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 40 of 78 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.50% | Add +2.6% | 4,809,541 | $105.14M | $21.86 | No quote |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 8.41% | Reduce -31.8% | 2,713,901 | $104.08M | $38.35 | No quote |
| 3 | LEN | Lennar Corp. | 8.07% | Reduce -3.0% | 2,550,662 | $99.86M | $39.15 | No quote |
| 4 | FPH | Five Point Holdings LLC - CL A | 6.42% | Add +12.0% | 11,446,791 | $79.44M | $6.94 | No quote |
| 5 | MAC | The Macerich Company | 5.33% | Reduce -3.9% | 1,523,888 | $65.95M | $43.28 | No quote |
| 6 | RYN | Rayonier Inc. | 5.10% | Reduce -3.9% | 2,281,005 | $63.16M | $27.69 | No quote |
| 7 | HCC | Warrior Met Coal Inc. | 5.10% | Reduce -1.4% | 2,619,494 | $63.16M | $24.11 | No quote |
| 8 | VNO | Vornado Realty Trust | 4.03% | Reduce -3.9% | 803,438 | $49.84M | $62.03 | No quote |
| 9 | TDW | Tidewater Inc. | 3.72% | Add +7.6% | 2,408,549 | $46.08M | $19.13 | No quote |
| 10 | AKR | Acadia Realty Trust | 3.38% | Reduce -3.9% | 1,760,583 | $41.83M | No quote | No quote |
| 11 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 3.15% | Add +5.7% | 1,242,536 | $38.93M | No quote | No quote |
| 12 | CMA | Comerica Inc. | 3.01% | Add +1.8% | 541,908 | $37.22M | No quote | No quote |
| 13 | PNC | PNC Financial Corp | 2.67% | Add +584.4% | 282,320 | $33.01M | $116.91 | No quote |
| 14 | LOW | Lowe's Companies Inc. | 2.63% | Reduce -26.7% | 352,738 | $32.58M | $92.36 | No quote |
| 15 | HA | Hawaiian Holdings Inc. | 2.55% | Add +107.9% | 1,193,731 | $31.53M | No quote | No quote |
| 16 | FR | First Industrial Realty Trust, Inc. | 2.48% | Reduce -25.2% | 1,065,381 | $30.75M | $28.86 | No quote |
| 17 | UHAL | Amerco | 2.23% | Reduce -3.9% | 84,274 | $27.65M | $328.12 | No quote |
| 18 | JBGS | JBG Smith Properties | 1.79% | Add +1.1% | 636,994 | $22.17M | No quote | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.74% | Add +0.2% | 4,959,392 | $21.52M | No quote | No quote |
| 20 | TRC | Tejon Ranch Co. | 1.50% | Reduce -12.5% | 1,118,503 | $18.55M | No quote | No quote |
| 21 | FNF | FNF Group | 1.33% | Reduce -3.8% | 524,035 | $16.48M | $31.44 | No quote |
| 22 | DWDP | DowDuPont Inc. | 1.09% | New | 251,181 | $13.43M | No quote | No quote |
| 23 | RIG | Transocean Ltd. | 0.85% | New | 1,510,628 | $10.48M | $6.94 | No quote |
| 24 | SRG | Seritage Growth Properties | 0.78% | Add +1.3% | 296,875 | $9.6M | No quote | No quote |
| 25 | CUBI | Customers Bancorp Inc | 0.76% | New | 519,113 | $9.45M | $18.20 | No quote |
| 26 | UMBF | UMB Financial Corporation | 0.74% | Add +34.8% | 150,823 | $9.2M | $60.97 | No quote |
| 27 | MYRG | MYR Group Inc. | 0.73% | Add +7.3% | 321,485 | $9.06M | $28.17 | No quote |
| 28 | FCN | FTI Consulting Inc. | 0.72% | - | 134,122 | $8.94M | $66.64 | No quote |
| 29 | ATNI | ATN International Inc. | 0.67% | - | 115,053 | $8.23M | No quote | No quote |
| 30 | ICFI | ICF International, Inc. | 0.59% | - | 112,787 | $7.31M | $64.79 | No quote |
| 31 | PB | Prosperity Bancshares Inc. | 0.56% | Reduce -11.3% | 110,885 | $6.91M | $62.31 | No quote |
| 32 | TPH | Tri Pointe Group Inc. | 0.54% | Add +7.4% | 605,957 | $6.62M | $10.93 | No quote |
| 33 | SBSI | Southside Bancshares Inc. | 0.51% | - | 198,385 | $6.3M | $31.75 | No quote |
| 34 | TTEK | Tetra Tech, Inc. | 0.50% | Reduce -9.0% | 119,797 | $6.2M | $51.77 | No quote |
| 35 | SAFM | Sanderson Farms Inc. | 0.49% | Add +71.5% | 61,074 | $6.07M | No quote | No quote |
| 36 | CUB | Cubic, Corp. | 0.48% | Reduce -16.8% | 110,144 | $5.92M | No quote | No quote |
| 37 | VC | Visteon Corp. | 0.47% | Add +58.2% | 96,898 | $5.84M | $60.29 | No quote |
| 38 | FRPH | FRP Holdings Inc. | 0.46% | Add +242.4% | 123,987 | $5.71M | $46.01 | No quote |
| 39 | SEB | Seaboard Corp. | 0.46% | Add +13.6% | 1,610 | $5.7M | $3538.51 | No quote |
| 40 | KALU | Kaiser Aluminum Corp. | 0.45% | - | 62,678 | $5.6M | $89.30 | No quote |
| 41 | ASIX | AdvanSix Inc. | 0.45% | Add +198.4% | 228,743 | $5.57M | $24.34 | No quote |
| 42 | VVI | Viad Corp. | 0.44% | - | 108,235 | $5.42M | No quote | No quote |
| 43 | CFR | Cullen Frost Bankers, Inc. | 0.43% | - | 60,800 | $5.35M | $87.94 | No quote |
| 44 | FIX | Comfort Systems USA Inc. | 0.40% | - | 113,130 | $4.94M | $43.68 | No quote |
| 45 | EME | EMCOR Group, Inc. | 0.40% | - | 82,107 | $4.9M | $59.69 | No quote |
| 46 | G | Genpact Ltd. | 0.35% | - | 162,066 | $4.38M | $27.00 | No quote |
| 47 | UNF | UniFirst Corporation | 0.35% | - | 30,002 | $4.29M | $143.09 | No quote |
| 48 | SMHI | Seacor Marine Holdings Inc. | 0.34% | Add +0.0% | 358,011 | $4.21M | $11.76 | No quote |
| 49 | ALCO | Alico, Inc. | 0.33% | - | 140,451 | $4.14M | No quote | No quote |
| 50 | DORM | Dorman Products, Inc. | 0.32% | - | 43,600 | $3.93M | $90.02 | No quote |
| 51 | ALG | Alamo Group, Inc. | 0.29% | - | 46,706 | $3.61M | $77.33 | No quote |
| 52 | SPY | SPDR TR UNIT SER 1 | 0.23% | New | 11,248 | $2.81M | $250.00 | No quote |
| 53 | SMP | Standard Motor Products, Inc. | 0.18% | - | 46,947 | $2.27M | No quote | No quote |
| 54 | RESI | Front Yard Residential Corporation | 0.12% | Add +79.4% | 164,318 | $1.44M | No quote | No quote |
| 55 | CCS | Century Communities Inc. | 0.09% | Add +57.7% | 65,702 | $1.14M | $17.27 | No quote |
| 56 | CTT | Catchmark Timber Trust Inc. | 0.08% | Add +68.5% | 134,802 | $958K | No quote | No quote |
| 57 | CDR | Cedar Realty Trust Inc. | 0.07% | Add +30.6% | 294,328 | $925K | No quote | No quote |
| 58 | GRBK | Green Brick Partners | 0.04% | Add +41.0% | 75,000 | $543K | $7.24 | No quote |
| 59 | JCAP | Jernigan Capital | 0.04% | - | 25,000 | $496K | No quote | No quote |
| 60 | WLH | William Lyon Homes - Cl A | 0.04% | New | 44,471 | $476K | No quote | No quote |
| 61 | AHL | Aspen Insurance Holdings Ltd | 0.00% | Reduce -99.9% | 342 | $15K | No quote | No quote |
| 78 | ZION | Zions Bancorporation | - | Sold | 0 | $0 | No quote | No quote |
| 77 | WTM | White Mountains Insurance Group | - | Sold | 0 | $0 | No quote | No quote |
| 76 | WSBC | Wesbanco Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 75 | TTE | Total Fina ELF S A ADR | - | Sold | 0 | $0 | No quote | No quote |
| 74 | SP | SP Plus Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 73 | PNCWS | PNC Financial Services Group 2018 Warrants | - | Sold | 0 | $0 | No quote | No quote |
| 72 | ORIG | Ocean Rig UDW Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 71 | NXRT | NEXPOINT RESIDNL TR | - | Sold | 0 | $0 | No quote | No quote |
| 70 | FCEA | Forest City Enterprises Inc. CL A | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CSWI | CSW Industrials Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 68 | CSGS | CSG Systems International, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 67 | CBSH | Commerce Bancshares, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 66 | CMAWS | Comerica Inc 2018 Warrants | - | Sold | 0 | $0 | No quote | No quote |
| 65 | CSWC | Capital Southwest | - | Sold | 0 | $0 | No quote | No quote |
| 64 | BMCH | BMC Stock Holdings, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 63 | BK | Bank of New York Mellon Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 62 | AMN | AMN Healthcare Services Inc. | - | Sold | 0 | $0 | No quote | No quote |