0001099281-23-000010.txt : 20230512 0001099281-23-000010.hdr.sgml : 20230512 20230512100627 ACCESSION NUMBER: 0001099281-23-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23913667 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 03-31-2023 03-31-2023 THIRD AVENUE MANAGEMENT LLC
675 THIRD AVENUE SUITE 2900-05 NEW YORK NY 10017
13F HOLDINGS REPORT 028-11289 N
Michael A. Buono Chief Financial Officer 212-888-5222 Michael A. Buono New York NY 05-12-2023 0 54 585185747 false
INFORMATION TABLE 2 Form13F20230331.xml Alamo Group, Inc. COM 011311107 5871021 31880 SH SOLE 0 31880 0 0 American Homes 4 Rent CL A 02665T306 11190633 355823 SH SOLE 0 404869 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 113004105 4274737 130646 SH SOLE 0 130646 0 0 Brookfield Corp. COM 11271J107 16986755 521226 SH SOLE 0 521226 0 0 CBRE Group, Inc. COM 12504L109 13194701 181221 SH SOLE 0 181162 0 0 Central Securities Corporation COM 155123102 3868240 111210 SH SOLE 0 111210 0 0 Chase Corp. COM 16150R104 4219781 40292 SH SOLE 0 40292 0 0 Comerica Inc. COM 200340107 20857144 480358 SH SOLE 0 480358 0 0 Comfort Systems USA Inc. COM 199908104 4218536 28902 SH SOLE 0 28902 0 0 CTO Realty Growth, Inc. COM 22948Q101 998992 57879 SH SOLE 0 57879 0 0 DR Horton Inc. COM 23331A109 19476846 199374 SH SOLE 0 199374 0 0 Deutsche Bank AG COM D18190898 30607336 3011103 SH SOLE 0 3011103 0 0 EMCOR Group, Inc. COM 29084Q100 5299946 32597 SH SOLE 0 32597 0 0 Encore Capital Group Inc. COM 292554102 6701627 132837 SH SOLE 0 132837 0 0 First Industrial Realty Trust, Inc. COM 32054K103 4241480 121428 SH SOLE 0 158010 0 0 Five Point Holdings LLC - CL A COM 33833Q106 8406132 158010 SH SOLE 0 3752600 0 0 FNF Group COM 31620R303 8856136 3752600 SH SOLE 0 121428 0 0 FRP Holdings Inc. COM 30292L107 7331717 126671 SH SOLE 0 126671 0 0 Green Brick Partners COM 392709101 175300 5000 SH SOLE 0 5000 0 0 Hamilton Beach Brand CL A 40701T104 5839852 570298 SH SOLE 0 570298 0 0 Hawaiian Holdings Inc. COM 419879101 14254178 1556133 SH SOLE 0 1556133 0 0 ICF International, Inc. COM 44925C103 6999079 63802 SH SOLE 0 63802 0 0 Inventrust Properties Corp. COM 46124J201 12702737 542852 SH SOLE 0 610045 0 0 Jones Lang Lasalle COM 48020Q107 7454180 51235 SH SOLE 0 40349 0 0 Kaiser Aluminum Corp. COM 483007704 4799828 64315 SH SOLE 0 64315 0 0 Lazard Ltd. COM G54050102 18142625 547950 SH SOLE 0 547950 0 0 Lennar Corp - Class B CL B 526057302 24423427 273468 SH SOLE 0 273517 0 0 Liberty Media Corp. - Braves A COM 531229706 6021346 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 12429935 62159 SH SOLE 0 62159 0 0 Madison Square Garden Entertainment COM 55826T102 10988198 87201 SH SOLE 0 81238 0 0 MYR Group Inc. COM 55405W104 20835742 834431 SH SOLE 0 87201 0 0 Old Republic International Corp. COM 680223104 990000 20000 SH SOLE 0 834431 0 0 Potlatchdeltic Corp. COM 737630103 8206691 444085 SH SOLE 0 20000 0 0 Proassurance Corp. COM 74267C106 20982072 168166 SH SOLE 0 444085 0 0 Prologis Inc. COM 74340W103 6272887 101965 SH SOLE 0 168166 0 0 Prosperity Bancshares Inc. COM 743606105 14843140 446276 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 1047000 75000 SH SOLE 0 446276 0 0 Retail Opportunity Investments Corp. COM 76131N101 8806743 2336 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 6952943 209426 SH SOLE 0 2336 0 0 Southside Bancshares Inc. COM 84470P109 4798729 81238 SH SOLE 0 209426 0 0 Stewart Information Services Corp. COM 860372101 685950 17000 SH SOLE 0 17000 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 89126 2460 SH SOLE 0 2460 0 0 The RMR Group Inc. COM 74967R106 682240 26000 SH SOLE 0 26000 0 0 Tidewater Inc. COM 88642R109 61447829 1394007 SH SOLE 0 1394007 0 0 Tri Pointe Group Inc. COM 87265H109 6569603 259463 SH SOLE 0 259463 0 0 Trinity Place Holdings COM 89656D101 2461337 5127786 SH SOLE 0 5127786 0 0 U-Haul Holding Company COM 023586100 89952 1508 SH SOLE 0 1508 0 0 U-Haul Holding Company COM 023586506 16200221 312444 SH SOLE 0 312444 0 0 UMB Financial Corporation COM 902788108 8624696 149423 SH SOLE 0 149423 0 0 UniFirst Corporation COM 904708104 2633229 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 20116812 309204 SH SOLE 0 309204 0 0 Warrior Met Coal Inc. COM 93627C101 49311332 1343267 SH SOLE 0 1343267 0 0 Washington Trust Bancorp. COM 940610108 7081523 204314 SH SOLE 0 204314 0 0 Weyerhaeuser Company COM 962166104 14623505 485347 SH SOLE 0 485347 0 0