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 43 of 62 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 9.48% | Reduce -1.1% | 8,869,613 | $71.67M | $8.08 | |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 5.63% | Reduce -4.3% | 834,826 | $42.56M | $50.98 | No quote |
| 3 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.20% | Add +0.2% | 482,741 | $39.32M | No quote | No quote |
| 4 | TDW | Tidewater Inc. | 4.05% | Reduce -0.2% | 2,538,973 | $30.6M | $12.05 | |
| 5 | PLD | Prologis Inc. | 4.05% | Reduce -6.2% | 255,869 | $30.59M | $119.53 | |
| 6 | HCC | Warrior Met Coal Inc. | 3.93% | Add +24.5% | 1,725,285 | $29.68M | $17.20 | |
| 7 | RYN | Rayonier Inc. | 3.91% | Reduce -3.0% | 822,837 | $29.57M | $35.93 | |
| 8 | WY | Weyerhaeuser Company | 3.77% | Reduce -3.0% | 827,809 | $28.49M | $34.42 | |
| 9 | ORI | Old Republic International Corp. | 3.66% | Reduce -0.4% | 1,110,301 | $27.66M | $24.91 | |
| 10 | CMA | Comerica Inc. | 3.51% | Reduce -0.4% | 371,544 | $26.51M | No quote | No quote |
| 11 | UHAL | Amerco | 3.34% | Reduce -2.5% | 42,824 | $25.24M | $589.41 | |
| 12 | HA | Hawaiian Holdings Inc. | 3.21% | Reduce -3.1% | 994,055 | $24.23M | No quote | No quote |
| 13 | LOW | Lowe's Companies Inc. | 3.03% | Reduce -9.6% | 118,115 | $22.91M | $193.97 | |
| 14 | JBGS | JBG Smith Properties | 2.92% | Reduce -9.5% | 700,753 | $22.08M | No quote | No quote |
| 15 | AMH | American Homes 4 Rent | 2.60% | Add +4.3% | 506,569 | $19.68M | $38.85 | |
| 16 | MHK | Mohawk Industries Inc. | 2.44% | Reduce -0.3% | 96,044 | $18.46M | $192.19 | |
| 17 | LAZ | Lazard Ltd. | 2.21% | - | 368,858 | $16.69M | $45.25 | |
| 18 | CBRE | CBRE Group, Inc. | 1.88% | Reduce -1.3% | 165,505 | $14.19M | $85.73 | |
| 19 | UMBF | UMB Financial Corporation | 1.80% | - | 146,136 | $13.6M | $93.06 | |
| 20 | TPHS | Trinity Place Holdings | 1.70% | - | 6,080,226 | $12.83M | No quote | No quote |
| 21 | EXP | Eagle Materials Inc. | 1.64% | Reduce -32.5% | 86,977 | $12.36M | $142.12 | |
| 22 | FNF | FNF Group | 1.46% | Reduce -3.1% | 253,034 | $11M | $43.46 | |
| 23 | FR | First Industrial Realty Trust, Inc. | 1.40% | Reduce -3.0% | 203,224 | $10.62M | $52.23 | |
| 24 | WASH | Washington Trust Bancorp. | 1.24% | - | 182,745 | $9.38M | No quote | No quote |
| 25 | VNO | Vornado Realty Trust | 1.23% | Reduce -3.8% | 198,739 | $9.28M | $46.67 | |
| 26 | MYRG | MYR Group Inc. | 1.22% | - | 101,309 | $9.21M | $90.93 | |
| 27 | ESS | Essex Property Trust, Inc. | 1.21% | Reduce -5.8% | 30,390 | $9.12M | $300.03 | |
| 28 | SEB | Seaboard Corp. | 1.20% | - | 2,336 | $9.04M | $3869.01 | |
| 29 | LEN | Lennar Corp. | 1.16% | Reduce -26.4% | 90,776 | $8.76M | $96.51 | |
| 30 | FRPH | FRP Holdings Inc. | 1.12% | Add +1.2% | 152,435 | $8.49M | $55.68 | |
| 31 | PB | Prosperity Bancshares Inc. | 1.03% | - | 107,928 | $7.75M | $71.81 | |
| 32 | ICFI | ICF International, Inc. | 0.97% | - | 83,673 | $7.35M | $87.87 | |
| 33 | PRA | Proassurance Corp. | 0.89% | - | 297,038 | $6.76M | $22.75 | |
| 34 | KALU | Kaiser Aluminum Corp. | 0.85% | - | 52,160 | $6.44M | $123.50 | |
| 35 | SRG | Seritage Growth Properties | 0.84% | Reduce -23.0% | 345,015 | $6.35M | No quote | No quote |
| 36 | SBSI | Southside Bancshares Inc. | 0.83% | Reduce -1.4% | 164,220 | $6.28M | $38.24 | |
| 37 | EME | EMCOR Group, Inc. | 0.75% | - | 45,788 | $5.64M | $123.20 | No quote |
| 38 | HBB | Hamilton Beach Brand | 0.67% | - | 227,223 | $5.06M | No quote | No quote |
| 39 | TPH | Tri Pointe Group Inc. | 0.66% | - | 232,961 | $4.99M | $21.43 | |
| 40 | BATRA | Liberty Media Corp. - Braves A | 0.65% | - | 174,128 | $4.91M | $28.22 | |
| 41 | ALG | Alamo Group, Inc. | 0.64% | - | 31,880 | $4.87M | $152.70 | |
| 42 | CET | Central Securities Corporation | 0.62% | - | 111,210 | $4.69M | $42.19 | |
| 43 | BSIG | Brightsphere Investment Group | 0.60% | - | 193,259 | $4.53M | No quote | No quote |
| 44 | ATNI | ATN International Inc. | 0.57% | - | 93,903 | $4.27M | No quote | No quote |
| 45 | CALM | Cal-Maine Foods, Inc. | 0.56% | - | 116,094 | $4.2M | $36.21 | |
| 46 | FIX | Comfort Systems USA Inc. | 0.55% | - | 52,390 | $4.13M | $78.79 | |
| 47 | VC | Visteon Corp. | 0.51% | - | 31,848 | $3.85M | $120.95 | |
| 48 | UNF | UniFirst Corporation | 0.46% | - | 14,942 | $3.51M | $234.64 | |
| 49 | STRS | Stratus Properties Inc. | 0.42% | New | 127,562 | $3.15M | No quote | No quote |
| 50 | MAC | The Macerich Company | 0.40% | - | 164,679 | $3.01M | $18.25 | |
| 51 | DORM | Dorman Products, Inc. | 0.36% | - | 26,078 | $2.7M | $103.69 | |
| 52 | ROIC | Retail Opportunity Investments Corp. | 0.18% | - | 75,000 | $1.33M | No quote | No quote |
| 53 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $1.06M | No quote | No quote |
| 54 | CTO | CTO Realty Growth, Inc. | 0.14% | - | 19,293 | $1.03M | $53.54 | |
| 55 | STC | Stewart Information Services Corp. | 0.13% | - | 17,000 | $964K | $56.71 | |
| 56 | RMR | The RMR Group Inc. | 0.12% | Add +64.3% | 23,000 | $889K | No quote | No quote |
| 57 | NXRT | NexPoint Residential Trust, Inc. | 0.09% | - | 13,000 | $715K | No quote | No quote |
| 58 | CIO | City Office REIT, Inc. | 0.08% | - | 46,000 | $572K | No quote | No quote |
| 59 | MNR | Monmouth Real Estate Investment Corp. | 0.07% | - | 30,000 | $562K | No quote | No quote |
| 60 | GRBK | Green Brick Partners | 0.05% | Reduce -60.0% | 16,000 | $364K | $22.75 | |
| 62 | FCN | FTI Consulting Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 61 | CTB | Cooper Tire & Rubber Company | - | Sold | 0 | $0 | No quote | No quote |