0001099281-22-000007.txt : 20220513 0001099281-22-000007.hdr.sgml : 20220513 20220513114243 ACCESSION NUMBER: 0001099281-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22921126 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 03-31-2022 03-31-2022 THIRD AVENUE MANAGEMENT LLC

622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Mark J. Aaron 212-888-5222 Mark J. Aaron New York NY 05-13-2022 0 59 733945 false INFORMATION TABLE 2 Form13F20220331.xml Alamo Group, Inc. COM 011311107 4585 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 26074 43678 SH SOLE 0 43678 0 0 American Homes 4 Rent CL A 02665T306 19953 498444 SH SOLE 0 498444 0 0 Brightsphere Investment Group COM 10948W103 3345 137908 SH SOLE 0 137908 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 38569 681791 SH SOLE 0 681791 0 0 Cal-Maine Foods, Inc. COM 128030202 3647 66044 SH SOLE 0 66044 0 0 Catchmark Timber Trust Inc. REIT 14912Y202 3333 406444 SH SOLE 0 406444 0 0 CBRE Group, Inc. COM 12504L109 14996 163849 SH SOLE 0 163849 0 0 Central Securities Corporation COM 155123102 4603 111210 SH SOLE 0 111210 0 0 Comerica Inc. COM 200340107 29952 331210 SH SOLE 0 331210 0 0 Comfort Systems USA Inc. COM 199908104 3775 42400 SH SOLE 0 42400 0 0 CTO Realty Growth, Inc. COM 22948Q101 1280 19293 SH SOLE 0 19293 0 0 Dorman Products, Inc. COM 258278100 2479 26078 SH SOLE 0 26078 0 0 DR Horton Inc. COM 23331A109 226 3028 SH SOLE 0 3028 0 0 EMCOR Group, Inc. COM 29084Q100 5158 45788 SH SOLE 0 45788 0 0 First Industrial Realty Trust, Inc. COM 32054K103 12267 198141 SH SOLE 0 198141 0 0 Five Point Holdings LLC - CL A COM 33833Q106 53462 8749913 SH SOLE 0 8749913 0 0 FNF Group COM 31620R303 12060 246915 SH SOLE 0 246915 0 0 FRP Holdings Inc. COM 30292L107 8811 152435 SH SOLE 0 152435 0 0 Green Brick Partners COM 392709101 317 16000 SH SOLE 0 16000 0 0 Hamilton Beach Brand COM CL A 40701T104 7099 610367 SH SOLE 0 610367 0 0 Hawaiian Holdings Inc. COM 419879101 24052 1220901 SH SOLE 0 1220901 0 0 ICF International, Inc. COM 44925C103 7877 83673 SH SOLE 0 83673 0 0 Inventrust Properties Corp. COM 46124J201 25972 843778 SH SOLE 0 843778 0 0 JBG Smith Properties REIT 46590V100 6992 239262 SH SOLE 0 239262 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 4912 52160 SH SOLE 0 52160 0 0 Lazard Ltd. COM G54050102 12786 370581 SH SOLE 0 370581 0 0 Lennar Corp - Class B CL B 526057302 32432 474491 SH SOLE 0 474491 0 0 Liberty Media Corp. - Braves A COM 531229706 5012 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 20504 101406 SH SOLE 0 101406 0 0 Madison Square Garden Entertainment COM 55826T102 5669 68045 SH SOLE 0 68045 0 0 MYR Group Inc. COM 55405W104 9516 101187 SH SOLE 0 101187 0 0 NexPoint Residential Trust, Inc. COM 65341D102 1175 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 21942 848127 SH SOLE 0 848127 0 0 Potlatchdeltic Corp. COM 737630103 1055 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 7985 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 39115 242225 SH SOLE 0 242225 0 0 Prosperity Bancshares Inc. COM 743606105 7489 107928 SH SOLE 0 107928 0 0 Rayonier Inc. COM 754907103 31349 762370 SH SOLE 0 762370 0 0 Retail Opportunity Investments Corp. COM 76131N101 1455 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 9825 2336 SH SOLE 0 2336 0 0 Southside Bancshares Inc. COM 84470P109 6706 164220 SH SOLE 0 164220 0 0 Stewart Information Services Corp. COM 860372101 1031 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 6154 142835 SH SOLE 0 142835 0 0 The RMR Group Inc. COM 74967R106 716 23000 SH SOLE 0 23000 0 0 Tidewater Inc. COM 88642R109 45783 2105930 SH SOLE 0 2105930 0 0 Tri Pointe Group Inc. COM 87265H109 3919 195155 SH SOLE 0 195155 0 0 Trinity Place Holdings COM 89656D101 12378 6514436 SH SOLE 0 6514436 0 0 UMB Financial Corporation COM 902788108 12529 128952 SH SOLE 0 128952 0 0 UniFirst Corporation COM 904708104 2754 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 16669 320736 SH SOLE 0 320736 0 0 Visteon Corp. COM 92839U206 3476 31848 SH SOLE 0 31848 0 0 Warrior Met Coal Inc. COM 93627C101 49457 1332711 SH SOLE 0 1332711 0 0 Washington Trust Bancorp. COM 940610108 9595 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 29055 766619 SH SOLE 0 766619 0 0 Wheeler Real Estate Investment Trust COM 963025705 92 40000 SH SOLE 0 40000 0 0 Wheeler REIT Series B Convertible Preferred Stock PFD 963025309 180 27000 SH SOLE 0 27000 0 0 Wheeler REIT Series D Preferred Stock PFD 963025606 346 24000 SH SOLE 0 24000 0 0