0001099281-23-000013.txt : 20230814 0001099281-23-000013.hdr.sgml : 20230814 20230814102544 ACCESSION NUMBER: 0001099281-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167104 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 06-30-2023 06-30-2023 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 08-14-2023 0 58 605991973 false
INFORMATION TABLE 2 Form13F20230630.xml Alamo Group, Inc. COM 011311107 5863051 31880 SH SOLE 0 31880 0 0 American Homes 4 Rent CL A 02665T306 12613925 355823 SH SOLE 0 355823 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 113004105 4262979 130646 SH SOLE 0 130646 0 0 Brookfield Corp. COM 11271J107 17535789 521123 SH SOLE 0 521123 0 0 CBRE Group, Inc. COM 12504L109 14623764 181189 SH SOLE 0 181189 0 0 Central Securities Corporation COM 155123102 4060277 111210 SH SOLE 0 111210 0 0 Chase Corp. COM 16150R104 4872074 40192 SH SOLE 0 40192 0 0 Comerica Inc. COM 200340107 24353018 574906 SH SOLE 0 574906 0 0 Comfort Systems USA Inc. COM 199908104 4220597 25704 SH SOLE 0 25704 0 0 CTO Realty Growth, Inc. COM 22948Q101 1079820 63000 SH SOLE 0 63000 0 0 Deutsche Bank AG COM D18190898 31989255 3048570 SH SOLE 0 3048570 0 0 DR Horton Inc. COM 23331A109 20161356 165678 SH SOLE 0 165678 0 0 Elme Communities COM 939653101 739800 45000 SH SOLE 0 45000 0 0 Encore Capital Group Inc. COM 292554102 7047712 144955 SH SOLE 0 144955 0 0 Equity Commonwealth COM 294628102 1114300 55000 SH SOLE 0 55000 0 0 First Industrial Realty Trust, Inc. COM 32054K103 8317646 158010 SH SOLE 0 158010 0 0 Five Point Holdings LLC - CL A COM 33833Q106 10841084 3751240 SH SOLE 0 3751240 0 0 FNF Group COM 31620R303 4371408 121428 SH SOLE 0 121428 0 0 FRP Holdings Inc. COM 30292L107 7281972 126489 SH SOLE 0 126489 0 0 Green Brick Partners COM 392709101 284000 5000 SH SOLE 0 5000 0 0 Hamilton Beach Brand COM CL A 40701T104 5500443 569404 SH SOLE 0 569404 0 0 Hawaiian Holdings Inc. COM 419879101 16824086 1562125 SH SOLE 0 1562125 0 0 ICF International, Inc. COM 44925C103 7187130 57779 SH SOLE 0 57779 0 0 Inventrust Properties Corp. COM 46124J201 10015432 432819 SH SOLE 0 432819 0 0 Investors Title Co. COM 461804106 974258 6673 SH SOLE 0 6673 0 0 Jones Lang Lasalle COM 48020Q107 11588092 74378 SH SOLE 0 74378 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 6929092 96721 SH SOLE 0 96721 0 0 Lazard Ltd. COM G54050102 17606592 550206 SH SOLE 0 550206 0 0 Lennar Corp - Class B CL B 526057302 24106317 213368 SH SOLE 0 213368 0 0 Liberty Media Corp. - Braves A COM 531229706 6728803 164438 SH SOLE 0 164438 0 0 Lowe's Companies Inc. COM 548661107 12886567 57096 SH SOLE 0 57096 0 0 Madison Square Garden Entertainment COM 55826T102 3526517 128752 SH SOLE 0 128752 0 0 MYR Group Inc. COM 55405W104 11189631 80885 SH SOLE 0 80885 0 0 Old Republic International Corp. COM 680223104 21050451 836331 SH SOLE 0 836331 0 0 Potlatchdeltic Corp. COM 737630103 1057000 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 6692566 443510 SH SOLE 0 443510 0 0 Prologis Inc. COM 74340W103 18459617 150531 SH SOLE 0 150531 0 0 Prosperity Bancshares Inc. COM 743606105 5758983 101965 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 14010931 446208 SH SOLE 0 446208 0 0 Retail Opportunity Investments Corp. COM 76131N101 1215900 90000 SH SOLE 0 90000 0 0 Seaboard Corp. COM 811543107 8307160 2333 SH SOLE 0 2333 0 0 Southside Bancshares Inc. COM 84470P109 5478584 209426 SH SOLE 0 209426 0 0 Stewart Information Services Corp. COM 860372101 699380 17000 SH SOLE 0 17000 0 0 Sun Communities Inc. COM 866674104 1502508 11517 SH SOLE 0 11517 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 2015884 67062 SH SOLE 0 67062 0 0 The RMR Group Inc. COM 74967R106 857290 37000 SH SOLE 0 37000 0 0 Tidewater Inc. COM 88642R109 60906329 1098599 SH SOLE 0 1098599 0 0 Tri Pointe Group Inc. COM 87265H109 5126061 155997 SH SOLE 0 155997 0 0 Trinity Place Holdings COM 89656D101 2769004 5127786 SH SOLE 0 5127786 0 0 U-Haul Holding Company COM 023586100 83423 1508 SH SOLE 0 1508 0 0 U-Haul Holding Company COM 023586506 15830372 312421 SH SOLE 0 312421 0 0 UMB Financial Corporation COM 902788108 9091396 149284 SH SOLE 0 149284 0 0 UniFirst Corporation COM 904708104 3074933 19837 SH SOLE 0 19837 0 0 Valaris Ltd. COM G9460G101 26413357 419726 SH SOLE 0 419726 0 0 Warrior Met Coal Inc. COM 93627C101 52384283 1344911 SH SOLE 0 1344911 0 0 Washington Trust Bancorp. COM 940610108 5473315 204152 SH SOLE 0 204152 0 0 Weyerhaeuser Company COM 962166104 16260459 485242 SH SOLE 0 485242 0 0 Whitestone REIT COM 966084204 776000 80000 SH SOLE 0 80000 0 0