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 61 of 155 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Co. | 8.42% | Reduce -4.3% | 9,301,510 | $333.83M | $35.89 | No quote |
| 2 | BK | Bank of NY Mellon Corp. | 4.20% | Reduce -8.7% | 4,102,532 | $166.44M | $40.57 | No quote |
| 3 | BAM | Brookfield Asset Mgmt. | 3.86% | Add +0.6% | 3,053,500 | $153.07M | $50.13 | No quote |
| 4 | FCEA | Forest City Enter. Inc. | 3.43% | Add +1.6% | 6,380,605 | $135.91M | No quote | No quote |
| 5 | CMA | Comerica Inc. | 3.22% | Add +10.6% | 2,726,120 | $127.69M | No quote | No quote |
| 6 | CVCO | Cavco Industries, Inc. | 3.20% | Reduce -6.8% | 1,601,059 | $126.92M | $79.27 | No quote |
| 7 | BKD | Brookdale Sr Living Inc. | 2.93% | Add +23.9% | 3,165,816 | $116.09M | $36.67 | No quote |
| 8 | PKX | Posco ADR | 2.87% | Reduce -7.6% | 1,781,486 | $113.68M | No quote | No quote |
| 9 | FR | First Industrial Realty Tr, Inc. | 2.81% | Add +1.6% | 5,424,494 | $111.53M | $20.56 | No quote |
| 10 | DVN | Devon Energy Corp. | 2.74% | Reduce -0.5% | 1,774,641 | $108.63M | $61.21 | No quote |
| 11 | KEY | Keycorp | 2.53% | Add +6.2% | 7,208,189 | $100.19M | $13.90 | No quote |
| 12 | WTM | White Mtns Insur. Grp | 2.45% | Reduce -15.1% | 154,458 | $97.33M | $630.11 | No quote |
| 13 | APA | Apache Corp. | 2.41% | Add +17.9% | 1,525,859 | $95.63M | $62.67 | No quote |
| 14 | VNO | Vornado Realty Trust | 2.35% | Add +1.6% | 792,250 | $93.26M | $117.71 | No quote |
| 15 | EQC | Equity Commonwealth | 2.33% | Add +1.6% | 3,595,950 | $92.31M | No quote | No quote |
| 16 | CVA | Covanta Holding Corp. | 2.26% | Reduce -37.5% | 4,078,528 | $89.77M | No quote | No quote |
| 17 | LOW | Lowe's Companies Inc. | 2.18% | Reduce -27.2% | 1,258,225 | $86.57M | $68.80 | No quote |
| 18 | AGCO | AGCO Corp | 2.11% | Add +10.5% | 1,852,169 | $83.72M | $45.20 | No quote |
| 19 | ZION | Zions Bancorporation | 2.06% | Add +31.1% | 2,863,921 | $81.65M | $28.51 | No quote |
| 20 | SKT | Tanger Factory Out. Ctrs, Inc. | 1.91% | Reduce -16.8% | 2,044,815 | $75.58M | $36.96 | No quote |
| 21 | HOUS | Realogy Holdings Corp. | 1.85% | Add +1.6% | 1,647,311 | $73.29M | No quote | No quote |
| 22 | PPS | Post Pptys Inc. | 1.82% | Reduce -23.1% | 1,230,787 | $72.33M | No quote | No quote |
| 23 | RYN | Rayonier Inc. | 1.78% | Add +355.5% | 2,523,070 | $70.5M | $27.94 | No quote |
| 24 | SYMC | Symantec Corp. | 1.75% | Reduce -0.5% | 2,712,837 | $69.6M | No quote | No quote |
| 25 | GM | General Motors Co. | 1.75% | Add +1632.5% | 1,991,758 | $69.53M | $34.91 | No quote |
| 26 | CBS | CBS Corp. | 1.75% | Add +80.9% | 1,253,973 | $69.4M | No quote | No quote |
| 27 | SWAY | Starwood Waypoint Residential | 1.74% | Add +10.9% | 2,621,933 | $69.14M | No quote | No quote |
| 28 | TRC | Tejon Ranch Co. | 1.73% | Add +1.0% | 2,328,058 | $68.58M | No quote | No quote |
| 29 | Y | Alleghany Corp. | 1.61% | Reduce -24.0% | 137,394 | $63.68M | No quote | No quote |
| 30 | TGT | Target Corporation | 1.44% | Add +34.5% | 753,665 | $57.21M | $75.91 | No quote |
| 31 | LUK | Leucadia National Corp. | 1.41% | Reduce -20.0% | 2,486,950 | $55.76M | No quote | No quote |
| 32 | NVDA | NVIDIA Corp. | 1.36% | Reduce -9.7% | 2,687,373 | $53.88M | $20.05 | No quote |
| 33 | PNCWS | PNC Fin'l Serv. Gp | 1.25% | Add +11.8% | 1,980,654 | $49.42M | No quote | No quote |
| 34 | L | Loews Corporation | 1.22% | Add +9.2% | 1,155,399 | $48.55M | $42.02 | No quote |
| 35 | H | Hyatt Hotels Corp. | 0.72% | Add +2.0% | 473,613 | $28.52M | $60.21 | No quote |
| 36 | WFCWS | Wells Fargo & Co. | 0.64% | Add +26.2% | 1,186,903 | $25.35M | No quote | No quote |
| 37 | HT | Hersha Hospitality Trust | 0.63% | Reduce -42.9% | 3,581,694 | $25.18M | No quote | No quote |
| 38 | HYT | BlackRock Corp Hi Yld Fd VI | 0.61% | Add +173.2% | 2,121,660 | $24.19M | No quote | No quote |
| 39 | VMI | Valmont Industries | 0.58% | New | 181,983 | $23.11M | No quote | No quote |
| 40 | HCC | HCC Insurance Holdings | 0.42% | Reduce -70.3% | 311,894 | $16.69M | $53.52 | No quote |
| 41 | UNF | UniFirst Corp. | 0.38% | Reduce -67.0% | 124,833 | $15.16M | $121.45 | No quote |
| 42 | FSD | First Trust Hi Inc Long/Sht Fd | 0.32% | Add +22.2% | 798,023 | $12.77M | No quote | No quote |
| 43 | WKC | World Fuel Services Corp | 0.32% | Reduce -67.2% | 267,611 | $12.56M | No quote | No quote |
| 44 | PRGS | Progress Software Corp. | 0.31% | Reduce -72.5% | 453,607 | $12.26M | No quote | No quote |
| 45 | RSTI | Rofin-Sinar Tech Inc. | 0.31% | Reduce -68.9% | 422,287 | $12.15M | No quote | No quote |
| 46 | G | Genpact Ltd. | 0.30% | Reduce -67.0% | 638,961 | $12.1M | $18.93 | No quote |
| 47 | BTZ | BlackRock Credit Allctn Inc Tr | 0.29% | Add +242.6% | 902,228 | $11.66M | No quote | No quote |
| 48 | LM | Legg Mason Inc. | 0.29% | Reduce -68.0% | 214,949 | $11.47M | No quote | No quote |
| 49 | FCN | FTI Consulting Inc. | 0.28% | Reduce -68.3% | 287,343 | $11.1M | $38.63 | No quote |
| 50 | EME | EMCOR Group, Inc. | 0.28% | Reduce -68.2% | 246,113 | $10.95M | $44.49 | No quote |
| 51 | TTEK | Tetra Tech, Inc. | 0.28% | Reduce -67.0% | 408,665 | $10.91M | $26.70 | No quote |
| 52 | SYNT | Syntel, Inc. | 0.27% | Reduce -47.3% | 239,958 | $10.79M | No quote | No quote |
| 53 | PDCO | Patterson Co. Inc | 0.26% | Reduce -68.0% | 212,281 | $10.21M | No quote | No quote |
| 54 | BRS | Bristow Group Inc. | 0.25% | Reduce -8.7% | 151,731 | $9.98M | No quote | No quote |
| 55 | B | Barnes Group Inc. | 0.25% | New | 264,348 | $9.78M | $37.01 | No quote |
| 56 | PB | Prosperity Bancshares Inc. | 0.24% | Reduce -68.1% | 169,968 | $9.41M | $55.36 | No quote |
| 57 | CSGS | CSG Systems International, Inc. | 0.22% | Reduce -68.8% | 353,141 | $8.85M | No quote | No quote |
| 58 | UMBF | UMB Financial Corp. | 0.22% | Reduce -68.0% | 155,202 | $8.83M | $56.89 | No quote |
| 59 | CUB | Cubic, Corp. | 0.22% | Reduce -68.0% | 163,164 | $8.59M | No quote | No quote |
| 60 | WCIC | WCI Communities Inc. | 0.21% | Add +658.1% | 432,870 | $8.48M | No quote | No quote |
| 61 | AXE | Anixter International Inc. | 0.21% | Reduce -48.6% | 95,709 | $8.47M | No quote | No quote |
| 62 | HYI | Western Asset Hi Yld Def Opp Fd | 0.21% | Reduce -7.3% | 531,872 | $8.39M | No quote | No quote |
| 63 | LXU | LSB Industries Inc. | 0.21% | Reduce -68.6% | 264,649 | $8.32M | $31.44 | No quote |
| 64 | SXC | Suncoke Energy Inc. | 0.21% | Reduce -68.0% | 420,981 | $8.14M | No quote | No quote |
| 65 | DAR | Darling International Inc. | 0.20% | Reduce -68.0% | 442,025 | $8.03M | $18.16 | No quote |
| 66 | ARCO | Arcos Dorados Holdings, Inc. | 0.20% | Reduce -14.0% | 1,479,201 | $8M | $5.41 | No quote |
| 67 | ENS | EnerSys | 0.20% | Reduce -74.4% | 128,000 | $7.9M | $61.72 | No quote |
| 68 | CBSH | Commerce Bancshares, Inc | 0.20% | Reduce -67.3% | 181,336 | $7.89M | No quote | No quote |
| 69 | MDRX | Allscripts Healthcare Sol., Inc. | 0.20% | Reduce -68.1% | 615,859 | $7.87M | No quote | No quote |
| 70 | SMP | Standard Motor Products, Inc. | 0.20% | Reduce -68.0% | 206,030 | $7.85M | No quote | No quote |
| 71 | LABL | Multi-Color Corp. | 0.20% | Reduce -77.2% | 139,909 | $7.75M | No quote | No quote |
| 72 | MTN | Vail Resorts Inc. | 0.19% | Reduce -66.4% | 84,439 | $7.7M | $91.13 | No quote |
| 73 | KALU | Kaiser Aluminum Corp. | 0.19% | Reduce -68.0% | 107,548 | $7.68M | $71.43 | No quote |
| 74 | SCL | Stepan Co. | 0.19% | Reduce -68.0% | 188,471 | $7.55M | No quote | No quote |
| 75 | CFR | Cullen Frost Bankers, Inc. | 0.19% | Reduce -46.9% | 106,577 | $7.53M | $70.64 | No quote |
| 76 | WOOF | VCA Antech Inc. | 0.19% | Reduce -65.6% | 153,881 | $7.51M | No quote | No quote |
| 77 | GLT | Glatfelter P. H. Co. | 0.19% | Reduce -69.0% | 293,347 | $7.5M | No quote | No quote |
| 78 | CYN | City National Corp. | 0.18% | Reduce -65.8% | 89,315 | $7.22M | No quote | No quote |
| 79 | ACGL | Arch Capital Group Ltd. | 0.18% | Reduce -68.3% | 121,917 | $7.21M | $59.10 | No quote |
| 80 | ALCO | Alico, Inc. | 0.18% | Reduce -37.4% | 143,568 | $7.18M | No quote | No quote |
| 81 | ALG | Alamo Group, Inc. | 0.18% | Reduce -66.8% | 146,379 | $7.09M | $48.44 | No quote |
| 82 | ATU | Actuant Corp. | 0.18% | Reduce -65.1% | 257,877 | $7.03M | No quote | No quote |
| 83 | ICFI | ICF International, Inc. | 0.17% | Reduce -61.5% | 169,313 | $6.94M | $40.98 | No quote |
| 84 | CKH | Seacor Holdings Inc. | 0.17% | Reduce -77.7% | 92,468 | $6.83M | No quote | No quote |
| 85 | NSIT | Insight Enterprises, Inc. | 0.17% | Reduce -68.0% | 259,467 | $6.72M | $25.89 | No quote |
| 86 | SEMG | SemGroup Corp. | 0.17% | Reduce -59.1% | 96,800 | $6.62M | No quote | No quote |
| 87 | CST | CST Brands, Inc | 0.16% | Reduce -65.7% | 148,116 | $6.46M | No quote | No quote |
| 88 | TFX | Telefex Inc. | 0.16% | Reduce -68.0% | 56,069 | $6.44M | $114.82 | No quote |
| 89 | ABM | ABM Industries Inc | 0.16% | Reduce -66.7% | 216,472 | $6.2M | $28.65 | No quote |
| 90 | CSWC | Capital Southwest | 0.14% | - | 150,348 | $5.7M | No quote | No quote |
| 91 | PNK | Pinnacle Entertainment Inc. | 0.14% | - | 255,200 | $5.68M | No quote | No quote |
| 92 | IM | Ingram Micro Inc. | 0.14% | Reduce -68.1% | 203,094 | $5.61M | No quote | No quote |
| 93 | CLH | Clean Harbors Inc. | 0.14% | Add +0.0% | 114,107 | $5.48M | $48.05 | No quote |
| 94 | MHY | Western Asset Mgd Hi Inc Fd | 0.13% | Add +9.8% | 1,025,669 | $5.24M | No quote | No quote |
| 95 | NHS | Neuberger Berman Hgh Yld Fd | 0.13% | Reduce -15.6% | 425,826 | $5.24M | No quote | No quote |
| 96 | ERA | ERA Group Inc. | 0.13% | Reduce -53.0% | 244,522 | $5.17M | No quote | No quote |
| 97 | BR | Broadridge Financial Sol. Inc. | 0.13% | Reduce -67.5% | 111,313 | $5.14M | $46.18 | No quote |
| 98 | HYB | New America Hi Inc Fd, Inc | 0.13% | Reduce -13.0% | 565,757 | $5.06M | No quote | No quote |
| 99 | DHG | Deutsche Hi Inc Opp Fd | 0.12% | Reduce -12.3% | 345,156 | $4.84M | No quote | No quote |
| 100 | ARDC | Ares Dynamic Cr Allocation Fd, Inc. | 0.12% | Reduce -13.2% | 296,871 | $4.7M | No quote | No quote |
| 101 | VLY | Valley National Bancorp | 0.12% | Reduce -45.4% | 473,304 | $4.6M | $9.71 | No quote |
| 102 | RRX | Regal-Beloit Corp. | 0.11% | Reduce -86.1% | 56,756 | $4.27M | $75.20 | No quote |
| 103 | ROIAK | Radio One Inc | 0.10% | - | 2,311,360 | $3.86M | No quote | No quote |
| 104 | ALLY | Ally Financial Inc. | 0.09% | Add +7.2% | 149,500 | $3.53M | $23.62 | No quote |
| 105 | VVI | Viad Corp. | 0.07% | New | 98,288 | $2.62M | No quote | No quote |
| 106 | WIRE | Encore Wire Corp. | 0.06% | Reduce -68.0% | 66,812 | $2.49M | No quote | No quote |
| 107 | CMAWS | Comerica Inc. | 0.06% | - | 130,000 | $2.34M | No quote | No quote |
| 108 | FOR | Forestar Group Inc. | 0.06% | Reduce -68.0% | 151,436 | $2.33M | $15.40 | No quote |
| 109 | CCS | Century Communities Inc. | 0.06% | Add +59.9% | 132,474 | $2.29M | $17.28 | No quote |
| 110 | CTB | Cooper Tire & Rubber Co. | 0.06% | Reduce -90.2% | 64,854 | $2.25M | No quote | No quote |
| 111 | UCP | UCP Inc. | 0.05% | Add +30.3% | 173,800 | $1.83M | No quote | No quote |
| 112 | AIG | American Intl Group, Inc. | 0.04% | Add +41.0% | 28,200 | $1.58M | $55.99 | No quote |
| 113 | SBSAA | Spanish Broadcasting System, Inc | 0.04% | - | 681,637 | $1.58M | No quote | No quote |
| 114 | NAVI | Navient Corp. | 0.04% | Add +255.5% | 71,100 | $1.54M | $21.60 | No quote |
| 115 | PNC | PNC Financial Corp. | 0.03% | Add +235.1% | 14,310 | $1.31M | $91.26 | No quote |
| 116 | IDPK | Independence Bank | 0.03% | New | 76,900 | $1.13M | No quote | No quote |
| 117 | WFC | Wells Fargo & Co. | 0.02% | Add +255.4% | 16,701 | $916K | $54.85 | No quote |
| 118 | FST | Forest Oil Corp. | 0.02% | - | 4,000,000 | $900K | No quote | No quote |
| 119 | TRNO | Terreno Realty Corp. | 0.02% | - | 42,290 | $872K | $20.62 | No quote |
| 120 | VOYA | Voya Financial Inc | 0.02% | New | 20,000 | $848K | $42.40 | No quote |
| 121 | MSG | Madison Sq. Garden Inc. | 0.02% | Reduce -97.5% | 10,053 | $757K | No quote | No quote |
| 122 | KIM | Kimco Realty Corp | 0.02% | - | 26,045 | $655K | No quote | No quote |
| 123 | AKR | Acadia Realty Trust | 0.02% | - | 19,999 | $641K | No quote | No quote |
| 124 | TRCWS | Tejon Ranch Co. | 0.02% | - | 359,332 | $629K | No quote | No quote |
| 125 | COFWS | Capital One Financial | 0.02% | - | 15,000 | $627K | No quote | No quote |
| 126 | CDR | Cedar Shopping Centers Inc. | 0.01% | - | 80,000 | $587K | No quote | No quote |
| 127 | POWL | Powell Industries, Inc. | 0.01% | New | 10,650 | $523K | $49.11 | No quote |
| 128 | EXL | Excel Trust, Inc. | 0.01% | Reduce -86.5% | 38,890 | $521K | No quote | No quote |
| 129 | SNY | Sanofi-Aventis | 0.01% | Reduce -13.0% | 10,704 | $488K | $45.59 | No quote |
| 130 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $485K | No quote | No quote |
| 131 | EXLS | ExlService Holdings Inc. | 0.01% | Reduce -97.3% | 15,007 | $431K | No quote | No quote |
| 132 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $382K | $43.02 | No quote |
| 133 | ECA | Encana Corporation | 0.01% | Reduce -97.6% | 25,600 | $357K | No quote | No quote |
| 134 | ISLE | Isle of Capri Casinos Inc. | 0.01% | Reduce -96.4% | 35,743 | $299K | No quote | No quote |
| 135 | DST | DST Sys Inc. | 0.01% | New | 3,000 | $282K | No quote | No quote |
| 136 | WLK | Westlake Chemical Corp. | 0.01% | New | 4,500 | $275K | $61.11 | No quote |
| 137 | TTE | Total Fina ELF S A | 0.01% | New | 4,201 | $215K | $51.18 | No quote |
| 138 | CMO | Capstead Mortgage Corp. | 0.00% | - | 12,500 | $154K | No quote | No quote |
| 139 | NLY | Annaly Capital Mgmt, Inc. | 0.00% | - | 13,215 | $143K | No quote | No quote |
| 155 | FUR | Winthrop Realty Trust | - | Sold | 0 | $0 | No quote | No quote |
| 154 | WHG | Westwood Holdings Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 153 | USTR | United Stationers Inc | - | Sold | 0 | $0 | No quote | No quote |
| 152 | TG | Tredegar Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 151 | TPL | Texas Pacific Land Trust | - | Sold | 0 | $0 | No quote | No quote |
| 150 | PDS | Precision Drilling Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 149 | OSK | Oshkosh Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 148 | NOR | Noranda Aluminum Holding | - | Sold | 0 | $0 | No quote | No quote |
| 147 | MANT | Mantech International Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 146 | KMT | Kennametal Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 145 | KELYA | Kelly Services Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 144 | IDCC | Interdigital Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 143 | FSTR | Foster (LB) Co. | - | Sold | 0 | $0 | No quote | No quote |
| 142 | AXLL | Axiall Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 141 | ANV | Allied Nevada Gold | - | Sold | 0 | $0 | No quote | No quote |
| 140 | AKS | AK Steel Corp. | - | Sold | 0 | $0 | No quote | No quote |