0001099281-21-000004.txt : 20210212 0001099281-21-000004.hdr.sgml : 20210212 20210212114811 ACCESSION NUMBER: 0001099281-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21624499 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 12-31-2020 12-31-2020 THIRD AVENUE MANAGEMENT LLC

622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Mark J. Aaron 2128885222 Mark J. Aaron New York NY 02-12-2021 0 64 712742 false INFORMATION TABLE 2 Form13F20201231.xml Alamo Group, Inc. COM 011311107 6444 46706 SH SOLE 0 46706 0 0 Alico, Inc. COM 016230104 1748 56343 SH SOLE 0 56343 0 0 Amerco COM 023586100 24593 54173 SH SOLE 0 54173 0 0 American Homes 4 Rent CL A 02665T306 15532 517729 SH SOLE 0 517729 0 0 ATN International Inc. COM 00215F107 2517 60261 SH SOLE 0 60261 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 41518 1006002 SH SOLE 0 1006002 0 0 Cal-Maine Foods, Inc. COM 128030202 5984 159394 SH SOLE 0 159394 0 0 CBRE Group, Inc. COM 12504L109 11949 190511 SH SOLE 0 190511 0 0 Central Securities Corporation COM 155123102 3630 111210 SH SOLE 0 111210 0 0 City Office REIT, Inc. REIT 178587101 450 46000 SH SOLE 0 46000 0 0 Comerica Inc. COM 200340107 20743 371331 SH SOLE 0 371331 0 0 Comfort Systems USA Inc. COM 199908104 2759 52390 SH SOLE 0 52390 0 0 Cooper Tire & Rubber Company COM 216831107 10234 252680 SH SOLE 0 252680 0 0 CTO Realty Growth, Inc. COM 22948P103 814 19293 SH SOLE 0 19293 0 0 Cullen Frost Bankers, Inc. COM 229899109 3693 42331 SH SOLE 0 42331 0 0 Dorman Products, Inc. COM 258278100 2265 26078 SH SOLE 0 26078 0 0 Eagle Materials Inc. COM 26969P108 18855 186032 SH SOLE 0 186032 0 0 EMCOR Group, Inc. COM 29084Q100 4188 45788 SH SOLE 0 45788 0 0 Essex Property Trust, Inc. COM 297178105 8813 37117 SH SOLE 0 37117 0 0 First Industrial Realty Trust, Inc. COM 32054K103 10185 241732 SH SOLE 0 241732 0 0 Five Point Holdings LLC - CL A COM 33833Q106 48071 8804142 SH SOLE 0 8804142 0 0 FNF Group COM 31620R303 11763 300909 SH SOLE 0 300909 0 0 FRP Holdings Inc. COM 30292L107 5909 129723 SH SOLE 0 129723 0 0 FTI Consulting Inc. COM 302941109 12 101 SH SOLE 0 101 0 0 Green Brick Partners COM 392709101 919 40000 SH SOLE 0 40000 0 0 Hamilton Beach Brand CL A 40701T104 3258 186030 SH SOLE 0 186030 0 0 Hawaiian Holdings Inc. COM 419879101 17991 1016436 SH SOLE 0 1016436 0 0 ICF International, Inc. COM 44925C103 6220 83673 SH SOLE 0 83673 0 0 JBG Smith Properties REIT 46590V100 27912 892595 SH SOLE 0 892595 0 0 Kaiser Aluminum Corp. COM 483007704 5159 52160 SH SOLE 0 52160 0 0 Korn/Ferry International COM 500643200 15594 358469 SH SOLE 0 358469 0 0 Lazard Ltd. COM G54050102 15491 366216 SH SOLE 0 366216 0 0 Lennar Corp - Class B CL B 526057302 29436 480974 SH SOLE 0 480974 0 0 Lennar Corp. COM 526057104 12104 158779 SH SOLE 0 158779 0 0 Liberty Media Corp. - Braves A COM 531229706 4331 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 24187 150686 SH SOLE 0 150686 0 0 Mohawk Industries Inc. COM 608190104 18672 132466 SH SOLE 0 132466 0 0 Monmouth Real Estate Investment Corp. COM 609720107 520 30000 SH SOLE 0 30000 0 0 MYR Group Inc. COM 55405W104 7607 126566 SH SOLE 0 126566 0 0 NexPoint Residential Trust, Inc. COM 65341D102 551 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 21871 1109592 SH SOLE 0 1109592 0 0 Potlatchdeltic Corp. COM 737630103 1001 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM 74267C106 5285 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 31354 314604 SH SOLE 0 314604 0 0 Prosperity Bancshares Inc. COM 743606105 7486 107928 SH SOLE 0 107928 0 0 Rayonier Inc. COM 754907103 28753 978630 SH SOLE 0 978630 0 0 Retail Opportunity Investments Corp. COM 76131N101 1005 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 6062 2000 SH SOLE 0 2000 0 0 Seritage Growth Properties REIT 81752R100 7579 516264 SH SOLE 0 516264 0 0 Southside Bancshares Inc. COM 84470P109 5610 180778 SH SOLE 0 180778 0 0 SPDR TR UNIT SER 1 ETF 78462F103 141 377 SH SOLE 0 377 0 0 Stewart Information Services Corp. COM 860372101 823 17000 SH SOLE 0 17000 0 0 The Macerich Company COM 554382101 4198 393421 SH SOLE 0 393421 0 0 The RMR Group Inc. COM 74967R106 541 14000 SH SOLE 0 14000 0 0 Tidewater Inc. COM 88642R109 21719 2513675 SH SOLE 0 2513675 0 0 Tri Pointe Group Inc. COM 87265H109 4019 232961 SH SOLE 0 232961 0 0 Trinity Place Holdings COM 89656D101 7597 6077466 SH SOLE 0 6077466 0 0 UMB Financial Corporation COM 902788108 10082 146136 SH SOLE 0 146136 0 0 UniFirst Corporation COM 904708104 3164 14942 SH SOLE 0 14942 0 0 Visteon Corp. COM 92839U206 3998 31848 SH SOLE 0 31848 0 0 Vornado Realty Trust SH BEN INT 929042109 8872 237599 SH SOLE 0 237599 0 0 Warrior Met Coal Inc. COM 93627C101 25934 1216410 SH SOLE 0 1216410 0 0 Washington Trust Bancorp. COM 940610108 8187 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 44840 1337290 SH SOLE 0 1337290 0 0