13F-HR 1 form13f.txt FORM13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2012 Check here if amendment [ ]; Amendment Number: This Amendment (check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name NS Advisors, LLC Address 274 Riverside Avenue, Westport, CT 06880 Form 13F File Number: 028-13819 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing this report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name Andrew R. Jones Title Managing Member Phone 203-227-9898 Signature, Place, and Date of Signing: /s/ Andrew R. Jones Westport, CT November 14, 2012 --------------------- ------------- ------------------ [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 21 Form 13F Information Table Value Total: 127,036 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE
COL 1 COL 2 COL 3 COL 4 COL 5 COL 6 COL 7 COL 8 US $ SHARES VALUE OR SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- --------- --- ---- ------- ---------- --------- -------- -------- Aaron's Inc COM 2535300 9709 349121 SH SOLE 349121 0 0 ACI Worldwide COM 4498101 7689 181939 SH SOLE 181939 0 0 AFC Enterprises COM 00104Q107 11933 485096 SH SOLE 485096 0 0 Blucora, Inc. COM 95229100 9369 526069 SH SOLE 526069 0 0 Bridgepoint Education COM 10807M105 3976 391739 SH SOLE 391739 0 0 Consolidated Water COM G23773107 1298 156946 SH SOLE 156946 0 0 Corinthian Colleges COM 218868107 433 181067 SH SOLE 181067 0 0 First Cash Fin Services COM 31942D107 1833 39844 SH SOLE 39844 0 0 FNB United Corp. COM 302519202 6933 583622 SH SOLE 583622 0 0 Frisch's Restaurants COM 358748101 2942 148208 SH SOLE 148208 0 0 Geo Group Inc COM 36159R103 6299 227650 SH SOLE 227650 0 0 Getty Realty COM 374297109 5460 304170 SH SOLE 304170 0 0 H&R Block Inc. COM 93671105 11635 671388 SH SOLE 671388 0 0 Holloway Lodging COM 435702105 2662 683600 SH SOLE 683600 0 0 Imperial Holdings COM 452834104 3303 968711 SH SOLE 968711 0 0 NBH Holdings COM 62875T108 3386 174018 SH SOLE 174018 0 0 Rent-A-Center Inc. COM 76009N100 7219 206033 SH SOLE 206033 0 0 Sabra Health Care COM 78573L106 13147 657006 SH SOLE 657006 0 0 State Bank Fin Corp COM 856190103 4205 255020 SH SOLE 255020 0 0 Unitek Global Services COM 91324T302 4900 1139588 SH SOLE 1139588 0 0 Valassis Communications COM 918866104 8703 352500 SH SOLE 352500 0 0