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 46 of 67 rows. Rows without a quote are marked unavailable.
| 1 | WY | Weyerhaeuser Company | 6.69% | Reduce -2.6% | 1,686,905 | $48.11M | $28.52 | |
| 2 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 6.37% | Reduce -14.7% | 698,183 | $45.84M | No quote | No quote |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 6.10% | Reduce -4.1% | 1,327,202 | $43.88M | $33.06 | No quote |
| 4 | FPH | Five Point Holdings LLC - CL A | 5.96% | Reduce -5.0% | 10,282,860 | $42.88M | $4.17 | |
| 5 | PLD | Prologis Inc. | 4.90% | Reduce -4.2% | 349,483 | $35.25M | $100.85 | |
| 6 | VNO | Vornado Realty Trust | 4.47% | Reduce -2.8% | 954,128 | $32.16M | $33.71 | |
| 7 | RYN | Rayonier Inc. | 3.93% | Reduce -4.1% | 1,070,289 | $28.3M | $26.44 | |
| 8 | JBGS | JBG Smith Properties | 3.88% | Reduce -4.1% | 1,043,225 | $27.9M | No quote | No quote |
| 9 | LEN | Lennar Corp. | 3.73% | Reduce -4.3% | 333,797 | $26.8M | $80.29 | |
| 10 | LOW | Lowe's Companies Inc. | 3.72% | Reduce -4.3% | 161,570 | $26.8M | $165.86 | |
| 11 | HCC | Warrior Met Coal Inc. | 3.54% | Reduce -16.6% | 1,489,803 | $25.45M | $17.08 | |
| 12 | UHAL | Amerco | 2.88% | Reduce -4.2% | 58,303 | $20.76M | $355.99 | |
| 13 | TDW | Tidewater Inc. | 2.69% | Add +4.1% | 2,889,202 | $19.39M | $6.71 | |
| 14 | ORI | Old Republic International Corp. | 2.63% | Add +14.9% | 1,285,160 | $18.94M | $14.74 | |
| 15 | EXP | Eagle Materials Inc. | 2.36% | Reduce -17.0% | 196,645 | $16.98M | $86.32 | |
| 16 | HA | Hawaiian Holdings Inc. | 2.08% | - | 1,160,715 | $14.96M | No quote | No quote |
| 17 | CMA | Comerica Inc. | 2.07% | Add +13.9% | 390,005 | $14.92M | No quote | No quote |
| 18 | MHK | Mohawk Industries Inc. | 2.00% | Reduce -2.8% | 147,347 | $14.38M | $97.59 | |
| 19 | AMH | American Homes 4 Rent | 1.83% | Add +14.8% | 461,905 | $13.16M | $28.48 | |
| 20 | FDX | FedEx Corporation | 1.77% | Reduce -29.4% | 50,628 | $12.73M | $251.52 | |
| 21 | ESS | Essex Property Trust, Inc. | 1.76% | Reduce -34.3% | 63,043 | $12.66M | $200.80 | |
| 22 | MYRG | MYR Group Inc. | 1.57% | Reduce -9.0% | 303,924 | $11.3M | $37.18 | |
| 23 | FR | First Industrial Realty Trust, Inc. | 1.46% | Reduce -4.1% | 264,335 | $10.52M | $39.80 | |
| 24 | FNF | FNF Group | 1.41% | Reduce -4.1% | 324,348 | $10.16M | $31.31 | |
| 25 | CBRE | CBRE Group, Inc. | 1.36% | Reduce -4.1% | 208,197 | $9.78M | $46.97 | |
| 26 | KFY | Korn/Ferry International | 1.32% | New | 328,473 | $9.53M | $29.00 | |
| 27 | TPHS | Trinity Place Holdings | 1.19% | Add +0.1% | 6,077,466 | $8.57M | No quote | No quote |
| 28 | CTB | Cooper Tire & Rubber Company | 1.11% | - | 252,680 | $8.01M | No quote | No quote |
| 29 | SRG | Seritage Growth Properties | 1.04% | Reduce -6.2% | 557,700 | $7.5M | No quote | No quote |
| 30 | UMBF | UMB Financial Corporation | 1.00% | Reduce -15.8% | 146,079 | $7.16M | $49.01 | |
| 31 | FRPH | FRP Holdings Inc. | 0.76% | - | 131,757 | $5.49M | $41.68 | |
| 32 | SEB | Seaboard Corp. | 0.76% | Add +12.5% | 1,922 | $5.45M | $2837.15 | |
| 33 | VC | Visteon Corp. | 0.73% | - | 75,945 | $5.26M | $69.22 | |
| 34 | CALM | Cal-Maine Foods, Inc. | 0.73% | - | 136,928 | $5.25M | $38.37 | |
| 35 | WASH | Washington Trust Bancorp. | 0.72% | Add +155.1% | 167,939 | $5.15M | No quote | No quote |
| 36 | ICFI | ICF International, Inc. | 0.72% | - | 83,604 | $5.15M | $61.54 | |
| 37 | ALG | Alamo Group, Inc. | 0.70% | - | 46,706 | $5.05M | $108.04 | |
| 38 | TPH | Tri Pointe Group Inc. | 0.59% | Reduce -18.9% | 232,961 | $4.23M | $18.14 | |
| 39 | ALCO | Alico, Inc. | 0.56% | - | 140,451 | $4.02M | No quote | No quote |
| 40 | DORM | Dorman Products, Inc. | 0.55% | - | 43,600 | $3.94M | $90.39 | |
| 41 | PB | Prosperity Bancshares Inc. | 0.54% | Add +23.2% | 75,356 | $3.91M | $51.83 | |
| 42 | SBSI | Southside Bancshares Inc. | 0.51% | Add +19.0% | 149,269 | $3.65M | $24.43 | |
| 43 | ATNI | ATN International Inc. | 0.50% | - | 72,427 | $3.63M | No quote | No quote |
| 44 | CET | Central Securities Corporation | 0.45% | - | 111,210 | $3.22M | $28.99 | |
| 45 | AGX | Argan Inc. | 0.44% | Reduce -28.7% | 75,009 | $3.14M | $41.91 | |
| 46 | KALU | Kaiser Aluminum Corp. | 0.43% | Add +41.3% | 58,069 | $3.11M | $53.59 | |
| 47 | EME | EMCOR Group, Inc. | 0.43% | - | 45,788 | $3.1M | $67.73 | No quote |
| 48 | UNF | UniFirst Corporation | 0.39% | Reduce -21.2% | 14,942 | $2.83M | $189.40 | |
| 49 | CFR | Cullen Frost Bankers, Inc. | 0.38% | - | 42,331 | $2.71M | $63.97 | |
| 50 | FIX | Comfort Systems USA Inc. | 0.38% | Reduce -63.6% | 52,390 | $2.7M | $51.52 | |
| 51 | BATRA | Liberty Media Corp. - Braves A | 0.36% | - | 122,715 | $2.56M | $20.89 | |
| 52 | MAC | The Macerich Company | 0.35% | - | 374,972 | $2.55M | $6.79 | |
| 53 | CARE | Carter Bank & Trust | 0.19% | Reduce -23.9% | 204,747 | $1.36M | No quote | No quote |
| 54 | HBB | Hamilton Beach Brand | 0.17% | New | 63,027 | $1.23M | No quote | No quote |
| 55 | NXRT | NexPoint Residential Trust, Inc. | 0.14% | - | 23,000 | $1.02M | No quote | No quote |
| 56 | PCH | Potlatchdeltic Corp. | 0.12% | Add +25.0% | 20,000 | $842K | No quote | No quote |
| 57 | ROIC | Retail Opportunity Investments Corp. | 0.11% | Add +36.4% | 75,000 | $782K | No quote | No quote |
| 58 | STC | Stewart Information Services Corp. | 0.10% | - | 17,000 | $744K | $43.76 | |
| 59 | CTO | CTO Realty Growth, Inc. | 0.09% | Add +87.5% | 15,000 | $662K | $44.13 | |
| 60 | GRBK | Green Brick Partners | 0.09% | Reduce -50.0% | 40,000 | $644K | $16.10 | |
| 61 | CIO | City Office REIT, Inc. | 0.07% | Add +27.3% | 70,000 | $527K | No quote | No quote |
| 62 | MNR | Monmouth Real Estate Investment Corp. | 0.06% | - | 30,000 | $416K | No quote | No quote |
| 63 | RMR | The RMR Group Inc. | 0.05% | - | 14,000 | $385K | No quote | No quote |
| 64 | FCN | FTI Consulting Inc. | 0.00% | Reduce -99.7% | 101 | $11K | $108.91 | |
| 67 | PSA | Public Storage, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 66 | JCAP | Jernigan Capital | - | Sold | 0 | $0 | No quote | No quote |
| 65 | CUBI | Customers Bancorp Inc | - | Sold | 0 | $0 | No quote | No quote |