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 59 of 120 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 9.19% | Reduce -1.6% | 5,919,490 | $201.14M | $33.98 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 7.16% | Reduce -0.1% | 4,295,013 | $156.6M | $36.46 | No quote |
| 3 | LEN | Lennar Corp. | 6.92% | Add +0.2% | 2,956,713 | $151.35M | $51.19 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 4.84% | Reduce -0.1% | 4,864,408 | $105.95M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 4.47% | - | 3,452,270 | $97.84M | $28.34 | No quote |
| 6 | BK | Bank of New York Mellon Corp. | 3.82% | Add +0.5% | 1,768,136 | $83.51M | $47.23 | No quote |
| 7 | PNC | PNC Financial Corp | 3.07% | Reduce -11.6% | 559,122 | $67.23M | $120.24 | No quote |
| 8 | CMA | Comerica Inc. | 3.06% | Reduce -6.0% | 975,344 | $66.89M | No quote | No quote |
| 9 | PNCWS | PNC Financial Services Group 2018 Warrants | 2.88% | Reduce -9.1% | 1,186,849 | $62.92M | No quote | No quote |
| 10 | VNO | Vornado Realty Trust | 2.75% | - | 599,214 | $60.11M | $100.31 | No quote |
| 11 | WTM | White Mountains Insurance Group | 2.59% | Add +0.5% | 64,386 | $56.65M | $879.88 | No quote |
| 12 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 2.22% | Reduce -11.9% | 416,466 | $48.48M | $116.40 | No quote |
| 13 | FR | First Industrial Realty Trust, Inc. | 2.19% | Reduce -0.3% | 1,797,143 | $47.86M | $26.63 | No quote |
| 14 | Y | Alleghany Corp. | 2.19% | Reduce -5.5% | 77,789 | $47.81M | No quote | No quote |
| 15 | TRC | Tejon Ranch Co. | 2.16% | - | 2,164,153 | $47.37M | No quote | No quote |
| 16 | LOW | Lowe's Companies Inc. | 2.10% | Reduce -0.5% | 557,911 | $45.87M | $82.21 | No quote |
| 17 | TPHS | Trinity Place Holdings | 1.61% | Add +14.5% | 4,829,014 | $35.3M | No quote | No quote |
| 18 | AMGN | Amgen Inc. | 1.58% | Add +0.4% | 211,084 | $34.63M | $164.07 | No quote |
| 19 | JCI | Johnson Controls International plc | 1.47% | Add +6.6% | 763,067 | $32.14M | $42.12 | No quote |
| 20 | DVN | Devon Energy Corp. | 1.46% | Add +0.5% | 768,306 | $32.05M | $41.72 | No quote |
| 21 | CBS | CBS Corporation | 1.43% | Reduce -30.9% | 449,645 | $31.19M | No quote | No quote |
| 22 | RL | Ralph Lauren Corp. | 1.35% | Add +33.5% | 360,653 | $29.44M | No quote | No quote |
| 23 | MAS | Masco Corp. | 1.33% | Add +0.4% | 856,047 | $29.1M | $33.99 | No quote |
| 24 | AXE | Anixter International Inc. | 1.28% | Add +0.5% | 354,028 | $28.07M | No quote | No quote |
| 25 | BKD | Brookdale Senior Living Inc. | 1.27% | Add +2.3% | 2,069,954 | $27.8M | $13.43 | No quote |
| 26 | KW | Kennedy-Wilson Holdings Inc. | 1.26% | Reduce -0.5% | 1,238,753 | $27.5M | $22.20 | No quote |
| 27 | FNF | FNF Group | 1.18% | - | 664,500 | $25.88M | $38.94 | No quote |
| 28 | LIVN | Livanova PLC | 1.17% | Add +1.2% | 521,910 | $25.58M | $49.01 | No quote |
| 29 | MAC | The Macerich Company | 1.14% | Add +44.3% | 385,801 | $24.85M | $64.40 | No quote |
| 30 | CERN | Cerner Corp. | 1.10% | Add +0.3% | 410,097 | $24.13M | No quote | No quote |
| 31 | ZION | Zions Bancorporation | 1.08% | Reduce -7.0% | 564,658 | $23.72M | $42.00 | No quote |
| 32 | PKY | Parkway Inc. | 0.95% | - | 1,044,662 | $20.78M | No quote | No quote |
| 33 | KEY | Keycorp | 0.81% | Add +1.0% | 997,176 | $17.73M | $17.78 | No quote |
| 34 | EOG | EOG Resources | 0.70% | New | 156,897 | $15.31M | $97.55 | No quote |
| 35 | AVT | Avnet Inc. | 0.59% | New | 284,341 | $13.01M | $45.76 | No quote |
| 36 | SHPG | Shire Plc - ADR | 0.55% | Add +2.5% | 69,507 | $12.11M | No quote | No quote |
| 37 | NTCT | Netscout Systems Inc. | 0.47% | - | 269,400 | $10.22M | $37.95 | No quote |
| 38 | ARCO | Arcos Dorados Holdings, Inc. | 0.46% | Add +8.6% | 1,262,600 | $10.16M | $8.05 | No quote |
| 39 | CUB | Cubic, Corp. | 0.40% | Reduce -3.7% | 165,104 | $8.72M | No quote | No quote |
| 40 | CBSH | Commerce Bancshares, Inc | 0.39% | Reduce -17.6% | 152,706 | $8.58M | No quote | No quote |
| 41 | CVA | Covanta Holding Corporation | 0.37% | Reduce -69.3% | 517,546 | $8.13M | No quote | No quote |
| 42 | SYNT | Syntel, Inc. | 0.35% | Add +62.3% | 451,397 | $7.6M | No quote | No quote |
| 43 | SBSI | Southside Bancshares Inc. | 0.34% | - | 221,678 | $7.44M | $33.57 | No quote |
| 44 | WOOF | VCA Antech Inc. | 0.34% | - | 80,458 | $7.36M | No quote | No quote |
| 45 | UMBF | UMB Financial Corporation | 0.33% | Reduce -24.3% | 96,691 | $7.28M | $75.31 | No quote |
| 46 | PB | Prosperity Bancshares Inc. | 0.32% | Reduce -2.9% | 99,046 | $6.9M | $69.70 | No quote |
| 47 | VC | Visteon Corp. | 0.30% | Reduce -39.8% | 66,288 | $6.49M | $97.95 | No quote |
| 48 | G | Genpact Ltd. | 0.29% | Add +14.8% | 254,366 | $6.3M | $24.76 | No quote |
| 49 | DST | DST Systems | 0.28% | Add +3.7% | 50,100 | $6.14M | No quote | No quote |
| 50 | TTEK | Tetra Tech, Inc. | 0.28% | - | 149,244 | $6.1M | $40.85 | No quote |
| 51 | NSIT | Insight Enterprises, Inc. | 0.28% | Reduce -30.0% | 147,700 | $6.07M | $41.09 | No quote |
| 52 | LABL | Multi-Color Corporation | 0.28% | Reduce -15.9% | 85,246 | $6.05M | No quote | No quote |
| 53 | WKC | World Fuel Services Corp | 0.28% | Add +10.1% | 166,319 | $6.03M | No quote | No quote |
| 54 | ICFI | ICF International, Inc. | 0.27% | Add +6.9% | 144,822 | $5.98M | $41.30 | No quote |
| 55 | FIX | Comfort Systems USA Inc. | 0.27% | - | 161,375 | $5.91M | $36.65 | No quote |
| 56 | CFR | Cullen Frost Bankers, Inc. | 0.27% | Reduce -19.0% | 66,400 | $5.91M | $88.98 | No quote |
| 57 | FCN | FTI Consulting Inc. | 0.26% | - | 140,392 | $5.78M | $41.17 | No quote |
| 58 | BMCH | BMC Stock Holdings, Inc. | 0.26% | Add +80.0% | 253,800 | $5.74M | No quote | No quote |
| 59 | SP | SP Plus Corp. | 0.26% | - | 169,423 | $5.72M | No quote | No quote |
| 60 | CSWI | CSW Industrials Inc. | 0.25% | - | 150,348 | $5.52M | No quote | No quote |
| 61 | TNET | Trinet Group Services | 0.24% | Add +44.2% | 185,400 | $5.36M | No quote | No quote |
| 62 | B | Barnes Group Inc. | 0.24% | - | 104,200 | $5.35M | $51.34 | No quote |
| 63 | ALG | Alamo Group, Inc. | 0.24% | Reduce -19.2% | 69,506 | $5.3M | $76.19 | No quote |
| 64 | EME | EMCOR Group, Inc. | 0.24% | Reduce -6.3% | 82,107 | $5.17M | $62.95 | No quote |
| 65 | VVI | Viad Corp. | 0.23% | Reduce -14.4% | 109,135 | $4.93M | No quote | No quote |
| 66 | KALU | Kaiser Aluminum Corp. | 0.22% | Add +16.5% | 61,478 | $4.91M | $79.90 | No quote |
| 67 | DORM | Dorman Products, Inc. | 0.22% | Reduce -28.3% | 58,400 | $4.8M | $82.12 | No quote |
| 68 | CBM | Cambrex Corp. | 0.22% | Add +2.3% | 85,485 | $4.71M | No quote | No quote |
| 69 | CRZO | Carrizo Oil & Gas Inc. | 0.21% | Add +59.0% | 163,353 | $4.68M | No quote | No quote |
| 70 | TILE | Interface Inc. | 0.21% | Add +19.8% | 241,920 | $4.61M | $19.05 | No quote |
| 71 | TFX | Telefex Inc. | 0.20% | - | 23,007 | $4.46M | $193.72 | No quote |
| 72 | CNHI | CNH Industrial NV | 0.20% | Reduce -6.8% | 456,800 | $4.4M | No quote | No quote |
| 73 | CZZ | Cosan Ltd. | 0.20% | - | 511,000 | $4.36M | No quote | No quote |
| 74 | NX | Quanex Building Products | 0.20% | Add +173.6% | 214,200 | $4.34M | $20.25 | No quote |
| 75 | GIII | G-III Apparel Group Ltd. | 0.19% | Add +36.5% | 194,701 | $4.26M | $21.89 | No quote |
| 76 | SYNA | Synaptics Inc. | 0.19% | Add +443.7% | 85,907 | $4.25M | $49.51 | No quote |
| 77 | UNF | UniFirst Corporation | 0.19% | - | 29,910 | $4.23M | $141.46 | No quote |
| 78 | SMP | Standard Motor Products, Inc. | 0.19% | Reduce -10.6% | 85,601 | $4.21M | No quote | No quote |
| 79 | MTN | Vail Resorts Inc. | 0.19% | Reduce -18.9% | 21,839 | $4.19M | $191.90 | No quote |
| 80 | FLWS | 1-800-Flowers.com Inc. | 0.19% | Reduce -19.4% | 404,033 | $4.12M | No quote | No quote |
| 81 | VLY | Valley National Bancorp | 0.18% | Reduce -33.6% | 337,775 | $3.99M | $11.80 | No quote |
| 82 | KFY | Korn/Ferry International | 0.18% | - | 125,500 | $3.95M | $31.49 | No quote |
| 83 | LUK | Leucadia National Corporation | 0.18% | - | 150,733 | $3.92M | No quote | No quote |
| 84 | ABM | ABM Industries Inc | 0.18% | - | 89,857 | $3.92M | $43.60 | No quote |
| 85 | SEB | Seaboard Corp. | 0.18% | - | 937 | $3.91M | $4169.69 | No quote |
| 86 | LM | Legg Mason Inc. | 0.17% | - | 104,132 | $3.76M | No quote | No quote |
| 87 | PDCO | Patterson Companies Inc | 0.17% | Add +8.1% | 81,500 | $3.69M | No quote | No quote |
| 88 | PLAB | Photronics Inc. | 0.17% | New | 340,600 | $3.64M | No quote | No quote |
| 89 | ALCO | Alico, Inc. | 0.16% | - | 129,227 | $3.41M | No quote | No quote |
| 90 | DSW | DSW Inc. | 0.16% | - | 164,900 | $3.41M | No quote | No quote |
| 91 | PRGS | Progress Software Corporation | 0.15% | - | 112,355 | $3.26M | No quote | No quote |
| 92 | MYRG | MYR Group Inc. | 0.12% | Reduce -25.2% | 64,300 | $2.64M | $41.00 | No quote |
| 93 | TPH | Tri Pointe Group Inc. | 0.12% | New | 207,700 | $2.61M | $12.54 | No quote |
| 94 | CSWC | Capital Southwest | 0.12% | - | 150,348 | $2.54M | No quote | No quote |
| 95 | CSGS | CSG Systems International, Inc. | 0.12% | - | 67,198 | $2.54M | No quote | No quote |
| 96 | FRGI | Fiesta Restaurant Group, Inc. | 0.11% | Reduce -1.4% | 102,678 | $2.49M | No quote | No quote |
| 97 | ANIP | Ani Pharmaceuticals Inc. | 0.11% | - | 49,933 | $2.47M | $49.51 | No quote |
| 98 | CORE | Core-Mark Holding Co. Inc. | 0.11% | New | 73,962 | $2.31M | No quote | No quote |
| 99 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 0.10% | Add +344.3% | 50,456 | $2.11M | No quote | No quote |
| 100 | UCP | UCP Inc. - Class A | 0.08% | - | 169,859 | $1.72M | No quote | No quote |
| 101 | CMAWS | Comerica Inc 2018 Warrants | 0.07% | - | 38,300 | $1.5M | No quote | No quote |
| 102 | CCS | Century Communities Inc. | 0.07% | Reduce -40.0% | 56,974 | $1.45M | $25.40 | No quote |
| 103 | CIR | Circor International Inc. | 0.06% | Reduce -14.5% | 22,467 | $1.34M | No quote | No quote |
| 104 | SKT | Tanger Factory Outlet Centers, Inc | 0.06% | Reduce -1.1% | 37,119 | $1.22M | $32.76 | No quote |
| 105 | CTT | Catchmark Timber Trust Inc. | 0.04% | - | 80,000 | $922K | No quote | No quote |
| 106 | CDR | CEDAR REALTY TRUST INC | 0.04% | New | 175,700 | $882K | No quote | No quote |
| 107 | FPO | First Potomac Realty Trust | 0.04% | - | 80,000 | $822K | No quote | No quote |
| 108 | NXRT | NEXPOINT RESIDNL TR | 0.03% | - | 25,000 | $604K | No quote | No quote |
| 109 | VMI | Valmont Industries | 0.02% | Add +27.0% | 2,157 | $335K | No quote | No quote |
| 110 | TTE | Total Fina ELF S A ADR | 0.01% | Add +54.0% | 2,807 | $142K | $50.59 | No quote |
| 111 | VOD | Vodafone Group Plc - ADR | 0.00% | Add +67.1% | 3,136 | $83K | No quote | No quote |
| 112 | FCEB | Forest City Enterprises Inc. CL B | 0.00% | - | 702 | $20K | No quote | No quote |
| 120 | WCIC | WCI Communities Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 119 | SBSAA | Spanish Broadcasting System, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 118 | ROIAK | Radio One Inc Cl D | - | Sold | 0 | $0 | No quote | No quote |
| 117 | KEX | Kirby Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 116 | HAR | Harman International Industries, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 115 | APA | Apache Corp | - | Sold | 0 | $0 | No quote | No quote |
| 114 | MDRX | Allscripts Healthcare Solutions, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 113 | AGCO | AGCO Corp | - | Sold | 0 | $0 | No quote | No quote |