0001099281-21-000012.txt : 20211112 0001099281-21-000012.hdr.sgml : 20211112 20211112154725 ACCESSION NUMBER: 0001099281-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211403066 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 09-30-2021 09-30-2021 THIRD AVENUE MANAGEMENT LLC
622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017
13F HOLDINGS REPORT 028-11289 N
Mark J. Aaron Chief Operating Officer 2128885222 Mark J. Aaron New York NY 11-12-2021 0 59 743056 false
INFORMATION TABLE 2 Form13F20210930.xml Alamo Group, Inc. COM 011311107 4449 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 27437 42470 SH SOLE 0 42470 0 0 American Homes 4 Rent CL A 02665T306 19276 505645 SH SOLE 0 505645 0 0 ATN International Inc. COM 00215F107 4400 93903 SH SOLE 0 93903 0 0 Brightsphere Investment Group COM 10948W103 5050 193259 SH SOLE 0 193259 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 44339 828596 SH SOLE 0 828596 0 0 Cal-Maine Foods, Inc. COM 128030202 5050 139635 SH SOLE 0 139635 0 0 CBRE Group, Inc. COM 12504L109 16267 167076 SH SOLE 0 167076 0 0 Central Securities Corporation COM 155123102 4699 111210 SH SOLE 0 111210 0 0 Comerica Inc. COM 200340107 29910 371544 SH SOLE 0 371544 0 0 Comfort Systems USA Inc. COM 199908104 3737 52390 SH SOLE 0 52390 0 0 CTO Realty Growth, Inc. COM 22948Q101 1038 19293 SH SOLE 0 19293 0 0 Dorman Products, Inc. COM 258278100 2469 26078 SH SOLE 0 26078 0 0 EMCOR Group, Inc. COM 29084Q100 5284 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 9699 30334 SH SOLE 0 30334 0 0 First Industrial Realty Trust, Inc. COM 32054K103 10565 202857 SH SOLE 0 202857 0 0 Five Point Holdings LLC - CL A COM 33833Q106 69675 8898419 SH SOLE 0 8898419 0 0 FNF Group COM 31620R303 11502 253673 SH SOLE 0 253673 0 0 FRP Holdings Inc. COM 30292L107 8525 152435 SH SOLE 0 152435 0 0 Green Brick Partners COM 392709101 329 16000 SH SOLE 0 16000 0 0 Hamilton Beach Brand COM CL A 40701T104 4426 282436 SH SOLE 0 282436 0 0 Hawaiian Holdings Inc. COM 419879101 21532 994055 SH SOLE 0 994055 0 0 ICF International, Inc. COM 44925C103 7472 83673 SH SOLE 0 83673 0 0 JBG Smith Properties REIT 46590V100 15630 527851 SH SOLE 0 527851 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 5684 52160 SH SOLE 0 52160 0 0 Lazard Ltd. COM G54050102 16894 368858 SH SOLE 0 368858 0 0 Lennar Corp - Class B CL B 526057302 37607 484684 SH SOLE 0 484684 0 0 Liberty Media Corp. - Braves A COM 531229706 4686 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 23731 116979 SH SOLE 0 116979 0 0 Madison Square Garden Entertainment COM 55826T102 1995 27448 SH SOLE 0 27448 0 0 Mohawk Industries Inc. COM 608190104 11791 66464 SH SOLE 0 66464 0 0 Monmouth Real Estate Investment Corp. COM 609720107 560 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 10081 101309 SH SOLE 0 101309 0 0 NexPoint Residential Trust, Inc. COM 65341D102 805 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 25682 1110301 SH SOLE 0 1110301 0 0 Potlatchdeltic Corp. COM 737630103 1032 20000 SH SOLE 0 20000 0 0 Preferred Apartment Communities COM 74039L103 3152 257713 SH SOLE 0 257713 0 0 Proassurance Corp. COM US 74267C106 7064 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 32035 255401 SH SOLE 0 255401 0 0 Prosperity Bancshares Inc. COM 743606105 7677 107928 SH SOLE 0 107928 0 0 Rayonier Inc. COM 754907103 29419 824502 SH SOLE 0 824502 0 0 Retail Opportunity Investments Corp. COM 76131N101 1307 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 9578 2336 SH SOLE 0 2336 0 0 Seritage Growth Properties REIT 81752R100 3000 202271 SH SOLE 0 202271 0 0 Southside Bancshares Inc. COM 84470P109 6288 164220 SH SOLE 0 164220 0 0 Stewart Information Services Corp. COM 860372101 1076 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 4550 141118 SH SOLE 0 141118 0 0 The RMR Group Inc. COM 74967R106 770 23000 SH SOLE 0 23000 0 0 Tidewater Inc. COM 88642R109 28311 2347512 SH SOLE 0 2347512 0 0 Tri Pointe Group Inc. COM 87265H109 4897 232961 SH SOLE 0 232961 0 0 Trinity Place Holdings COM 89656D101 11918 6080226 SH SOLE 0 6080226 0 0 UMB Financial Corporation COM 902788108 14133 146136 SH SOLE 0 146136 0 0 UniFirst Corporation COM 904708104 3177 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 10815 310047 SH SOLE 0 310047 0 0 Visteon Corp. COM 92839U206 3007 31848 SH SOLE 0 31848 0 0 Vornado Realty Trust SH BEN INT 929042109 8109 193011 SH SOLE 0 193011 0 0 Warrior Met Coal Inc. COM 93627C101 40265 1730328 SH SOLE 0 1730328 0 0 Washington Trust Bancorp. COM 940610108 9682 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 29518 829843 SH SOLE 0 829843 0 0