0001099281-22-000008.txt : 20220812 0001099281-22-000008.hdr.sgml : 20220812 20220812102739 ACCESSION NUMBER: 0001099281-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 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: 221158441 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 06-30-2022 06-30-2022 THIRD AVENUE MANAGEMENT LLC

622 THIRD AVENUE 32ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-11289 N Michael Buono 212-888-5222 Michael Buono New York NY 08-12-2022 0 56 561805 false INFORMATION TABLE 2 Form13F20220630.xml Alamo Group, Inc. COM 011311107 3712 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 18134 37918 SH SOLE 0 37918 0 0 American Homes 4 Rent CL A 02665T306 15474 436616 SH SOLE 0 436616 0 0 Brightsphere Investment Group COM 10948W103 2484 137908 SH SOLE 0 137908 0 0 Brookfield Asset Mgmt. CL A CL A LTD VT SH 112585104 25242 567612 SH SOLE 0 567612 0 0 Cal-Maine Foods, Inc. COM 128030202 3264 66044 SH SOLE 0 66044 0 0 CBRE Group, Inc. COM 12504L109 13605 184812 SH SOLE 0 184812 0 0 Central Securities Corporation COM 155123102 3916 111210 SH SOLE 0 111210 0 0 Chase Corp. COM 16150R104 3136 40292 SH SOLE 0 40292 0 0 Comerica Inc. COM 200340107 24305 331210 SH SOLE 0 331210 0 0 Comfort Systems USA Inc. COM 199908104 3526 42400 SH SOLE 0 42400 0 0 CTO Realty Growth, Inc. COM 22948Q101 1180 19293 SH SOLE 0 19293 0 0 DR Horton Inc. COM 23331A109 15171 229190 SH SOLE 0 229190 0 0 EMCOR Group, Inc. COM 29084Q100 4715 45788 SH SOLE 0 45788 0 0 First Industrial Realty Trust, Inc. COM 32054K103 7919 166781 SH SOLE 0 166781 0 0 Five Point Holdings LLC - CL A COM 33833Q106 29847 7633374 SH SOLE 0 7633374 0 0 FNF Group COM 31620R303 7565 204676 SH SOLE 0 204676 0 0 FRP Holdings Inc. COM 30292L107 9200 152435 SH SOLE 0 152435 0 0 Green Brick Partners COM 392709101 509 26000 SH SOLE 0 26000 0 0 Hamilton Beach Brand COM CL A 40701T104 7474 602214 SH SOLE 0 602214 0 0 Hawaiian Holdings Inc. COM 419879101 11202 782792 SH SOLE 0 782792 0 0 ICF International, Inc. COM 44925C103 6062 63802 SH SOLE 0 63802 0 0 Inventrust Properties Corp. COM 46124J201 18923 733701 SH SOLE 0 733701 0 0 Kaiser Aluminum Corp. COM PAR $0.01 483007704 4126 52160 SH SOLE 0 52160 0 0 Lazard Ltd. COM G54050102 12964 399979 SH SOLE 0 399979 0 0 Lennar Corp - Class B CL B 526057302 23567 401412 SH SOLE 0 401412 0 0 Liberty Media Corp. - Braves A COM 531229706 4380 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 14790 84670 SH SOLE 0 84670 0 0 Madison Square Garden Entertainment COM 55826T102 4571 86859 SH SOLE 0 86859 0 0 MYR Group Inc. COM 55405W104 8918 101187 SH SOLE 0 101187 0 0 NexPoint Residential Trust, Inc. COM 65341D102 813 13000 SH SOLE 0 13000 0 0 Old Republic International Corp. COM 680223104 18828 842024 SH SOLE 0 842024 0 0 Potlatchdeltic Corp. COM 737630103 884 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM US 74267C106 7020 297038 SH SOLE 0 297038 0 0 Prologis Inc. COM 74340W103 21292 180974 SH SOLE 0 180974 0 0 Prosperity Bancshares Inc. COM 743606105 6962 101965 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 19888 532023 SH SOLE 0 532023 0 0 Retail Opportunity Investments Corp. COM 76131N101 1184 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 9070 2336 SH SOLE 0 2336 0 0 Southside Bancshares Inc. COM 84470P109 5880 157109 SH SOLE 0 157109 0 0 Stewart Information Services Corp. COM 860372101 846 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 3914 121441 SH SOLE 0 121441 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 72 2460 SH SOLE 0 2460 0 0 The RMR Group Inc. COM 74967R106 738 26000 SH SOLE 0 26000 0 0 Tidewater Inc. COM 88642R109 44415 2105930 SH SOLE 0 2105930 0 0 Tri Pointe Group Inc. COM 87265H109 4144 245636 SH SOLE 0 245636 0 0 Trinity Place Holdings COM 89656D101 5472 5417031 SH SOLE 0 5417031 0 0 UMB Financial Corporation COM 902788108 11103 128952 SH SOLE 0 128952 0 0 UniFirst Corporation COM 904708104 2573 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 13693 324148 SH SOLE 0 324148 0 0 Visteon Corp. COM 92839U206 3299 31848 SH SOLE 0 31848 0 0 Warrior Met Coal Inc. COM 93627C101 42679 1394280 SH SOLE 0 1394280 0 0 Washington Trust Bancorp. COM 940610108 8840 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 17912 540815 SH SOLE 0 540815 0 0 Wheeler REIT Series B Convertible Preferred Stock PFD 963025309 84 17614 SH SOLE 0 17614 0 0 Wheeler REIT Series D Preferred Stock PFD 963025606 319 24000 SH SOLE 0 24000 0 0