Third Avenue Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to December 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.55B
+9,999%+
Winning Positions
+51.91%
122 wins / 235 positions
Average Gain (Winners)
$4.04M
+9,999%+ avg per position
Active Positions
51
99 losing positions
Portfolio Value Over Time
Total Positions Tracked
235
All holdings over time
Win/Loss Ratio
1.23
122 gains / 99 losses
Active vs. Exited
51 / 184
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| HCC | Warrior Met Coal, Inc. | Basic Materials | Dec 2017 | ACTIVE | $17.26K | $51.43M | $51.41M | +9,999%+ |
| TDW | Tidewater Inc. | Energy | Sep 2017 | ACTIVE | $18.45K | $44.10M | $44.08M | +9,999%+ |
| VAL | Valaris Ltd | Energy | Sep 2021 | ACTIVE | $10.81K | $29.45M | $29.44M | +9,999%+ |
| CBRE | CBRE Group Inc | Real Estate | Mar 2020 | ACTIVE | $8.87K | $23.61M | $23.60M | +9,999%+ |
| FPH | Five Point Holdings, LLC | Real Estate | Jun 2017 | ACTIVE | $36.41K | $23.00M | $22.96M | +9,999%+ |
| PLD | Prologis, Inc. | Real Estate | Jun 2013 | ACTIVE | $335.00 | $18.57M | $18.57M | +9,999%+ |
| LEN-B | Lennar Corporation | Consumer Cyclical | Dec 2016 | ACTIVE | $392.00 | $14.08M | $14.08M | +9,999%+ |
| DB | Deutsche Bank | N/A | Jun 2017 | ACTIVE | $7.12K | $13.00M | $13.00M | +9,999%+ |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | Mar 2022 | ACTIVE | $226.00 | $11.26M | $11.26M | +9,999%+ |
| FNF | FNF Group of Fidelity National | Financial Services | Mar 2016 | ACTIVE | $26.78K | $11.21M | $11.18M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.