0001099281-20-000003.txt : 20200213 0001099281-20-000003.hdr.sgml : 20200213 20200213152757 ACCESSION NUMBER: 0001099281-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20609929 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 12-31-2019 12-31-2019 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 02-13-2020 0 57 1010769 false
INFORMATION TABLE 2 Form13F20191231.xml Acadia Realty Trust COM SH BEN INT 004239109 22626 872557 SH SOLE 0 872557 0 0 Alamo Group, Inc. COM 011311107 5864 46706 SH SOLE 0 46706 0 0 Alico, Inc. COM 016230104 5033 140451 SH SOLE 0 140451 0 0 Amerco COM 023586100 30158 80245 SH SOLE 0 80245 0 0 Argan Inc. COM 04010E109 6694 166754 SH SOLE 0 166754 0 0 ATN International Inc. COM 00215F107 7555 136395 SH SOLE 0 136395 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 62179 1075748 SH SOLE 0 1075748 0 0 Carter Bank & Trust COM 146102108 6381 268982 SH SOLE 0 268982 0 0 Catchmark Timber Trust Inc. REIT 14912Y202 528 45961 SH SOLE 0 45961 0 0 Century Communities Inc. COM 156504300 1094 40000 SH SOLE 0 40000 0 0 Colony Capital Inc. REIT 19626G108 8567 1803433 SH SOLE 0 1803433 0 0 Comerica Inc. COM 200340107 23787 331514 SH SOLE 0 331514 0 0 Comfort Systems USA Inc. COM 199908104 6712 134629 SH SOLE 0 134629 0 0 Cooper Tire & Rubber Company COM 216831107 4252 147893 SH SOLE 0 147893 0 0 Cullen Frost Bankers, Inc. COM 229899109 4140 42331 SH SOLE 0 42331 0 0 Customers Bancorp Inc COM 23204G100 13361 561121 SH SOLE 0 561121 0 0 Dorman Products, Inc. COM 258278100 3302 43600 SH SOLE 0 43600 0 0 Eagle Materials Inc. COM 26969P108 16079 177351 SH SOLE 0 177351 0 0 EMCOR Group, Inc. COM 29084Q100 6045 70044 SH SOLE 0 70044 0 0 First Industrial Realty Trust, Inc. COM 32054K103 23354 562599 SH SOLE 0 562599 0 0 Five Point Holdings LLC - CL A COM 33833Q106 81408 11713323 SH SOLE 0 11713323 0 0 FNF Group COM 31620R303 11830 260847 SH SOLE 0 260847 0 0 Front Yard Residential Corporation COM 35904G107 318 25728 SH SOLE 0 25728 0 0 FRP Holdings Inc. COM 30292L107 6563 131757 SH SOLE 0 131757 0 0 FTI Consulting Inc. COM 302941109 8196 74064 SH SOLE 0 74064 0 0 Genpact Ltd. COM G3922B107 5098 120872 SH SOLE 0 120872 0 0 Green Brick Partners COM 392709101 689 60000 SH SOLE 0 60000 0 0 Hawaiian Holdings Inc. COM 419879101 32127 1096849 SH SOLE 0 1096849 0 0 Howard Hughes Corporation COM 44267D107 14301 112780 SH SOLE 0 112780 0 0 ICF International, Inc. COM 44925C103 8582 93665 SH SOLE 0 93665 0 0 JBG Smith Properties REIT 46590V100 48747 1222026 SH SOLE 0 1222026 0 0 Jernigan Capital COM 476405105 383 20000 SH SOLE 0 20000 0 0 Kaiser Aluminum Corp. COM 483007704 3856 34769 SH SOLE 0 34769 0 0 Lennar Corp - Class B CL B 526057302 50529 1130388 SH SOLE 0 1130388 0 0 Lennar Corp. COM 526057104 49464 881440 SH SOLE 0 881440 0 0 Mohawk Industries Inc. COM 608190104 20030 146864 SH SOLE 0 146864 0 0 MYR Group Inc. COM 55405W104 12502 383607 SH SOLE 0 383607 0 0 PNC Financial Corp COM 693475105 21732 136135 SH SOLE 0 136135 0 0 Prosperity Bancshares Inc. COM 743606105 4396 61148 SH SOLE 0 61148 0 0 Rayonier Inc. COM 754907103 42008 1282284 SH SOLE 0 1282284 0 0 Seaboard Corp. COM 811543107 7260 1708 SH SOLE 0 1708 0 0 Seacor Marine Holdings Inc. COM 78413P101 4938 358074 SH SOLE 0 358074 0 0 Seritage Growth Properties COM 81752R100 13421 334849 SH SOLE 0 334849 0 0 Southside Bancshares Inc. COM 84470P109 6830 183896 SH SOLE 0 183896 0 0 SPDR TR UNIT SER 1 ETF 78462F103 1084 3365 SH SOLE 0 3365 0 0 The Macerich Company COM 554382101 37068 1376950 SH SOLE 0 1376950 0 0 Tidewater Inc. COM 88642R109 53109 2754611 SH SOLE 0 2754611 0 0 Tri Pointe Group Inc. COM 87265H109 7831 502578 SH SOLE 0 502578 0 0 Trinity Place Holdings COM 89656D101 17588 5842911 SH SOLE 0 5842911 0 0 UMB Financial Corporation COM 902788108 9072 132155 SH SOLE 0 132155 0 0 UniFirst Corporation COM 904708104 3829 18954 SH SOLE 0 18954 0 0 Viad Corp. COM 92552R406 4946 73261 SH SOLE 0 73261 0 0 Visteon Corp. COM 92839U206 6222 71849 SH SOLE 0 71849 0 0 Vornado Realty Trust SH BEN INT 929042109 38615 580664 SH SOLE 0 580664 0 0 Warrior Met Coal Inc. COM 93627C101 37811 1789403 SH SOLE 0 1789403 0 0 Weyerhaeuser Company COM 962166104 79875 2644843 SH SOLE 0 2644843 0 0 William Lyon Homes - Cl A COM 552074700 800 40000 SH SOLE 0 40000 0 0