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 58 of 142 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.79% | Add +6.7% | 11,805,135 | $322.75M | $27.34 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 4.44% | Add +7.1% | 8,101,985 | $163.09M | No quote | No quote |
| 3 | FR | First Industrial Realty Trust, Inc. | 4.29% | Add +13.8% | 7,528,218 | $157.72M | $20.95 | No quote |
| 4 | MAC | The Macerich Company | 4.08% | Add +13.8% | 1,953,426 | $150.06M | $76.82 | No quote |
| 5 | BAM | Brookfield Asset Mgmt. CL A | 3.93% | Add +10.8% | 4,588,281 | $144.26M | $31.44 | No quote |
| 6 | BKD | Brookdale Senior Living Inc. | 3.67% | Add +69.4% | 5,867,732 | $134.72M | $22.96 | No quote |
| 7 | BK | Bank of New York Mellon Corp. | 3.36% | Reduce -5.8% | 3,156,638 | $123.58M | $39.15 | No quote |
| 8 | RYN | Rayonier Inc. | 3.32% | Add +6.6% | 5,529,082 | $122.03M | $22.07 | No quote |
| 9 | VNO | Vornado Realty Trust | 3.24% | Add +15.4% | 1,316,830 | $119.07M | $90.42 | No quote |
| 10 | CMA | Comerica Inc. | 2.90% | Reduce -12.8% | 2,591,334 | $106.5M | No quote | No quote |
| 11 | EQC | Equity Commonwealth | 2.75% | Add +1.7% | 3,708,155 | $101.01M | No quote | No quote |
| 12 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.57% | Reduce -2.7% | 1,387,781 | $94.49M | $68.09 | No quote |
| 13 | LOW | Lowe's Companies Inc. | 2.42% | Add +1.4% | 1,290,176 | $88.92M | $68.92 | No quote |
| 14 | AGCO | AGCO Corp | 2.33% | Reduce -3.5% | 1,837,243 | $85.67M | $46.63 | No quote |
| 15 | WTM | White Mountains Insurance Group | 2.24% | Reduce -16.0% | 109,906 | $82.13M | $747.30 | No quote |
| 16 | ZION | Zions Bancorporation | 2.20% | Add +1.4% | 2,934,458 | $80.82M | $27.54 | No quote |
| 17 | PPS | Post Properties Inc. | 2.13% | Add +1.4% | 1,341,014 | $78.17M | No quote | No quote |
| 18 | SKT | Tanger Factory Outlet Centers, Inc | 2.05% | Add +1.2% | 2,287,753 | $75.43M | $32.97 | No quote |
| 19 | CVA | Covanta Holding Corporation | 2.04% | Add +0.6% | 4,294,744 | $74.94M | No quote | No quote |
| 20 | PNC | PNC Financial Corp | 1.75% | Add +20.9% | 722,399 | $64.44M | $89.20 | No quote |
| 21 | HOUS | Realogy Holdings Corp. | 1.73% | Add +1.4% | 1,689,009 | $63.56M | No quote | No quote |
| 22 | CBS | CBS Corporation | 1.69% | Add +19.9% | 1,559,106 | $62.21M | No quote | No quote |
| 23 | PNCWS | PNC Financial Services Group 2018 Warrants | 1.65% | Add +25.5% | 2,487,754 | $60.45M | No quote | No quote |
| 24 | SYMC | Symantec Corp | 1.54% | Reduce -1.3% | 2,899,118 | $56.45M | No quote | No quote |
| 25 | GM | General Motors Co. | 1.53% | Reduce -3.2% | 1,868,285 | $56.09M | $30.02 | No quote |
| 26 | APA | Apache Corp | 1.46% | Reduce -11.8% | 1,371,109 | $53.69M | $39.16 | No quote |
| 27 | PKX | Posco ADR | 1.44% | Reduce -19.6% | 1,513,581 | $53.01M | No quote | No quote |
| 28 | TRC | Tejon Ranch Co. | 1.36% | Reduce -1.3% | 2,292,582 | $50M | No quote | No quote |
| 29 | AXE | Anixter International Inc. | 1.34% | Add +233.3% | 854,833 | $49.39M | No quote | No quote |
| 30 | Y | Alleghany Corp. | 1.34% | Reduce -6.5% | 104,799 | $49.06M | No quote | No quote |
| 31 | MAS | Masco Corp. | 1.26% | Add +7.1% | 1,840,671 | $46.35M | $25.18 | No quote |
| 32 | L | Loews Corporation | 1.19% | Reduce -3.1% | 1,211,350 | $43.78M | $36.14 | No quote |
| 33 | NVDA | NVIDIA Corp | 1.17% | Reduce -32.5% | 1,737,803 | $42.84M | $24.65 | No quote |
| 34 | DVN | Devon Energy Corp. | 1.13% | Reduce -27.9% | 1,119,426 | $41.52M | $37.09 | No quote |
| 35 | KEY | Keycorp | 0.89% | Reduce -2.9% | 2,505,146 | $32.59M | $13.01 | No quote |
| 36 | LUK | Leucadia National Corporation | 0.75% | Reduce -17.5% | 1,363,555 | $27.63M | No quote | No quote |
| 37 | H | Hyatt Hotels Corp. | 0.62% | Add +1.3% | 482,381 | $22.72M | $47.10 | No quote |
| 38 | WFCWS | Wells Fargo & Co. 2018 Warrants | 0.58% | Reduce -0.8% | 1,177,803 | $21.31M | No quote | No quote |
| 39 | KW | Kennedy-Wilson Holdings Inc. | 0.45% | New | 748,000 | $16.58M | $22.17 | No quote |
| 40 | HCC | HCC Insurance Holdings | 0.40% | Reduce -12.1% | 187,613 | $14.53M | $77.47 | No quote |
| 41 | HYT | BlackRock Corporate High Yield Fund VI | 0.35% | Reduce -34.7% | 1,304,420 | $12.88M | No quote | No quote |
| 42 | VC | Visteon Corp. | 0.33% | New | 121,038 | $12.25M | $101.24 | No quote |
| 43 | FSD | First Trust High Income Long/Short Fund | 0.32% | Add +1.4% | 841,294 | $11.85M | No quote | No quote |
| 44 | WCIC | WCI Communities Inc. | 0.31% | Add +2.9% | 505,435 | $11.44M | No quote | No quote |
| 45 | G | Genpact Ltd. | 0.27% | Add +0.0% | 425,885 | $10.06M | $23.61 | No quote |
| 46 | CSGS | CSG Systems International, Inc. | 0.25% | Reduce -5.3% | 302,329 | $9.31M | No quote | No quote |
| 47 | CBSH | Commerce Bancshares, Inc | 0.25% | Add +0.0% | 199,269 | $9.08M | No quote | No quote |
| 48 | B | Barnes Group Inc. | 0.25% | Reduce -4.4% | 251,271 | $9.06M | $36.05 | No quote |
| 49 | FCN | FTI Consulting Inc. | 0.24% | Reduce -26.6% | 210,845 | $8.75M | $41.51 | No quote |
| 50 | KALU | Kaiser Aluminum Corp. | 0.24% | Add +0.0% | 107,610 | $8.64M | $80.25 | No quote |
| 51 | SYNT | Syntel, Inc. | 0.23% | - | 188,413 | $8.54M | No quote | No quote |
| 52 | TTEK | Tetra Tech, Inc. | 0.23% | Reduce -15.2% | 346,716 | $8.43M | $24.31 | No quote |
| 53 | VVI | Viad Corp. | 0.23% | Add +0.0% | 286,329 | $8.3M | No quote | No quote |
| 54 | UMBF | UMB Financial Corporation | 0.22% | - | 159,873 | $8.12M | $50.81 | No quote |
| 55 | WOOF | VCA Antech Inc. | 0.22% | Add +0.0% | 153,935 | $8.11M | No quote | No quote |
| 56 | DORM | Dorman Products, Inc. | 0.22% | Add +5.4% | 156,173 | $7.95M | $50.89 | No quote |
| 57 | SMP | Standard Motor Products, Inc. | 0.21% | Add +9.8% | 226,298 | $7.89M | No quote | No quote |
| 58 | HYI | Western Asset High Yield Defined Opportunity Fund | 0.21% | Add +2.2% | 562,522 | $7.88M | No quote | No quote |
| 59 | ALG | Alamo Group, Inc. | 0.21% | - | 162,499 | $7.6M | $46.75 | No quote |
| 60 | EME | EMCOR Group, Inc. | 0.20% | Reduce -13.6% | 166,899 | $7.39M | $44.25 | No quote |
| 61 | NSIT | Insight Enterprises, Inc. | 0.20% | - | 283,602 | $7.33M | $25.85 | No quote |
| 62 | PB | Prosperity Bancshares Inc. | 0.20% | Reduce -12.7% | 148,415 | $7.29M | $49.11 | No quote |
| 63 | CSWC | Capital Southwest | 0.19% | - | 150,348 | $7.13M | No quote | No quote |
| 64 | CFR | Cullen Frost Bankers, Inc. | 0.19% | Reduce -11.8% | 109,634 | $6.97M | $63.58 | No quote |
| 65 | TFX | Telefex Inc. | 0.19% | - | 56,069 | $6.96M | $124.20 | No quote |
| 66 | LM | Legg Mason Inc. | 0.19% | - | 165,614 | $6.89M | No quote | No quote |
| 67 | LABL | Multi-Color Corporation | 0.18% | Add +57.3% | 87,613 | $6.7M | No quote | No quote |
| 68 | PRGS | Progress Software Corporation | 0.18% | Reduce -21.1% | 258,146 | $6.67M | No quote | No quote |
| 69 | WKC | World Fuel Services Corp | 0.18% | Reduce -8.8% | 185,684 | $6.65M | No quote | No quote |
| 70 | VLY | Valley National Bancorp | 0.18% | - | 672,934 | $6.62M | $9.84 | No quote |
| 71 | CUB | Cubic, Corp. | 0.18% | Add +15.6% | 157,710 | $6.61M | No quote | No quote |
| 72 | IM | Ingram Micro Inc. | 0.18% | - | 242,611 | $6.61M | No quote | No quote |
| 73 | PDCO | Patterson Companies Inc | 0.17% | - | 145,133 | $6.28M | No quote | No quote |
| 74 | BR | Broadridge Financial Solutions Inc. | 0.17% | - | 111,313 | $6.16M | $55.35 | No quote |
| 75 | CST | CST Brands, Inc | 0.16% | Add +1.6% | 177,570 | $5.98M | No quote | No quote |
| 76 | FLWS | 1-800-Flowers.com Inc. | 0.16% | Add +88.5% | 653,109 | $5.94M | No quote | No quote |
| 77 | ICFI | ICF International, Inc. | 0.16% | Add +15.1% | 194,918 | $5.92M | $30.39 | No quote |
| 78 | ALCO | Alico, Inc. | 0.16% | - | 143,643 | $5.83M | No quote | No quote |
| 79 | DSW | DSW Inc. | 0.16% | New | 226,990 | $5.75M | No quote | No quote |
| 80 | MTN | Vail Resorts Inc. | 0.16% | Reduce -22.9% | 54,710 | $5.73M | $104.68 | No quote |
| 81 | CYN | City National Corp. | 0.15% | Reduce -15.6% | 61,349 | $5.4M | No quote | No quote |
| 82 | UNF | UniFirst Corporation | 0.15% | Reduce -5.8% | 50,455 | $5.39M | $106.81 | No quote |
| 83 | SBSI | Southside Bancshares Inc. | 0.15% | New | 194,170 | $5.35M | $27.55 | No quote |
| 84 | BTZ | BlackRock Credit Allocation Income Trust | 0.14% | Reduce -51.0% | 409,999 | $4.99M | No quote | No quote |
| 85 | ROIAK | Radio One Inc Cl D | 0.13% | - | 2,311,360 | $4.92M | No quote | No quote |
| 86 | HYB | New America High Income Fund, Inc | 0.13% | Add +2.3% | 595,362 | $4.75M | No quote | No quote |
| 87 | ARCO | Arcos Dorados Holdings, Inc. | 0.13% | Add +26.2% | 1,743,763 | $4.74M | $2.72 | No quote |
| 88 | ABM | ABM Industries Inc | 0.13% | Reduce -28.6% | 171,701 | $4.69M | $27.31 | No quote |
| 89 | DST | DST Systems | 0.13% | New | 44,541 | $4.68M | No quote | No quote |
| 90 | CIR | Circor International Inc. | 0.13% | Add +33.7% | 116,329 | $4.67M | No quote | No quote |
| 91 | FLOW | SPX Flow Inc. | 0.13% | New | 135,078 | $4.65M | No quote | No quote |
| 92 | MHY | Western Asset Managed High Income Fund | 0.12% | - | 1,025,669 | $4.59M | No quote | No quote |
| 93 | SEMG | SemGroup Corporation - CL A | 0.12% | Add +7.5% | 104,077 | $4.5M | No quote | No quote |
| 94 | NHS | Neuberger Berman High Yield Strategies Fund | 0.12% | - | 425,826 | $4.34M | No quote | No quote |
| 95 | CNHI | CNH Industrial NV | 0.11% | Add +89.7% | 617,057 | $4.02M | No quote | No quote |
| 96 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.10% | Reduce -51.7% | 297,717 | $3.69M | No quote | No quote |
| 97 | NBL | Noble Energy Inc. | 0.10% | New | 122,223 | $3.69M | No quote | No quote |
| 98 | SBSAA | Spanish Broadcasting System, Inc | 0.10% | - | 681,637 | $3.59M | No quote | No quote |
| 99 | ARDC | Ares Dynamic Credit Allocation Fund, Inc. | 0.10% | Reduce -17.4% | 253,978 | $3.55M | No quote | No quote |
| 100 | ENS | EnerSys | 0.09% | - | 64,368 | $3.45M | $53.58 | No quote |
| 101 | CZZ | Cosan Ltd. | 0.08% | New | 1,011,834 | $2.92M | No quote | No quote |
| 102 | GLT | Glatfelter P. H. Co. | 0.08% | Reduce -25.2% | 162,579 | $2.8M | No quote | No quote |
| 103 | CCS | Century Communities Inc. | 0.07% | - | 132,474 | $2.63M | $19.85 | No quote |
| 104 | LXU | LSB Industries Inc. | 0.07% | Add +0.0% | 166,837 | $2.56M | $15.32 | No quote |
| 105 | RSTI | Rofin-Sinar Technologies Inc. | 0.07% | Reduce -58.2% | 96,385 | $2.5M | No quote | No quote |
| 106 | ANIP | Ani Pharmaceuticals Inc. | 0.06% | Add +15.3% | 59,716 | $2.36M | $39.50 | No quote |
| 107 | UCP | UCP Inc. - Class A | 0.06% | Add +25.9% | 340,000 | $2.28M | No quote | No quote |
| 108 | WFC | Wells Fargo & Co. NEW | 0.06% | Add +46.0% | 44,137 | $2.27M | $51.34 | No quote |
| 109 | IUSV | ISHARES RUSSELL 1000 GROWTH ETF | 0.05% | New | 16,465 | $2M | No quote | No quote |
| 110 | SPY | SPDR TR UNIT SER 1 | 0.05% | New | 10,425 | $2M | $191.65 | No quote |
| 111 | CTT | Catchmark Timber Trust Inc. | 0.04% | New | 158,900 | $1.63M | No quote | No quote |
| 112 | FPO | First Potomac Realty Trust | 0.04% | - | 145,000 | $1.6M | No quote | No quote |
| 113 | VMI | Valmont Industries | 0.04% | Reduce -14.5% | 14,911 | $1.42M | No quote | No quote |
| 114 | CMAWS | Comerica Inc 2018 Warrants | 0.03% | - | 100,000 | $1.27M | No quote | No quote |
| 115 | SPXC | SPX Corporation | 0.03% | New | 83,019 | $990K | No quote | No quote |
| 116 | TRNO | Terreno Realty Corp. | 0.02% | - | 42,290 | $831K | $19.65 | No quote |
| 117 | WMIH | WMI Holdings Corp, | 0.02% | New | 296,406 | $765K | No quote | No quote |
| 118 | KIM | Kimco Realty Corp | 0.02% | - | 26,045 | $636K | No quote | No quote |
| 119 | AKR | Acadia Realty Trust | 0.02% | - | 19,999 | $601K | No quote | No quote |
| 120 | NOR | Noranda Aluminum Holding | 0.01% | Reduce -85.7% | 333,434 | $547K | No quote | No quote |
| 121 | CDR | CEDAR REALTY TRUST INC | 0.01% | - | 80,000 | $497K | No quote | No quote |
| 122 | PSB | PS Business Parks, Inc. | 0.01% | - | 6,100 | $484K | No quote | No quote |
| 123 | AMD | Advanced Micro Devices | 0.01% | - | 250,000 | $430K | $1.72 | No quote |
| 124 | PLD | Prologis Inc. | 0.01% | - | 8,880 | $345K | $38.85 | No quote |
| 125 | POWL | Powell Industries, Inc. | 0.01% | Reduce -71.0% | 6,200 | $187K | $30.16 | No quote |
| 126 | TTE | Total Fina ELF S A ADR | 0.00% | - | 3,056 | $137K | $44.83 | No quote |
| 127 | VOD | Vodafone Group Plc - ADR | 0.00% | - | 2,326 | $74K | No quote | No quote |
| 128 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/201 | 0.00% | Reduce -0.6% | 357,332 | $57K | No quote | No quote |
| 129 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | Reduce -71.4% | 702 | $15K | No quote | No quote |
| 142 | SXC | Suncoke Energy Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 141 | CKH | Seacor Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 140 | ROSE | Rosetta Resources Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 139 | HTS | Hatteras Financial Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 138 | FOR | Forestar Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 137 | EXL | Excel Trust, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 136 | EPE | EP Energy Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 135 | WIRE | Encore Wire Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 134 | DHG | Deutsche High Income Opportunity Fund | - | Sold | 0 | $0 | No quote | No quote |
| 133 | CMO | Capstead Mortgage Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 132 | BRS | Bristow Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 131 | NLY | Annaly Capital Management, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 130 | ATU | Actuant Corporation | - | Sold | 0 | $0 | No quote | No quote |