0001099281-22-000015.txt : 20221114 0001099281-22-000015.hdr.sgml : 20221114 20221114101525 ACCESSION NUMBER: 0001099281-22-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381666 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 13F-HR LIVE false false false 0001099281 XXXXXXXX 09-30-2022 09-30-2022 THIRD AVENUE MANAGEMENT LLC
675 THIRD AVENUE SUITE 2900-05 NEW YORK NY 10017
13F HOLDINGS REPORT 028-11289 N
Joseph Reardon Chief Compliance Officer 2129061153 Joseph Reardon New York X1 11-14-2022 0 53 508293 false
INFORMATION TABLE 2 Form13F20220930.xml Alamo Group, Inc. COM 011311107 3898 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 18890 37095 SH SOLE 0 37095 0 0 American Homes 4 Rent CL A 02665T306 14015 427130 SH SOLE 0 427130 0 0 Brightsphere Investment Group COM 10948W103 2057 137908 SH SOLE 0 137908 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 21787 532797 SH SOLE 0 532797 0 0 Cal-Maine Foods, Inc. COM 128030202 1579 28403 SH SOLE 0 28403 0 0 CBRE Group, Inc. COM 12504L109 12206 180799 SH SOLE 0 180799 0 0 Central Securities Corporation COM 155123102 3753 111210 SH SOLE 0 111210 0 0 Chase Corp. COM 16150R104 3368 40292 SH SOLE 0 40292 0 0 Comerica Inc. COM 200340107 21584 303559 SH SOLE 0 303559 0 0 Comfort Systems USA Inc. COM 199908104 4127 42400 SH SOLE 0 42400 0 0 CTO Realty Growth, Inc. COM 22948Q101 1085 57879 SH SOLE 0 57879 0 0 DR Horton Inc. COM 23331A109 15101 224212 SH SOLE 0 224212 0 0 EMCOR Group, Inc. COM 29084Q100 5288 45788 SH SOLE 0 45788 0 0 First Industrial Realty Trust, Inc. COM 32054K103 7311 163152 SH SOLE 0 163152 0 0 Five Point Holdings LLC - CL A COM 33833Q106 14066 5409751 SH SOLE 0 5409751 0 0 FNF Group COM 31620R303 7249 200223 SH SOLE 0 200223 0 0 FRP Holdings Inc. COM 30292L107 7008 128915 SH SOLE 0 128915 0 0 Green Brick Partners COM 392709101 107 5000 SH SOLE 0 5000 0 0 Hamilton Beach Brand COM CL A 40701T104 6656 570298 SH SOLE 0 570298 0 0 Hawaiian Holdings Inc. COM 419879101 11848 900988 SH SOLE 0 900988 0 0 ICF International, Inc. COM 44925C103 6956 63802 SH SOLE 0 63802 0 0 Inventrust Properties Corp. COM 46124J201 15454 724502 SH SOLE 0 724502 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 3946 64315 SH SOLE 0 64315 0 0 Lazard Ltd. COM G54050102 14666 460733 SH SOLE 0 460733 0 0 Lennar Corp - Class B CL B 526057302 23416 393471 SH SOLE 0 393471 0 0 Liberty Media Corp. - Braves A COM 531229706 4902 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 14230 75766 SH SOLE 0 75766 0 0 Madison Square Garden Entertainment COM 55826T102 3670 83237 SH SOLE 0 83237 0 0 MYR Group Inc. COM 55405W104 8574 101187 SH SOLE 0 101187 0 0 Old Republic International Corp. COM 680223104 17541 838063 SH SOLE 0 838063 0 0 Potlatchdeltic Corp. COM 737630103 821 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 6576 337035 SH SOLE 0 337035 0 0 Prologis Inc. COM 74340W103 17988 177041 SH SOLE 0 177041 0 0 Prosperity Bancshares Inc. COM 743606105 6800 101965 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 15001 500520 SH SOLE 0 500520 0 0 Retail Opportunity Investments Corp. COM 76131N101 1032 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 7949 2336 SH SOLE 0 2336 0 0 Southside Bancshares Inc. COM 84470P109 5556 157109 SH SOLE 0 157109 0 0 Stewart Information Services Corp. COM 860372101 742 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 1773 76058 SH SOLE 0 76058 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 84 2460 SH SOLE 0 2460 0 0 The RMR Group Inc. COM 74967R106 616 26000 SH SOLE 0 26000 0 0 Tidewater Inc. COM 88642R109 45524 2097857 SH SOLE 0 2097857 0 0 Tri Pointe Group Inc. COM 87265H109 4644 307305 SH SOLE 0 307305 0 0 Trinity Place Holdings COM 89656D101 4689 5313022 SH SOLE 0 5313022 0 0 UMB Financial Corporation COM 902788108 10870 128952 SH SOLE 0 128952 0 0 UniFirst Corporation COM 904708104 2514 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 15835 323551 SH SOLE 0 323551 0 0 Warrior Met Coal Inc. COM 93627C101 39055 1373234 SH SOLE 0 1373234 0 0 Washington Trust Bancorp. COM 940610108 8494 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 15111 529073 SH SOLE 0 529073 0 0 Wheeler REIT Series D Preferred Stock PFD 963025606 281 24000 SH SOLE 0 24000 0 0