0001099281-20-000009.txt : 20200814 0001099281-20-000009.hdr.sgml : 20200814 20200814092149 ACCESSION NUMBER: 0001099281-20-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201101784 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 06-30-2020 06-30-2020 THIRD AVENUE MANAGEMENT LLC

622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Mark J. Aaron 212-888-5222 Mark J. Aaron New York NY 08-14-2020 0 65 713639 false INFORMATION TABLE 2 Form13F20200630.xml Alamo Group, Inc. COM 011311107 4794 46706 SH SOLE 0 46706 0 0 Alico, Inc. COM 016230104 4377 140451 SH SOLE 0 140451 0 0 Amerco COM 023586100 18383 60831 SH SOLE 0 60831 0 0 American Homes 4 Rent CL A 02665T306 10828 402492 SH SOLE 0 402492 0 0 Argan Inc. COM 04010E109 4986 105230 SH SOLE 0 105230 0 0 ATN International Inc. COM 00215F107 4387 72427 SH SOLE 0 72427 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 45544 1384288 SH SOLE 0 1384288 0 0 Cal-Maine Foods, Inc. COM 128030202 6091 136928 SH SOLE 0 136928 0 0 Carter Bank & Trust COM 146102108 2171 268982 SH SOLE 0 268982 0 0 CBRE Group, Inc. COM 12504L109 9819 217135 SH SOLE 0 217135 0 0 Central Securities Corporation COM 155123102 3209 111210 SH SOLE 0 111210 0 0 City Office REIT, Inc. REIT 178587101 554 55000 SH SOLE 0 55000 0 0 Comerica Inc. COM 200340107 13045 342378 SH SOLE 0 342378 0 0 Comfort Systems USA Inc. COM 199908104 5865 143925 SH SOLE 0 143925 0 0 Cooper Tire & Rubber Company COM 216831107 6977 252680 SH SOLE 0 252680 0 0 CTO Realty Growth, Inc. COM 22948P103 316 8000 SH SOLE 0 8000 0 0 Cullen Frost Bankers, Inc. COM 229899109 3163 42331 SH SOLE 0 42331 0 0 Customers Bancorp Inc COM 23204G100 762 63347 SH SOLE 0 63347 0 0 Dorman Products, Inc. COM 258278100 2925 43600 SH SOLE 0 43600 0 0 Eagle Materials Inc. COM 26969P108 16638 236933 SH SOLE 0 236933 0 0 EMCOR Group, Inc. COM 29084Q100 3029 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 21989 95949 SH SOLE 0 95949 0 0 FedEx Corporation COM 31428X106 10062 71753 SH SOLE 0 71753 0 0 First Industrial Realty Trust, Inc. COM 32054K103 10593 275569 SH SOLE 0 275569 0 0 Five Point Holdings LLC - CL A COM 33833Q106 49806 10827355 SH SOLE 0 10827355 0 0 FNF Group COM 31620R303 10367 338118 SH SOLE 0 338118 0 0 FRP Holdings Inc. COM 30292L107 5347 131757 SH SOLE 0 131757 0 0 FTI Consulting Inc. COM 302941109 3791 33091 SH SOLE 0 33091 0 0 Green Brick Partners COM 392709101 948 80000 SH SOLE 0 80000 0 0 Hawaiian Holdings Inc. COM 419879101 16297 1160715 SH SOLE 0 1160715 0 0 ICF International, Inc. COM 44925C103 5421 83604 SH SOLE 0 83604 0 0 JBG Smith Properties REIT 46590V100 32176 1088102 SH SOLE 0 1088102 0 0 Jernigan Capital COM 476405105 665 48582 SH SOLE 0 48582 0 0 Kaiser Aluminum Corp. COM 483007704 3025 41089 SH SOLE 0 41089 0 0 Lennar Corp - Class B CL B 526057302 37734 818696 SH SOLE 0 818696 0 0 Lennar Corp. COM 526057104 21499 348885 SH SOLE 0 348885 0 0 Liberty Media Corp. - Braves A COM 531229706 2465 122715 SH SOLE 0 122715 0 0 Lowe's Companies Inc. COM 548661107 22803 168757 SH SOLE 0 168757 0 0 Mohawk Industries Inc. COM 608190104 15423 151559 SH SOLE 0 151559 0 0 Monmouth Real Estate Investment Corp. COM 609720107 435 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 10656 333913 SH SOLE 0 333913 0 0 NexPoint Residential Trust, Inc. COM 65341D102 814 23000 SH SOLE 0 23000 0 0 Old Republic International Corp. COM 680223104 18237 1118129 SH SOLE 0 1118129 0 0 Potlatchdeltic Corp. COM 737630103 609 16000 SH SOLE 0 16000 0 0 Prologis Inc. COM 74340W103 34056 364892 SH SOLE 0 364892 0 0 Prosperity Bancshares Inc. COM 743606105 3631 61148 SH SOLE 0 61148 0 0 Public Storage, Inc. REIT 74460D109 7343 38265 SH SOLE 0 38265 0 0 Rayonier Inc. COM 754907103 27655 1115566 SH SOLE 0 1115566 0 0 Retail Opportunity Investments Corp. COM 76131N101 624 55000 SH SOLE 0 55000 0 0 Seaboard Corp. COM 811543107 5011 1708 SH SOLE 0 1708 0 0 Seritage Growth Properties REIT 81752R100 6775 594279 SH SOLE 0 594279 0 0 Southside Bancshares Inc. COM 84470P109 3479 125475 SH SOLE 0 125475 0 0 Stewart Information Services Corp. COM 860372101 553 17000 SH SOLE 0 17000 0 0 The Macerich Company COM 554382101 3364 374972 SH SOLE 0 374972 0 0 The RMR Group Inc. COM 74967R106 413 14000 SH SOLE 0 14000 0 0 Tidewater Inc. COM 88642R109 15510 2774578 SH SOLE 0 2774578 0 0 Tri Pointe Group Inc. COM 87265H109 4218 287085 SH SOLE 0 287085 0 0 Trinity Place Holdings COM 89656D101 8378 6070676 SH SOLE 0 6070676 0 0 UMB Financial Corporation COM 902788108 8946 173524 SH SOLE 0 173524 0 0 UniFirst Corporation COM 904708104 3392 18954 SH SOLE 0 18954 0 0 Visteon Corp. COM 92839U206 5203 75945 SH SOLE 0 75945 0 0 Vornado Realty Trust SH BEN INT 929042109 37496 981288 SH SOLE 0 981288 0 0 Warrior Met Coal Inc. COM 93627C101 27496 1786569 SH SOLE 0 1786569 0 0 Washington Trust Bancorp. COM 940610108 2157 65834 SH SOLE 0 65834 0 0 Weyerhaeuser Company COM 962166104 38914 1732549 SH SOLE 0 1732549 0 0