Third Avenue Management
As of Q1 2026, Third Avenue Management reported 53 long-equity positions worth $616.04M in aggregate.
Copy-investor backtest
- Latest quarter
- +2.23%
- 1-year
- +36.84%
- 3-year
- +90.12%
- 3-year top 5
- +140.93%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 38 of 60 rows. Rows without a quote are marked unavailable.
| 1 | FPH | Five Point Holdings LLC - CL A | 7.28% | Add +0.2% | 8,749,913 | $53.46M | $6.11 | |
| 2 | HCC | Warrior Met Coal Inc. | 6.74% | Reduce -28.6% | 1,332,711 | $49.46M | $37.11 | |
| 3 | TDW | Tidewater Inc. | 6.24% | Add +1.0% | 2,105,930 | $45.78M | $21.74 | |
| 4 | PLD | Prologis Inc. | 5.33% | Reduce -3.7% | 242,225 | $39.12M | $161.48 | |
| 5 | BAM | Brookfield Asset Mgmt. CL A | 5.25% | Reduce -4.3% | 681,791 | $38.57M | $56.57 | No quote |
| 6 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.42% | Reduce -0.8% | 474,491 | $32.43M | No quote | No quote |
| 7 | RYN | Rayonier Inc. | 4.27% | Reduce -0.4% | 762,370 | $31.35M | $41.12 | |
| 8 | CMA | Comerica Inc. | 4.08% | Reduce -10.9% | 331,210 | $29.95M | No quote | No quote |
| 9 | WY | Weyerhaeuser Company | 3.96% | Reduce -0.8% | 766,619 | $29.06M | $37.90 | |
| 10 | UHAL | Amerco | 3.55% | Add +4.4% | 43,678 | $26.07M | $596.96 | |
| 11 | IVT | Inventrust Properties Corp. | 3.54% | Add +67.4% | 843,778 | $25.97M | No quote | No quote |
| 12 | HA | Hawaiian Holdings Inc. | 3.28% | Add +24.2% | 1,220,901 | $24.05M | No quote | No quote |
| 13 | ORI | Old Republic International Corp. | 2.99% | Add +0.8% | 848,127 | $21.94M | $25.87 | |
| 14 | LOW | Lowe's Companies Inc. | 2.79% | Reduce -12.0% | 101,406 | $20.5M | $202.20 | |
| 15 | AMH | American Homes 4 Rent | 2.72% | Reduce -0.8% | 498,444 | $19.95M | $40.03 | |
| 16 | VAL | Valaris Ltd. | 2.27% | Add +3.5% | 320,736 | $16.67M | $51.97 | |
| 17 | CBRE | CBRE Group, Inc. | 2.04% | Reduce -0.0% | 163,849 | $15M | $91.52 | |
| 18 | LAZ | Lazard Ltd. | 1.74% | Add +0.5% | 370,581 | $12.79M | $34.50 | |
| 19 | UMBF | UMB Financial Corporation | 1.71% | Reduce -0.4% | 128,952 | $12.53M | $97.16 | |
| 20 | TPHS | Trinity Place Holdings | 1.69% | - | 6,514,436 | $12.38M | No quote | No quote |
| 21 | FR | First Industrial Realty Trust, Inc. | 1.67% | Reduce -0.8% | 198,141 | $12.27M | $61.91 | |
| 22 | FNF | FNF Group | 1.64% | Reduce -0.8% | 246,915 | $12.06M | $48.84 | |
| 23 | SEB | Seaboard Corp. | 1.34% | - | 2,336 | $9.83M | $4205.91 | |
| 24 | WASH | Washington Trust Bancorp. | 1.31% | - | 182,745 | $9.6M | No quote | No quote |
| 25 | MYRG | MYR Group Inc. | 1.30% | - | 101,187 | $9.52M | $94.04 | |
| 26 | FRPH | FRP Holdings Inc. | 1.20% | - | 152,435 | $8.81M | $57.80 | |
| 27 | PRA | Proassurance Corp. | 1.09% | - | 297,038 | $7.99M | $26.88 | |
| 28 | ICFI | ICF International, Inc. | 1.07% | - | 83,673 | $7.88M | $94.14 | |
| 29 | PB | Prosperity Bancshares Inc. | 1.02% | - | 107,928 | $7.49M | $69.39 | |
| 30 | HBB | Hamilton Beach Brand | 0.97% | Add +87.7% | 610,367 | $7.1M | No quote | No quote |
| 31 | JBGS | JBG Smith Properties | 0.95% | Reduce -29.5% | 239,262 | $6.99M | No quote | No quote |
| 32 | SBSI | Southside Bancshares Inc. | 0.91% | - | 164,220 | $6.71M | $40.84 | |
| 33 | STRS | Stratus Properties Inc. | 0.84% | - | 142,835 | $6.15M | No quote | No quote |
| 34 | SPHR | Madison Square Garden Entertainment | 0.77% | - | 68,045 | $5.67M | $83.31 | |
| 35 | EME | EMCOR Group, Inc. | 0.70% | - | 45,788 | $5.16M | No quote | No quote |
| 36 | BATRA | Liberty Media Corp. - Braves A | 0.68% | - | 174,128 | $5.01M | $28.78 | |
| 37 | KALU | Kaiser Aluminum Corp. | 0.67% | - | 52,160 | $4.91M | $94.17 | |
| 38 | CET | Central Securities Corporation | 0.63% | - | 111,210 | $4.6M | $41.39 | |
| 39 | ALG | Alamo Group, Inc. | 0.62% | - | 31,880 | $4.59M | $143.82 | |
| 40 | TPH | Tri Pointe Group Inc. | 0.53% | - | 195,155 | $3.92M | $20.08 | |
| 41 | FIX | Comfort Systems USA Inc. | 0.51% | Reduce -19.1% | 42,400 | $3.78M | $89.03 | |
| 42 | CALM | Cal-Maine Foods, Inc. | 0.50% | Reduce -52.7% | 66,044 | $3.65M | $55.22 | |
| 43 | VC | Visteon Corp. | 0.47% | - | 31,848 | $3.48M | No quote | No quote |
| 44 | BSIG | Brightsphere Investment Group | 0.46% | Add +46.5% | 137,908 | $3.35M | No quote | No quote |
| 45 | CTT | Catchmark Timber Trust Inc. | 0.45% | Add +359.1% | 406,444 | $3.33M | No quote | No quote |
| 46 | UNF | UniFirst Corporation | 0.38% | - | 14,942 | $2.75M | $184.31 | |
| 47 | DORM | Dorman Products, Inc. | 0.34% | - | 26,078 | $2.48M | $95.06 | |
| 48 | ROIC | Retail Opportunity Investments Corp. | 0.20% | - | 75,000 | $1.46M | No quote | No quote |
| 49 | CTO | CTO Realty Growth, Inc. | 0.17% | - | 19,293 | $1.28M | $66.35 | |
| 50 | NXRT | NexPoint Residential Trust, Inc. | 0.16% | - | 13,000 | $1.18M | No quote | No quote |
| 51 | PCH | Potlatchdeltic Corp. | 0.14% | - | 20,000 | $1.06M | No quote | No quote |
| 52 | STC | Stewart Information Services Corp. | 0.14% | - | 17,000 | $1.03M | $60.65 | |
| 53 | RMR | The RMR Group Inc. | 0.10% | - | 23,000 | $716K | No quote | No quote |
| 54 | WHLRD | Wheeler REIT Series D Preferred Stock | 0.05% | Add +100.0% | 24,000 | $346K | No quote | No quote |
| 55 | GRBK | Green Brick Partners | 0.04% | - | 16,000 | $317K | $19.81 | |
| 56 | DHI | DR Horton Inc. | 0.03% | New | 3,028 | $226K | $74.64 | |
| 57 | WHLRP | Wheeler REIT Series B Convertible Preferred Stock | 0.02% | Add +125.0% | 27,000 | $180K | No quote | No quote |
| 58 | WHLR | Wheeler Real Estate Investment Trust | 0.01% | - | 40,000 | $92K | No quote | No quote |
| 60 | APTS | Preferred Apartment Communities | - | Sold | 0 | $0 | No quote | No quote |
| 59 | ESS | Essex Property Trust, Inc. | - | Sold | 0 | $0 | No quote | No quote |