0001099281-21-000010.txt : 20210813 0001099281-21-000010.hdr.sgml : 20210813 20210813140025 ACCESSION NUMBER: 0001099281-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211171337 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 06-30-2021 06-30-2021 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 08-13-2021 0 60 755718 false INFORMATION TABLE 2 Form13F20210630.xml Alamo Group, Inc. COM 011311107 4868 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 25241 42824 SH SOLE 0 42824 0 0 American Homes 4 Rent CL A 02665T306 19681 506569 SH SOLE 0 506569 0 0 ATN International Inc. COM 00215F107 4272 93903 SH SOLE 0 93903 0 0 Brightsphere Investment Group COM 10948W103 4529 193259 SH SOLE 0 193259 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 42560 834826 SH SOLE 0 834826 0 0 Cal-Maine Foods, Inc. COM 128030202 4204 116094 SH SOLE 0 116094 0 0 CBRE Group, Inc. COM 12504L109 14189 165505 SH SOLE 0 165505 0 0 Central Securities Corporation COM 155123102 4692 111210 SH SOLE 0 111210 0 0 City Office REIT, Inc. REIT 178587101 572 46000 SH SOLE 0 46000 0 0 Comerica Inc. COM 200340107 26506 371544 SH SOLE 0 371544 0 0 Comfort Systems USA Inc. COM 199908104 4128 52390 SH SOLE 0 52390 0 0 CTO Realty Growth, Inc. COM 22948Q101 1033 19293 SH SOLE 0 19293 0 0 Dorman Products, Inc. COM 258278100 2704 26078 SH SOLE 0 26078 0 0 Eagle Materials Inc. COM 26969P108 12361 86977 SH SOLE 0 86977 0 0 EMCOR Group, Inc. COM 29084Q100 5641 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 9118 30390 SH SOLE 0 30390 0 0 First Industrial Realty Trust, Inc. COM 32054K103 10615 203224 SH SOLE 0 203224 0 0 Five Point Holdings LLC - CL A COM 33833Q106 71667 8869613 SH SOLE 0 8869613 0 0 FNF Group COM 31620R303 10997 253034 SH SOLE 0 253034 0 0 FRP Holdings Inc. COM 30292L107 8488 152435 SH SOLE 0 152435 0 0 Green Brick Partners COM 392709101 364 16000 SH SOLE 0 16000 0 0 Hamilton Beach Brand COM CL A 40701T104 5061 227223 SH SOLE 0 227223 0 0 Hawaiian Holdings Inc. COM 419879101 24226 994055 SH SOLE 0 994055 0 0 ICF International, Inc. COM 44925C103 7352 83673 SH SOLE 0 83673 0 0 JBG Smith Properties REIT 46590V100 22081 700753 SH SOLE 0 700753 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 6442 52160 SH SOLE 0 52160 0 0 Lazard Ltd. COM G54050102 16691 368858 SH SOLE 0 368858 0 0 Lennar Corp - Class B CL B 526057302 39320 482741 SH SOLE 0 482741 0 0 Lennar Corp. COM 526057104 8761 90776 SH SOLE 0 90776 0 0 Liberty Media Corp. - Braves A COM 531229706 4914 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 22911 118115 SH SOLE 0 118115 0 0 Mohawk Industries Inc. COM 608190104 18459 96044 SH SOLE 0 96044 0 0 Monmouth Real Estate Investment Corp. COM 609720107 562 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 9212 101309 SH SOLE 0 101309 0 0 NexPoint Residential Trust, Inc. COM 65341D102 715 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 27658 1110301 SH SOLE 0 1110301 0 0 Potlatchdeltic Corp. COM 737630103 1063 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 6758 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 30585 255869 SH SOLE 0 255869 0 0 Prosperity Bancshares Inc. COM 743606105 7750 107928 SH SOLE 0 107928 0 0 Rayonier Inc. COM 754907103 29565 822837 SH SOLE 0 822837 0 0 Retail Opportunity Investments Corp. COM 76131N101 1325 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 9038 2336 SH SOLE 0 2336 0 0 Seritage Growth Properties REIT 81752R100 6349 345015 SH SOLE 0 345015 0 0 Southside Bancshares Inc. COM 84470P109 6279 164220 SH SOLE 0 164220 0 0 Stewart Information Services Corp. COM 860372101 964 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 3147 127562 SH SOLE 0 127562 0 0 The Macerich Company COM 554382101 3006 164679 SH SOLE 0 164679 0 0 The RMR Group Inc. COM 74967R106 889 23000 SH SOLE 0 23000 0 0 Tidewater Inc. COM 88642R109 30595 2538973 SH SOLE 0 2538973 0 0 Tri Pointe Group Inc. COM 87265H109 4993 232961 SH SOLE 0 232961 0 0 Trinity Place Holdings COM 89656D101 12830 6080226 SH SOLE 0 6080226 0 0 UMB Financial Corporation COM 902788108 13600 146136 SH SOLE 0 146136 0 0 UniFirst Corporation COM 904708104 3506 14942 SH SOLE 0 14942 0 0 Visteon Corp. COM 92839U206 3852 31848 SH SOLE 0 31848 0 0 Vornado Realty Trust SH BEN INT 929042109 9276 198739 SH SOLE 0 198739 0 0 Warrior Met Coal Inc. COM 93627C101 29675 1725285 SH SOLE 0 1725285 0 0 Washington Trust Bancorp. COM 940610108 9384 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 28494 827809 SH SOLE 0 827809 0 0