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 54 of 120 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.75% | Reduce -19.7% | 7,347,132 | $227.61M | $30.98 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 6.34% | Add +9.6% | 4,737,134 | $164.81M | $34.79 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 4.59% | Reduce -19.1% | 5,661,733 | $119.41M | No quote | No quote |
| 4 | MAC | The Macerich Company | 4.20% | Reduce -23.7% | 1,377,301 | $109.14M | $79.24 | No quote |
| 5 | RYN | Rayonier Inc. | 3.89% | Reduce -20.6% | 4,096,070 | $101.09M | $24.68 | No quote |
| 6 | FR | First Industrial Realty Trust, Inc. | 3.87% | Reduce -31.1% | 4,426,443 | $100.66M | $22.74 | No quote |
| 7 | BK | Bank of New York Mellon Corp. | 3.47% | Reduce -15.8% | 2,450,542 | $90.25M | $36.83 | No quote |
| 8 | CMA | Comerica Inc. | 3.01% | Reduce -16.5% | 2,067,054 | $78.28M | No quote | No quote |
| 9 | VNO | Vornado Realty Trust | 2.80% | Reduce -37.5% | 772,214 | $72.92M | $94.43 | No quote |
| 10 | LOW | Lowe's Companies Inc. | 2.75% | Reduce -20.7% | 943,411 | $71.46M | $75.75 | No quote |
| 11 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.62% | Reduce -23.8% | 729,734 | $68.2M | $93.46 | No quote |
| 12 | PNC | PNC Financial Corp | 2.32% | Add +1.2% | 712,442 | $60.25M | $84.57 | No quote |
| 13 | WTM | White Mountains Insurance Group | 2.23% | Reduce -19.0% | 72,359 | $58.08M | $802.60 | No quote |
| 14 | LEN | Lennar Corp. | 2.09% | New | 1,123,000 | $54.31M | $48.36 | No quote |
| 15 | ZION | Zions Bancorporation | 2.01% | Reduce -20.6% | 2,162,558 | $52.36M | $24.21 | No quote |
| 16 | SKT | Tanger Factory Outlet Centers, Inc | 2.01% | Reduce -31.3% | 1,438,525 | $52.35M | $36.39 | No quote |
| 17 | EQC | Equity Commonwealth | 1.98% | Reduce -46.8% | 1,828,204 | $51.59M | No quote | No quote |
| 18 | CBS | CBS Corporation | 1.95% | Reduce -38.5% | 922,021 | $50.79M | No quote | No quote |
| 19 | PNCWS | PNC Financial Services Group 2018 Warrants | 1.92% | Reduce -1.0% | 2,452,249 | $49.81M | No quote | No quote |
| 20 | APA | Apache Corp | 1.89% | Reduce -24.9% | 1,006,432 | $49.12M | $48.81 | No quote |
| 21 | PPS | Post Properties Inc. | 1.83% | Reduce -34.9% | 798,642 | $47.71M | No quote | No quote |
| 22 | CVA | Covanta Holding Corporation | 1.83% | Reduce -22.3% | 2,816,718 | $47.49M | No quote | No quote |
| 23 | TRC | Tejon Ranch Co. | 1.78% | Reduce -0.6% | 2,249,464 | $46.27M | No quote | No quote |
| 24 | MAS | Masco Corp. | 1.72% | Reduce -6.7% | 1,425,398 | $44.83M | $31.45 | No quote |
| 25 | Y | Alleghany Corp. | 1.65% | Reduce -4.0% | 86,464 | $42.9M | No quote | No quote |
| 26 | BKD | Brookdale Senior Living Inc. | 1.51% | Reduce -20.6% | 2,471,848 | $39.25M | $15.88 | No quote |
| 27 | AXE | Anixter International Inc. | 1.44% | Reduce -14.2% | 719,910 | $37.52M | No quote | No quote |
| 28 | AGCO | AGCO Corp | 1.36% | Reduce -49.8% | 710,300 | $35.3M | $49.70 | No quote |
| 29 | KW | Kennedy-Wilson Holdings Inc. | 1.21% | Add +165.6% | 1,441,412 | $31.57M | $21.90 | No quote |
| 30 | DVN | Devon Energy Corp. | 1.09% | Reduce -5.7% | 1,034,672 | $28.39M | $27.44 | No quote |
| 31 | SYMC | Symantec Corp | 1.07% | Reduce -31.9% | 1,510,674 | $27.77M | No quote | No quote |
| 32 | FNF | FNF Group | 1.03% | New | 790,100 | $26.78M | $33.90 | No quote |
| 33 | HHC | Howard Hughes Corporation | 0.96% | New | 235,600 | $24.95M | No quote | No quote |
| 34 | HAR | Harman International Industries, Inc. | 0.96% | New | 279,242 | $24.86M | No quote | No quote |
| 35 | RL | Ralph Lauren Corp. | 0.85% | New | 228,864 | $22.03M | No quote | No quote |
| 36 | GM | General Motors Co. | 0.83% | Reduce -52.9% | 687,348 | $21.6M | $31.43 | No quote |
| 37 | BXLT | Baxalta Inc. | 0.81% | Reduce -0.2% | 521,322 | $21.06M | No quote | No quote |
| 38 | WFCWS | Wells Fargo & Co. 2018 Warrants | 0.70% | Reduce -1.1% | 1,156,551 | $18.11M | No quote | No quote |
| 39 | KEY | Keycorp | 0.64% | Reduce -0.4% | 1,497,210 | $16.53M | $11.04 | No quote |
| 40 | VC | Visteon Corp. | 0.40% | Add +4.6% | 129,268 | $10.29M | $79.59 | No quote |
| 41 | NSIT | Insight Enterprises, Inc. | 0.33% | - | 298,115 | $8.54M | $28.64 | No quote |
| 42 | CBSH | Commerce Bancshares, Inc | 0.33% | Add +0.1% | 188,638 | $8.48M | No quote | No quote |
| 43 | FCN | FTI Consulting Inc. | 0.32% | Add +0.1% | 235,986 | $8.38M | $35.51 | No quote |
| 44 | WCIC | WCI Communities Inc. | 0.31% | Reduce -8.5% | 439,331 | $8.16M | No quote | No quote |
| 45 | TTEK | Tetra Tech, Inc. | 0.31% | Add +0.0% | 270,165 | $8.06M | $29.82 | No quote |
| 46 | G | Genpact Ltd. | 0.31% | Reduce -9.0% | 292,342 | $7.95M | $27.19 | No quote |
| 47 | UMBF | UMB Financial Corporation | 0.30% | Reduce -6.0% | 150,273 | $7.76M | $51.63 | No quote |
| 48 | WOOF | VCA Antech Inc. | 0.29% | - | 132,590 | $7.65M | No quote | No quote |
| 49 | VLY | Valley National Bancorp | 0.27% | Add +0.1% | 726,953 | $6.94M | $9.54 | No quote |
| 50 | ALG | Alamo Group, Inc. | 0.27% | Reduce -10.0% | 124,402 | $6.93M | $55.71 | No quote |
| 51 | LABL | Multi-Color Corporation | 0.27% | Add +36.6% | 129,533 | $6.91M | No quote | No quote |
| 52 | ICFI | ICF International, Inc. | 0.25% | Add +0.1% | 191,129 | $6.57M | $34.37 | No quote |
| 53 | BR | Broadridge Financial Solutions Inc. | 0.25% | Add +0.1% | 108,778 | $6.45M | $59.31 | No quote |
| 54 | VVI | Viad Corp. | 0.24% | Reduce -0.6% | 216,238 | $6.31M | No quote | No quote |
| 55 | CUB | Cubic, Corp. | 0.24% | Add +11.2% | 157,327 | $6.29M | No quote | No quote |
| 56 | EME | EMCOR Group, Inc. | 0.24% | Reduce -10.7% | 127,187 | $6.18M | $48.60 | No quote |
| 57 | ARCO | Arcos Dorados Holdings, Inc. | 0.23% | Reduce -7.1% | 1,617,289 | $6.07M | $3.75 | No quote |
| 58 | TFX | Telefex Inc. | 0.23% | Reduce -16.3% | 38,457 | $6.04M | $157.01 | No quote |
| 59 | WKC | World Fuel Services Corp | 0.23% | Reduce -33.6% | 123,282 | $5.99M | No quote | No quote |
| 60 | DORM | Dorman Products, Inc. | 0.23% | Reduce -29.1% | 109,728 | $5.97M | $54.42 | No quote |
| 61 | SMP | Standard Motor Products, Inc. | 0.23% | Reduce -8.7% | 171,670 | $5.95M | No quote | No quote |
| 62 | CZZ | Cosan Ltd. | 0.22% | Add +4.3% | 1,180,246 | $5.81M | No quote | No quote |
| 63 | CST | CST Brands, Inc | 0.22% | Reduce -9.1% | 147,683 | $5.66M | No quote | No quote |
| 64 | SYNT | Syntel, Inc. | 0.22% | Reduce -30.0% | 112,250 | $5.61M | No quote | No quote |
| 65 | SBSI | Southside Bancshares Inc. | 0.21% | Add +7.2% | 211,920 | $5.53M | $26.07 | No quote |
| 66 | KEX | Kirby Corporation | 0.21% | Reduce -51.6% | 89,134 | $5.37M | $60.29 | No quote |
| 67 | PDCO | Patterson Companies Inc | 0.20% | - | 109,335 | $5.09M | No quote | No quote |
| 68 | FLWS | 1-800-Flowers.com Inc. | 0.19% | Add +0.1% | 642,023 | $5.06M | No quote | No quote |
| 69 | DST | DST Systems | 0.19% | Add +0.1% | 44,573 | $5.03M | No quote | No quote |
| 70 | IM | Ingram Micro Inc. | 0.19% | Reduce -33.0% | 139,651 | $5.02M | No quote | No quote |
| 71 | DSW | DSW Inc. | 0.19% | Reduce -41.7% | 175,377 | $4.85M | No quote | No quote |
| 72 | PB | Prosperity Bancshares Inc. | 0.18% | Reduce -17.2% | 102,362 | $4.75M | $46.39 | No quote |
| 73 | CSWI | CSW Industrials Inc. | 0.18% | New | 150,348 | $4.74M | No quote | No quote |
| 74 | CSGS | CSG Systems International, Inc. | 0.18% | Reduce -52.2% | 102,093 | $4.61M | No quote | No quote |
| 75 | CFR | Cullen Frost Bankers, Inc. | 0.17% | Reduce -17.2% | 82,323 | $4.54M | $55.11 | No quote |
| 76 | UNF | UniFirst Corporation | 0.16% | Add +9.0% | 39,261 | $4.28M | $109.12 | No quote |
| 77 | MTN | Vail Resorts Inc. | 0.16% | Reduce -10.7% | 31,948 | $4.27M | $133.69 | No quote |
| 78 | KALU | Kaiser Aluminum Corp. | 0.16% | Reduce -46.6% | 48,157 | $4.07M | $84.54 | No quote |
| 79 | LUK | Leucadia National Corporation | 0.16% | Add +8.8% | 250,384 | $4.05M | No quote | No quote |
| 80 | PRGS | Progress Software Corporation | 0.14% | Reduce -32.9% | 152,718 | $3.68M | No quote | No quote |
| 81 | CNHI | CNH Industrial NV | 0.14% | Reduce -10.6% | 537,178 | $3.63M | No quote | No quote |
| 82 | LM | Legg Mason Inc. | 0.14% | - | 104,455 | $3.62M | No quote | No quote |
| 83 | ALCO | Alico, Inc. | 0.14% | Add +0.2% | 129,733 | $3.58M | No quote | No quote |
| 84 | CBM | Cambrex Corp. | 0.13% | New | 76,681 | $3.37M | No quote | No quote |
| 85 | ABM | ABM Industries Inc | 0.13% | Add +0.1% | 103,224 | $3.34M | $32.31 | No quote |
| 86 | B | Barnes Group Inc. | 0.13% | Reduce -56.6% | 92,749 | $3.25M | $35.03 | No quote |
| 87 | ROIAK | Radio One Inc Cl D | 0.12% | - | 2,127,789 | $3.04M | No quote | No quote |
| 88 | MYRG | MYR Group Inc. | 0.11% | Add +0.0% | 116,310 | $2.92M | $25.11 | No quote |
| 89 | UCP | UCP Inc. - Class A | 0.11% | - | 340,000 | $2.73M | No quote | No quote |
| 90 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.10% | Reduce -31.3% | 204,351 | $2.7M | No quote | No quote |
| 91 | SEMG | SemGroup Corporation - CL A | 0.10% | Reduce -20.3% | 113,491 | $2.54M | No quote | No quote |
| 92 | CCS | Century Communities Inc. | 0.09% | - | 132,474 | $2.26M | $17.07 | No quote |
| 93 | SBSAA | Spanish Broadcasting System, Inc | 0.08% | Reduce -4.4% | 639,603 | $2.14M | No quote | No quote |
| 94 | CSWC | Capital Southwest | 0.08% | - | 150,348 | $2.09M | No quote | No quote |
| 95 | WFC | Wells Fargo & Co. NEW | 0.08% | - | 41,637 | $2.01M | $48.37 | No quote |
| 96 | ENS | EnerSys | 0.08% | Reduce -23.0% | 35,906 | $2M | $55.73 | No quote |
| 97 | HERO | Hercules Offshore, Inc. | 0.07% | - | 812,533 | $1.95M | No quote | No quote |
| 98 | CIR | Circor International Inc. | 0.07% | Reduce -52.3% | 39,819 | $1.85M | No quote | No quote |
| 99 | CTT | Catchmark Timber Trust Inc. | 0.07% | - | 158,900 | $1.72M | No quote | No quote |
| 100 | FLOW | SPX Flow Inc. | 0.07% | Reduce -40.1% | 67,624 | $1.7M | No quote | No quote |
| 101 | ANIP | Ani Pharmaceuticals Inc. | 0.06% | - | 50,053 | $1.69M | $33.66 | No quote |
| 102 | TILE | Interface Inc. | 0.06% | New | 83,211 | $1.54M | $18.54 | No quote |
| 103 | CRZO | Carrizo Oil & Gas Inc. | 0.06% | New | 46,900 | $1.45M | No quote | No quote |
| 104 | CMAWS | Comerica Inc 2018 Warrants | 0.05% | - | 100,000 | $1.33M | No quote | No quote |
| 105 | FPO | First Potomac Realty Trust | 0.05% | - | 145,000 | $1.31M | No quote | No quote |
| 106 | VMI | Valmont Industries | 0.04% | Reduce -2.8% | 8,255 | $1.02M | No quote | No quote |
| 107 | GLT | Glatfelter P. H. Co. | 0.04% | Reduce -58.1% | 46,589 | $966K | No quote | No quote |
| 108 | WMIH | WMI Holdings Corp, | 0.03% | - | 277,706 | $650K | No quote | No quote |
| 109 | TTE | Total Fina ELF S A ADR | 0.01% | - | 3,056 | $139K | $45.48 | No quote |
| 110 | VOD | Vodafone Group Plc - ADR | 0.00% | - | 3,159 | $101K | No quote | No quote |
| 111 | SEB | Seaboard Corp. | 0.00% | New | 19 | $57K | $3000.00 | No quote |
| 112 | TPHS | Trinity Place Holdings | 0.00% | New | 6,029 | $42K | No quote | No quote |
| 113 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | New | 702 | $15K | No quote | No quote |
| 120 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/2016 | 0.00% | Reduce -0.8% | 352,189 | $0 | No quote | No quote |
| 119 | SPY | SPDR TR UNIT SER 1 | - | Sold | 0 | $0 | No quote | No quote |
| 118 | PKX | Posco ADR | - | Sold | 0 | $0 | No quote | No quote |
| 117 | NOR | Noranda Aluminum Holding | - | Sold | 0 | $0 | No quote | No quote |
| 116 | L | Loews Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 115 | IUSV | ISHARES RUSSELL 1000 GROWTH ETF | - | Sold | 0 | $0 | No quote | No quote |
| 114 | BMCH | BMC STOCK HOLDINGS | - | Sold | 0 | $0 | No quote | No quote |