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 57 of 171 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Co. | 5.98% | Add +43.4% | 9,374,201 | $310.19M | $33.09 | No quote |
| 2 | BK | Bank of NY Mellon Corp. | 3.64% | Reduce -5.0% | 5,028,544 | $188.47M | $37.48 | No quote |
| 3 | PKX | Posco | 3.33% | Reduce -9.8% | 2,321,005 | $172.78M | No quote | No quote |
| 4 | DVN | Devon Energy Corp. | 3.17% | Reduce -19.2% | 2,071,231 | $164.46M | $79.40 | No quote |
| 5 | CVCO | Cavco Industries, Inc. | 2.84% | Reduce -10.8% | 1,726,891 | $147.3M | $85.30 | No quote |
| 6 | BAM | Brookfield Asset Mgmt. | 2.84% | Reduce -19.6% | 3,346,018 | $147.29M | $44.02 | No quote |
| 7 | FCEA | Forest City Enter. Inc. | 2.67% | Reduce -0.6% | 6,967,150 | $138.44M | No quote | No quote |
| 8 | CVA | Covanta Holding Corp. | 2.63% | - | 6,622,428 | $136.49M | No quote | No quote |
| 9 | APA | Apache Corp | 2.63% | Reduce -8.4% | 1,353,333 | $136.17M | $100.62 | No quote |
| 10 | CMA | Comerica Inc. | 2.47% | Add +6.1% | 2,556,661 | $128.24M | No quote | No quote |
| 11 | WTM | White Mtns Insur. Grp | 2.25% | Add +0.0% | 191,647 | $116.61M | $608.44 | No quote |
| 12 | KEY | Keycorp | 2.17% | Reduce -9.2% | 7,846,078 | $112.43M | $14.33 | No quote |
| 13 | INTC | Intel Corporation | 1.92% | Reduce -0.9% | 3,228,534 | $99.76M | $30.90 | No quote |
| 14 | LUK | Leucadia National Corp. | 1.83% | Reduce -6.5% | 3,622,522 | $94.98M | No quote | No quote |
| 15 | ECA | Encana Corp. | 1.83% | Reduce -13.5% | 4,002,220 | $94.89M | No quote | No quote |
| 16 | Y | Alleghany Corp. | 1.83% | Reduce -4.0% | 216,277 | $94.76M | No quote | No quote |
| 17 | PPS | Post Properties Inc. | 1.72% | Reduce -2.1% | 1,666,333 | $89.08M | No quote | No quote |
| 18 | LOW | Lowe's Companies Inc. | 1.70% | Add +0.3% | 1,837,346 | $88.17M | $47.99 | No quote |
| 19 | FR | First Indust. Realty Tr, Inc. | 1.57% | Add +0.2% | 4,307,710 | $81.16M | $18.84 | No quote |
| 20 | TRC | Tejon Ranch Co. | 1.47% | - | 2,369,185 | $76.26M | No quote | No quote |
| 21 | VNO | Vornado Realty Trust | 1.36% | Add +0.2% | 658,989 | $70.33M | $106.73 | No quote |
| 22 | CWH | CommonWealth REIT | 1.23% | Add +0.2% | 2,423,928 | $63.8M | $26.32 | No quote |
| 23 | NVDA | NVIDIA Corp | 1.23% | Reduce -2.4% | 3,429,718 | $63.59M | $18.54 | No quote |
| 24 | BKD | Brookdale Sr Living Inc. | 1.19% | Reduce -2.2% | 1,845,332 | $61.52M | $33.34 | No quote |
| 25 | SYMC | Symantec Corp | 1.15% | Add +21.4% | 2,603,676 | $59.62M | No quote | No quote |
| 26 | AGCO | AGCO Corp. | 1.09% | New | 1,006,478 | $56.58M | $56.22 | No quote |
| 27 | HCC | HCC Insurance Holdings | 0.99% | Reduce -15.0% | 1,048,935 | $51.34M | $48.94 | No quote |
| 28 | SKT | Tanger Factory Out. Ctrs, Inc. | 0.98% | Reduce -1.6% | 1,452,448 | $50.79M | $34.97 | No quote |
| 29 | AXLL | Axiall Corporation | 0.95% | Reduce -16.8% | 1,037,796 | $49.06M | No quote | No quote |
| 30 | HT | Hersha Hospitality Trust | 0.81% | Add +0.2% | 6,273,031 | $42.09M | No quote | No quote |
| 31 | RSTI | Rofin-Sinar Tech. Inc. | 0.79% | Reduce -2.8% | 1,699,162 | $40.85M | No quote | No quote |
| 32 | WKC | World Fuel Services Corp. | 0.78% | Add +6.5% | 825,488 | $40.64M | No quote | No quote |
| 33 | PRGS | Progress Software Corp. | 0.77% | Reduce -7.8% | 1,650,889 | $39.69M | No quote | No quote |
| 34 | SYNT | Syntel, Inc. | 0.75% | Add +43.0% | 455,170 | $39.13M | No quote | No quote |
| 35 | UNF | UniFirst Corp. | 0.74% | Reduce -6.1% | 360,951 | $38.26M | $106.00 | No quote |
| 36 | SEMG | SemGroup Corporation | 0.74% | Reduce -17.5% | 483,807 | $38.15M | No quote | No quote |
| 37 | CKH | Seacor Holdings Inc. | 0.73% | Add +11.0% | 460,190 | $37.85M | No quote | No quote |
| 38 | EME | EMCOR Group, Inc. | 0.70% | Reduce -13.0% | 814,436 | $36.27M | $44.53 | No quote |
| 39 | LXU | LSB Industries Inc. | 0.68% | Reduce -22.3% | 843,645 | $35.16M | $41.67 | No quote |
| 40 | LM | Legg Mason Inc. | 0.67% | Reduce -23.1% | 672,688 | $34.52M | No quote | No quote |
| 41 | ENS | EnerSys | 0.66% | Reduce -12.8% | 499,585 | $34.37M | $68.79 | No quote |
| 42 | FCN | FTI Consulting Inc. | 0.66% | Reduce -6.5% | 905,782 | $34.26M | $37.82 | No quote |
| 43 | TTEK | Tetra Tech, Inc. | 0.66% | Reduce -12.9% | 1,238,251 | $34.05M | $27.50 | No quote |
| 44 | G | Genpact Ltd. | 0.65% | Reduce -10.0% | 1,934,499 | $33.91M | $17.53 | No quote |
| 45 | MTX | Minerals Technologies Inc. | 0.64% | Reduce -21.7% | 509,175 | $33.39M | No quote | No quote |
| 46 | PB | Prosperity Bancshares Inc. | 0.64% | Add +63.7% | 532,553 | $33.34M | $62.60 | No quote |
| 47 | MSG | Madison Sq. Garden Inc. . | 0.64% | Add +45.4% | 533,656 | $33.33M | No quote | No quote |
| 48 | PNCWS | PNC Fin'l Serv. Gp | 0.64% | - | 1,283,250 | $33.2M | No quote | No quote |
| 49 | MDRX | Allscripts Healthcare Sol., Inc. | 0.63% | Add +18.6% | 2,025,793 | $32.51M | No quote | No quote |
| 50 | KALU | Kaiser Aluminum Corp. | 0.61% | Reduce -6.7% | 436,533 | $31.81M | $72.87 | No quote |
| 51 | LABL | Multi-Color Corp. | 0.61% | Reduce -3.8% | 794,921 | $31.81M | No quote | No quote |
| 52 | IDCC | Interdigital Inc. | 0.60% | Reduce -13.0% | 648,252 | $30.99M | $47.80 | No quote |
| 53 | UMBF | UMB Financial Corp. | 0.59% | Reduce -3.6% | 485,695 | $30.79M | $63.39 | No quote |
| 54 | EFII | Electronics for Imaging Inc. | 0.58% | Reduce -9.7% | 661,109 | $29.88M | No quote | No quote |
| 55 | CSGS | CSG Systems International, Inc. | 0.57% | Add +10.0% | 1,130,753 | $29.52M | No quote | No quote |
| 56 | DAR | Darling Int'l Inc. | 0.56% | Add +3.3% | 1,379,021 | $28.82M | $20.90 | No quote |
| 57 | TFX | Telefex Inc. | 0.55% | Reduce -26.8% | 270,465 | $28.56M | $105.60 | No quote |
| 58 | H | Hyatt Hotels Corp. | 0.55% | Add +0.2% | 464,262 | $28.31M | $60.98 | No quote |
| 59 | SXC | Suncoke Energy Inc. | 0.55% | Reduce -8.2% | 1,314,216 | $28.26M | No quote | No quote |
| 60 | CBSH | Commerce Bancshares, Inc | 0.50% | Add +19.8% | 555,166 | $25.82M | No quote | No quote |
| 61 | LMCAD | Liberty Media Corp. | 0.49% | Reduce -9.8% | 187,085 | $25.57M | No quote | No quote |
| 62 | ATU | Actuant Corp. | 0.49% | Add +69.8% | 739,062 | $25.55M | No quote | No quote |
| 63 | SCL | Stepan Company | 0.49% | Reduce -22.5% | 478,486 | $25.29M | No quote | No quote |
| 64 | NSIT | Insight Enterprises, Inc. | 0.48% | Reduce -36.3% | 811,329 | $24.94M | $30.74 | No quote |
| 65 | WHG | Westwood Holdings Grp Inc. | 0.48% | - | 414,877 | $24.91M | No quote | No quote |
| 66 | ALG | Alamo Group, Inc. | 0.46% | Reduce -3.3% | 444,650 | $24.05M | $54.09 | No quote |
| 67 | PDCO | Patterson Companies Inc | 0.46% | New | 603,465 | $23.84M | No quote | No quote |
| 68 | PDS | Precision Drilling Corp, | 0.44% | Reduce -18.8% | 1,608,288 | $22.82M | $14.19 | No quote |
| 69 | ACGL | Arch Capital Group Ltd. | 0.44% | Reduce -17.5% | 393,189 | $22.59M | $57.44 | No quote |
| 70 | PHH | PHH Corporation | 0.43% | Add +2.1% | 974,903 | $22.4M | No quote | No quote |
| 71 | BRS | Bristow Group Inc. | 0.43% | Reduce -10.8% | 276,667 | $22.31M | No quote | No quote |
| 72 | GLT | Glatfelter P. H. Co. | 0.43% | Reduce -6.8% | 833,240 | $22.11M | No quote | No quote |
| 73 | ICFI | ICF International, Inc. | 0.43% | Add +7.2% | 624,812 | $22.09M | $35.36 | No quote |
| 74 | MANT | Mantech Intl Corp. | 0.42% | Reduce -13.7% | 745,371 | $22M | No quote | No quote |
| 75 | CUB | Cubic, Corp. | 0.40% | Add +12.5% | 464,738 | $20.69M | No quote | No quote |
| 76 | WFCWS | Wells Fargo & Co. | 0.39% | - | 938,530 | $20.12M | No quote | No quote |
| 77 | CYN | City National Corp. | 0.38% | Reduce -7.5% | 261,475 | $19.81M | No quote | No quote |
| 78 | CTB | Cooper Tire & Rubber Co. | 0.38% | New | 660,100 | $19.8M | No quote | No quote |
| 79 | WOOF | VCA Antech Inc. | 0.38% | Reduce -12.5% | 557,312 | $19.56M | No quote | No quote |
| 80 | RYN | Rayonier Inc. | 0.38% | Add +1.3% | 547,884 | $19.48M | $35.55 | No quote |
| 81 | MTN | Vail Resorts Inc. | 0.37% | Reduce -12.8% | 251,453 | $19.41M | $77.18 | No quote |
| 82 | ARCO | Arcos Dorados Holdings, Inc. | 0.37% | New | 1,706,142 | $19.11M | $11.20 | No quote |
| 83 | IM | Ingram Micro Inc. | 0.36% | Add +22.9% | 636,038 | $18.58M | No quote | No quote |
| 84 | ABM | ABM Industries Inc | 0.34% | Reduce -12.8% | 650,038 | $17.54M | $26.98 | No quote |
| 85 | TG | Tredegar Corp. | 0.33% | Add +23.5% | 721,521 | $16.89M | No quote | No quote |
| 86 | SMP | Standard Motor Products, Inc. | 0.32% | New | 367,674 | $16.42M | No quote | No quote |
| 87 | EXLS | ExlService Holdings Inc. | 0.31% | Add +20.6% | 550,283 | $16.21M | No quote | No quote |
| 88 | CFR | Cullen Frost Bankers, Inc. | 0.31% | Reduce -12.8% | 200,830 | $15.95M | $79.42 | No quote |
| 89 | CALM | Cal Maine Foods, Inc. | 0.30% | Reduce -48.1% | 208,915 | $15.53M | $74.32 | No quote |
| 90 | WIRE | Encore Wire Corporation | 0.30% | Reduce -12.5% | 315,115 | $15.45M | No quote | No quote |
| 91 | HOUS | Realogy Holdings Corp. | 0.30% | New | 408,234 | $15.4M | No quote | No quote |
| 92 | ERA | ERA Group Inc. | 0.29% | Add +1.0% | 519,893 | $14.91M | No quote | No quote |
| 93 | CST | CST Brands, Inc | 0.29% | Reduce -12.7% | 431,150 | $14.88M | No quote | No quote |
| 94 | BTZ | BlackRock Credit Allctn Inc Tr | 0.28% | Add +1.8% | 1,049,551 | $14.43M | No quote | No quote |
| 95 | BR | Broadridge Financial Sol. Inc. | 0.28% | Reduce -13.0% | 342,387 | $14.26M | $41.64 | No quote |
| 96 | OSK | Oshkosh Corp. | 0.27% | Reduce -15.4% | 253,609 | $14.08M | $55.53 | No quote |
| 97 | KMT | Kennametal Inc. | 0.26% | Reduce -54.8% | 295,876 | $13.69M | $46.28 | No quote |
| 98 | AVTA | Blucora, Inc. | 0.25% | Reduce -12.5% | 678,111 | $12.8M | No quote | No quote |
| 99 | EXL | Excel Trust, Inc. | 0.24% | Reduce -11.7% | 938,591 | $12.51M | No quote | No quote |
| 100 | ALCO | Alico, Inc. | 0.24% | Reduce -2.9% | 325,613 | $12.21M | No quote | No quote |
| 101 | AMH | American Homes 4 Rent | 0.24% | Reduce -22.1% | 686,217 | $12.19M | $17.76 | No quote |
| 102 | CTO | Consolidated Tomoka Ld Co. | 0.23% | Reduce -51.6% | 258,368 | $11.86M | $45.90 | No quote |
| 103 | ROIAK | Radio One Inc. | 0.22% | Add +16.7% | 2,311,360 | $11.4M | No quote | No quote |
| 104 | USTR | United Stationers Inc | 0.22% | New | 274,511 | $11.38M | No quote | No quote |
| 105 | FSD | First Trust Hi Inc Long/Sht Fd | 0.21% | Add +1.9% | 609,023 | $11.05M | No quote | No quote |
| 106 | AVX | AVX Corporation | 0.21% | Reduce -37.2% | 819,541 | $10.88M | No quote | No quote |
| 107 | FOR | Forestar Group Inc. | 0.19% | New | 520,060 | $9.93M | $19.09 | No quote |
| 108 | JQC | Nuveen Credit Strategies Inc Fd | 0.18% | New | 979,439 | $9.17M | No quote | No quote |
| 109 | HYI | Western Asset Hi Yld Def Opp Fd | 0.18% | Add +2.0% | 510,954 | $9.15M | No quote | No quote |
| 110 | FST | Forest Oil Corp. | 0.18% | - | 4,000,000 | $9.12M | No quote | No quote |
| 111 | STRZA | Starz- Liberty Capital | 0.17% | Reduce -17.9% | 291,574 | $8.69M | No quote | No quote |
| 112 | VLY | Valley National Bancorp | 0.17% | Reduce -37.4% | 866,857 | $8.59M | $9.91 | No quote |
| 113 | CSWC | Capital Southwest | 0.15% | - | 212,372 | $7.65M | No quote | No quote |
| 114 | ANV | Allied Nevada Gold | 0.14% | - | 1,961,723 | $7.38M | No quote | No quote |
| 115 | NHS | Neuberger Berman Hi Yld Strat. Fd | 0.13% | - | 504,626 | $6.99M | No quote | No quote |
| 116 | HYB | New America Hi Inc Fd, Inc | 0.12% | Add +2.0% | 637,883 | $6.4M | No quote | No quote |
| 117 | ARDC | Ares Dynamic Cr Allocation Fd, Inc. | 0.12% | Add +1.9% | 335,357 | $6.11M | No quote | No quote |
| 118 | DHG | DWS High Inc Opp Fd Inc | 0.11% | - | 393,556 | $5.81M | No quote | No quote |
| 119 | AKS | AK Steel Corp. | 0.11% | - | 711,375 | $5.66M | No quote | No quote |
| 120 | NOR | Noranda Aluminum Holding | 0.10% | - | 1,500,000 | $5.3M | No quote | No quote |
| 121 | - | PR WirelessCUSIP 31681940 | 0.10% | New | 5,000,000 | $5M | No quote | No quote |
| 122 | PCI | PIMCO Dynamic Credit Inc. Fd | 0.08% | - | 179,209 | $4.27M | No quote | No quote |
| 123 | HYT | BlackRock Corp Hi Yld Fd III Inc | 0.08% | Add +1.3% | 337,088 | $4.14M | No quote | No quote |
| 124 | MHY | Western Asset Mgd Hi Inc Fd | 0.07% | - | 669,372 | $3.88M | No quote | No quote |
| 125 | KELYA | Kelly Services Inc. | 0.07% | - | 225,000 | $3.86M | No quote | No quote |
| 126 | SBSAA | Spanish Broadcasting Sys., Inc | 0.07% | Add +57.5% | 681,637 | $3.84M | No quote | No quote |
| 127 | ALLY | Ally Financial Inc. | 0.06% | New | 139,500 | $3.34M | $23.91 | No quote |
| 128 | FSTR | Foster (LB) Company | 0.06% | New | 58,326 | $3.16M | No quote | No quote |
| 129 | GM | General Motors Co. | 0.06% | Reduce -28.8% | 86,467 | $3.14M | $36.30 | No quote |
| 130 | FHY | First Trust Strategic Hi IncFd II | 0.06% | Add +2.3% | 188,173 | $3.08M | No quote | No quote |
| 131 | CMAWS | Comerica Inc. | 0.05% | - | 130,000 | $2.74M | No quote | No quote |
| 132 | VZ | Verizon Comm. Corp. | 0.05% | Reduce -67.7% | 53,388 | $2.61M | $48.92 | No quote |
| 133 | CIF | MFS Intermediate Hi Inc Fd | 0.03% | - | 524,984 | $1.54M | No quote | No quote |
| 134 | TPL | Texas Pacific Land Trust | 0.03% | Reduce -2.1% | 8,748 | $1.4M | No quote | No quote |
| 135 | SIR | Select Income REIT | 0.02% | - | 40,000 | $1.19M | No quote | No quote |
| 136 | HIO | Western Asset Hi Inc Opp Fd | 0.02% | - | 179,449 | $1.1M | No quote | No quote |
| 137 | TRCWS | Tejon Ranch Co. | 0.02% | - | 372,079 | $1.09M | No quote | No quote |
| 138 | TRNO | Terreno Realty Corp. | 0.02% | Reduce -48.6% | 42,290 | $817K | $19.32 | No quote |
| 139 | SNY | Sanofi-Aventis | 0.01% | Reduce -14.7% | 13,402 | $713K | $53.20 | No quote |
| 140 | COFWS | Capital One Financial | 0.01% | - | 15,000 | $608K | No quote | No quote |
| 141 | KIM | Kimco Realty Corp | 0.01% | - | 26,045 | $599K | No quote | No quote |
| 142 | AKR | Acadia Realty Trust | 0.01% | - | 19,999 | $562K | No quote | No quote |
| 143 | BPY | Brookfield Property Part. L.P | 0.01% | - | 26,692 | $557K | No quote | No quote |
| 144 | AIG | American Intl Group, Inc. | 0.01% | New | 10,000 | $546K | $54.60 | No quote |
| 145 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $509K | No quote | No quote |
| 146 | CDR | Cedar Shopping Centers Inc. | 0.01% | - | 80,000 | $500K | No quote | No quote |
| 147 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $365K | $41.10 | No quote |
| 148 | CMO | Capstead Mortgage Corp. | 0.00% | - | 12,500 | $164K | No quote | No quote |
| 149 | NLY | Annaly Capital Mgmt, Inc. | 0.00% | - | 13,215 | $151K | No quote | No quote |
| 150 | STLY | Stanley Furniture Co., Inc. | 0.00% | Reduce -74.4% | 24,274 | $65K | No quote | No quote |
| 171 | EAD | Wells Fargo Adv Inc Opp Fd | - | Sold | 0 | $0 | No quote | No quote |
| 170 | VOD | Vodafone Group Plc | - | Sold | 0 | $0 | No quote | No quote |
| 169 | TECK | Teck Cominco | - | Sold | 0 | $0 | No quote | No quote |
| 168 | SUSS | Susser Holdings Cor. | - | Sold | 0 | $0 | No quote | No quote |
| 167 | SXT | Sensient Technologies Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 166 | RFP | Resolute Forest Prod., Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 165 | GHY | Prudential Glb Sht Dur Hi Yld Fd | - | Sold | 0 | $0 | No quote | No quote |
| 164 | KGC | Kinross Gold Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 163 | ISLE | Isle of Capri Casinos Inc. | 0.00% | New | 438,455 | $0 | No quote | No quote |
| 162 | IIIN | Insteel Industries Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 161 | DNN | Denison Mines Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 160 | COWN | Cowen group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | CMP | Compass Minerals Intl | - | Sold | 0 | $0 | No quote | No quote |
| 158 | CLD | Cloud Peak Energy Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | CQB | Chiquita Brands Int'l Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 156 | CASS | Cass Information Sys., Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 155 | BIG | Big Lots, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 154 | GOLD | Barrick Gold Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 153 | BGH | Babson Cap Glb Sht Dur Hi Yd Fd | - | Sold | 0 | $0 | No quote | No quote |
| 152 | ASNA | Ascena Retail Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 151 | ALX | Alexander's, Inc. | - | Sold | 0 | $0 | No quote | No quote |