Add +7.3% | 1,779,011 | $35.83M | $20.14 | No quote |
| 35 | LSTZA | Liberty Media-Starz Group LIB STAR COM A | 0.87% | Add +24.9% | 540,871 | $34.38M | No quote | No quote |
| 36 | MANT | Mantech International Corp. COM | 0.87% | Add +14.6% | 1,094,293 | $34.34M | No quote | No quote |
| 37 | MRH | Montpelier Re Holdings Ltd. SHS | 0.86% | Reduce -0.5% | 1,940,272 | $34.3M | No quote | No quote |
| 38 | NBR | Nabors Industries SHS | 0.86% | Reduce -26.8% | 2,789,648 | $34.2M | $12.26 | No quote |
| 39 | LEN | Lennar Corp. CL A | 0.83% | Add +0.5% | 2,445,269 | $33.11M | $13.54 | No quote |
| 40 | SNPS | Synopsys Inc. COM | 0.82% | Reduce -4.7% | 1,334,191 | $32.5M | $24.36 | No quote |
| 41 | ACGL | Arch Capital Group Ltd. ORD | 0.81% | Add +5.4% | 987,536 | $32.27M | $32.68 | No quote |
| 42 | CVCO | Cavco Industries, Inc. COM | 0.78% | Add +8.6% | 902,336 | $31.08M | $34.44 | No quote |
| 43 | TFX | Telefex Inc. COM | 0.78% | Add +341.0% | 572,312 | $30.77M | $53.77 | No quote |
| 44 | OSK | Oshkosh Corporation COM | 0.75% | Add +48.3% | 1,879,678 | $29.59M | $15.74 | No quote |
| 45 | EFII | Electronics for Imaging Inc. COM | 0.74% | Reduce -3.3% | 2,185,500 | $29.44M | No quote | No quote |
| 46 | FR | First Industrial Realty Trust, Inc. COM | 0.65% | Add +1.0% | 3,244,408 | $25.96M | $8.00 | No quote |
| 47 | WIRE | Encore Wire Corporation COM | 0.65% | Reduce -11.5% | 1,245,962 | $25.64M | No quote | No quote |
| 48 | PKE | Park Electrochemical Corporation COM | 0.62% | Add +9.1% | 1,151,560 | $24.61M | No quote | No quote |
| 49 | MTX | Minerals Technologies Inc. COM | 0.59% | Add +76.5% | 476,840 | $23.49M | No quote | No quote |
| 50 | AEO | American Eagle Outfitters COM | 0.54% | New | 1,844,457 | $21.62M | $11.72 | No quote |
| 51 | CCRN | Cross Country Healthcare Inc. COM | 0.54% | Reduce -16.0% | 5,118,303 | $21.4M | $4.18 | No quote |
| 52 | WFR | MEMC Electronic Materials, Inc. COM | 0.52% | Add +26.1% | 3,940,911 | $20.65M | No quote | No quote |
| 53 | HVT | Haverty Furniture Companies Inc. COM | 0.50% | Add +0.3% | 2,000,651 | $19.99M | $9.99 | No quote |
| 54 | BELFB | Bel Fuse Inc. CL B | 0.50% | Add +5.0% | 1,265,520 | $19.73M | $15.59 | No quote |
| 55 | TDW | Tidewater Inc. COM | 0.49% | Reduce -21.4% | 465,281 | $19.57M | $42.05 | No quote |
| 56 | WLK | Westlake Chemical Corp. COM | 0.49% | Add +2.0% | 568,234 | $19.48M | $34.28 | No quote |
| 57 | ICFI | ICF International, Inc. COM | 0.48% | Add +22.4% | 1,007,001 | $18.94M | $18.81 | No quote |
| 58 | SEMG | SemGroup Corporation COM | 0.47% | New | 942,632 | $18.82M | No quote | No quote |
| 59 | WHG | Westwood Holdings Group Inc. COM | 0.47% | Add +1.3% | 541,784 | $18.72M | No quote | No quote |
| 60 | JAKK | Jakks Pacific, Inc. COM | 0.45% | Reduce -39.8% | 951,515 | $18.03M | No quote | No quote |
| 61 | TPGI | Thomas Properties Group Inc. COM | 0.44% | Add +1.1% | 7,707,179 | $17.57M | No quote | No quote |
| 62 | ALG | Alamo Group, Inc. COM | 0.42% | Add +2.4% | 811,254 | $16.87M | $20.79 | No quote |
| 63 | UNF | UniFirst Corporation COM | 0.39% | - | 342,199 | $15.5M | $45.29 | No quote |
| 64 | KSWS | K-Swiss Inc. CL A | 0.39% | Reduce -7.6% | 3,625,677 | $15.41M | No quote | No quote |
| 65 | GGP | General Growth Properties, Inc. COM | 0.38% | New | 1,246,134 | $15.08M | No quote | No quote |
| 66 | NWLI | Nat'l Western Life Insurance Co. CL A | 0.36% | Reduce -29.7% | 105,182 | $14.25M | No quote | No quote |
| 67 | CTO | Consolidated Tomoka Land Co. COM | 0.35% | - | 524,100 | $13.76M | $26.26 | No quote |
| 68 | ESIO | Electro Scientific Industries, Inc. COM | 0.30% | Reduce -38.0% | 1,008,791 | $12M | No quote | No quote |
| 69 | SKY | Skyline Corporation COM | 0.29% | Reduce -0.9% | 1,194,189 | $11.41M | $9.55 | No quote |
| 70 | INTC | Intel Corporation COM | 0.28% | Reduce -8.7% | 525,000 | $11.2M | $21.33 | No quote |
| 71 | STLY | Stanley Furniture Company, Inc. COM | 0.27% | Add +0.1% | 3,643,481 | $10.75M | No quote | No quote |
| 72 | BIP | Brookfield Infrastructure Part. L.P. LP INT UNIT | 0.26% | - | 418,000 | $10.17M | No quote | No quote |
| 73 | NLY | Annaly Capital Mgmt, Inc. COM | 0.26% | Add +1.9% | 611,600 | $10.17M | No quote | No quote |
| 74 | SXT | Sensient Technologies Corp. COM | 0.24% | New | 293,854 | $9.57M | No quote | No quote |
| 75 | CSWC | Capital Southwest COM | 0.24% | Add +1.4% | 128,048 | $9.48M | No quote | No quote |
| 76 | RYL | Ryland Group Inc. COM | 0.23% | Add +1177.3% | 854,522 | $9.1M | No quote | No quote |
| 77 | PDC | Pioneer Drilling Co. COM | 0.22% | Add +53.4% | 1,242,524 | $8.92M | No quote | No quote |
| 78 | IIIN | Insteel Industries Inc. COM | 0.22% | - | 874,624 | $8.81M | $10.07 | No quote |
| 79 | STNG | Scorpio Tankers COM | 0.22% | Add +35.5% | 1,632,548 | $8.62M | $5.28 | No quote |
| 80 | AIG | American Int'l Group, Inc. COM | 0.21% | - | 383,000 | $8.41M | $21.95 | No quote |
| 81 | ABH | AbitibiBowater Inc. COM NEW | 0.20% | Add +31.8% | 524,895 | $7.87M | No quote | No quote |
| 82 | ARO | Aeropostale Inc. COM | 0.20% | New | 726,950 | $7.86M | No quote | No quote |
| 83 | XEC | Cimarex Energy Co. COM | 0.19% | Add +489.8% | 138,781 | $7.73M | No quote | No quote |
| 84 | GM | General Motors Co. COM | 0.19% | Add +63.0% | 381,467 | $7.7M | $20.18 | No quote |
| 85 | EXL | Excel Trust, Inc. COM | 0.18% | Add +105.4% | 759,493 | $7.31M | No quote | No quote |
| 86 | KRNY | Kearny Financial Corp. COM | 0.15% | - | 682,994 | $6.04M | No quote | No quote |
| 87 | PVXZZZZ | Provident Energy Ltd COM | 0.14% | - | 700,566 | $5.72M | No quote | No quote |
| 88 | FNFG | First Niagara Financial Group, Inc. COM | 0.14% | Add +1.6% | 594,559 | $5.44M | No quote | No quote |
| 89 | ALCO | Alico, Inc. COM | 0.13% | - | 261,434 | $5.14M | No quote | No quote |
| 90 | COWN | Cowen group Inc COM | 0.12% | New | 1,756,780 | $4.76M | No quote | No quote |
| 91 | MDC | MDC Holdings Inc. COM | 0.10% | Reduce -15.4% | 236,434 | $4.01M | No quote | No quote |
| 92 | FFCO | Fedfirst Financial Corporation COM | 0.08% | - | 232,032 | $3.32M | No quote | No quote |
| 93 | JJA | Barclays Bank PLC ETN DJUBS AGRI37 | 0.08% | Reduce -52.5% | 62,989 | $3.28M | No quote | No quote |
| 94 | TRNO | Terreno Realty Corp. COM | 0.08% | Add +67.3% | 250,990 | $3.22M | $12.83 | No quote |
| 95 | IMN | Imation Corp. COM | 0.05% | Reduce -59.4% | 289,779 | $2.12M | No quote | No quote |
| 96 | HAE | Haemonetics Corporation COM | 0.04% | New | 26,492 | $1.55M | $58.47 | No quote |
| 97 | CIT | CIT Group Inc. COM | 0.04% | - | 50,000 | $1.52M | No quote | No quote |
| 98 | CDR | Cedar Shopping Centers COM | 0.04% | New | 465,000 | $1.45M | No quote | No quote |
| 99 | COP | ConocoPhillips COM | 0.03% | - | 20,378 | $1.29M | $63.30 | No quote |
| 100 | IRS | Irsa Inversiones Y Rep S A GDR | 0.02% | Add +63.1% | 82,814 | $720K | $8.69 | No quote |
| 101 | SNY | Sanofi- Aventis SPON ADR | 0.02% | Reduce -3.5% | 21,029 | $690K | $32.81 | No quote |
| 102 | APSA | Alto Palermo S.A. SPON ADR | 0.02% | Reduce -46.6% | 44,100 | $661K | No quote | No quote |
| 103 | DNN | Denison Mines Corp. COM | 0.02% | Reduce -68.0% | 588,900 | $633K | No quote | No quote |
| 104 | COBK | Colonial Financial Services COM | 0.01% | - | 47,859 | $591K | No quote | No quote |
| 105 | FPO | First Potomac Realty Trust COM | 0.01% | New | 44,300 | $552K | No quote | No quote |
| 106 | BPO | Brookfield Properties COM | 0.01% | - | 37,550 | $517K | No quote | No quote |
| 107 | AKR | Acadia Realty Trust COM SH BEN INT | 0.01% | - | 19,999 | $374K | No quote | No quote |
| 108 | PLD | Prologis Inc. COM | 0.01% | New | 14,180 | $344K | $24.26 | No quote |
| 109 | KIM | Kimco Realty Corp COM | 0.01% | New | 22,845 | $343K | No quote | No quote |
| 110 | PSB | PS Business Parks, Inc. COM | 0.01% | - | 6,100 | $302K | No quote | No quote |
| 111 | SAFM | Sanderson Farms Inc. COM | 0.01% | Reduce -98.0% | 5,950 | $283K | No quote | No quote |
| 112 | FCEB | Forest City Enterprises Inc. CL B CONV | 0.01% | - | 25,800 | $280K | No quote | No quote |
| 113 | CMO | Capstead Mortgage Corporation COM NO PAR | 0.00% | New | 12,500 | $144K | No quote | No quote |
| 114 | CMLS | Cumulus Media Inc. COM | 0.00% | New | 38,025 | $108K | No quote | No quote |
| 115 | UMC | United Microelectronics Corp. SPON ADR | 0.00% | Reduce -36.9% | 48,905 | $93K | $1.90 | No quote |
| 116 | CARV | Carver Bancorp, Inc. COM | 0.00% | - | 218,500 | $87K | No quote | No quote |
| 117 | HKN | HKN Inc. COM | - | Sold | 0 | $0 | No quote | No quote |