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 56 of 117 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.85% | Reduce -8.6% | 6,044,348 | $193.06M | $31.94 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 7.09% | Reduce -4.2% | 4,399,779 | $154.78M | $35.18 | No quote |
| 3 | FCEA | Forest City Enterprises Inc. CL A | 5.36% | Reduce -6.8% | 5,053,408 | $116.89M | No quote | No quote |
| 4 | RYN | Rayonier Inc. | 4.37% | Reduce -7.4% | 3,596,370 | $95.45M | $26.54 | No quote |
| 5 | BK | Bank of New York Mellon Corp. | 3.72% | Reduce -0.9% | 2,034,401 | $81.13M | $39.88 | No quote |
| 6 | CMA | Comerica Inc. | 3.35% | Reduce -20.9% | 1,544,793 | $73.1M | No quote | No quote |
| 7 | FR | First Industrial Realty Trust, Inc. | 2.91% | Reduce -27.1% | 2,251,543 | $63.54M | $28.22 | No quote |
| 8 | VNO | Vornado Realty Trust | 2.90% | Reduce -14.8% | 624,314 | $63.19M | $101.21 | No quote |
| 9 | MAC | The Macerich Company | 2.88% | Reduce -26.4% | 776,201 | $62.77M | $80.87 | No quote |
| 10 | ZION | Zions Bancorporation | 2.70% | Reduce -7.4% | 1,896,358 | $58.83M | $31.02 | No quote |
| 11 | PNCWS | PNC Financial Services Group 2018 Warrants | 2.64% | - | 2,452,249 | $57.6M | No quote | No quote |
| 12 | PNC | PNC Financial Corp | 2.62% | Reduce -1.2% | 635,315 | $57.24M | $90.09 | No quote |
| 13 | WTM | White Mountains Insurance Group | 2.51% | Reduce -3.4% | 66,101 | $54.86M | $830.00 | No quote |
| 14 | TRC | Tejon Ranch Co. | 2.51% | - | 2,249,464 | $54.71M | No quote | No quote |
| 15 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.15% | Reduce -1.0% | 472,919 | $46.84M | $99.05 | No quote |
| 16 | CBS | CBS Corporation | 2.10% | Add +0.4% | 839,016 | $45.93M | No quote | No quote |
| 17 | AXE | Anixter International Inc. | 2.09% | Reduce -0.6% | 706,673 | $45.58M | No quote | No quote |
| 18 | Y | Alleghany Corp. | 1.99% | Reduce -0.4% | 82,618 | $43.38M | No quote | No quote |
| 19 | LOW | Lowe's Companies Inc. | 1.93% | Reduce -7.5% | 584,611 | $42.22M | $72.21 | No quote |
| 20 | BKD | Brookdale Senior Living Inc. | 1.92% | Reduce -0.8% | 2,404,847 | $41.97M | $17.45 | No quote |
| 21 | LEN | Lennar Corp. | 1.91% | Reduce -7.5% | 984,200 | $41.67M | $42.34 | No quote |
| 22 | DVN | Devon Energy Corp. | 1.56% | Reduce -23.3% | 769,932 | $33.96M | $44.11 | No quote |
| 23 | HAR | Harman International Industries, Inc. | 1.54% | Reduce -0.8% | 397,296 | $33.55M | No quote | No quote |
| 24 | JCI | Johnson Controls International plc | 1.50% | New | 705,743 | $32.84M | $46.53 | No quote |
| 25 | KW | Kennedy-Wilson Holdings Inc. | 1.33% | Reduce -6.4% | 1,290,112 | $29.09M | $22.55 | No quote |
| 26 | RL | Ralph Lauren Corp. | 1.26% | Reduce -1.1% | 271,913 | $27.5M | No quote | No quote |
| 27 | AGCO | AGCO Corp | 1.25% | Reduce -20.5% | 551,104 | $27.18M | $49.32 | No quote |
| 28 | MAS | Masco Corp. | 1.24% | Reduce -20.5% | 787,625 | $27.02M | $34.31 | No quote |
| 29 | CVA | Covanta Holding Corporation | 1.20% | Reduce -23.0% | 1,702,563 | $26.2M | No quote | No quote |
| 30 | APA | Apache Corp | 1.19% | Reduce -22.7% | 405,279 | $25.89M | $63.87 | No quote |
| 31 | FNF | FNF Group | 1.17% | Reduce -7.5% | 692,400 | $25.56M | $36.91 | No quote |
| 32 | AMGN | Amgen Inc. | 1.03% | Reduce -1.0% | 134,226 | $22.39M | $166.81 | No quote |
| 33 | LIVN | Livanova PLC | 0.92% | Add +24.6% | 333,848 | $20.07M | $60.11 | No quote |
| 34 | KEY | Keycorp | 0.79% | Reduce -1.6% | 1,421,788 | $17.3M | $12.17 | No quote |
| 35 | SHPG | Shire Plc - ADR | 0.61% | Add +42.6% | 68,224 | $13.23M | No quote | No quote |
| 36 | WCIC | WCI Communities Inc. | 0.57% | Add +0.7% | 528,997 | $12.55M | No quote | No quote |
| 37 | VC | Visteon Corp. | 0.42% | - | 129,268 | $9.26M | $71.66 | No quote |
| 38 | CBSH | Commerce Bancshares, Inc | 0.40% | - | 177,138 | $8.73M | No quote | No quote |
| 39 | UMBF | UMB Financial Corporation | 0.39% | - | 141,973 | $8.44M | $59.45 | No quote |
| 40 | CUB | Cubic, Corp. | 0.37% | - | 172,224 | $8.06M | No quote | No quote |
| 41 | NTCT | Netscout Systems Inc. | 0.36% | - | 270,281 | $7.91M | $29.25 | No quote |
| 42 | EME | EMCOR Group, Inc. | 0.35% | - | 127,187 | $7.58M | $59.62 | No quote |
| 43 | ICFI | ICF International, Inc. | 0.34% | Reduce -11.7% | 168,729 | $7.48M | $44.32 | No quote |
| 44 | LABL | Multi-Color Corporation | 0.34% | Reduce -13.8% | 111,720 | $7.37M | No quote | No quote |
| 45 | SMP | Standard Motor Products, Inc. | 0.34% | Add +0.1% | 153,993 | $7.36M | No quote | No quote |
| 46 | NSIT | Insight Enterprises, Inc. | 0.33% | Add +0.0% | 220,604 | $7.18M | $32.55 | No quote |
| 47 | SBSI | Southside Bancshares Inc. | 0.33% | Add +0.1% | 222,660 | $7.17M | $32.18 | No quote |
| 48 | FCN | FTI Consulting Inc. | 0.31% | Reduce -20.7% | 153,535 | $6.84M | $44.56 | No quote |
| 49 | KEX | Kirby Corporation | 0.30% | Add +17.1% | 104,375 | $6.49M | $62.16 | No quote |
| 50 | ROIAK | Radio One Inc Cl D | 0.30% | - | 2,127,789 | $6.45M | No quote | No quote |
| 51 | DORM | Dorman Products, Inc. | 0.29% | - | 99,690 | $6.37M | $63.90 | No quote |
| 52 | ALG | Alamo Group, Inc. | 0.29% | Reduce -6.4% | 96,302 | $6.35M | $65.89 | No quote |
| 53 | ARCO | Arcos Dorados Holdings, Inc. | 0.29% | Reduce -26.6% | 1,186,027 | $6.25M | $5.27 | No quote |
| 54 | WKC | World Fuel Services Corp | 0.29% | Add +9.2% | 134,679 | $6.23M | No quote | No quote |
| 55 | CFR | Cullen Frost Bankers, Inc. | 0.27% | - | 82,323 | $5.92M | $71.94 | No quote |
| 56 | WOOF | VCA Antech Inc. | 0.26% | Reduce -13.6% | 80,794 | $5.65M | No quote | No quote |
| 57 | PB | Prosperity Bancshares Inc. | 0.26% | - | 102,362 | $5.62M | $54.89 | No quote |
| 58 | TTEK | Tetra Tech, Inc. | 0.24% | Add +0.0% | 149,891 | $5.32M | $35.47 | No quote |
| 59 | VVI | Viad Corp. | 0.24% | Reduce -26.4% | 144,032 | $5.31M | No quote | No quote |
| 60 | DST | DST Systems | 0.24% | - | 44,573 | $5.26M | No quote | No quote |
| 61 | UNF | UniFirst Corporation | 0.24% | - | 39,261 | $5.18M | $131.86 | No quote |
| 62 | G | Genpact Ltd. | 0.23% | - | 208,196 | $4.99M | $23.95 | No quote |
| 63 | VLY | Valley National Bancorp | 0.23% | Reduce -29.7% | 510,883 | $4.97M | $9.73 | No quote |
| 64 | SYNT | Syntel, Inc. | 0.23% | - | 117,688 | $4.93M | No quote | No quote |
| 65 | FLWS | 1-800-Flowers.com Inc. | 0.22% | Reduce -8.9% | 535,304 | $4.91M | No quote | No quote |
| 66 | CSWI | CSW Industrials Inc. | 0.22% | - | 150,348 | $4.87M | No quote | No quote |
| 67 | FIX | Comfort Systems USA Inc. | 0.22% | New | 162,058 | $4.75M | $29.31 | No quote |
| 68 | DSW | DSW Inc. | 0.21% | Add +7.5% | 227,352 | $4.66M | No quote | No quote |
| 69 | CZZ | Cosan Ltd. | 0.21% | Reduce -27.8% | 651,014 | $4.66M | No quote | No quote |
| 70 | KALU | Kaiser Aluminum Corp. | 0.20% | Add +2.6% | 49,405 | $4.27M | $86.49 | No quote |
| 71 | MTN | Vail Resorts Inc. | 0.19% | Reduce -15.3% | 27,048 | $4.24M | $156.87 | No quote |
| 72 | B | Barnes Group Inc. | 0.19% | Add +2.8% | 104,621 | $4.24M | $40.55 | No quote |
| 73 | GIII | G-III Apparel Group Ltd. | 0.19% | Add +60.3% | 143,218 | $4.18M | $29.15 | No quote |
| 74 | TILE | Interface Inc. | 0.19% | Add +0.0% | 249,473 | $4.16M | $16.69 | No quote |
| 75 | ABM | ABM Industries Inc | 0.19% | - | 103,224 | $4.1M | $39.70 | No quote |
| 76 | IM | Ingram Micro Inc. | 0.18% | - | 110,658 | $3.95M | No quote | No quote |
| 77 | TFX | Telefex Inc. | 0.18% | Reduce -33.5% | 23,102 | $3.88M | $168.04 | No quote |
| 78 | CNHI | CNH Industrial NV | 0.18% | Reduce -0.5% | 534,489 | $3.86M | No quote | No quote |
| 79 | CRZO | Carrizo Oil & Gas Inc. | 0.17% | Add +97.1% | 92,435 | $3.76M | No quote | No quote |
| 80 | CBM | Cambrex Corp. | 0.17% | Add +9.5% | 83,939 | $3.73M | No quote | No quote |
| 81 | MYRG | MYR Group Inc. | 0.16% | - | 116,310 | $3.5M | $30.10 | No quote |
| 82 | LM | Legg Mason Inc. | 0.16% | - | 104,455 | $3.5M | No quote | No quote |
| 83 | ALCO | Alico, Inc. | 0.16% | - | 129,733 | $3.49M | No quote | No quote |
| 84 | PDCO | Patterson Companies Inc | 0.16% | Reduce -30.8% | 75,716 | $3.48M | No quote | No quote |
| 85 | ANIP | Ani Pharmaceuticals Inc. | 0.15% | - | 50,053 | $3.32M | $66.35 | No quote |
| 86 | LUK | Leucadia National Corporation | 0.15% | Reduce -25.1% | 170,433 | $3.25M | No quote | No quote |
| 87 | SEB | Seaboard Corp. | 0.15% | Add +4.7% | 940 | $3.23M | $3440.43 | No quote |
| 88 | SP | SP Plus Corp. | 0.14% | New | 122,449 | $3.13M | No quote | No quote |
| 89 | PRGS | Progress Software Corporation | 0.14% | - | 112,816 | $3.07M | No quote | No quote |
| 90 | CST | CST Brands, Inc | 0.13% | Reduce -37.9% | 60,534 | $2.91M | No quote | No quote |
| 91 | CSGS | CSG Systems International, Inc. | 0.13% | - | 67,467 | $2.79M | No quote | No quote |
| 92 | MDRX | Allscripts Healthcare Solutions, Inc. | 0.12% | - | 204,351 | $2.69M | No quote | No quote |
| 93 | FRGI | Fiesta Restaurant Group, Inc. | 0.12% | Reduce -8.6% | 104,567 | $2.51M | No quote | No quote |
| 94 | SBSAA | Spanish Broadcasting System, Inc | 0.11% | - | 639,603 | $2.45M | No quote | No quote |
| 95 | UCP | UCP Inc. - Class A | 0.11% | Reduce -3.1% | 271,409 | $2.39M | No quote | No quote |
| 96 | CCS | Century Communities Inc. | 0.11% | Reduce -8.3% | 109,974 | $2.37M | $21.51 | No quote |
| 97 | CSWC | Capital Southwest | 0.10% | - | 150,348 | $2.21M | No quote | No quote |
| 98 | FLOW | SPX Flow Inc. | 0.10% | - | 67,624 | $2.09M | No quote | No quote |
| 99 | CMAWS | Comerica Inc 2018 Warrants | 0.08% | - | 90,000 | $1.65M | No quote | No quote |
| 100 | CIR | Circor International Inc. | 0.07% | Reduce -33.8% | 26,376 | $1.57M | No quote | No quote |
| 101 | SKT | Tanger Factory Outlet Centers, Inc | 0.07% | Reduce -57.1% | 37,674 | $1.47M | $38.97 | No quote |
| 102 | CTT | Catchmark Timber Trust Inc. | 0.04% | Reduce -21.6% | 80,000 | $935K | No quote | No quote |
| 103 | FPO | First Potomac Realty Trust | 0.03% | Reduce -31.6% | 80,000 | $732K | No quote | No quote |
| 104 | WMIH | WMI Holdings Corp, | 0.02% | Reduce -22.0% | 216,706 | $507K | No quote | No quote |
| 105 | NXRT | NEXPOINT RESIDNL TR | 0.02% | - | 25,000 | $492K | No quote | No quote |
| 106 | VMI | Valmont Industries | 0.01% | Reduce -35.5% | 2,369 | $319K | No quote | No quote |
| 107 | TTE | Total Fina ELF S A ADR | 0.01% | - | 2,807 | $134K | $47.74 | No quote |
| 108 | TPHS | Trinity Place Holdings | 0.01% | - | 12,729 | $124K | No quote | No quote |
| 109 | VOD | Vodafone Group Plc - ADR | 0.00% | - | 2,770 | $81K | No quote | No quote |
| 110 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | - | 702 | $16K | No quote | No quote |
| 117 | TRCWS | Tejon Ranch Co. WTS EXP 08/31/2016 | - | Sold | 0 | $0 | No quote | No quote |
| 116 | SEMG | SemGroup Corporation - CL A | - | Sold | 0 | $0 | No quote | No quote |
| 115 | JCI | Johnson Controls Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 114 | GLT | Glatfelter P. H. Co. | - | Sold | 0 | $0 | No quote | No quote |
| 113 | GM | General Motors Co. | - | Sold | 0 | $0 | No quote | No quote |
| 112 | ENS | EnerSys | - | Sold | 0 | $0 | No quote | No quote |
| 111 | BR | Broadridge Financial Solutions Inc. | - | Sold | 0 | $0 | No quote | No quote |