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 52 of 134 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.87% | Reduce -22.5% | 9,145,053 | $274.17M | $29.98 | No quote |
| 2 | FCEA | Forest City Enterprises Inc. CL A | 4.96% | Reduce -13.7% | 6,993,902 | $153.38M | No quote | No quote |
| 3 | MAC | The Macerich Company | 4.72% | Reduce -7.6% | 1,805,831 | $145.71M | $80.69 | No quote |
| 4 | FR | First Industrial Realty Trust, Inc. | 4.60% | Reduce -14.7% | 6,423,328 | $142.15M | $22.13 | No quote |
| 5 | BAM | Brookfield Asset Mgmt. CL A | 4.41% | Reduce -5.8% | 4,323,640 | $136.32M | $31.53 | No quote |
| 6 | VNO | Vornado Realty Trust | 4.00% | Reduce -6.1% | 1,236,125 | $123.56M | $99.96 | No quote |
| 7 | BK | Bank of New York Mellon Corp. | 3.88% | Reduce -7.8% | 2,908,723 | $119.9M | $41.22 | No quote |
| 8 | RYN | Rayonier Inc. | 3.71% | Reduce -6.7% | 5,160,270 | $114.56M | $22.20 | No quote |
| 9 | CMA | Comerica Inc. | 3.35% | Reduce -4.5% | 2,475,873 | $103.57M | No quote | No quote |
| 10 | EQC | Equity Commonwealth | 3.09% | Reduce -7.3% | 3,438,280 | $95.34M | No quote | No quote |
| 11 | LOW | Lowe's Companies Inc. | 2.93% | Reduce -7.8% | 1,189,851 | $90.48M | $76.04 | No quote |
| 12 | CVCO | Cavco Industries, Inc. | 2.58% | Reduce -31.0% | 957,501 | $79.77M | $83.31 | No quote |
| 13 | ZION | Zions Bancorporation | 2.41% | Reduce -7.2% | 2,723,858 | $74.36M | $27.30 | No quote |
| 14 | PPS | Post Properties Inc. | 2.35% | Reduce -8.5% | 1,226,651 | $72.57M | No quote | No quote |
| 15 | PNCWS | PNC Financial Services Group 2018 Warrants | 2.30% | Reduce -0.4% | 2,477,554 | $71.13M | No quote | No quote |
| 16 | CBS | CBS Corporation | 2.29% | Reduce -3.9% | 1,498,442 | $70.62M | No quote | No quote |
| 17 | SKT | Tanger Factory Outlet Centers, Inc | 2.22% | Reduce -8.5% | 2,092,721 | $68.43M | $32.70 | No quote |
| 18 | PNC | PNC Financial Corp | 2.17% | Reduce -2.5% | 704,154 | $67.11M | $95.31 | No quote |
| 19 | WTM | White Mountains Insurance Group | 2.10% | Reduce -18.8% | 89,287 | $64.9M | $726.81 | No quote |
| 20 | AGCO | AGCO Corp | 2.08% | Reduce -23.0% | 1,413,988 | $64.18M | $45.39 | No quote |
| 21 | APA | Apache Corp | 1.93% | Reduce -2.3% | 1,339,834 | $59.58M | $44.47 | No quote |
| 22 | BKD | Brookdale Senior Living Inc. | 1.86% | Reduce -47.0% | 3,111,031 | $57.43M | $18.46 | No quote |
| 23 | CVA | Covanta Holding Corporation | 1.82% | Reduce -15.6% | 3,623,912 | $56.14M | No quote | No quote |
| 24 | AXE | Anixter International Inc. | 1.64% | Reduce -1.9% | 838,664 | $50.65M | No quote | No quote |
| 25 | GM | General Motors Co. | 1.61% | Reduce -22.0% | 1,458,043 | $49.59M | $34.01 | No quote |
| 26 | SYMC | Symantec Corp | 1.51% | Reduce -23.4% | 2,219,838 | $46.62M | No quote | No quote |
| 27 | TRC | Tejon Ranch Co. | 1.40% | Reduce -1.3% | 2,263,670 | $43.35M | No quote | No quote |
| 28 | MAS | Masco Corp. | 1.40% | Reduce -17.0% | 1,528,258 | $43.25M | $28.30 | No quote |
| 29 | Y | Alleghany Corp. | 1.39% | Reduce -14.1% | 90,024 | $43.03M | No quote | No quote |
| 30 | DVN | Devon Energy Corp. | 1.14% | Reduce -2.0% | 1,096,747 | $35.1M | $32.00 | No quote |
| 31 | L | Loews Corporation | 0.87% | Reduce -42.1% | 701,723 | $26.95M | $38.40 | No quote |
| 32 | WFCWS | Wells Fargo & Co. 2018 Warrants | 0.78% | Reduce -0.7% | 1,169,303 | $23.96M | No quote | No quote |
| 33 | PKX | Posco ADR | 0.75% | Reduce -56.9% | 651,865 | $23.05M | No quote | No quote |
| 34 | BXLT | Baxalta Inc. | 0.66% | New | 522,437 | $20.39M | No quote | No quote |
| 35 | KEY | Keycorp | 0.64% | Reduce -40.0% | 1,502,820 | $19.82M | $13.19 | No quote |
| 36 | VC | Visteon Corp. | 0.46% | Add +2.1% | 123,533 | $14.15M | $114.50 | No quote |
| 37 | KW | Kennedy-Wilson Holdings Inc. | 0.42% | Reduce -27.4% | 542,800 | $13.07M | $24.08 | No quote |
| 38 | WCIC | WCI Communities Inc. | 0.35% | Reduce -5.0% | 480,015 | $10.7M | No quote | No quote |
| 39 | KEX | Kirby Corporation | 0.31% | New | 184,154 | $9.69M | $52.62 | No quote |
| 40 | FCN | FTI Consulting Inc. | 0.26% | Add +11.9% | 235,869 | $8.18M | $34.66 | No quote |
| 41 | G | Genpact Ltd. | 0.26% | Reduce -24.6% | 321,342 | $8.03M | $24.98 | No quote |
| 42 | CBSH | Commerce Bancshares, Inc | 0.26% | Reduce -5.4% | 188,533 | $8.02M | No quote | No quote |
| 43 | CSGS | CSG Systems International, Inc. | 0.25% | Reduce -29.3% | 213,678 | $7.69M | No quote | No quote |
| 44 | B | Barnes Group Inc. | 0.25% | Reduce -14.8% | 213,965 | $7.57M | $35.39 | No quote |
| 45 | KALU | Kaiser Aluminum Corp. | 0.24% | Reduce -16.1% | 90,260 | $7.55M | $83.66 | No quote |
| 46 | NSIT | Insight Enterprises, Inc. | 0.24% | Add +5.1% | 298,115 | $7.49M | $25.12 | No quote |
| 47 | UMBF | UMB Financial Corporation | 0.24% | - | 159,873 | $7.44M | $46.55 | No quote |
| 48 | DORM | Dorman Products, Inc. | 0.24% | Reduce -0.8% | 154,880 | $7.35M | $47.47 | No quote |
| 49 | WOOF | VCA Antech Inc. | 0.24% | Reduce -13.9% | 132,590 | $7.29M | No quote | No quote |
| 50 | SYNT | Syntel, Inc. | 0.23% | Reduce -14.9% | 160,322 | $7.26M | No quote | No quote |
| 51 | ALG | Alamo Group, Inc. | 0.23% | Reduce -14.9% | 138,202 | $7.2M | $52.10 | No quote |
| 52 | DSW | DSW Inc. | 0.23% | Add +32.5% | 300,765 | $7.18M | No quote | No quote |
| 53 | VLY | Valley National Bancorp | 0.23% | Add +7.9% | 726,392 | $7.16M | $9.85 | No quote |
| 54 | SMP | Standard Motor Products, Inc. | 0.23% | Reduce -16.9% | 187,940 | $7.15M | No quote | No quote |
| 55 | WKC | World Fuel Services Corp | 0.23% | Reduce -0.0% | 185,651 | $7.14M | No quote | No quote |
| 56 | TTEK | Tetra Tech, Inc. | 0.23% | Reduce -22.1% | 270,075 | $7.03M | $26.02 | No quote |
| 57 | EME | EMCOR Group, Inc. | 0.22% | Reduce -14.7% | 142,448 | $6.84M | $48.04 | No quote |
| 58 | ICFI | ICF International, Inc. | 0.22% | Reduce -2.0% | 190,965 | $6.79M | $35.56 | No quote |
| 59 | CUB | Cubic, Corp. | 0.22% | Reduce -10.3% | 141,456 | $6.68M | No quote | No quote |
| 60 | CST | CST Brands, Inc | 0.21% | Reduce -8.6% | 162,381 | $6.36M | No quote | No quote |
| 61 | IM | Ingram Micro Inc. | 0.21% | Reduce -14.0% | 208,602 | $6.34M | No quote | No quote |
| 62 | VVI | Viad Corp. | 0.20% | Reduce -24.0% | 217,637 | $6.14M | No quote | No quote |
| 63 | TFX | Telefex Inc. | 0.20% | Reduce -18.0% | 45,957 | $6.04M | $131.45 | No quote |
| 64 | CFR | Cullen Frost Bankers, Inc. | 0.19% | Reduce -9.3% | 99,434 | $5.97M | $60.00 | No quote |
| 65 | PB | Prosperity Bancshares Inc. | 0.19% | Reduce -16.7% | 123,681 | $5.92M | $47.86 | No quote |
| 66 | BR | Broadridge Financial Solutions Inc. | 0.19% | Reduce -2.3% | 108,725 | $5.84M | $53.73 | No quote |
| 67 | LABL | Multi-Color Corporation | 0.18% | Add +8.3% | 94,842 | $5.67M | No quote | No quote |
| 68 | PRGS | Progress Software Corporation | 0.18% | Reduce -11.8% | 227,592 | $5.46M | No quote | No quote |
| 69 | ARCO | Arcos Dorados Holdings, Inc. | 0.18% | Reduce -0.1% | 1,741,451 | $5.42M | $3.11 | No quote |
| 70 | DST | DST Systems | 0.16% | Reduce -0.0% | 44,525 | $5.08M | No quote | No quote |
| 71 | ALCO | Alico, Inc. | 0.16% | Reduce -9.8% | 129,521 | $5.01M | No quote | No quote |
| 72 | PDCO | Patterson Companies Inc | 0.16% | Reduce -24.7% | 109,335 | $4.94M | No quote | No quote |
| 73 | SBSI | Southside Bancshares Inc. | 0.15% | Add +1.8% | 197,624 | $4.75M | $24.02 | No quote |
| 74 | FLWS | 1-800-Flowers.com Inc. | 0.15% | Reduce -1.8% | 641,691 | $4.67M | No quote | No quote |
| 75 | MTN | Vail Resorts Inc. | 0.15% | Reduce -34.6% | 35,762 | $4.58M | $127.98 | No quote |
| 76 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.15% | Reduce -0.1% | 297,524 | $4.58M | No quote | No quote |
| 77 | CZZ | Cosan Ltd. | 0.14% | Add +11.8% | 1,131,119 | $4.17M | No quote | No quote |
| 78 | CNHI | CNH Industrial NV | 0.13% | Reduce -2.6% | 600,777 | $4.11M | No quote | No quote |
| 79 | SEMG | SemGroup Corporation - CL A | 0.13% | Add +36.7% | 142,302 | $4.11M | No quote | No quote |
| 80 | LM | Legg Mason Inc. | 0.13% | Reduce -36.9% | 104,455 | $4.1M | No quote | No quote |
| 81 | LUK | Leucadia National Corporation | 0.13% | Reduce -83.1% | 230,155 | $4M | No quote | No quote |
| 82 | UNF | UniFirst Corporation | 0.12% | Reduce -28.6% | 36,021 | $3.75M | $104.19 | No quote |
| 83 | ROIAK | Radio One Inc Cl D | 0.12% | Reduce -7.9% | 2,127,789 | $3.66M | No quote | No quote |
| 84 | CIR | Circor International Inc. | 0.11% | Reduce -28.2% | 83,514 | $3.52M | No quote | No quote |
| 85 | BMCH | BMC STOCK HOLDINGS | 0.11% | New | 209,240 | $3.51M | No quote | No quote |
| 86 | FLOW | SPX Flow Inc. | 0.10% | Reduce -16.4% | 112,915 | $3.15M | No quote | No quote |
| 87 | ABM | ABM Industries Inc | 0.10% | Reduce -39.9% | 103,176 | $2.94M | $28.47 | No quote |
| 88 | ENS | EnerSys | 0.08% | Reduce -27.6% | 46,616 | $2.61M | $55.92 | No quote |
| 89 | UCP | UCP Inc. - Class A | 0.08% | - | 340,000 | $2.45M | No quote | No quote |
| 90 | MYRG | MYR Group Inc. | 0.08% | New | 116,260 | $2.4M | $20.61 | No quote |
| 91 | CCS | Century Communities Inc. | 0.08% | - | 132,474 | $2.35M | $17.71 | No quote |
| 92 | WFC | Wells Fargo & Co. NEW | 0.07% | Reduce -5.7% | 41,637 | $2.26M | $54.35 | No quote |
| 93 | ANIP | Ani Pharmaceuticals Inc. | 0.07% | Reduce -16.2% | 50,053 | $2.26M | $45.13 | No quote |
| 94 | SBSAA | Spanish Broadcasting System, Inc | 0.07% | Reduce -1.8% | 669,212 | $2.17M | No quote | No quote |
| 95 | CSWC | Capital Southwest | 0.07% | - | 150,348 | $2.09M | No quote | No quote |
| 96 | GLT | Glatfelter P. H. Co. | 0.07% | Reduce -31.6% | 111,171 | $2.05M | No quote | No quote |
| 97 | CTT | Catchmark Timber Trust Inc. | 0.06% | - | 158,900 | $1.8M | No quote | No quote |
| 98 | HERO | HERCULES OFFSHORE | 0.06% | New | 812,533 | $1.76M | No quote | No quote |
| 99 | FPO | First Potomac Realty Trust | 0.05% | - | 145,000 | $1.65M | No quote | No quote |
| 100 | CMAWS | Comerica Inc 2018 Warrants | 0.05% | - | 100,000 | $1.4M | No quote | No quote |
| 101 | VMI | Valmont Industries | 0.03% | Reduce -43.1% | 8,489 | $900K | No quote | No quote |
| 102 | WMIH | WMI Holdings Corp, | 0.02% | Reduce -6.3% | 277,706 | $719K | No quote | No quote |
| 103 | SPY | SPDR TR UNIT SER 1 | 0.01% | Reduce -85.7% | 1,487 | $303K | $203.77 | No quote |
| 104 | IUSV | ISHARES RUSSELL 1000 GROWTH ETF | 0.01% | Reduce -85.7% | 2,356 | $300K | No quote | No quote |
| 105 | TTE | Total Fina ELF S A ADR | 0.00% | - | 3,056 | $137K | $44.83 | No quote |
| 106 | NOR | Noranda Aluminum Holding | 0.00% | - | 333,434 | $107K | No quote | No quote |
| 107 | VOD | Vodafone Group Plc - ADR | 0.00% | Add +35.8% | 3,159 | $102K | No quote | No quote |
| 108 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/2016 | 0.00% | Reduce -0.7% | 354,918 | $3K | No quote | No quote |
| 134 | MHY | Western Asset Managed High Income Fund | - | Sold | 0 | $0 | No quote | No quote |
| 133 | HYI | Western Asset High Yield Defined Opportunity Fund | - | Sold | 0 | $0 | No quote | No quote |
| 132 | TRNO | Terreno Realty Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 131 | SPXC | SPX Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 130 | RSTI | Rofin-Sinar Technologies Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 129 | HOUS | Realogy Holdings Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 128 | PSB | PS Business Parks, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 127 | PLD | Prologis Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 126 | POWL | Powell Industries, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 125 | NVDA | NVIDIA Corp | - | Sold | 0 | $0 | No quote | No quote |
| 124 | NBL | Noble Energy Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 123 | HYB | New America High Income Fund, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 122 | NHS | Neuberger Berman High Yield Strategies Fund | - | Sold | 0 | $0 | No quote | No quote |
| 121 | LXU | LSB Industries Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 120 | KIM | Kimco Realty Corp | - | Sold | 0 | $0 | No quote | No quote |
| 119 | H | Hyatt Hotels Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 118 | HCC | HCC Insurance Holdings | - | Sold | 0 | $0 | No quote | No quote |
| 117 | FCEB | Forest City Enterprises Inc. CL B | - | Sold | 0 | $0 | No quote | No quote |
| 116 | FSD | First Trust High Income Long/Short Fund | - | Sold | 0 | $0 | No quote | No quote |
| 115 | CYN | City National Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 114 | CDR | CEDAR REALTY TRUST INC | - | Sold | 0 | $0 | No quote | No quote |
| 113 | BTZ | BlackRock Credit Allocation Income Trust | - | Sold | 0 | $0 | No quote | No quote |
| 112 | HYT | BlackRock Corporate High Yield Fund VI | - | Sold | 0 | $0 | No quote | No quote |
| 111 | ARDC | Ares Dynamic Credit Allocation Fund, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 110 | AMD | Advanced Micro Devices | - | Sold | 0 | $0 | No quote | No quote |
| 109 | AKR | Acadia Realty Trust | - | Sold | 0 | $0 | No quote | No quote |