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 47 of 70 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 6.98% | Reduce -7.0% | 10,827,355 | $49.81M | $4.60 | |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 6.38% | Add +28.7% | 1,384,288 | $45.54M | $32.90 | No quote |
| 3 | WY | Weyerhaeuser Company | 5.45% | Reduce -5.7% | 1,732,549 | $38.91M | $22.46 | |
| 4 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.29% | Reduce -17.6% | 818,696 | $37.73M | No quote | No quote |
| 5 | VNO | Vornado Realty Trust | 5.25% | Reduce -4.0% | 981,288 | $37.5M | $38.21 | |
| 6 | PLD | Prologis Inc. | 4.77% | Reduce -1.1% | 364,892 | $34.06M | $93.33 | |
| 7 | JBGS | JBG Smith Properties | 4.51% | Reduce -11.7% | 1,088,102 | $32.18M | No quote | No quote |
| 8 | RYN | Rayonier Inc. | 3.88% | Reduce -8.8% | 1,115,566 | $27.66M | $24.79 | |
| 9 | HCC | Warrior Met Coal Inc. | 3.85% | Reduce -3.2% | 1,786,569 | $27.5M | $15.39 | |
| 10 | LOW | Lowe's Companies Inc. | 3.20% | Reduce -0.3% | 168,757 | $22.8M | $135.12 | |
| 11 | ESS | Essex Property Trust, Inc. | 3.08% | Reduce -1.8% | 95,949 | $21.99M | $229.17 | |
| 12 | LEN | Lennar Corp. | 3.01% | Reduce -43.2% | 348,885 | $21.5M | $61.62 | |
| 13 | UHAL | Amerco | 2.58% | Reduce -17.4% | 60,831 | $18.38M | $302.20 | |
| 14 | ORI | Old Republic International Corp. | 2.56% | Add +40.3% | 1,118,129 | $18.24M | $16.31 | |
| 15 | EXP | Eagle Materials Inc. | 2.33% | Reduce -3.0% | 236,933 | $16.64M | $70.22 | |
| 16 | HA | Hawaiian Holdings Inc. | 2.28% | Reduce -4.5% | 1,160,715 | $16.3M | No quote | No quote |
| 17 | TDW | Tidewater Inc. | 2.17% | Add +0.1% | 2,774,578 | $15.51M | $5.59 | |
| 18 | MHK | Mohawk Industries Inc. | 2.16% | Reduce -9.0% | 151,559 | $15.42M | $101.76 | |
| 19 | CMA | Comerica Inc. | 1.83% | Add +44.4% | 342,378 | $13.05M | No quote | No quote |
| 20 | AMH | American Homes 4 Rent | 1.52% | New | 402,492 | $10.83M | $26.90 | |
| 21 | MYRG | MYR Group Inc. | 1.49% | Reduce -12.9% | 333,913 | $10.66M | $31.91 | |
| 22 | FR | First Industrial Realty Trust, Inc. | 1.48% | Reduce -8.8% | 275,569 | $10.59M | $38.44 | |
| 23 | FNF | FNF Group | 1.45% | Reduce -8.7% | 338,118 | $10.37M | $30.66 | |
| 24 | FDX | FedEx Corporation | 1.41% | Add +0.3% | 71,753 | $10.06M | $140.23 | |
| 25 | CBRE | CBRE Group, Inc. | 1.38% | Reduce -7.7% | 217,135 | $9.82M | $45.22 | |
| 26 | UMBF | UMB Financial Corporation | 1.25% | Add +18.6% | 173,524 | $8.95M | $51.55 | |
| 27 | TPHS | Trinity Place Holdings | 1.17% | Add +0.4% | 6,070,676 | $8.38M | No quote | No quote |
| 28 | PSA | Public Storage, Inc. | 1.03% | Reduce -62.3% | 38,265 | $7.34M | $191.90 | |
| 29 | CTB | Cooper Tire & Rubber Company | 0.98% | Add +8.6% | 252,680 | $6.98M | No quote | No quote |
| 30 | SRG | Seritage Growth Properties | 0.95% | Reduce -8.8% | 594,279 | $6.78M | No quote | No quote |
| 31 | CALM | Cal-Maine Foods, Inc. | 0.85% | - | 136,928 | $6.09M | $44.48 | |
| 32 | FIX | Comfort Systems USA Inc. | 0.82% | Add +6.9% | 143,925 | $5.87M | $40.75 | |
| 33 | ICFI | ICF International, Inc. | 0.76% | Reduce -10.7% | 83,604 | $5.42M | $64.84 | |
| 34 | FRPH | FRP Holdings Inc. | 0.75% | - | 131,757 | $5.35M | $40.58 | |
| 35 | VC | Visteon Corp. | 0.73% | Add +5.7% | 75,945 | $5.2M | $68.51 | |
| 36 | SEB | Seaboard Corp. | 0.70% | - | 1,708 | $5.01M | $2933.84 | |
| 37 | AGX | Argan Inc. | 0.70% | Reduce -11.9% | 105,230 | $4.99M | $47.38 | |
| 38 | ALG | Alamo Group, Inc. | 0.67% | - | 46,706 | $4.79M | $102.64 | |
| 39 | ATNI | ATN International Inc. | 0.61% | Reduce -33.5% | 72,427 | $4.39M | No quote | No quote |
| 40 | ALCO | Alico, Inc. | 0.61% | - | 140,451 | $4.38M | No quote | No quote |
| 41 | TPH | Tri Pointe Group Inc. | 0.59% | Add +33.3% | 287,085 | $4.22M | $14.69 | |
| 42 | FCN | FTI Consulting Inc. | 0.53% | Reduce -23.0% | 33,091 | $3.79M | $114.56 | |
| 43 | PB | Prosperity Bancshares Inc. | 0.51% | - | 61,148 | $3.63M | $59.38 | |
| 44 | SBSI | Southside Bancshares Inc. | 0.49% | - | 125,475 | $3.48M | $27.73 | |
| 45 | UNF | UniFirst Corporation | 0.48% | - | 18,954 | $3.39M | $178.96 | |
| 46 | MAC | The Macerich Company | 0.47% | Add +5.2% | 374,972 | $3.36M | $8.97 | |
| 47 | CET | Central Securities Corporation | 0.45% | - | 111,210 | $3.21M | $28.86 | |
| 48 | CFR | Cullen Frost Bankers, Inc. | 0.44% | - | 42,331 | $3.16M | $74.72 | |
| 49 | EME | EMCOR Group, Inc. | 0.42% | - | 45,788 | $3.03M | $66.15 | No quote |
| 50 | KALU | Kaiser Aluminum Corp. | 0.42% | Add +18.2% | 41,089 | $3.03M | $73.62 | |
| 51 | DORM | Dorman Products, Inc. | 0.41% | - | 43,600 | $2.93M | $67.09 | |
| 52 | BATRA | Liberty Media Corp. - Braves A | 0.35% | Add +78.6% | 122,715 | $2.47M | $20.09 | |
| 53 | CARE | Carter Bank & Trust | 0.30% | - | 268,982 | $2.17M | No quote | No quote |
| 54 | WASH | Washington Trust Bancorp. | 0.30% | New | 65,834 | $2.16M | No quote | No quote |
| 55 | GRBK | Green Brick Partners | 0.13% | - | 80,000 | $948K | $11.85 | |
| 56 | NXRT | NexPoint Residential Trust, Inc. | 0.11% | - | 23,000 | $814K | No quote | No quote |
| 57 | CUBI | Customers Bancorp Inc | 0.11% | Reduce -88.7% | 63,347 | $762K | $12.03 | |
| 58 | JCAP | Jernigan Capital | 0.09% | - | 48,582 | $665K | No quote | No quote |
| 59 | ROIC | Retail Opportunity Investments Corp. | 0.09% | - | 55,000 | $624K | No quote | No quote |
| 60 | PCH | Potlatchdeltic Corp. | 0.09% | - | 16,000 | $609K | No quote | No quote |
| 61 | CIO | City Office REIT, Inc. | 0.08% | - | 55,000 | $554K | No quote | No quote |
| 62 | STC | Stewart Information Services Corp. | 0.08% | - | 17,000 | $553K | $32.53 | |
| 63 | MNR | Monmouth Real Estate Investment Corp. | 0.06% | - | 30,000 | $435K | No quote | No quote |
| 64 | RMR | The RMR Group Inc. | 0.06% | - | 14,000 | $413K | No quote | No quote |
| 65 | CTO | CTO Realty Growth, Inc. | 0.04% | New | 8,000 | $316K | $39.50 | |
| 70 | SMHI | Seacor Marine Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 69 | IYR | Ishares Dow Jones Real Estate Index | - | Sold | 0 | $0 | No quote | No quote |
| 68 | G | Genpact Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 67 | RESI | Front Yard Residential Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 66 | CTO | Consolidated Tomoka Land Co. | - | Sold | 0 | $0 | No quote | No quote |