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 60 of 169 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Co. | 6.50% | Add +3.7% | 9,722,375 | $309.76M | $31.86 | No quote |
| 2 | BK | Bank of NY Mellon Corp. | 3.65% | Reduce -10.7% | 4,491,797 | $173.97M | $38.73 | No quote |
| 3 | PKX | Posco | 3.07% | Reduce -16.9% | 1,927,486 | $146.3M | No quote | No quote |
| 4 | CVA | Covanta Holding Corp. | 2.90% | Reduce -1.5% | 6,522,428 | $138.41M | No quote | No quote |
| 5 | BAM | Brookfield Asset Mgmt. | 2.86% | Reduce -9.3% | 3,034,328 | $136.42M | $44.96 | No quote |
| 6 | FCEA | Forest City Enter. Inc. | 2.58% | Reduce -9.8% | 6,283,518 | $122.91M | No quote | No quote |
| 7 | CMA | Comerica Inc. | 2.58% | Reduce -3.6% | 2,464,210 | $122.87M | No quote | No quote |
| 8 | DVN | Devon Energy Corp. | 2.55% | Reduce -13.9% | 1,783,534 | $121.6M | $68.18 | No quote |
| 9 | APA | Apache Corp. | 2.55% | Reduce -4.4% | 1,293,994 | $121.47M | $93.87 | No quote |
| 10 | CVCO | Cavco Industries, Inc. | 2.45% | Reduce -0.6% | 1,717,443 | $116.79M | $68.00 | No quote |
| 11 | WTM | White Mtns Insur. Grp | 2.41% | Reduce -5.0% | 182,014 | $114.68M | $630.07 | No quote |
| 12 | LOW | Lowe's Companies Inc. | 1.92% | Reduce -5.9% | 1,729,121 | $91.51M | $52.92 | No quote |
| 13 | EQC | Equity Commonwealth | 1.91% | New | 3,540,070 | $91.02M | No quote | No quote |
| 14 | KEY | Keycorp | 1.90% | Reduce -13.5% | 6,787,103 | $90.47M | $13.33 | No quote |
| 15 | FR | First Indust. Realty Tr, Inc. | 1.89% | Add +23.9% | 5,339,108 | $90.28M | $16.91 | No quote |
| 16 | BKD | Brookdale Senior Living Inc. | 1.73% | Add +38.5% | 2,556,236 | $82.36M | $32.22 | No quote |
| 17 | PPS | Post Properties Inc. | 1.72% | Reduce -4.0% | 1,600,117 | $82.15M | No quote | No quote |
| 18 | SKT | Tanger Factory Out. Ctrs, Inc. | 1.69% | Add +69.3% | 2,458,721 | $80.45M | $32.72 | No quote |
| 19 | VNO | Vornado Realty Trust | 1.64% | Add +18.3% | 779,628 | $77.93M | $99.96 | No quote |
| 20 | AGCO | AGCO Corp. | 1.60% | Add +66.5% | 1,675,687 | $76.18M | $45.46 | No quote |
| 21 | Y | Alleghany Corp. | 1.59% | Reduce -16.4% | 180,888 | $75.64M | No quote | No quote |
| 22 | LUK | Leucadia National Corp. | 1.56% | Reduce -14.1% | 3,110,224 | $74.15M | No quote | No quote |
| 23 | TRC | Tejon Ranch Co. | 1.36% | Reduce -2.7% | 2,304,363 | $64.62M | No quote | No quote |
| 24 | SYMC | Symantec Corp. | 1.34% | Add +4.7% | 2,726,057 | $64.09M | No quote | No quote |
| 25 | ZION | Zions Bancorporation | 1.33% | New | 2,185,403 | $63.51M | $29.06 | No quote |
| 26 | SWAY | Starwood Waypoint Residential | 1.29% | New | 2,364,876 | $61.51M | No quote | No quote |
| 27 | HOUS | Realogy Holdings Corp. | 1.27% | Add +297.2% | 1,621,518 | $60.32M | No quote | No quote |
| 28 | NVDA | NVIDIA Corp. | 1.15% | Reduce -13.2% | 2,977,415 | $54.93M | $18.45 | No quote |
| 29 | HCC | HCC Insurance Holdings | 1.06% | - | 1,048,935 | $50.65M | $48.29 | No quote |
| 30 | L | Loews Corp. | 0.93% | New | 1,058,399 | $44.09M | $41.66 | No quote |
| 31 | PNCWS | PNC Fin'l Serv. Gp | 0.85% | Add +38.1% | 1,772,450 | $40.34M | No quote | No quote |
| 32 | SYNT | Syntel, Inc. | 0.84% | - | 455,170 | $40.03M | No quote | No quote |
| 33 | HT | Hersha Hospitality Trust | 0.84% | Add +0.1% | 6,276,951 | $39.98M | No quote | No quote |
| 34 | PRGS | Progress Software Corp. | 0.83% | - | 1,650,889 | $39.47M | No quote | No quote |
| 35 | CBS | CBS Corporation | 0.78% | New | 693,100 | $37.08M | No quote | No quote |
| 36 | UNF | UniFirst Corporation | 0.77% | Add +4.6% | 377,668 | $36.48M | $96.59 | No quote |
| 37 | TGT | Target Corporation | 0.74% | New | 560,468 | $35.13M | $62.68 | No quote |
| 38 | LM | Legg Mason Inc. | 0.72% | - | 672,688 | $34.42M | No quote | No quote |
| 39 | WKC | World Fuel Services Corp | 0.68% | Reduce -1.2% | 815,488 | $32.55M | No quote | No quote |
| 40 | FCN | FTI Consulting Inc. | 0.66% | - | 905,782 | $31.67M | $34.96 | No quote |
| 41 | G | Genpact Ltd. | 0.66% | - | 1,934,499 | $31.57M | $16.32 | No quote |
| 42 | RSTI | Rofin-Sinar Tech. Inc. | 0.66% | Reduce -20.1% | 1,357,766 | $31.31M | No quote | No quote |
| 43 | CKH | Seacor Holdings Inc. | 0.65% | Reduce -9.9% | 414,544 | $31.01M | No quote | No quote |
| 44 | TTEK | Tetra Tech, Inc. | 0.65% | - | 1,238,251 | $30.93M | $24.98 | No quote |
| 45 | EME | EMCOR Group, Inc. | 0.65% | Reduce -5.0% | 773,946 | $30.93M | $39.96 | No quote |
| 46 | PB | Prosperity Bancshares Inc. | 0.64% | - | 532,553 | $30.45M | $57.17 | No quote |
| 47 | LXU | LSB Industries Inc. | 0.63% | - | 843,645 | $30.13M | $35.71 | No quote |
| 48 | CSGS | CSG Systems International, Inc. | 0.62% | - | 1,130,753 | $29.72M | No quote | No quote |
| 49 | SXC | Suncoke Energy Inc. | 0.62% | - | 1,314,216 | $29.5M | No quote | No quote |
| 50 | ENS | EnerSys | 0.61% | - | 499,585 | $29.3M | $58.64 | No quote |
| 51 | H | Hyatt Hotels Corp. | 0.59% | Add +0.0% | 464,362 | $28.1M | $60.52 | No quote |
| 52 | LABL | Multi-Color Corp. | 0.58% | Reduce -22.9% | 612,579 | $27.86M | No quote | No quote |
| 53 | PDCO | Patterson Co. Inc | 0.58% | Add +9.9% | 663,021 | $27.47M | No quote | No quote |
| 54 | MSG | Madison Sq. Garden Inc. | 0.56% | Reduce -23.8% | 406,573 | $26.88M | No quote | No quote |
| 55 | UMBF | UMB Financial Corp. | 0.56% | - | 485,695 | $26.5M | $54.55 | No quote |
| 56 | RRX | Regal-Beloit Corp. | 0.55% | New | 407,190 | $26.16M | $64.25 | No quote |
| 57 | SCL | Stepan Co. | 0.55% | Add +23.1% | 589,115 | $26.15M | No quote | No quote |
| 58 | MDRX | Allscripts Healthcare Sol., Inc. | 0.54% | Reduce -4.7% | 1,930,793 | $25.9M | No quote | No quote |
| 59 | IDCC | Interdigital Inc. | 0.54% | - | 648,252 | $25.81M | $39.82 | No quote |
| 60 | KALU | Kaiser Aluminum Corp. | 0.54% | Reduce -23.1% | 335,574 | $25.58M | $76.22 | No quote |
| 61 | DAR | Darling International Inc. | 0.53% | - | 1,379,021 | $25.26M | $18.32 | No quote |
| 62 | CBSH | Commerce Bancshares, Inc | 0.52% | - | 555,166 | $24.79M | No quote | No quote |
| 63 | CUB | Cubic, Corp. | 0.50% | Add +9.6% | 509,341 | $23.84M | No quote | No quote |
| 64 | AXLL | Axiall Corp. | 0.49% | Reduce -37.3% | 651,238 | $23.32M | No quote | No quote |
| 65 | ATU | Actuant Corp. | 0.47% | - | 739,062 | $22.56M | No quote | No quote |
| 66 | ECA | Encana Corporation | 0.47% | Reduce -73.5% | 1,058,995 | $22.46M | No quote | No quote |
| 67 | SMP | Standard Motor Products, Inc. | 0.47% | Add +75.1% | 643,751 | $22.16M | No quote | No quote |
| 68 | MTN | Vail Resorts Inc. | 0.46% | - | 251,453 | $21.82M | $86.76 | No quote |
| 69 | ACGL | Arch Capital Group Ltd. | 0.44% | Reduce -2.0% | 385,189 | $21.08M | $54.72 | No quote |
| 70 | GLT | Glatfelter P. H. Co. | 0.44% | Add +13.7% | 947,370 | $20.8M | No quote | No quote |
| 71 | CYN | City National Corp. | 0.42% | - | 261,475 | $19.79M | No quote | No quote |
| 72 | SEMG | SemGroup Corporation - CL A | 0.41% | Reduce -51.1% | 236,483 | $19.69M | No quote | No quote |
| 73 | WFCWS | Wells Fargo & Co. | 0.40% | Add +0.2% | 940,230 | $18.95M | No quote | No quote |
| 74 | CTB | Cooper Tire & Rubber Co. | 0.40% | - | 660,100 | $18.95M | No quote | No quote |
| 75 | TFX | Telefex Inc. | 0.39% | Reduce -35.3% | 175,094 | $18.39M | $105.04 | No quote |
| 76 | NSIT | Insight Enterprises, Inc. | 0.39% | - | 811,329 | $18.36M | $22.63 | No quote |
| 77 | ALG | Alamo Group, Inc. | 0.38% | Reduce -0.8% | 441,213 | $18.09M | $41.00 | No quote |
| 78 | WHG | Westwood Holdings Group Inc. | 0.38% | Reduce -23.9% | 315,624 | $17.89M | No quote | No quote |
| 79 | WOOF | VCA Antech Inc. | 0.37% | Reduce -19.7% | 447,732 | $17.61M | No quote | No quote |
| 80 | RYN | Rayonier Inc. | 0.36% | Add +1.1% | 553,871 | $17.25M | $31.14 | No quote |
| 81 | USTR | United Stationers Inc | 0.36% | Add +66.0% | 455,659 | $17.12M | No quote | No quote |
| 82 | ABM | ABM Industries Inc | 0.35% | - | 650,038 | $16.7M | $25.69 | No quote |
| 83 | IM | Ingram Micro Inc. | 0.34% | - | 636,038 | $16.42M | No quote | No quote |
| 84 | AXE | Anixter International Inc. | 0.33% | New | 186,395 | $15.81M | No quote | No quote |
| 85 | CST | CST Brands, Inc | 0.33% | - | 431,150 | $15.5M | No quote | No quote |
| 86 | CFR | Cullen Frost Bankers, Inc. | 0.32% | - | 200,830 | $15.37M | $76.51 | No quote |
| 87 | MANT | Mantech International Corp. | 0.32% | Reduce -23.9% | 567,492 | $15.29M | No quote | No quote |
| 88 | BR | Broadridge Financial Sol. Inc. | 0.30% | - | 342,387 | $14.25M | $41.63 | No quote |
| 89 | ICFI | ICF International, Inc. | 0.28% | Reduce -29.5% | 440,246 | $13.56M | $30.79 | No quote |
| 90 | EXLS | ExlService Holdings Inc. | 0.28% | - | 550,283 | $13.43M | No quote | No quote |
| 91 | TG | Tredegar Corp. | 0.27% | Reduce -4.4% | 689,569 | $12.7M | No quote | No quote |
| 92 | OSK | Oshkosh Corp. | 0.26% | Add +9.3% | 277,129 | $12.24M | $44.15 | No quote |
| 93 | KMT | Kennametal Inc. | 0.26% | - | 295,876 | $12.22M | $41.31 | No quote |
| 94 | ERA | ERA Group Inc. | 0.24% | - | 519,893 | $11.31M | No quote | No quote |
| 95 | BRS | Bristow Group Inc. | 0.23% | Reduce -40.0% | 166,138 | $11.16M | No quote | No quote |
| 96 | FSD | First Trust Hi Inc Long/Sht Fd | 0.23% | Add +7.2% | 653,060 | $11.16M | No quote | No quote |
| 97 | ARCO | Arcos Dorados Holdings, Inc. | 0.22% | Add +0.8% | 1,720,539 | $10.29M | $5.98 | No quote |
| 98 | HYI | Western Asset Hi Yld Def Opp Fd | 0.20% | Add +12.3% | 573,650 | $9.53M | No quote | No quote |
| 99 | HYT | BlackRock Corp Hi Yld Fd III Inc | 0.19% | Add +130.4% | 776,736 | $9.19M | No quote | No quote |
| 100 | ALCO | Alico, Inc. | 0.18% | Reduce -29.5% | 229,460 | $8.74M | No quote | No quote |
| 101 | VLY | Valley National Bancorp | 0.18% | - | 866,857 | $8.4M | $9.69 | No quote |
| 102 | FOR | Forestar Group Inc. | 0.18% | Reduce -9.1% | 472,831 | $8.38M | $17.72 | No quote |
| 103 | WIRE | Encore Wire Corp. | 0.16% | Reduce -33.7% | 208,829 | $7.75M | No quote | No quote |
| 104 | ISLE | Isle of Capri Casinos Inc. | 0.16% | Add +128.1% | 999,955 | $7.5M | No quote | No quote |
| 105 | ROIAK | Radio One Inc | 0.15% | - | 2,311,360 | $7.35M | No quote | No quote |
| 106 | NOR | Noranda Aluminum Holding | 0.14% | - | 1,500,000 | $6.78M | No quote | No quote |
| 107 | NHS | Neuberger Berman Hi Yld Strat. Fd | 0.14% | - | 504,626 | $6.52M | No quote | No quote |
| 108 | ANV | Allied Nevada Gold | 0.14% | - | 1,961,723 | $6.49M | No quote | No quote |
| 109 | PNK | Pinnacle Entertainment Inc. | 0.13% | New | 255,200 | $6.4M | No quote | No quote |
| 110 | CLH | Clean Harbors Inc. | 0.13% | New | 114,083 | $6.15M | $53.92 | No quote |
| 111 | HYB | New America Hi Inc Fd, Inc | 0.13% | Add +2.0% | 650,628 | $6.12M | No quote | No quote |
| 112 | ARDC | Ares Dynamic Cr Allocation Fd, Inc. | 0.12% | Add +2.0% | 341,996 | $5.83M | No quote | No quote |
| 113 | DHG | Deutsche Hi Inc Opp Fd | 0.12% | New | 393,556 | $5.76M | No quote | No quote |
| 114 | AKS | AK Steel Corp. | 0.12% | - | 711,375 | $5.7M | No quote | No quote |
| 115 | CSWC | Capital Southwest | 0.11% | Reduce -29.2% | 150,348 | $5.38M | No quote | No quote |
| 116 | MHY | Western Asset Mgd Hi Inc Fd | 0.11% | Add +39.6% | 934,572 | $5.17M | No quote | No quote |
| 117 | FST | Forest Oil Corp. | 0.10% | - | 4,000,000 | $4.68M | No quote | No quote |
| 118 | GM | General Motors Co. | 0.08% | Add +33.0% | 114,967 | $3.67M | $31.94 | No quote |
| 119 | KELYA | Kelly Services Inc. | 0.07% | - | 225,000 | $3.53M | No quote | No quote |
| 120 | BTZ | BlackRock Credit Allctn Inc Tr | 0.07% | Reduce -74.9% | 263,340 | $3.51M | No quote | No quote |
| 121 | EXL | Excel Trust, Inc. | 0.07% | Reduce -69.4% | 287,615 | $3.39M | No quote | No quote |
| 122 | ALLY | Ally Financial Inc. | 0.07% | - | 139,500 | $3.23M | $23.14 | No quote |
| 123 | FSTR | Foster (LB) Co. | 0.06% | Add +14.6% | 66,826 | $3.07M | No quote | No quote |
| 124 | SBSAA | Spanish Broadcasting System, Inc | 0.06% | - | 681,637 | $2.86M | No quote | No quote |
| 125 | CMAWS | Comerica Inc. | 0.06% | - | 130,000 | $2.68M | No quote | No quote |
| 126 | TPL | Texas Pacific Land Trust | 0.03% | Reduce -2.3% | 8,543 | $1.64M | No quote | No quote |
| 127 | UCP | UCP Inc. | 0.03% | New | 133,342 | $1.59M | No quote | No quote |
| 128 | PDS | Precision Drilling Corp. | 0.03% | Reduce -91.7% | 133,107 | $1.44M | $10.82 | No quote |
| 129 | CCS | Century Communities Inc. | 0.03% | New | 82,874 | $1.44M | $17.35 | No quote |
| 130 | AIG | American Intl Group, Inc. | 0.02% | Add +100.0% | 20,000 | $1.08M | $54.00 | No quote |
| 131 | WCIC | WCI Communities Inc. | 0.02% | New | 57,102 | $1.05M | No quote | No quote |
| 132 | FUR | Winthrop Realty Trust | 0.02% | New | 60,000 | $904K | No quote | No quote |
| 133 | TRNO | Terreno Realty Corp. | 0.02% | - | 42,290 | $796K | $18.82 | No quote |
| 134 | TRCWS | Tejon Ranch Co. | 0.02% | Reduce -3.4% | 359,332 | $737K | No quote | No quote |
| 135 | SNY | Sanofi-Aventis | 0.01% | Reduce -8.2% | 12,306 | $694K | $56.40 | No quote |
| 136 | COFWS | Capital One Financial | 0.01% | - | 15,000 | $601K | No quote | No quote |
| 137 | KIM | Kimco Realty Corp. | 0.01% | - | 26,045 | $571K | No quote | No quote |
| 138 | AKR | Acadia Realty Trust | 0.01% | - | 19,999 | $552K | No quote | No quote |
| 139 | CDR | Cedar Shopping Centers Inc. | 0.01% | - | 80,000 | $472K | No quote | No quote |
| 140 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $464K | No quote | No quote |
| 141 | PNC | PNC Financial Corp. | 0.01% | New | 4,271 | $366K | $85.69 | No quote |
| 142 | NAVI | Navient Corp. | 0.01% | New | 20,000 | $354K | $17.70 | No quote |
| 143 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $335K | $37.73 | No quote |
| 144 | WFC | Wells Fargo & Co. | 0.01% | New | 4,699 | $244K | $51.93 | No quote |
| 145 | CMO | Capstead Mortgage Corp. | 0.00% | - | 12,500 | $153K | No quote | No quote |
| 146 | NLY | Annaly Capital Mgmt, Inc. | 0.00% | - | 13,215 | $141K | No quote | No quote |
| 169 | HIO | Western Asset Hi Inc Opp Fd | - | Sold | 0 | $0 | No quote | No quote |
| 168 | VZ | Verizon Comm. Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 167 | STRZA | Starz- Liberty Capital | - | Sold | 0 | $0 | No quote | No quote |
| 166 | STLY | Stanley Furniture Co., Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 165 | SIR | Select Income REIT | - | Sold | 0 | $0 | No quote | No quote |
| 164 | - | PR WirelessCUSIP 31681940 | - | Sold | 0 | $0 | No quote | No quote |
| 163 | PCI | PIMCO Dynamic Credit Inc. Fd | - | Sold | 0 | $0 | No quote | No quote |
| 162 | PHH | PHH Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 161 | JQC | Nuveen Credit Strategies Inc Fd | - | Sold | 0 | $0 | No quote | No quote |
| 160 | MTX | Minerals Technologies Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 159 | CIF | MFS Intermediate Hi Inc Fd | - | Sold | 0 | $0 | No quote | No quote |
| 158 | LMCAD | Liberty Media Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 157 | INTC | Intel Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 156 | FHY | First Trust Strategic Hi IncFd II | - | Sold | 0 | $0 | No quote | No quote |
| 155 | EFII | Electronics for Imaging Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 154 | DHG | DWS High Inc Opp Fd Inc | - | Sold | 0 | $0 | No quote | No quote |
| 153 | CTO | Consolidated Tomoka Ld Co. | - | Sold | 0 | $0 | No quote | No quote |
| 152 | CWH | CommonWealth REIT | - | Sold | 0 | $0 | No quote | No quote |
| 151 | CALM | Cal Maine Foods, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 150 | BPY | Brookfield Property Part. L.P | - | Sold | 0 | $0 | No quote | No quote |
| 149 | AVTA | Blucora, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 148 | AVX | AVX Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 147 | AMH | American Homes 4 Rent | - | Sold | 0 | $0 | No quote | No quote |