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 | TDW | Tidewater Inc. | 7.91% | - | 2,105,930 | $44.42M | $21.09 | |
| 2 | HCC | Warrior Met Coal Inc. | 7.60% | Add +4.6% | 1,394,280 | $42.68M | $30.61 | |
| 3 | FPH | Five Point Holdings LLC - CL A | 5.31% | Reduce -12.8% | 7,633,374 | $29.85M | $3.91 | |
| 4 | BAM | Brookfield Asset Mgmt. CL A | 4.49% | Reduce -16.8% | 567,612 | $25.24M | $44.47 | No quote |
| 5 | CMA | Comerica Inc. | 4.33% | - | 331,210 | $24.31M | No quote | No quote |
| 6 | LEN/B | Lennar Corp - Class BCUSIP 526057302 | 4.19% | Reduce -15.4% | 401,412 | $23.57M | No quote | No quote |
| 7 | PLD | Prologis Inc. | 3.79% | Reduce -25.3% | 180,974 | $21.29M | $117.65 | |
| 8 | RYN | Rayonier Inc. | 3.54% | Reduce -30.2% | 532,023 | $19.89M | $37.38 | |
| 9 | IVT | Inventrust Properties Corp. | 3.37% | Reduce -13.1% | 733,701 | $18.92M | No quote | No quote |
| 10 | ORI | Old Republic International Corp. | 3.35% | Reduce -0.7% | 842,024 | $18.83M | $22.36 | |
| 11 | UHAL | Amerco | 3.23% | Reduce -13.2% | 37,918 | $18.13M | $478.24 | |
| 12 | WY | Weyerhaeuser Company | 3.19% | Reduce -29.4% | 540,815 | $17.91M | $33.12 | |
| 13 | AMH | American Homes 4 Rent | 2.75% | Reduce -12.4% | 436,616 | $15.47M | $35.44 | |
| 14 | DHI | DR Horton Inc. | 2.70% | Add +7469.0% | 229,190 | $15.17M | $66.19 | |
| 15 | LOW | Lowe's Companies Inc. | 2.63% | Reduce -16.5% | 84,670 | $14.79M | $174.68 | |
| 16 | VAL | Valaris Ltd. | 2.44% | Add +1.1% | 324,148 | $13.69M | $42.24 | |
| 17 | CBRE | CBRE Group, Inc. | 2.42% | Add +12.8% | 184,812 | $13.61M | $73.62 | |
| 18 | LAZ | Lazard Ltd. | 2.31% | Add +7.9% | 399,979 | $12.96M | $32.41 | |
| 19 | HA | Hawaiian Holdings Inc. | 1.99% | Reduce -35.9% | 782,792 | $11.2M | No quote | No quote |
| 20 | UMBF | UMB Financial Corporation | 1.98% | - | 128,952 | $11.1M | $86.10 | |
| 21 | FRPH | FRP Holdings Inc. | 1.64% | - | 152,435 | $9.2M | $60.35 | |
| 22 | SEB | Seaboard Corp. | 1.61% | - | 2,336 | $9.07M | $3882.71 | |
| 23 | MYRG | MYR Group Inc. | 1.59% | - | 101,187 | $8.92M | $88.13 | |
| 24 | WASH | Washington Trust Bancorp. | 1.57% | - | 182,745 | $8.84M | No quote | No quote |
| 25 | FR | First Industrial Realty Trust, Inc. | 1.41% | Reduce -15.8% | 166,781 | $7.92M | $47.48 | |
| 26 | FNF | FNF Group | 1.35% | Reduce -17.1% | 204,676 | $7.57M | $36.96 | |
| 27 | HBB | Hamilton Beach Brand | 1.33% | Reduce -1.3% | 602,214 | $7.47M | No quote | No quote |
| 28 | PRA | Proassurance Corp. | 1.25% | - | 297,038 | $7.02M | $23.63 | |
| 29 | PB | Prosperity Bancshares Inc. | 1.24% | Reduce -5.5% | 101,965 | $6.96M | $68.28 | |
| 30 | ICFI | ICF International, Inc. | 1.08% | Reduce -23.8% | 63,802 | $6.06M | $95.01 | |
| 31 | SBSI | Southside Bancshares Inc. | 1.05% | Reduce -4.3% | 157,109 | $5.88M | $37.43 | |
| 32 | TPHS | Trinity Place Holdings | 0.97% | Reduce -16.9% | 5,417,031 | $5.47M | No quote | No quote |
| 33 | EME | EMCOR Group, Inc. | 0.84% | - | 45,788 | $4.72M | No quote | No quote |
| 34 | SPHR | Madison Square Garden Entertainment | 0.81% | Add +27.6% | 86,859 | $4.57M | $52.63 | |
| 35 | BATRA | Liberty Media Corp. - Braves A | 0.78% | - | 174,128 | $4.38M | $25.15 | |
| 36 | TPH | Tri Pointe Group Inc. | 0.74% | Add +25.9% | 245,636 | $4.14M | $16.87 | |
| 37 | KALU | Kaiser Aluminum Corp. | 0.73% | - | 52,160 | $4.13M | $79.10 | |
| 38 | CET | Central Securities Corporation | 0.70% | - | 111,210 | $3.92M | $35.21 | |
| 39 | STRS | Stratus Properties Inc. | 0.70% | Reduce -15.0% | 121,441 | $3.91M | No quote | No quote |
| 40 | ALG | Alamo Group, Inc. | 0.66% | - | 31,880 | $3.71M | $116.44 | |
| 41 | FIX | Comfort Systems USA Inc. | 0.63% | - | 42,400 | $3.53M | $83.16 | |
| 42 | VC | Visteon Corp. | 0.59% | - | 31,848 | $3.3M | No quote | No quote |
| 43 | CALM | Cal-Maine Foods, Inc. | 0.58% | - | 66,044 | $3.26M | $49.42 | |
| 44 | CCF | Chase Corp. | 0.56% | New | 40,292 | $3.14M | No quote | No quote |
| 45 | UNF | UniFirst Corporation | 0.46% | - | 14,942 | $2.57M | $172.20 | |
| 46 | BSIG | Brightsphere Investment Group | 0.44% | - | 137,908 | $2.48M | No quote | No quote |
| 47 | ROIC | Retail Opportunity Investments Corp. | 0.21% | - | 75,000 | $1.18M | No quote | No quote |
| 48 | CTO | CTO Realty Growth, Inc. | 0.21% | - | 19,293 | $1.18M | $61.16 | |
| 49 | PCH | Potlatchdeltic Corp. | 0.16% | - | 20,000 | $884K | No quote | No quote |
| 50 | STC | Stewart Information Services Corp. | 0.15% | - | 17,000 | $846K | $49.76 | |
| 51 | NXRT | NexPoint Residential Trust, Inc. | 0.14% | - | 13,000 | $813K | No quote | No quote |
| 52 | RMR | The RMR Group Inc. | 0.13% | Add +13.0% | 26,000 | $738K | No quote | No quote |
| 53 | GRBK | Green Brick Partners | 0.09% | Add +62.5% | 26,000 | $509K | $19.58 | |
| 54 | WHLRD | Wheeler REIT Series D Preferred Stock | 0.06% | - | 24,000 | $319K | No quote | No quote |
| 55 | WHLRP | Wheeler REIT Series B Convertible Preferred Stock | 0.01% | Reduce -34.8% | 17,614 | $84K | No quote | No quote |
| 56 | SUPN | Supernus Pharmaceuticals, Inc. | 0.01% | New | 2,460 | $72K | $29.27 | |
| 60 | WHLR | Wheeler Real Estate Investment Trust | - | Sold | 0 | $0 | No quote | No quote |
| 59 | JBGS | JBG Smith Properties | - | Sold | 0 | $0 | No quote | No quote |
| 58 | DORM | Dorman Products, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CTT | Catchmark Timber Trust Inc. | - | Sold | 0 | $0 | No quote | No quote |