0001099281-19-000012.txt : 20190814 0001099281-19-000012.hdr.sgml : 20190814 20190814113432 ACCESSION NUMBER: 0001099281-19-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THIRD AVENUE MANAGEMENT LLC CENTRAL INDEX KEY: 0001099281 IRS NUMBER: 010690900 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11289 FILM NUMBER: 191024228 BUSINESS ADDRESS: STREET 1: 622 THIRD AVENUE STREET 2: 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2128885222 MAIL ADDRESS: STREET 1: 622 THIRD AVENUE STREET 2: 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: EQSF ADVISERS INC DATE OF NAME CHANGE: 19991118 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001099281 XXXXXXXX 06-30-2019 06-30-2019 THIRD AVENUE MANAGEMENT LLC
622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017
13F HOLDINGS REPORT 028-11289 N
W. James Hall General Counsel 2128885222 W. James Hall New York NY 08-14-2019 0 58 1190929 false
INFORMATION TABLE 2 Form13F20190630.xml Acadia Realty Trust COM SH BEN INT 004239109 31370 1146124 SH SOLE 0 1146124 0 0 AdvanSix Inc. COM 00773T101 751 30709 SH SOLE 0 30709 0 0 Alamo Group, Inc. COM 011311107 4668 46706 SH SOLE 0 46706 0 0 Alico, Inc. COM 016230104 4262 140451 SH SOLE 0 140451 0 0 Amerco COM 023586100 28314 74795 SH SOLE 0 74795 0 0 Argan Inc. COM 04010E109 5401 133142 SH SOLE 0 133142 0 0 ATN INTERNATIONAL INC COM 00215F107 7864 136210 SH SOLE 0 136210 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 77810 1628504 SH SOLE 0 1628504 0 0 Carter Bank & Trust COM 146102108 6668 337575 SH SOLE 0 337575 0 0 Catchmark Timber Trust Inc. REIT 14912Y202 836 80000 SH SOLE 0 80000 0 0 Century Communities Inc. COM 156504300 1064 40000 SH SOLE 0 40000 0 0 Comerica Inc. COM 200340107 32409 446155 SH SOLE 0 446155 0 0 Comfort Systems USA Inc. COM 199908104 5769 113130 SH SOLE 0 113130 0 0 Cullen Frost Bankers, Inc. COM 229899109 3965 42331 SH SOLE 0 42331 0 0 Customers Bancorp Inc COM 23204G100 11446 545029 SH SOLE 0 545029 0 0 Dorman Products, Inc. COM 258278100 3800 43600 SH SOLE 0 43600 0 0 EAGLE MATERIALS INC COM 26969P108 16305 175889 SH SOLE 0 175889 0 0 EMCOR Group, Inc. COM 29084Q100 7234 82107 SH SOLE 0 82107 0 0 First Industrial Realty Trust, Inc. COM 32054K103 26308 716038 SH SOLE 0 716038 0 0 Five Point Holdings LLC - CL A COM 33833Q106 87165 11591086 SH SOLE 0 11591086 0 0 FNF Group COM 31620R303 18736 464900 SH SOLE 0 464900 0 0 Front Yard Residential Corporation Com 35904G107 1100 90000 SH SOLE 0 90000 0 0 FRP Holdings Inc. COM 30292L107 7349 131757 SH SOLE 0 131757 0 0 FTI Consulting Inc. COM 302941109 8698 103739 SH SOLE 0 103739 0 0 Genpact Ltd. COM G3922B107 4605 120872 SH SOLE 0 120872 0 0 Green Brick Partners com 392709101 499 60000 SH SOLE 0 60000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 38810 1414861 SH SOLE 0 1414861 0 0 ICF International, Inc. COM 44925C103 8211 112787 SH SOLE 0 112787 0 0 JBG Smith Properties REIT 46590V100 51207 1301641 SH SOLE 0 1301641 0 0 Jernigan Capital Com 476405105 410 20000 SH SOLE 0 20000 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 3985 40819 SH SOLE 0 40819 0 0 Lennar Corp - Class B CL B 526057302 48767 1266322 SH SOLE 0 1266322 0 0 Lennar Corp. COM 526057104 63289 1305992 SH SOLE 0 1305992 0 0 Lowe's Companies Inc. COM 548661107 23452 232402 SH SOLE 0 232402 0 0 Mohawk Industries Inc. COM 608190104 18177 123257 SH SOLE 0 123257 0 0 MYR Group Inc. COM 55405W104 12008 321485 SH SOLE 0 321485 0 0 PNC Financial Corp COM 693475105 36440 265439 SH SOLE 0 265439 0 0 Prosperity Bancshares Inc. COM 743606105 7324 110885 SH SOLE 0 110885 0 0 Rayonier Inc. COM 754907103 61474 2028817 SH SOLE 0 2028817 0 0 Sanderson Farms Inc. COM 800013104 3518 25755 SH SOLE 0 25755 0 0 Seaboard Corp. COM 811543107 7066 1708 SH SOLE 0 1708 0 0 Seacor Marine Holdings Inc. COM 78413P101 5357 358074 SH SOLE 0 358074 0 0 Seritage Growth Properties Com 81752R100 13641 317524 SH SOLE 0 317524 0 0 Southside Bancshares Inc. COM 84470P109 6424 198385 SH SOLE 0 198385 0 0 Tejon Ranch Co. COM 879080109 16343 985076 SH SOLE 0 985076 0 0 The Macerich Company COM 554382101 47674 1423524 SH SOLE 0 1423524 0 0 Tidewater Inc. COM 88642R109 61079 2601313 SH SOLE 0 2601313 0 0 Transocean Ltd. COM H8817H100 9752 1521285 SH SOLE 0 1521285 0 0 Tri Pointe Group Inc. COM 87265H109 7262 606666 SH SOLE 0 606666 0 0 Trinity Place Holdings COM 89656D101 22435 5679728 SH SOLE 0 5679728 0 0 UMB Financial Corporation COM 902788108 9928 150823 SH SOLE 0 150823 0 0 UniFirst Corporation COM 904708104 5658 30002 SH SOLE 0 30002 0 0 Viad Corp. COM 92552R406 5550 83778 SH SOLE 0 83778 0 0 Visteon Corp. COM 92839U206 11056 188730 SH SOLE 0 188730 0 0 Vornado Realty Trust SH BEN INT 929042109 25502 397834 SH SOLE 0 397834 0 0 Warrior Met Coal Inc. com 93627C101 46067 1763663 SH SOLE 0 1763663 0 0 Weyerhaeuser Company COM 962166104 107937 4097807 SH SOLE 0 4097807 0 0 William Lyon Homes - Cl A COM 552074700 730 40000 SH SOLE 0 40000 0 0