Third Avenue Management as of Sept. 30, 2012
Portfolio Holdings for Third Avenue Management
Third Avenue Management holds 0 positions in its portfolio as reported in the September 2012 quarterly 13F filing
{S} {C} {C} {C} {C} {C} {C} {C} {C} VALUE SHRS OR SH/ PUT/INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALLDSCRETN MNGRS SOLE SHARED NONE Acadia Realty Trust COM SH BEN INT 00423910 496 19999 SH X 19999 0 0 Alamo Group, Inc. COM 01131110 19429 575176 SH X 575176 0 0 Alico, Inc. COM 01623010 5596 179173 SH X 179173 0 0 Alleghany Corp. COM 01717510 6393 18534 SH OTHER 1 18534 0 0 Alleghany Corp. COM 01717510 94380 273614 SH X 267243 0 6371 American Eagle Outfitters COM 02553E10 8242 390989 SH X 390989 0 0 Annaly Capital Mgmt, Inc. COM 03571040 195 11600 SH X 11600 0 0 Applied Materials, Inc. COM 03822210 11838 1060248 SH OTHER 1 1060248 0 0 Applied Materials, Inc. COM 03822210 92068 8246163 SH X 8042538 0 20362 Arch Capital Group Ltd. ORD G0450A10 31317 751372 SH X 751372 0 0 Assisted Living Concepts Inc. CL A 04544X30 382 50000 SH X 50000 0 0 AVX Corporation COM 00244410 5360 558887 SH OTHER 1 558887 0 0 AVX Corporation COM 00244410 32469 3385671 SH X 3385671 0 0 Bank of NY Mellon Corp. COM 06405810 31951 1412489 SH OTHER 1 1412489 0 0 Bank of NY Mellon Corp. COM 06405810 198183 8761391 SH X 8615258 0 14613 Bel Fuse Inc. CL B 07734730 21572 1154792 SH X 1154792 0 0 Bristow Group Inc. COM 11039410 67806 1341366 SH X 1337066 0 4300 Broadridge Financial Sol. Inc. COM 11133T10 51397 2203038 SH X 2200363 0 2675 Brookfield Asset Mgmt. CL A LTD VT SH 11258510 14957 433418 SH OTHER 1 433418 0 0 Brookfield Asset Mgmt. CL A LTD VT SH 11258510 253738 7352602 SH X 7343529 0 9073 Brookfield Properties COM 11290010 622 37550 SH X 37550 0 0 Cal-Maine Foods, Inc. COM 12803020 5387 119882 SH X 119882 0 0 Capital Southwest COM 14050110 14011 125153 SH X 125153 0 0 Capitol Federal Financial, Inc. COM 14057C10 270 22615 SH X 22615 0 0 Capstead Mortgage Corp. COM NO PAR 14067E50 169 12500 SH X 12500 0 0 Cavco Industries, Inc. COM 14956810 22342 486860 SH X 486860 0 0 Cedar Shopping Centers COM 15060220 787 149000 SH X 149000 0 0 Cenovus Energy Inc. COM 15135U10 669 19200 SH X 19200 0 0 Chiquita Brands Intl. Inc. Note 4.25% 8/15/16 170032AT 5955 6776000 SH X 6776000 0 0 Cimarex Energy Co. COM 17179810 8912 152215 SH X 152215 0 0 Cloud Peak Energy Inc. COM 18911Q10 32070 1771797 SH X 1771797 0 0 Comerica Inc. COM 20034010 28003 901880 SH X 901880 0 0 Compass Minerals Int'l COM 20451N10 40468 542537 SH X 542537 0 0 ConocoPhillips COM 20825C10 1103 19288 SH X 19288 0 0 Consolidated Tomoka Land Co. COM 21022610 432 13135 SH OTHER 1 13135 0 0 Consolidated Tomoka Land Co. COM 21022610 16821 511420 SH X 511420 0 0 Covanta Holding Corp. COM 22282E10 135305 7884928 SH X 7884928 0 0 Cowen group Inc. COM 22362210 4242 1571140 SH X 1571140 0 0 Cross Country Healthcare Inc. COM 22748310 12342 2614841 SH X 2614841 0 0 Darling International Inc. COM 23726610 14866 812783 SH X 812783 0 0 Devon Energy Corp. COM 25179M10 5698 94175 SH OTHER 1 94175 0 0 Devon Energy Corp. COM 25179M10 136763 2260546 SH X 2210862 0 49684 Electro Scientific Ind., Inc. COM 28522910 19892 1627844 SH X 1627844 0 0 Electronics for Imaging Inc. COM 28608210 37625 2265231 SH X 2254881 0 10350 EMCOR Group, Inc. COM 29084Q10 33337 1168082 SH X 1168082 0 0 Encana Corporation COM 29250510 9781 446214 SH OTHER 1 446214 0 0 Encana Corporation COM 29250510 82756 3775363 SH X 3771865 0 3497 Encore Wire Corporation COM 29256210 22802 779292 SH X 779292 0 0 Excel Trust, Inc. COM 30068C10 328 28700 SH OTHER 1 28700 0 0 Excel Trust, Inc. COM 30068C10 11335 992579 SH X 992579 0 0 First Ind. Realty Trust, Inc. COM 32054K10 650 49495 SH OTHER 1 49495 0 0 First Ind. Realty Trust, Inc. COM 32054K10 56888 4329376 SH X 4329376 0 0 First Niagara Fin. Group, Inc. COM 33582V10 3840 474684 SH X 474684 0 0 First Potomac Realty Trust COM 33610F10 337 26200 SH OTHER 1 26200 0 0 First Potomac Realty Trust COM 33610F10 571 44300 SH X 44300 0 0 Forest City Enterprises Inc. CL A 34555010 1230 77592 SH OTHER 1 77592 0 0 Forest City Enterprises Inc. CL A 34555010 239477 15108988 SH X 1510551 0 3475 General Motors Co. COM 37045V10 5266 231467 SH X 231467 0 0 Glatfelter P. H. Co. COM 37731610 15978 897145 SH X 897145 0 0 Haemonetics Corporation COM 40502410 13532 168722 SH X 168722 0 0 Harman Int'l Industries, Inc. COM 41308610 34488 747131 SH X 747131 0 0 Haverty Furniture Co. Inc. COM 41959610 11929 859412 SH X 859412 0 0 HCC Insurance Holdings COM 40413210 38400 1133076 SH X 1133076 0 0 IAMGOLD Corporation COM 45091310 3999 252940 SH X 252940 0 0 ICF International, Inc. COM 44925C10 31269 1555679 SH X 1555679 0 0 Ingram Micro Inc. CL A 45715310 41342 2714526 SH X 2714526 0 0 Insteel Industries Inc. COM 45774W10 10039 855820 SH X 855820 0 0 Intel Corporation COM 45814010 8732 385000 SH X 385000 0 0 Investment Technology Grp COM 46145F10 11019 1266531 SH X 1259106 0 7425 J^J Snack Foods Corp. COM 46603210 18673 325719 SH X 325719 0 0 Jakks Pacific, Inc. COM 47012E10 14450 991767 SH X 991767 0 0 Jos A Bank Clothiers Inc. COM 48083810 21106 435347 SH X 435347 0 0 Kaiser Aluminum Corp. COM PAR $0.01 48300770 15544 266218 SH X 266218 0 0 Kearny Financial Corp. COM 48716910 5216 535494 SH X 535494 0 0 Kelly Services Inc. CL A 48815220 5746 456000 SH X 456000 0 0 Kennametal Inc. COM 48917010 46670 1258618 SH X 1258618 0 0 Keycorp COM 49326710 13440 1537766 SH OTHER 1 1537766 0 0 Keycorp COM 49326710 139419 15951879 SH X 1562267 0 32920 Kimco Realty Corp COM 49446R10 463 22845 SH X 22845 0 0 Kinross Gold Corporation COM NO PAR 49690240 50491 4938470 SH X 4938470 0 0 Leucadia National Corp. COM 52728810 11577 508875 SH OTHER 1 508875 0 0 Leucadia National Corp. COM 52728810 105650 4643963 SH X 4637078 0 6885 Lexmark International Inc. CL A 52977110 29583 1329552 SH X 1329552 0 0 Liberty Media Corporation COM A 53032210 50106 481000 SH X 481000 0 0 Lowe's Companies Inc. COM 54866110 733 24235 SH OTHER 1 24235 0 0 Lowe's Companies Inc. COM 54866110 67106 2219125 SH X 2219125 0 0 LSB Industries Inc. COM 50216010 34870 794850 SH X 794850 0 0 Madison Square Garden Inc. CL A 55826P10 49930 1239873 SH X 1239873 0 0 Mantech International Corp. CL A 56456310 38283 1595131 SH X 1595131 0 0 Minerals Technologies Inc. COM 60315810 26492 373495 SH X 373495 0 0 Montpelier Re Holdings Ltd. SHS G6218510 16088 726956 SH X 726956 0 0 Newmont Mining Corp. COM 65163910 38907 694637 SH X 694637 0 0 Oshkosh Corporation COM 68823920 58280 2124688 SH X 2124688 0 0 Park Electrochemical Corp. COM 70041620 14897 599969 SH X 599969 0 0 Pioneer Energy Serv. Corp COM 72366410 21561 2767834 SH X 2767834 0 0 Posco ADR 69348310 22494 275867 SH OTHER 1 275867 0 0 Posco ADR 69348310 215731 2645702 SH X 2614532 0 31170 Precision Drilling Corp, COM 74022D30 28066 3572500 SH X 3572500 0 0 Progress Software Corp. COM 74331210 34346 1605701 SH X 1605701 0 0 Prologis Inc. COM 74340W10 234 6680 SH X 6680 0 0 PS Business Parks, Inc. COM 69360J10 408 6100 SH X 6100 0 0 Resolute Forest Products, Inc. COM NEW 76117W10 4101 315495 SH X 315495 0 0 Rofin-Sinar Technologies Inc. COM 77504310 37145 1882689 SH X 1882689 0 0 Sanofi-Aventis SPON ADR 80105N10 551 12785 SH X 12485 0 300 Scorpio Tankers SHS Y7542C10 7016 1169331 SH X 1169331 0 0 Seacor Holdings Inc. COM 81190410 44978 539567 SH X 539567 0 0 SemGroup Corporation CL A 81663A10 36871 1000582 SH X 1000582 0 0 Sensient Technologies Corp. COM 81725T10 29891 813141 SH X 813141 0 0 Skyline Corporation COM 83083010 1058 195585 SH X 195585 0 0 Stanley Furniture Co., Inc. COM 85430520 13316 2734216 SH X 2734216 0 0 Stepan Company COM 85858610 20832 216733 SH X 216733 0 0 Superior Industries Int'l, Inc. COM 86816810 36513 2136540 SH X 2136540 0 0 Sycamore Networks, Inc. COM NEW 87120640 9403 610606 SH OTHER 1 610606 0 0 Sycamore Networks, Inc. COM NEW 87120640 49042 3184556 SH X 3182847 0 1709 Symantec Corp COM 87150310 33462 1859000 SH X 1859000 0 0 Tejon Ranch Co. COM 87908010 555 18482 SH OTHER 1 18482 0 0 Tejon Ranch Co. COM 87908010 85501 2846245 SH X 2846245 0 0 Telefex Inc. COM 87936910 54691 794472 SH X 794472 0 0 Tellabs, Inc. COM 87966410 7653 2161792 SH OTHER 1 2161792 0 0 Tellabs, Inc. COM 87966410 101609 28703208 SH X 2826953 0 43367 Terreno Realty Corp. COM 88146M10 376 23800 SH OTHER 1 23800 0 0 Terreno Realty Corp. COM 88146M10 3825 242090 SH X 242090 0 0 Thomas Properties Grp Inc. COM 88445310 380 65300 SH OTHER 1 65300 0 0 Thomas Properties Grp Inc. COM 88445310 44244 7601979 SH X 7601979 0 0 Tidewater Inc. COM 88642310 679 14000 SH X 14000 0 0 UniFirst Corp. COM 90470810 36662 548914 SH X 548914 0 0 USEC Inc. Note 3.00% 10/01/14 90333EAC 392 1000000 SH X 1000000 0 0 Vail Resorts Inc. COM 91879Q10 27115 470339 SH X 470339 0 0 Vantage Drilling Co. ORD SHS G9320511 2300 1250000 SH X 1250000 0 0 Vornado Realty Trust SH BEN INT 92904210 455 5611 SH OTHER 1 5611 0 0 Vornado Realty Trust SH BEN INT 92904210 53060 654652 SH X 654652 0 0 Westlake Chemical Corp. COM 96041310 12538 171609 SH X 171609 0 0 Westwood Holdings Group Inc. COM 96176510 19301 494781 SH X 494781 0 0 Weyerhaeuser Company COM 96216610 640 24498 SH OTHER 1 24498 0 0 Weyerhaeuser Company COM 96216610 153304 5864735 SH X 5855908 0 8827 White Mtns Insurance Grp COM G9618E10 9630 18760 SH OTHER 1 18760 0 0 White Mtns Insurance Grp COM G9618E10 91711 178656 SH X 178579 0 77 Yamana Gold Inc COM 98462Y10 695 36400 SH X 36400 0 0