0001099281-24-000006.txt : 20240214 0001099281-24-000006.hdr.sgml : 20240214 20240213211851 ACCESSION NUMBER: 0001099281-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THIRD AVENUE MANAGEMENT LLC CENTRAL INDEX KEY: 0001099281 ORGANIZATION NAME: IRS NUMBER: 010690900 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11289 FILM NUMBER: 24631573 BUSINESS ADDRESS: STREET 1: 675 THIRD AVENUE STREET 2: SUITE 2900-05 CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2128885222 MAIL ADDRESS: STREET 1: 675 THIRD AVENUE STREET 2: SUITE 2900-05 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 X0202 13F-HR LIVE false false false 0001099281 XXXXXXXX 12-31-2023 12-31-2023 THIRD AVENUE MANAGEMENT LLC

675 THIRD AVENUE SUITE 2900-05 NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Michael A. Buono 212-888-5222 Michael A. Buono New York NY 02-13-2024 0 59 609271102 false INFORMATION TABLE 2 Form13F20231231.xml Alamo Group, Inc. COM 011311107 6700857 31880 SH SOLE 0 31880 0 0 American Homes 4 Rent CL A 02665T306 12168109 338379 SH SOLE 0 338379 0 0 Atlanta Braves Holdings Inc - A COM 047726104 7034658 164438 SH SOLE 0 164438 0 0 Atlanta Braves Holdings Inc - C COM 047726302 1029080 26000 SH SOLE 0 26000 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 113004105 5289184 131670 SH SOLE 0 131670 0 0 Brookfield Corp. COM 11271J107 19589553 488274 SH SOLE 0 488274 0 0 CBRE Group, Inc. COM 12504L109 16960998 182200 SH SOLE 0 182200 0 0 Central Securities Corporation COM 155123102 4200402 111210 SH SOLE 0 111210 0 0 Collegium Pharmaceutical Inc. COM 19459J104 2558434 83120 SH SOLE 0 83120 0 0 Comerica Inc. COM 200340107 26580573 476269 SH SOLE 0 476269 0 0 Comfort Systems USA Inc. COM 199908104 3996991 19434 SH SOLE 0 19434 0 0 CTO Realty Growth, Inc. COM 22948Q101 1091790 63000 SH SOLE 0 63000 0 0 Deutsche Bank AG COM D18190898 33961311 2486569 SH SOLE 0 2486569 0 0 DR Horton Inc. COM 23331A109 18693236 122998 SH SOLE 0 122998 0 0 Elme Communities COM 939653101 949000 65000 SH SOLE 0 65000 0 0 Encore Capital Group Inc. COM 292554102 8661909 170678 SH SOLE 0 170678 0 0 Equity Commonwealth COM 294628102 1056000 55000 SH SOLE 0 55000 0 0 First Industrial Realty Trust, Inc. COM 32054K103 8155844 154848 SH SOLE 0 154848 0 0 Five Point Holdings LLC - CL A COM 33833Q106 10115024 3294796 SH SOLE 0 3294796 0 0 FNF Group COM 31620R303 6017962 117953 SH SOLE 0 117953 0 0 FRP Holdings Inc. COM 30292L107 7953628 126489 SH SOLE 0 126489 0 0 Green Brick Partners COM 392709101 259700 5000 SH SOLE 0 5000 0 0 Hamilton Beach Brand COM CL A 40701T104 8003022 457577 SH SOLE 0 457577 0 0 Hawaiian Holdings Inc. COM 419879101 11581222 815579 SH SOLE 0 815579 0 0 ICF International, Inc. COM 44925C103 7747586 57779 SH SOLE 0 57779 0 0 Inventrust Properties Corp. COM 46124J201 10533205 415675 SH SOLE 0 415675 0 0 Investors Title Co. COM 461804106 6350051 39164 SH SOLE 0 39164 0 0 Jones Lang Lasalle COM 48020Q107 9819351 51990 SH SOLE 0 51990 0 0 Kaiser Aluminum Corp. COM 483007704 7883509 110739 SH SOLE 0 110739 0 0 Lennar Corp - Class B CL B 526057302 23285826 173710 SH SOLE 0 173710 0 0 Lowe's Companies Inc. COM 548661107 6616412 29730 SH SOLE 0 29730 0 0 LSB Industries Inc. COM 502160104 4405622 473214 SH SOLE 0 473214 0 0 Madison Square Garden Entertainment COM 55826T102 3585599 105583 SH SOLE 0 105583 0 0 MYR Group Inc. COM 55405W104 9799695 67757 SH SOLE 0 67757 0 0 Old Republic International Corp. COM 680223104 24326177 827421 SH SOLE 0 827421 0 0 Potlatchdeltic Corp. COM 737630103 982000 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM 74267C106 6117506 443619 SH SOLE 0 443619 0 0 Prologis Inc. COM 74340W103 15512521 116373 SH SOLE 0 116373 0 0 Prosperity Bancshares Inc. COM 743606105 6906089 101965 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 11316669 338721 SH SOLE 0 338721 0 0 Retail Opportunity Investments Corp. COM 76131N101 1262700 90000 SH SOLE 0 90000 0 0 Seaboard Corp. COM 811543107 8332613 2334 SH SOLE 0 2334 0 0 Southside Bancshares Inc. COM 84470P109 6559222 209426 SH SOLE 0 209426 0 0 Stewart Information Services Corp. COM 860372101 998750 17000 SH SOLE 0 17000 0 0 Sun Communities Inc. COM 866674104 6767234 50634 SH SOLE 0 50634 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 4622210 159717 SH SOLE 0 159717 0 0 The RMR Group Inc. COM 74967R106 1044510 37000 SH SOLE 0 37000 0 0 Tidewater Inc. COM 88642R109 50738831 703631 SH SOLE 0 703631 0 0 Tri Pointe Group Inc. COM 87265H109 5522294 155997 SH SOLE 0 155997 0 0 Trinity Place Holdings COM 89656D101 569184 5127786 SH SOLE 0 5127786 0 0 U-Haul Holding Company COM 023586100 104541 1456 SH SOLE 0 1456 0 0 U-Haul Holding Company COM 023586506 20738452 294413 SH SOLE 0 294413 0 0 UMB Financial Corporation COM 902788108 12472678 149284 SH SOLE 0 149284 0 0 UniFirst Corporation COM 904708104 3628386 19837 SH SOLE 0 19837 0 0 Valaris Ltd. COM G9460G101 28799880 420007 SH SOLE 0 420007 0 0 Warrior Met Coal Inc. COM 93627C101 59012802 967899 SH SOLE 0 967899 0 0 Washington Trust Bancorp. COM 940610108 6447473 199119 SH SOLE 0 199119 0 0 Weyerhaeuser Company COM 962166104 12869837 370142 SH SOLE 0 370142 0 0 Whitestone REIT COM 966084204 983200 80000 SH SOLE 0 80000 0 0