0001099281-23-000009.txt : 20230210 0001099281-23-000009.hdr.sgml : 20230210 20230210102527 ACCESSION NUMBER: 0001099281-23-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23609144 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 12-31-2022 12-31-2022 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 212-906-1187 Michael A. Buono New York NY 02-10-2023 0 55 574930921 false
INFORMATION TABLE 2 Form13F20221231.xml Alamo Group, Inc. COM 011311107 4514208 31880 SH SOLE 0 31880 0 0 Amerco COM 023586100 90767 1508 SH SOLE 0 1508 0 0 American Homes 4 Rent CL A 02665T306 12452733 413163 SH SOLE 0 413163 0 0 Brookfield Asset Managmt Ltd COM 113004105 3731680 130159 SH SOLE 0 130159 0 0 Brookfield Corp COM 11271J107 16379397 520642 SH SOLE 0 520642 0 0 CBRE Group, Inc. COM 12504L109 13909904 180742 SH SOLE 0 180742 0 0 Central Securities Corporation COM 155123102 3713191 111210 SH SOLE 0 111210 0 0 Chase Corp. COM 16150R104 3475588 40292 SH SOLE 0 40292 0 0 Comerica Inc. COM 200340107 20285365 303446 SH SOLE 0 303446 0 0 Comfort Systems USA Inc. COM 199908104 3326042 28902 SH SOLE 0 28902 0 0 CTO Realty Growth, Inc. COM 22948Q101 1058028 57879 SH SOLE 0 57879 0 0 Deutsche Bank AG-Registered COM D18190898 32638652 2888365 SH SOLE 0 2888365 0 0 DR Horton Inc. COM 23331A109 18763703 210497 SH SOLE 0 210497 0 0 EMCOR Group, Inc. COM 29084Q100 4827942 32597 SH SOLE 0 32597 0 0 Encore Capital Group Inc. COM 292554102 5730316 119531 SH SOLE 0 119531 0 0 First Industrial Realty Trust, Inc. COM 32054K103 7598634 157452 SH SOLE 0 157452 0 0 Five Point Holdings LLC - CL A COM 33833Q106 10902077 4679003 SH SOLE 0 4679003 0 0 FNF Group COM 31620R303 6719873 178625 SH SOLE 0 178625 0 0 FRP Holdings Inc. COM 30292L107 6822500 126671 SH SOLE 0 126671 0 0 Green Brick Partners COM 392709101 121150 5000 SH SOLE 0 5000 0 0 Hamilton Beach Brand CL A 40701T104 7065992 570298 SH SOLE 0 570298 0 0 Hawaiian Holdings Inc. COM 419879101 6624903 645702 SH SOLE 0 645702 0 0 ICF International, Inc. COM 44925C103 6319588 63802 SH SOLE 0 63802 0 0 Inventrust Properties Corp. COM 46124J201 16384847 692220 SH SOLE 0 692220 0 0 Ishares Inc ETF 464286392 287437 2631 SH SOLE 0 2631 0 0 Kaiser Aluminum Corp. COM 483007704 4885367 64315 SH SOLE 0 64315 0 0 Lazard Ltd. COM G54050102 15819436 456286 SH SOLE 0 456286 0 0 Lennar Corp - Class B CL B 526057302 24528438 328008 SH SOLE 0 328008 0 0 Liberty Media Corp. - Braves A COM 531229706 5688762 174128 SH SOLE 0 174128 0 0 Lowe's Companies Inc. COM 548661107 12384559 62159 SH SOLE 0 62159 0 0 Madison Square Garden Entertainment COM 55826T102 2858203 63558 SH SOLE 0 63558 0 0 MYR Group Inc. COM 55405W104 9316287 101187 SH SOLE 0 101187 0 0 Old Republic International Corp. COM 680223104 20229996 837681 SH SOLE 0 837681 0 0 Potlatchdeltic Corp. COM 737630103 879800 20000 SH SOLE 0 20000 0 0 Proassurance Corp. COM 74267C106 6621881 379043 SH SOLE 0 379043 0 0 Prologis Inc. COM 74340W103 19261499 170864 SH SOLE 0 170864 0 0 Prosperity Bancshares Inc. COM 743606105 7410816 101965 SH SOLE 0 101965 0 0 Rayonier Inc. COM 754907103 15094032 457950 SH SOLE 0 457950 0 0 Retail Opportunity Investments Corp. COM 76131N101 1127250 75000 SH SOLE 0 75000 0 0 Seaboard Corp. COM 811543107 8818891 2336 SH SOLE 0 2336 0 0 Southside Bancshares Inc. COM 84470P109 7537242 209426 SH SOLE 0 209426 0 0 Stewart Information Services Corp. COM 860372101 726410 17000 SH SOLE 0 17000 0 0 Stratus Properties Inc. COM 863167201 1162126 60245 SH SOLE 0 60245 0 0 Supernus Pharmaceuticals, Inc. COM 868459108 87748 2460 SH SOLE 0 2460 0 0 The RMR Group Inc. COM 74967R106 734500 26000 SH SOLE 0 26000 0 0 Tidewater Inc. COM 88642R109 66732586 1810925 SH SOLE 0 1810925 0 0 Tri Pointe Group Inc. COM 87265H109 6138009 330178 SH SOLE 0 330178 0 0 Trinity Place Holdings COM 89656D101 3794049 5127785 SH SOLE 0 5127785 0 0 U-Haul Holding Company COM 023586506 17178171 312444 SH SOLE 0 312444 0 0 UMB Financial Corporation COM 902788108 10770071 128952 SH SOLE 0 128952 0 0 UniFirst Corporation COM 904708104 2883657 14942 SH SOLE 0 14942 0 0 Valaris Ltd. COM G9460G101 20281605 299935 SH SOLE 0 299935 0 0 Warrior Met Coal Inc. COM 93627C101 44152629 1274614 SH SOLE 0 1274614 0 0 Washington Trust Bancorp. COM 940610108 8621909 182745 SH SOLE 0 182745 0 0 Weyerhaeuser Company COM 962166104 15460475 498725 SH SOLE 0 498725 0 0