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.
Get email alerts when Third Avenue Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 47 of 67 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 6.74% | Reduce -14.4% | 8,804,142 | $48.07M | $5.46 | |
| 2 | WY | Weyerhaeuser Company | 6.29% | Reduce -20.7% | 1,337,290 | $44.84M | $33.53 | |
| 3 | BAM | Brookfield Asset Mgmt. CL A | 5.83% | Reduce -24.2% | 1,006,002 | $41.52M | $41.27 | No quote |
| 4 | PLD | Prologis Inc. | 4.40% | Reduce -10.0% | 314,604 | $31.35M | $99.66 | |
| 5 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.13% | Reduce -31.1% | 480,974 | $29.44M | No quote | No quote |
| 6 | RYN | Rayonier Inc. | 4.03% | Reduce -8.6% | 978,630 | $28.75M | $29.38 | |
| 7 | JBGS | JBG Smith Properties | 3.92% | Reduce -14.4% | 892,595 | $27.91M | No quote | No quote |
| 8 | HCC | Warrior Met Coal Inc. | 3.64% | Reduce -18.4% | 1,216,410 | $25.93M | $21.32 | |
| 9 | UHAL | Amerco | 3.45% | Reduce -7.1% | 54,173 | $24.59M | $453.97 | |
| 10 | LOW | Lowe's Companies Inc. | 3.39% | Reduce -6.7% | 150,686 | $24.19M | $160.51 | |
| 11 | ORI | Old Republic International Corp. | 3.07% | Reduce -13.7% | 1,109,592 | $21.87M | $19.71 | |
| 12 | TDW | Tidewater Inc. | 3.05% | Reduce -13.0% | 2,513,675 | $21.72M | $8.64 | |
| 13 | CMA | Comerica Inc. | 2.91% | Reduce -4.8% | 371,331 | $20.74M | No quote | No quote |
| 14 | EXP | Eagle Materials Inc. | 2.65% | Reduce -5.4% | 186,032 | $18.86M | $101.35 | |
| 15 | MHK | Mohawk Industries Inc. | 2.62% | Reduce -10.1% | 132,466 | $18.67M | $140.96 | |
| 16 | HA | Hawaiian Holdings Inc. | 2.52% | Reduce -12.4% | 1,016,436 | $17.99M | No quote | No quote |
| 17 | KFY | Korn/Ferry International | 2.19% | Add +9.1% | 358,469 | $15.59M | $43.50 | |
| 18 | AMH | American Homes 4 Rent | 2.18% | Add +12.1% | 517,729 | $15.53M | $30.00 | |
| 19 | LAZ | Lazard Ltd. | 2.17% | New | 366,216 | $15.49M | $42.30 | |
| 20 | LEN | Lennar Corp. | 1.70% | Reduce -52.4% | 158,779 | $12.1M | $76.23 | |
| 21 | CBRE | CBRE Group, Inc. | 1.68% | Reduce -8.5% | 190,511 | $11.95M | $62.72 | |
| 22 | FNF | FNF Group | 1.65% | Reduce -7.2% | 300,909 | $11.76M | $39.09 | |
| 23 | CTB | Cooper Tire & Rubber Company | 1.44% | - | 252,680 | $10.23M | No quote | No quote |
| 24 | FR | First Industrial Realty Trust, Inc. | 1.43% | Reduce -8.6% | 241,732 | $10.19M | $42.13 | |
| 25 | UMBF | UMB Financial Corporation | 1.41% | Add +0.0% | 146,136 | $10.08M | $68.99 | |
| 26 | VNO | Vornado Realty Trust | 1.24% | Reduce -75.1% | 237,599 | $8.87M | $37.34 | |
| 27 | ESS | Essex Property Trust, Inc. | 1.24% | Reduce -41.1% | 37,117 | $8.81M | $237.44 | |
| 28 | WASH | Washington Trust Bancorp. | 1.15% | Add +8.8% | 182,745 | $8.19M | No quote | No quote |
| 29 | MYRG | MYR Group Inc. | 1.07% | Reduce -58.4% | 126,566 | $7.61M | $60.10 | |
| 30 | TPHS | Trinity Place Holdings | 1.07% | - | 6,077,466 | $7.6M | No quote | No quote |
| 31 | SRG | Seritage Growth Properties | 1.06% | Reduce -7.4% | 516,264 | $7.58M | No quote | No quote |
| 32 | PB | Prosperity Bancshares Inc. | 1.05% | Add +43.2% | 107,928 | $7.49M | $69.36 | |
| 33 | ALG | Alamo Group, Inc. | 0.90% | - | 46,706 | $6.44M | $137.97 | |
| 34 | ICFI | ICF International, Inc. | 0.87% | Add +0.1% | 83,673 | $6.22M | $74.34 | |
| 35 | SEB | Seaboard Corp. | 0.85% | Add +4.1% | 2,000 | $6.06M | $3031.00 | |
| 36 | CALM | Cal-Maine Foods, Inc. | 0.84% | Add +16.4% | 159,394 | $5.98M | $37.54 | |
| 37 | FRPH | FRP Holdings Inc. | 0.83% | Reduce -1.5% | 129,723 | $5.91M | $45.55 | |
| 38 | SBSI | Southside Bancshares Inc. | 0.79% | Add +21.1% | 180,778 | $5.61M | $31.03 | |
| 39 | PRA | Proassurance Corp. | 0.74% | New | 297,038 | $5.29M | $17.79 | |
| 40 | KALU | Kaiser Aluminum Corp. | 0.72% | Reduce -10.2% | 52,160 | $5.16M | $98.91 | |
| 41 | BATRA | Liberty Media Corp. - Braves A | 0.61% | Add +41.9% | 174,128 | $4.33M | $24.87 | |
| 42 | MAC | The Macerich Company | 0.59% | Add +4.9% | 393,421 | $4.2M | $10.67 | |
| 43 | EME | EMCOR Group, Inc. | 0.59% | - | 45,788 | $4.19M | $91.47 | No quote |
| 44 | TPH | Tri Pointe Group Inc. | 0.56% | - | 232,961 | $4.02M | $17.25 | |
| 45 | VC | Visteon Corp. | 0.56% | Reduce -58.1% | 31,848 | $4M | $125.53 | |
| 46 | CFR | Cullen Frost Bankers, Inc. | 0.52% | - | 42,331 | $3.69M | $87.24 | |
| 47 | CET | Central Securities Corporation | 0.51% | - | 111,210 | $3.63M | $32.64 | |
| 48 | HBB | Hamilton Beach Brand | 0.46% | Add +195.2% | 186,030 | $3.26M | No quote | No quote |
| 49 | UNF | UniFirst Corporation | 0.44% | - | 14,942 | $3.16M | $211.75 | |
| 50 | FIX | Comfort Systems USA Inc. | 0.39% | - | 52,390 | $2.76M | $52.66 | |
| 51 | ATNI | ATN International Inc. | 0.35% | Reduce -16.8% | 60,261 | $2.52M | No quote | No quote |
| 52 | DORM | Dorman Products, Inc. | 0.32% | Reduce -40.2% | 26,078 | $2.27M | $86.85 | |
| 53 | ALCO | Alico, Inc. | 0.25% | Reduce -59.9% | 56,343 | $1.75M | No quote | No quote |
| 54 | ROIC | Retail Opportunity Investments Corp. | 0.14% | - | 75,000 | $1.01M | No quote | No quote |
| 55 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $1M | No quote | No quote |
| 56 | GRBK | Green Brick Partners | 0.13% | - | 40,000 | $919K | $22.98 | |
| 57 | STC | Stewart Information Services Corp. | 0.12% | - | 17,000 | $823K | $48.41 | |
| 58 | CTO | CTO Realty Growth, Inc. | 0.11% | Add +4.7%1.228:1 split | 19,293 | $814K | $42.19 | |
| 59 | NXRT | NexPoint Residential Trust, Inc. | 0.08% | Reduce -43.5% | 13,000 | $551K | No quote | No quote |
| 60 | RMR | The RMR Group Inc. | 0.08% | - | 14,000 | $541K | No quote | No quote |
| 61 | MNR | Monmouth Real Estate Investment Corp. | 0.07% | - | 30,000 | $520K | No quote | No quote |
| 62 | CIO | City Office REIT, Inc. | 0.06% | Reduce -34.3% | 46,000 | $450K | No quote | No quote |
| 63 | SPY | SPDR TR UNIT SER 1 | 0.02% | New | 377 | $141K | $374.01 | |
| 64 | FCN | FTI Consulting Inc. | 0.00% | - | 101 | $12K | $118.81 | |
| 67 | FDX | FedEx Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 66 | CARE | Carter Bank & Trust | - | Sold | 0 | $0 | No quote | No quote |
| 65 | AGX | Argan Inc. | - | Sold | 0 | $0 | No quote | No quote |