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 42 of 63 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 9.38% | Add +0.3% | 8,898,419 | $69.68M | $7.83 | |
| 2 | BAM | Brookfield Asset Mgmt. CL A | 5.97% | Reduce -0.8% | 828,596 | $44.34M | $53.51 | No quote |
| 3 | HCC | Warrior Met Coal Inc. | 5.42% | Add +0.3% | 1,730,328 | $40.27M | $23.27 | |
| 4 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 5.06% | Add +0.4% | 484,684 | $37.61M | No quote | No quote |
| 5 | PLD | Prologis Inc. | 4.31% | Reduce -0.2% | 255,401 | $32.04M | $125.43 | |
| 6 | CMA | Comerica Inc. | 4.03% | - | 371,544 | $29.91M | No quote | No quote |
| 7 | WY | Weyerhaeuser Company | 3.97% | Add +0.3% | 829,843 | $29.52M | $35.57 | |
| 8 | RYN | Rayonier Inc. | 3.96% | Add +0.2% | 824,502 | $29.42M | $35.68 | |
| 9 | TDW | Tidewater Inc. | 3.81% | Reduce -7.5% | 2,347,512 | $28.31M | $12.06 | |
| 10 | UHAL | Amerco | 3.69% | Reduce -0.8% | 42,470 | $27.44M | $646.03 | |
| 11 | ORI | Old Republic International Corp. | 3.46% | - | 1,110,301 | $25.68M | $23.13 | |
| 12 | LOW | Lowe's Companies Inc. | 3.19% | Reduce -1.0% | 116,979 | $23.73M | $202.87 | |
| 13 | HA | Hawaiian Holdings Inc. | 2.90% | - | 994,055 | $21.53M | No quote | No quote |
| 14 | AMH | American Homes 4 Rent | 2.59% | Reduce -0.2% | 505,645 | $19.28M | $38.12 | |
| 15 | LAZ | Lazard Ltd. | 2.27% | - | 368,858 | $16.89M | $45.80 | |
| 16 | CBRE | CBRE Group, Inc. | 2.19% | Add +0.9% | 167,076 | $16.27M | $97.36 | |
| 17 | JBGS | JBG Smith Properties | 2.10% | Reduce -24.7% | 527,851 | $15.63M | No quote | No quote |
| 18 | UMBF | UMB Financial Corporation | 1.90% | - | 146,136 | $14.13M | $96.71 | |
| 19 | TPHS | Trinity Place Holdings | 1.60% | - | 6,080,226 | $11.92M | No quote | No quote |
| 20 | MHK | Mohawk Industries Inc. | 1.59% | Reduce -30.8% | 66,464 | $11.79M | $177.40 | |
| 21 | FNF | FNF Group | 1.55% | Add +0.3% | 253,673 | $11.5M | $45.34 | |
| 22 | VAL | Valaris Ltd. | 1.46% | New | 310,047 | $10.82M | $34.88 | |
| 23 | FR | First Industrial Realty Trust, Inc. | 1.42% | Reduce -0.2% | 202,857 | $10.57M | $52.08 | |
| 24 | MYRG | MYR Group Inc. | 1.36% | - | 101,309 | $10.08M | $99.51 | |
| 25 | ESS | Essex Property Trust, Inc. | 1.31% | Reduce -0.2% | 30,334 | $9.7M | $319.74 | |
| 26 | WASH | Washington Trust Bancorp. | 1.30% | - | 182,745 | $9.68M | No quote | No quote |
| 27 | SEB | Seaboard Corp. | 1.29% | - | 2,336 | $9.58M | $4100.17 | |
| 28 | FRPH | FRP Holdings Inc. | 1.15% | - | 152,435 | $8.53M | $55.93 | |
| 29 | VNO | Vornado Realty Trust | 1.09% | Reduce -2.9% | 193,011 | $8.11M | $42.01 | |
| 30 | PB | Prosperity Bancshares Inc. | 1.03% | - | 107,928 | $7.68M | $71.13 | |
| 31 | ICFI | ICF International, Inc. | 1.01% | - | 83,673 | $7.47M | $89.30 | |
| 32 | PRA | Proassurance Corp. | 0.95% | - | 297,038 | $7.06M | $23.78 | |
| 33 | SBSI | Southside Bancshares Inc. | 0.85% | - | 164,220 | $6.29M | $38.29 | |
| 34 | KALU | Kaiser Aluminum Corp. | 0.76% | - | 52,160 | $5.68M | $108.97 | |
| 35 | EME | EMCOR Group, Inc. | 0.71% | - | 45,788 | $5.28M | $115.40 | No quote |
| 37 | CALM | Cal-Maine Foods, Inc. | 0.68% | Add +20.3% | 139,635 | $5.05M | $36.17 | |
| 36 | BSIG | Brightsphere Investment Group | 0.68% | - | 193,259 | $5.05M | No quote | No quote |
| 38 | TPH | Tri Pointe Group Inc. | 0.66% | - | 232,961 | $4.9M | $21.02 | |
| 39 | CET | Central Securities Corporation | 0.63% | - | 111,210 | $4.7M | $42.25 | |
| 40 | BATRA | Liberty Media Corp. - Braves A | 0.63% | - | 174,128 | $4.69M | $26.91 | |
| 41 | STRS | Stratus Properties Inc. | 0.61% | Add +10.6% | 141,118 | $4.55M | No quote | No quote |
| 42 | ALG | Alamo Group, Inc. | 0.60% | - | 31,880 | $4.45M | $139.55 | |
| 43 | HBB | Hamilton Beach Brand | 0.60% | Add +24.3% | 282,436 | $4.43M | No quote | No quote |
| 44 | ATNI | ATN International Inc. | 0.59% | - | 93,903 | $4.4M | No quote | No quote |
| 45 | FIX | Comfort Systems USA Inc. | 0.50% | - | 52,390 | $3.74M | $71.33 | |
| 46 | UNF | UniFirst Corporation | 0.43% | - | 14,942 | $3.18M | $212.62 | |
| 47 | APTS | Preferred Apartment Communities | 0.42% | New | 257,713 | $3.15M | No quote | No quote |
| 48 | VC | Visteon Corp. | 0.40% | - | 31,848 | $3.01M | $94.42 | |
| 49 | SRG | Seritage Growth Properties | 0.40% | Reduce -41.4% | 202,271 | $3M | No quote | No quote |
| 50 | DORM | Dorman Products, Inc. | 0.33% | - | 26,078 | $2.47M | $94.68 | |
| 51 | SPHR | Madison Square Garden Entertainment | 0.27% | New | 27,448 | $2M | $72.68 | |
| 52 | ROIC | Retail Opportunity Investments Corp. | 0.18% | - | 75,000 | $1.31M | No quote | No quote |
| 53 | STC | Stewart Information Services Corp. | 0.14% | - | 17,000 | $1.08M | $63.29 | |
| 54 | CTO | CTO Realty Growth, Inc. | 0.14% | - | 19,293 | $1.04M | $53.80 | |
| 55 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $1.03M | No quote | No quote |
| 56 | NXRT | NexPoint Residential Trust, Inc. | 0.11% | - | 13,000 | $805K | No quote | No quote |
| 57 | RMR | The RMR Group Inc. | 0.10% | - | 23,000 | $770K | No quote | No quote |
| 58 | MNR | Monmouth Real Estate Investment Corp. | 0.08% | - | 30,000 | $560K | No quote | No quote |
| 59 | GRBK | Green Brick Partners | 0.04% | - | 16,000 | $329K | $20.56 | |
| 63 | MAC | The Macerich Company | - | Sold | 0 | $0 | No quote | No quote |
| 62 | LEN | Lennar Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 61 | EXP | Eagle Materials Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 60 | CIO | City Office REIT, Inc. | - | Sold | 0 | $0 | No quote | No quote |