0001099281-20-000011.txt : 20201116 0001099281-20-000011.hdr.sgml : 20201116 20201113204422 ACCESSION NUMBER: 0001099281-20-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201116 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: 201313322 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 09-30-2020 09-30-2020 THIRD AVENUE MANAGEMENT LLC

622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Mark J. Aaron 2128885222 Mark J. Aaron New York NY 11-13-2020 0 64 719476 false INFORMATION TABLE 2 Form13F20200930.xml Alamo Group, Inc. COM 011311107 5046 46706 SH SOLE 0 46706 0 0 Alico, Inc. COM 016230104 4020 140451 SH SOLE 0 140451 0 0 Amerco COM 023586100 20755 58303 SH SOLE 0 58303 0 0 American Homes 4 Rent CL A 02665T306 13156 461905 SH SOLE 0 461905 0 0 Argan Inc. COM 04010E109 3144 75009 SH SOLE 0 75009 0 0 ATN International Inc. COM 00215F107 3632 72427 SH SOLE 0 72427 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 43878 1327202 SH SOLE 0 1327202 0 0 Cal-Maine Foods, Inc. COM 128030202 5254 136928 SH SOLE 0 136928 0 0 Carter Bank & Trust COM 146102108 1362 204747 SH SOLE 0 204747 0 0 CBRE Group, Inc. COM 12504L109 9780 208197 SH SOLE 0 208197 0 0 Central Securities Corporation COM 155123102 3224 111210 SH SOLE 0 111210 0 0 City Office REIT, Inc. REIT 178587101 527 70000 SH SOLE 0 70000 0 0 Comerica Inc. COM 200340107 14918 390005 SH SOLE 0 390005 0 0 Comfort Systems USA Inc. COM 199908104 2699 52390 SH SOLE 0 52390 0 0 Cooper Tire & Rubber Company COM 216831107 8010 252680 SH SOLE 0 252680 0 0 CTO Realty Growth, Inc. COM 22948P103 662 15000 SH SOLE 0 15000 0 0 Cullen Frost Bankers, Inc. COM 229899109 2708 42331 SH SOLE 0 42331 0 0 Dorman Products, Inc. COM 258278100 3941 43600 SH SOLE 0 43600 0 0 Eagle Materials Inc. COM 26969P108 16975 196645 SH SOLE 0 196645 0 0 EMCOR Group, Inc. COM 29084Q100 3101 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 12659 63043 SH SOLE 0 63043 0 0 FedEx Corporation COM 31428X106 12734 50628 SH SOLE 0 50628 0 0 First Industrial Realty Trust, Inc. COM 32054K103 10521 264335 SH SOLE 0 264335 0 0 Five Point Holdings LLC - CL A COM 33833Q106 42880 10282860 SH SOLE 0 10282860 0 0 FNF Group COM 31620R303 10156 324348 SH SOLE 0 324348 0 0 FRP Holdings Inc. COM 30292L107 5491 131757 SH SOLE 0 131757 0 0 FTI Consulting Inc. COM 302941109 11 101 SH SOLE 0 101 0 0 Green Brick Partners COM 392709101 644 40000 SH SOLE 0 40000 0 0 Hamilton Beach Brand COM CL A 40701T104 1226 63027 SH SOLE 0 63027 0 0 Hawaiian Holdings Inc. COM 419879101 14962 1160715 SH SOLE 0 1160715 0 0 ICF International, Inc. COM 44925C103 5145 83604 SH SOLE 0 83604 0 0 JBG Smith Properties REIT 46590V100 27896 1043225 SH SOLE 0 1043225 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 3112 58069 SH SOLE 0 58069 0 0 Korn/Ferry International COM 500643200 9526 328473 SH SOLE 0 328473 0 0 Lennar Corp - Class B CL B 526057302 45843 698183 SH SOLE 0 698183 0 0 Lennar Corp. COM 526057104 26801 333797 SH SOLE 0 333797 0 0 Liberty Media Corp. - Braves A COM 531229706 2563 122715 SH SOLE 0 122715 0 0 Lowe's Companies Inc. COM 548661107 26798 161570 SH SOLE 0 161570 0 0 Mohawk Industries Inc. COM 608190104 14380 147347 SH SOLE 0 147347 0 0 Monmouth Real Estate Investment Corp. COM 609720107 416 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 11300 303924 SH SOLE 0 303924 0 0 NexPoint Residential Trust, Inc. COM 65341D102 1021 23000 SH SOLE 0 23000 0 0 Old Republic International Corp. COM 680223104 18944 1285160 SH SOLE 0 1285160 0 0 Potlatchdeltic Corp. COM 737630103 842 20000 SH SOLE 0 20000 0 0 Prologis Inc. COM 74340W103 35247 349483 SH SOLE 0 349483 0 0 Prosperity Bancshares Inc. COM 743606105 3906 75356 SH SOLE 0 75356 0 0 Rayonier Inc. COM 754907103 28299 1070289 SH SOLE 0 1070289 0 0 Retail Opportunity Investments Corp. COM 76131N101 782 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 5453 1922 SH SOLE 0 1922 0 0 Seritage Growth Properties REIT 81752R100 7502 557700 SH SOLE 0 557700 0 0 Southside Bancshares Inc. COM 84470P109 3647 149269 SH SOLE 0 149269 0 0 Stewart Information Services Corp. COM 860372101 744 17000 SH SOLE 0 17000 0 0 The Macerich Company COM 554382101 2547 374972 SH SOLE 0 374972 0 0 The RMR Group Inc. COM 74967R106 385 14000 SH SOLE 0 14000 0 0 Tidewater Inc. COM 88642R109 19387 2889202 SH SOLE 0 2889202 0 0 Tri Pointe Group Inc. COM 87265H109 4226 232961 SH SOLE 0 232961 0 0 Trinity Place Holdings COM 89656D101 8570 6077466 SH SOLE 0 6077466 0 0 UMB Financial Corporation COM 902788108 7160 146079 SH SOLE 0 146079 0 0 UniFirst Corporation COM 904708104 2830 14942 SH SOLE 0 14942 0 0 Visteon Corp. COM 92839U206 5257 75945 SH SOLE 0 75945 0 0 Vornado Realty Trust SH BEN INT 929042109 32164 954128 SH SOLE 0 954128 0 0 Warrior Met Coal Inc. COM 93627C101 25446 1489803 SH SOLE 0 1489803 0 0 Washington Trust Bancorp. COM 940610108 5150 167939 SH SOLE 0 167939 0 0 Weyerhaeuser Company COM 962166104 48111 1686905 SH SOLE 0 1686905 0 0