0001099281-21-000008.txt : 20210514 0001099281-21-000008.hdr.sgml : 20210514 20210514160050 ACCESSION NUMBER: 0001099281-21-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21924374 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 03-31-2021 03-31-2021 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 05-14-2021 0 61 756158 false INFORMATION TABLE 2 Form13F20210331.xml Alamo Group, Inc. COM 011311107 4979 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 26907 43922 SH SOLE 0 43922 0 0 American Homes 4 Rent CL A 02665T306 16194 485718 SH SOLE 0 485718 0 0 ATN International Inc. COM 00215F107 4613 93903 SH SOLE 0 93903 0 0 Brightsphere Investment Group COM 10948W103 3939 193259 SH SOLE 0 193259 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 38834 872661 SH SOLE 0 872661 0 0 Cal-Maine Foods, Inc. COM 128030202 4461 116094 SH SOLE 0 116094 0 0 CBRE Group, Inc. COM 12504L109 13259 167601 SH SOLE 0 167601 0 0 Central Securities Corporation COM 155123102 4216 111210 SH SOLE 0 111210 0 0 City Office REIT, Inc. REIT 178587101 489 46000 SH SOLE 0 46000 0 0 Comerica Inc. COM 200340107 26771 373158 SH SOLE 0 373158 0 0 Comfort Systems USA Inc. COM 199908104 3918 52390 SH SOLE 0 52390 0 0 Cooper Tire & Rubber Company COM 216831107 14146 252680 SH SOLE 0 252680 0 0 CTO Realty Growth, Inc. COM 22948Q101 1004 19293 SH SOLE 0 19293 0 0 Dorman Products, Inc. COM 258278100 2677 26078 SH SOLE 0 26078 0 0 Eagle Materials Inc. COM 26969P108 17311 128792 SH SOLE 0 128792 0 0 EMCOR Group, Inc. COM 29084Q100 5136 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 8769 32256 SH SOLE 0 32256 0 0 First Industrial Realty Trust, Inc. COM 32054K103 9596 209555 SH SOLE 0 209555 0 0 Five Point Holdings LLC - CL A COM 33833Q106 67782 8965823 SH SOLE 0 8965823 0 0 FNF Group COM 31620R303 10620 261182 SH SOLE 0 261182 0 0 FRP Holdings Inc. COM 30292L107 7412 150583 SH SOLE 0 150583 0 0 FTI Consulting Inc. COM 302941109 15 101 SH SOLE 0 101 0 0 Green Brick Partners COM 392709101 908 40000 SH SOLE 0 40000 0 0 Hamilton Beach Brand COM CL A 40701T104 4120 227223 SH SOLE 0 227223 0 0 Hawaiian Holdings Inc. COM 419879101 27365 1026032 SH SOLE 0 1026032 0 0 ICF International, Inc. COM 44925C103 7314 83673 SH SOLE 0 83673 0 0 JBG Smith Properties REIT 46590V100 24604 773937 SH SOLE 0 773937 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 5764 52160 SH SOLE 0 52160 0 0 Lazard Ltd. COM G54050102 16050 368858 SH SOLE 0 368858 0 0 Lennar Corp - Class B CL B 526057302 39672 481800 SH SOLE 0 481800 0 0 Lennar Corp. COM 526057104 12053 123408 SH SOLE 0 123408 0 0 Liberty Media Corp. - Braves A COM 531229706 4965 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 24842 130621 SH SOLE 0 130621 0 0 Mohawk Industries Inc. COM 608190104 18522 96311 SH SOLE 0 96311 0 0 Monmouth Real Estate Investment Corp. COM 609720107 531 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 7261 101309 SH SOLE 0 101309 0 0 NexPoint Residential Trust, Inc. COM 65341D102 600 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 24358 1115258 SH SOLE 0 1115258 0 0 Potlatchdeltic Corp. COM 737630103 1059 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 7949 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 28901 272646 SH SOLE 0 272646 0 0 Prosperity Bancshares Inc. COM 743606105 8083 107928 SH SOLE 0 107928 0 0 Rayonier Inc. COM 754907103 27365 848516 SH SOLE 0 848516 0 0 Retail Opportunity Investments Corp. COM 76131N101 1191 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 8620 2336 SH SOLE 0 2336 0 0 Seritage Growth Properties REIT 81752R100 8218 447833 SH SOLE 0 447833 0 0 Southside Bancshares Inc. COM 84470P109 6417 166620 SH SOLE 0 166620 0 0 Stewart Information Services Corp. COM 860372101 885 17000 SH SOLE 0 17000 0 0 The Macerich Company COM 554382101 1927 164679 SH SOLE 0 164679 0 0 The RMR Group Inc. COM 74967R106 572 14000 SH SOLE 0 14000 0 0 Tidewater Inc. COM 88642R109 31887 2544775 SH SOLE 0 2544775 0 0 Tri Pointe Group Inc. COM 87265H109 4744 232961 SH SOLE 0 232961 0 0 Trinity Place Holdings COM 89656D101 12708 6080226 SH SOLE 0 6080226 0 0 UMB Financial Corporation COM 902788108 13493 146136 SH SOLE 0 146136 0 0 UniFirst Corporation COM 904708104 3343 14942 SH SOLE 0 14942 0 0 Visteon Corp. COM 92839U206 3884 31848 SH SOLE 0 31848 0 0 Vornado Realty Trust SH BEN INT 929042109 9376 206546 SH SOLE 0 206546 0 0 Warrior Met Coal Inc. COM 93627C101 23735 1385558 SH SOLE 0 1385558 0 0 Washington Trust Bancorp. COM 940610108 9436 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 30388 853583 SH SOLE 0 853583 0 0