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 41 of 65 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 8.52% | Reduce -10.7% | 4,296,482 | $110.12M | $25.63 | No quote |
| 2 | FPH | Five Point Holdings LLC - CL A | 8.20% | Add +1.0% | 11,556,368 | $105.97M | $9.17 | No quote |
| 3 | LEN | Lennar Corp. | 7.70% | Reduce -23.7% | 1,945,824 | $99.49M | $51.13 | No quote |
| 4 | BAM | Brookfield Asset Mgmt. CL A | 6.20% | Reduce -37.1% | 1,705,617 | $80.1M | $46.96 | No quote |
| 5 | RYN | Rayonier Inc. | 5.11% | Reduce -7.9% | 2,100,124 | $65.99M | $31.42 | No quote |
| 6 | MAC | The Macerich Company | 4.42% | Reduce -7.9% | 1,403,122 | $57.18M | $40.75 | No quote |
| 7 | TDW | Tidewater Inc. | 4.41% | Add +1.4% | 2,443,270 | $56.98M | $23.32 | No quote |
| 8 | HCC | Warrior Met Coal Inc. | 4.27% | Reduce -24.9% | 1,965,987 | $55.21M | $28.08 | No quote |
| 9 | JBGS | JBG Smith Properties | 4.20% | Add +106.4% | 1,314,725 | $54.27M | No quote | No quote |
| 10 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 3.95% | Add +0.5% | 1,248,201 | $51.05M | No quote | No quote |
| 11 | HA | Hawaiian Holdings Inc. | 2.87% | Add +14.6% | 1,367,842 | $37.07M | No quote | No quote |
| 12 | PNC | PNC Financial Corp | 2.70% | Reduce -6.3% | 264,544 | $34.92M | $131.99 | No quote |
| 13 | AKR | Acadia Realty Trust | 2.70% | Reduce -29.7% | 1,237,435 | $34.9M | No quote | No quote |
| 14 | CMA | Comerica Inc. | 2.65% | Reduce -16.7% | 451,256 | $34.24M | No quote | No quote |
| 15 | FR | First Industrial Realty Trust, Inc. | 2.41% | Reduce -14.7% | 908,608 | $31.09M | $34.22 | No quote |
| 16 | UHAL | Amerco | 2.33% | Reduce -7.7% | 77,818 | $30.06M | $386.31 | No quote |
| 17 | LOW | Lowe's Companies Inc. | 2.28% | Reduce -21.7% | 276,136 | $29.47M | $106.73 | No quote |
| 18 | VNO | Vornado Realty Trust | 2.11% | Reduce -48.5% | 414,026 | $27.33M | $66.00 | No quote |
| 19 | TPHS | Trinity Place Holdings | 1.66% | Add +1.5% | 5,032,150 | $21.39M | No quote | No quote |
| 20 | FNF | FNF Group | 1.46% | Reduce -7.8% | 483,250 | $18.81M | $38.93 | No quote |
| 21 | TRC | Tejon Ranch Co. | 1.40% | Reduce -11.9% | 985,076 | $18.09M | No quote | No quote |
| 22 | EXP | Eagle Materials Inc. | 1.21% | New | 175,889 | $15.65M | $88.98 | No quote |
| 23 | SRG | Seritage Growth Properties | 1.00% | Reduce -4.8% | 282,687 | $12.89M | No quote | No quote |
| 24 | MHK | Mohawk Industries Inc. | 0.92% | New | 88,805 | $11.9M | $134.05 | No quote |
| 25 | RIG | Transocean Ltd. | 0.89% | Add +0.7% | 1,521,285 | $11.55M | $7.59 | No quote |
| 26 | CUBI | Customers Bancorp Inc | 0.88% | Add +0.0% | 519,152 | $11.38M | $21.91 | No quote |
| 27 | MYRG | MYR Group Inc. | 0.84% | - | 321,485 | $10.82M | $33.65 | No quote |
| 28 | UMBF | UMB Financial Corporation | 0.82% | - | 150,823 | $10.66M | $70.65 | No quote |
| 29 | FCN | FTI Consulting Inc. | 0.70% | Reduce -17.7% | 110,343 | $9.05M | $82.00 | No quote |
| 30 | VC | Visteon Corp. | 0.66% | Add +40.5% | 136,115 | $8.52M | $62.57 | No quote |
| 31 | ICFI | ICF International, Inc. | 0.66% | - | 112,787 | $8.5M | $75.35 | No quote |
| 32 | ATNI | ATN International Inc. | 0.64% | Add +18.4% | 136,210 | $8.27M | No quote | No quote |
| 33 | PB | Prosperity Bancshares Inc. | 0.62% | - | 110,885 | $8M | $72.10 | No quote |
| 34 | TPH | Tri Pointe Group Inc. | 0.62% | Add +0.1% | 606,666 | $7.95M | $13.10 | No quote |
| 35 | SAFM | Sanderson Farms Inc. | 0.58% | Reduce -19.3% | 49,271 | $7.53M | No quote | No quote |
| 36 | SEB | Seaboard Corp. | 0.56% | Add +6.1% | 1,708 | $7.24M | $4237.12 | No quote |
| 37 | SBSI | Southside Bancshares Inc. | 0.54% | - | 198,385 | $7M | $35.30 | No quote |
| 38 | EME | EMCOR Group, Inc. | 0.52% | - | 82,107 | $6.71M | $81.73 | No quote |
| 39 | VVI | Viad Corp. | 0.52% | - | 108,235 | $6.66M | No quote | No quote |
| 40 | CARE | Carter Bank & Trust | 0.52% | New | 337,575 | $6.66M | No quote | No quote |
| 41 | FRPH | FRP Holdings Inc. | 0.49% | Add +6.3% | 131,757 | $6.3M | $47.78 | No quote |
| 42 | FIX | Comfort Systems USA Inc. | 0.44% | - | 113,130 | $5.67M | $50.10 | No quote |
| 43 | ASIX | AdvanSix Inc. | 0.43% | Reduce -21.0% | 180,736 | $5.51M | $30.48 | No quote |
| 44 | UNF | UniFirst Corporation | 0.38% | - | 30,002 | $4.93M | $164.19 | No quote |
| 45 | ALG | Alamo Group, Inc. | 0.38% | - | 46,706 | $4.88M | $104.50 | No quote |
| 46 | SMHI | Seacor Marine Holdings Inc. | 0.37% | Add +0.0% | 358,074 | $4.78M | $13.34 | No quote |
| 47 | G | Genpact Ltd. | 0.34% | Reduce -25.4% | 120,872 | $4.36M | $36.05 | No quote |
| 48 | AGX | Argan Inc. | 0.33% | New | 89,000 | $4.29M | $48.15 | No quote |
| 49 | CFR | Cullen Frost Bankers, Inc. | 0.33% | Reduce -30.4% | 42,331 | $4.26M | $100.54 | No quote |
| 50 | KALU | Kaiser Aluminum Corp. | 0.30% | Reduce -34.9% | 40,819 | $3.9M | $95.62 | No quote |
| 51 | ALCO | Alico, Inc. | 0.29% | - | 140,451 | $3.79M | No quote | No quote |
| 52 | DORM | Dorman Products, Inc. | 0.29% | - | 43,600 | $3.78M | $86.65 | No quote |
| 53 | CCS | Century Communities Inc. | 0.08% | Reduce -39.1% | 40,000 | $1.09M | $27.32 | No quote |
| 54 | RESI | Front Yard Residential Corporation | 0.08% | Reduce -45.2% | 90,000 | $998K | No quote | No quote |
| 55 | CTT | Catchmark Timber Trust Inc. | 0.06% | Reduce -40.6% | 80,000 | $784K | No quote | No quote |
| 56 | WLH | William Lyon Homes - Cl A | 0.06% | Reduce -10.1% | 40,000 | $757K | No quote | No quote |
| 57 | CUB | Cubic, Corp. | 0.05% | Reduce -90.9% | 10,064 | $592K | No quote | No quote |
| 58 | GRBK | Green Brick Partners | 0.04% | Reduce -20.0% | 60,000 | $558K | $9.30 | No quote |
| 59 | JCAP | Jernigan Capital | 0.03% | Reduce -20.0% | 20,000 | $420K | No quote | No quote |
| 65 | TTEK | Tetra Tech, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 64 | SMP | Standard Motor Products, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 63 | SPY | SPDR TR UNIT SER 1 | - | Sold | 0 | $0 | No quote | No quote |
| 62 | DWDP | DowDuPont Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 61 | CDR | Cedar Realty Trust Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 60 | AHL | Aspen Insurance Holdings Ltd | - | Sold | 0 | $0 | No quote | No quote |