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 118 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.64% | Reduce -0.3% | 5,635,761 | $191.79M | $34.03 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 8.01% | Add +0.2% | 4,300,707 | $177.62M | $41.30 | No quote |
| 3 | LEN | Lennar Corp. | 6.83% | Reduce -0.0% | 2,869,290 | $151.5M | $52.80 | No quote |
| 4 | FCEA | Forest City Enterprises Inc. CL A | 5.59% | Add +0.1% | 4,860,122 | $123.98M | No quote | No quote |
| 5 | RYN | Rayonier Inc. | 4.38% | Add +0.1% | 3,362,470 | $97.14M | $28.89 | No quote |
| 6 | BK | Bank of New York Mellon Corp. | 3.71% | Reduce -12.0% | 1,550,304 | $82.2M | $53.02 | No quote |
| 7 | PNCWS | PNC Financial Services Group 2018 Warrants | 3.60% | - | 1,186,849 | $79.95M | No quote | No quote |
| 8 | PNC | PNC Financial Corp | 2.95% | Reduce -13.1% | 485,612 | $65.45M | $134.77 | No quote |
| 9 | CMA | Comerica Inc. | 2.91% | Reduce -12.8% | 847,570 | $64.64M | No quote | No quote |
| 10 | FR | First Industrial Realty Trust, Inc. | 2.43% | Add +0.2% | 1,790,743 | $53.88M | $30.09 | No quote |
| 11 | VNO | Vornado Realty Trust | 2.39% | Add +8.0% | 690,014 | $53.05M | $76.88 | No quote |
| 12 | JCI | Johnson Controls International plc | 2.16% | Add +56.6% | 1,189,748 | $47.94M | $40.29 | No quote |
| 13 | TRC | Tejon Ranch Co. | 2.10% | - | 2,211,653 | $46.67M | No quote | No quote |
| 14 | MAC | The Macerich Company | 2.10% | Add +69.3% | 847,701 | $46.6M | $54.97 | No quote |
| 15 | CVCO | Cavco Industries, Inc. (COM & Restricted) | 1.80% | Reduce -19.3% | 271,200 | $40.02M | $147.55 | No quote |
| 16 | AMGN | Amgen Inc. | 1.77% | Reduce -0.1% | 210,124 | $39.18M | $186.45 | No quote |
| 17 | Y | Alleghany Corp. | 1.73% | Reduce -10.9% | 69,217 | $38.35M | No quote | No quote |
| 18 | LOW | Lowe's Companies Inc. | 1.71% | Add +0.1% | 475,611 | $38.02M | $79.94 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.55% | Add +0.2% | 4,893,514 | $34.35M | No quote | No quote |
| 20 | FPH | Five Point Holdings LLC - CL A | 1.52% | - | 2,466,661 | $33.65M | $13.64 | No quote |
| 21 | FNF | FNF Group | 1.42% | - | 664,500 | $31.54M | $47.46 | No quote |
| 22 | AXE | Anixter International Inc. | 1.35% | Reduce -0.1% | 352,351 | $29.95M | No quote | No quote |
| 23 | CERN | Cerner Corp. | 1.31% | Reduce -0.1% | 408,748 | $29.15M | No quote | No quote |
| 24 | WTM | White Mountains Insurance Group | 1.26% | Reduce -1.3% | 32,601 | $27.94M | $857.03 | No quote |
| 25 | RS | Reliance Steel & Aluminum Co. | 1.24% | Add +14.4% | 359,950 | $27.42M | $76.17 | No quote |
| 26 | ZION | Zions Bancorporation | 1.19% | Add +0.2% | 558,758 | $26.36M | $47.18 | No quote |
| 27 | PKY | Parkway Inc. | 1.09% | - | 1,050,762 | $24.2M | No quote | No quote |
| 28 | EOG | EOG Resources | 1.09% | Add +3.9% | 248,856 | $24.08M | $96.74 | No quote |
| 29 | DVN | Devon Energy Corp. | 1.02% | Reduce -0.3% | 618,038 | $22.69M | $36.71 | No quote |
| 30 | KW | Kennedy-Wilson Holdings Inc. | 0.99% | Reduce -5.0% | 1,179,553 | $21.88M | $18.55 | No quote |
| 31 | MAS | Masco Corp. | 0.98% | Reduce -28.6% | 556,045 | $21.69M | $39.01 | No quote |
| 32 | KIM | Kimco Realty Corp | 0.95% | New | 1,080,300 | $21.12M | No quote | No quote |
| 33 | CBS | CBS Corporation | 0.92% | Reduce -14.8% | 353,287 | $20.49M | No quote | No quote |
| 34 | TDW | Tidewater Inc. | 0.83% | New | 634,354 | $18.45M | $29.08 | No quote |
| 35 | KEY | Keycorp | 0.72% | Reduce -0.6% | 851,818 | $16.03M | $18.82 | No quote |
| 36 | LIVN | Livanova PLC | 0.69% | Reduce -57.9% | 219,422 | $15.37M | $70.06 | No quote |
| 37 | JBGS | JBG Smith Properties | 0.49% | New | 319,357 | $10.93M | No quote | No quote |
| 38 | ARCO | Arcos Dorados Holdings, Inc. | 0.44% | Reduce -1.9% | 971,150 | $9.76M | $10.05 | No quote |
| 39 | SYNT | Syntel, Inc. | 0.43% | - | 488,697 | $9.6M | No quote | No quote |
| 40 | DB | DEUTSCHE BANK AG-REGISTERED | 0.39% | Add +25.0% | 500,000 | $8.64M | $17.28 | No quote |
| 41 | NTCT | Netscout Systems Inc. | 0.36% | - | 247,700 | $8.01M | $32.35 | No quote |
| 42 | ICFI | ICF International, Inc. | 0.35% | - | 144,822 | $7.81M | $53.96 | No quote |
| 43 | CVA | Covanta Holding Corporation | 0.34% | Reduce -0.3% | 513,533 | $7.63M | No quote | No quote |
| 44 | SBSI | Southside Bancshares Inc. | 0.33% | Reduce -2.8% | 198,385 | $7.21M | $36.36 | No quote |
| 45 | NSIT | Insight Enterprises, Inc. | 0.31% | - | 147,700 | $6.78M | $45.92 | No quote |
| 46 | CUB | Cubic, Corp. | 0.30% | - | 132,204 | $6.74M | No quote | No quote |
| 47 | CSWI | CSW Industrials Inc. | 0.30% | - | 150,348 | $6.67M | No quote | No quote |
| 48 | VVI | Viad Corp. | 0.30% | - | 108,235 | $6.59M | No quote | No quote |
| 49 | SP | SP Plus Corp. | 0.30% | Reduce -16.1% | 166,523 | $6.58M | No quote | No quote |
| 50 | AMN | AMN Healthcare Services Inc. | 0.30% | Add +94.5% | 143,642 | $6.57M | $45.70 | No quote |
| 51 | KALU | Kaiser Aluminum Corp. | 0.29% | Reduce -9.9% | 62,678 | $6.47M | $103.15 | No quote |
| 52 | TTEK | Tetra Tech, Inc. | 0.28% | - | 131,444 | $6.12M | $46.55 | No quote |
| 53 | PB | Prosperity Bancshares Inc. | 0.28% | - | 93,046 | $6.12M | $65.73 | No quote |
| 54 | UMBF | UMB Financial Corporation | 0.27% | - | 81,391 | $6.06M | $74.49 | No quote |
| 55 | FIX | Comfort Systems USA Inc. | 0.27% | Add +5.0% | 169,475 | $6.05M | $35.70 | No quote |
| 56 | VC | Visteon Corp. | 0.27% | Reduce -21.2% | 48,753 | $6.04M | $123.79 | No quote |
| 57 | WKC | World Fuel Services Corp | 0.27% | Add +5.5% | 175,419 | $5.95M | No quote | No quote |
| 58 | CBSH | Commerce Bancshares, Inc | 0.27% | Reduce -26.1% | 102,906 | $5.95M | No quote | No quote |
| 59 | BMCH | BMC Stock Holdings, Inc. | 0.26% | Reduce -4.5% | 270,800 | $5.78M | No quote | No quote |
| 60 | CFR | Cullen Frost Bankers, Inc. | 0.26% | - | 60,800 | $5.77M | $94.93 | No quote |
| 61 | EME | EMCOR Group, Inc. | 0.26% | - | 82,107 | $5.7M | $69.39 | No quote |
| 62 | TPH | Tri Pointe Group Inc. | 0.26% | - | 410,900 | $5.68M | $13.81 | No quote |
| 63 | TILE | Interface Inc. | 0.24% | - | 241,920 | $5.3M | $21.90 | No quote |
| 64 | CRZO | Carrizo Oil & Gas Inc. | 0.23% | Add +83.4% | 297,453 | $5.1M | No quote | No quote |
| 65 | PDCO | Patterson Companies Inc | 0.23% | Add +60.9% | 131,100 | $5.07M | No quote | No quote |
| 66 | ALG | Alamo Group, Inc. | 0.23% | Reduce -17.9% | 46,706 | $5.02M | $107.37 | No quote |
| 67 | KFY | Korn/Ferry International | 0.22% | - | 125,500 | $4.95M | $39.43 | No quote |
| 68 | LABL | Multi-Color Corporation | 0.22% | Reduce -26.6% | 60,262 | $4.94M | No quote | No quote |
| 69 | NX | Quanex Building Products | 0.22% | - | 214,700 | $4.93M | $22.95 | No quote |
| 70 | FCN | FTI Consulting Inc. | 0.22% | - | 136,292 | $4.84M | $35.48 | No quote |
| 71 | B | Barnes Group Inc. | 0.21% | Reduce -25.9% | 67,600 | $4.76M | $70.44 | No quote |
| 72 | HZN | Horizon Global Corp. | 0.21% | - | 268,100 | $4.73M | No quote | No quote |
| 73 | HAYN | Haynes International Inc. | 0.21% | Add +2.6% | 130,443 | $4.69M | No quote | No quote |
| 74 | G | Genpact Ltd. | 0.21% | Reduce -14.1% | 162,066 | $4.66M | $28.75 | No quote |
| 75 | CZZ | Cosan Ltd. | 0.21% | - | 563,000 | $4.58M | No quote | No quote |
| 76 | WSBC | Wesbanco Inc. | 0.21% | Add +96.3% | 111,300 | $4.57M | No quote | No quote |
| 77 | UNF | UniFirst Corporation | 0.20% | - | 29,910 | $4.53M | $151.52 | No quote |
| 78 | FNSR | Finisar Corp. | 0.20% | Add +10.4% | 201,400 | $4.47M | No quote | No quote |
| 79 | SEB | Seaboard Corp. | 0.19% | - | 937 | $4.22M | $4505.87 | No quote |
| 80 | PLAB | Photronics Inc. | 0.19% | - | 467,900 | $4.14M | No quote | No quote |
| 81 | ALCO | Alico, Inc. | 0.18% | Reduce -6.7% | 119,727 | $4.09M | No quote | No quote |
| 82 | TNET | Trinet Group Services | 0.18% | Reduce -34.9% | 120,700 | $4.06M | No quote | No quote |
| 83 | PDCE | PDC Energy, Inc. | 0.17% | Add +8.7% | 79,000 | $3.87M | No quote | No quote |
| 84 | MYRG | MYR Group Inc. | 0.17% | Add +39.6% | 130,400 | $3.8M | $29.14 | No quote |
| 85 | SYNA | Synaptics Inc. | 0.17% | Add +6.0% | 96,807 | $3.79M | $39.18 | No quote |
| 86 | ABM | ABM Industries Inc | 0.17% | - | 89,857 | $3.75M | $41.71 | No quote |
| 87 | CBM | Cambrex Corp. | 0.16% | Reduce -8.4% | 63,085 | $3.47M | No quote | No quote |
| 88 | DST | DST Systems | 0.16% | Reduce -32.4% | 62,900 | $3.45M | No quote | No quote |
| 89 | PRGS | Progress Software Corporation | 0.15% | Reduce -14.6% | 87,555 | $3.34M | No quote | No quote |
| 90 | CNHI | CNH Industrial NV | 0.14% | Reduce -8.8% | 265,100 | $3.18M | No quote | No quote |
| 91 | DORM | Dorman Products, Inc. | 0.14% | - | 43,600 | $3.12M | $71.63 | No quote |
| 92 | CORE | Core-Mark Holding Co. Inc. | 0.13% | - | 91,661 | $2.95M | No quote | No quote |
| 93 | CSGS | CSG Systems International, Inc. | 0.12% | - | 67,198 | $2.7M | No quote | No quote |
| 94 | CSWC | Capital Southwest | 0.12% | - | 150,348 | $2.58M | No quote | No quote |
| 95 | LUK | Leucadia National Corporation | 0.11% | Reduce -20.7% | 100,233 | $2.53M | No quote | No quote |
| 96 | LM | Legg Mason Inc. | 0.11% | - | 59,332 | $2.33M | No quote | No quote |
| 97 | VLY | Valley National Bancorp | 0.10% | Reduce -33.0% | 189,675 | $2.29M | $12.05 | No quote |
| 98 | SMP | Standard Motor Products, Inc. | 0.10% | Reduce -25.9% | 46,947 | $2.27M | No quote | No quote |
| 99 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 0.10% | Reduce -2.4% | 47,006 | $2.12M | No quote | No quote |
| 100 | CCS | Century Communities Inc. | 0.08% | Add +25.8% | 71,671 | $1.77M | $24.71 | No quote |
| 101 | CMAWS | Comerica Inc 2018 Warrants | 0.07% | - | 33,300 | $1.57M | No quote | No quote |
| 102 | CTT | Catchmark Timber Trust Inc. | 0.05% | - | 80,000 | $1.01M | No quote | No quote |
| 103 | CDR | CEDAR REALTY TRUST INC | 0.04% | - | 175,700 | $988K | No quote | No quote |
| 104 | RL | Ralph Lauren Corp. | 0.04% | Reduce -97.3% | 9,556 | $844K | No quote | No quote |
| 105 | NXRT | NEXPOINT RESIDNL TR | 0.03% | - | 25,000 | $594K | No quote | No quote |
| 106 | AVT | Avnet Inc. | 0.02% | Reduce -97.4% | 13,379 | $526K | $39.32 | No quote |
| 107 | VMI | Valmont Industries | 0.01% | Reduce -9.2% | 1,799 | $285K | No quote | No quote |
| 108 | SHPG | Shire Plc - ADR | 0.01% | Reduce -97.8% | 1,491 | $229K | No quote | No quote |
| 109 | TTE | Total Fina ELF S A ADR | 0.00% | - | 984 | $53K | $53.86 | No quote |
| 110 | VOD | Vodafone Group Plc - ADR | 0.00% | - | 1,259 | $36K | No quote | No quote |
| 118 | WOOF | VCA Antech Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 117 | UCP | UCP Inc. - Class A | - | Sold | 0 | $0 | No quote | No quote |
| 116 | GIII | G-III Apparel Group Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 115 | FPO | First Potomac Realty Trust | - | Sold | 0 | $0 | No quote | No quote |
| 114 | DSW | DSW Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 113 | CIR | Circor International Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 112 | BKD | Brookdale Senior Living Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 111 | ANIP | Ani Pharmaceuticals Inc. | - | Sold | 0 | $0 | No quote | No quote |