13F-HR 1 eqsf13f3-31.txt FORM 13F FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F-HR Form 13F-HR COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2001 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: EQSF Advisers, Inc. Address: 767 Third Avenue New York, NY 10017 Form 13F File Number: 801-27792 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the 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: Martin J. Whitman Title: Chairman Phone: 212-888-6865 Signature, Place, and Date of Signing: Martin J. Whitman New York, New York April 18, 2001 Report Type (Check one only): [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: 113 Form 13F Information Table Value Total: $1,850,846 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file nember(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE FORM 13F INFORMATION TABLE PAGE 1

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------ -------------- -------- -------- ------------------- ---------- -------- -------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------ -------------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ---- ~~Acmat Corp.~~- ~~Class A COM 004616207 1,430 200,678 SH SOLE 200,678 0 0~~ ------------------------------------------------------------------------------------------------------------------------------------ ~~Ace~~3 ~~Ltd.~~COM ~~Ord.~~CORP COM ~~G0070K103~~885535104 ~~3,694~~572 87100,~~035~~000 SH SOLE 87100,~~035~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Aegis~~ACE ~~Realty~~LTD. ~~Inc~~ORD. COM ~~00760P104~~G0070K103 ~~857~~3,199 8487,~~600~~035 SH SOLE 8487,~~600~~035 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Alamo~~ACMAT ~~Group, Inc~~CORP.- ~~COM~~CLASS ~~011311107~~A ~~18,264~~COM 004616207 1,~~398,~~894 200,678 SH SOLE ~~1,398,~~200,678 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Alcoa~~AEGIS ~~Inc~~REALTY INC. COM ~~013817101~~00760P104 ~~888~~904 2684,~~500~~600 SH SOLE 2684,~~500~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Alexander~~ADVANCED &POWER ~~Baldwin,~~TECHNOLOGY ~~Inc.~~ COM ~~014482103~~00761E108 362,~~199~~503 1225,~~379,~~000 SH SOLE 1225,~~379,~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Alico~~ALAMO GROUP, ~~Inc~~INC. COM ~~016230104~~011311107 523,~~829~~777 ~~353~~1,~~300~~662,700 SH SOLE ~~353~~1,~~300~~662,700 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Ambac~~ALCOA ~~Financial~~INC. ~~Group~~ COM ~~023139108~~013817101 ~~17,494~~953 ~~300~~26,~~000~~500 SH SOLE ~~300~~26,~~000~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~American~~ALEXANDER ~~Land~~& ~~Lease~~BALDWIN, ~~Inc~~INC. COM ~~027118108~~014482103 ~~797~~29,476 801,~~698~~379,000 SH SOLE 801,~~698~~379,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~American~~ALICO, ~~Power~~INC. ~~Conversion~~ COM ~~029066107~~016230104 226,~~643~~006 1353,~~829,700~~300 SH SOLE 1353,~~829,700~~300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Amresco~~AMBAC ~~Capital~~FINANCIAL ~~Trust~~GROUP COM ~~031919103~~023139108 ~~211~~19,029 21300,~~500~~000 SH SOLE 21300,~~500~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Analogic~~AMERICAN ~~Corp~~LAND LEASE INC. COM ~~032657207~~027118108 131,~~280~~397 ~~298~~109,~~000~~598 SH SOLE ~~298~~109,~~000~~598 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Anthracite~~AMERICAN ~~Capital~~POWER ~~Inc.~~CONVERSION COM ~~037023108~~029066107 ~~585~~32,809 752,~~500~~545,200 SH SOLE 752,~~500~~545,200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Applied~~ANALOGIC ~~Materials, Inc~~CORP. COM ~~038222105~~032657207 713,~~638~~391 ~~200~~298,000 SH SOLE ~~200~~298,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Arch~~ANTHRACITE ~~Capital~~CAPITAL ~~Group Ltd~~INC. COM ~~G0450A105~~037023108 ~~11,796~~729 ~~786~~75,~~400~~500 SH SOLE ~~786~~75,~~400~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Astoria~~APPLIED ~~Financial~~MATERIALS, ~~Corp~~INC. COM ~~046265104~~038222105 28,~~879~~700 53200,000 SH SOLE 53200,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Atlanta~~ARCH ~~Sosnoff~~CAPITAL ~~Cap~~GROUP ~~Corp~~ COM ~~046499109~~G0450A105 ~~110~~15,429 10971,~~000~~900 SH SOLE 10971,~~000~~900 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Avatar~~ASTORIA ~~Holdings~~FINANCIAL ~~Inc~~CORP. COM ~~053494100~~046265104 42,~~576~~832 ~~216~~53,~~600~~000 SH SOLE ~~216~~53,~~600~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~AVX,~~ATLANTA ~~Corp.~~SOSNOFF CAP CORP COM ~~002444107~~046499109 ~~99,960~~102 610,~~104,400~~000 SH SOLE 610,~~104,400~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Banknorth~~AVATAR ~~Group~~HOLDINGS ~~Inc~~INC. COM ~~06646R107~~053494100 15,~~387~~590 69254,~~566~~100 SH SOLE 69254,~~566~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Bel~~AVX, ~~Fuse~~CORP. ~~Cl A~~ COM ~~077347201~~002444107 27119,558 ~~800~~6,926,900 SH SOLE ~~800~~6,926,900 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Bel~~BANKATLANTIC ~~Fuse~~BANKCORP, CLINC. B COM ~~077347300~~065908501 65,~~178~~344 ~~181~~835,~~700~~000 SH SOLE ~~181~~835,~~700~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Brooks~~BANKNORTH ~~Automation~~GROUP INC. COM ~~11434A100~~06646R107 51,~~534~~383 ~~197~~69,~~200~~566 SH SOLE ~~197~~69,~~200~~566 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Burnham~~BEL ~~Pacific~~FUSE ~~Property~~CL ~~COM~~B ~~12232C108~~CL 1B 077347300 4,~~268~~952 ~~274~~212,~~200~~400 SH SOLE ~~274~~212,~~200~~400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~C.P.~~BROOKS ~~Clare~~AUTOMATION ~~Corporation~~ COM ~~12615K107~~11434A100 58,~~585~~117 1204,~~489,300~~200 SH SOLE 1204,~~489,300~~200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Cabot~~BURNHAM ~~Industrial~~PACIFIC ~~Trust~~PPTY. INC. COM ~~127072106~~12232C108 23,~~435~~254 ~~126~~679,~~900~~400 SH SOLE ~~126~~679,~~900~~400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Capital~~CABOT ~~Southwest~~INDUSTRIAL TRUST COM ~~140501107~~127055101 62,~~840~~462 ~~129~~126,~~970~~900 SH SOLE ~~129~~126,~~970~~900 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Captec~~CAPITAL ~~Net~~SOUTHWEST ~~Lease Realty~~ COM ~~140724105~~140501107 ~~896~~9,042 80139,~~100~~111 SH SOLE 80139,~~100~~111 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Carver~~CAPTEC ~~Bancorp,~~NET ~~Inc.~~LEASE REALTY COM ~~146875109~~140724105 21,~~130~~001 ~~218~~80,~~500~~100 SH SOLE ~~218~~80,~~500~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Cattelus~~CARECENTRIC ~~Development Corp~~INC. COM ~~149111106~~14166Y106 ~~10,747~~4 ~~614~~1,~~100~~499 SH SOLE ~~614~~1,~~100~~499 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Centex~~CARVER ~~Corp~~BANCORP, INC. COM ~~152312104~~146875109 ~~920~~1,939 24218,500 SH SOLE 24218,500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Century~~CATTELUS ~~Aluminum~~DEVELOPMENT CORP. COM ~~156431108~~149111106 212,~~240~~586 ~~196~~799,~~900~~100 SH SOLE ~~196~~799,~~900~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~CIT~~CENTURY ~~Group~~ALUMINUM COM ~~125577106~~156431108 113,~~914~~206 ~~592~~200,~~000~~400 SH SOLE ~~592~~200,~~000~~400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Clarent~~CIT ~~Corp~~GROUP HOLDINGS INC. COM ~~180461105~~125577106 ~~101~~18,541 8642,~~941~~000 SH SOLE 8642,~~941~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Commercial~~CLARE, ~~Federal Corp~~INC. COM ~~201647104~~18002R100 14,~~196~~933 611,~~543~~489,300 SH SOLE 611,~~543~~489,300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Cons~~CLARENT ~~Tomaka Land Co~~CORP. COM ~~210226106~~180461105 ~~723~~107 608,~~900~~941 SH SOLE 608,~~900~~941 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Credence~~COMMERCIAL ~~Systems~~FEDERAL ~~Corp~~CORP. COM ~~225302108~~201647104 31,~~462~~372 ~~150~~61,~~500~~543 SH SOLE ~~150~~61,~~500~~543 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~CSX~~CONS ~~Corp~~TOMAKA LAND CO COM ~~126408103~~210226106 ~~275~~2,537 10169,~~600~~100 SH SOLE 10169,~~600~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Cummins~~CREDENCE ~~Engine~~SYSTEMS ~~Co., Inc~~ COM ~~231021106~~225302108 82,~~783~~368 ~~231~~115,500 SH SOLE ~~231~~115,500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Danielson~~CSX ~~Holding Corp~~CORP. COM ~~236274106~~126408103 ~~3,667~~357 ~~803~~10,~~669~~600 SH SOLE ~~803~~10,~~669~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Datascope~~CUMMINS ~~Corp~~ENGINE CO., INC COM ~~238113104~~231021106 118,~~724~~878 ~~342~~236,~~300~~500 SH SOLE ~~342~~236,~~300~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Deltic~~CYBEROPTICS ~~Timber~~CORPORATION COM ~~247850100~~232517102 82,~~461~~076 ~~354~~197,~~400~~700 SH SOLE ~~354~~197,~~400~~700 0 0 ------------------------------------------------------------------------------------------------------------------------------------ D R ~~Horton~~HORTON ~~Inc~~INC. ~~Com~~COM COM 23331A109 321,~~295~~533 172,~~321,516~~483 SH SOLE 172,~~321,516~~483 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Electroglas~~DANIELSON ~~Inc~~HOLDING CORP. COM ~~285324109~~236274106 483,~~911~~697 3803,~~194,200~~669 SH SOLE 3803,~~194,200~~669 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Electro~~DATASCOPE ~~Sci Ind Inc~~CORP. COM ~~285229100~~238113104 4412,~~173~~387 1342,~~577,600~~300 SH SOLE 1342,~~577,600~~300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Enhance~~DELTIC ~~Fin~~TIMBER ~~Serv Corp~~ COM ~~293310108~~247850100 527,~~257~~177 3354,~~385,050~~400 SH SOLE 3354,~~385,050~~400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~ESG~~ELECTRO ~~Reinsurance/ESREF~~SCI IND, INC. COM ~~G31215109~~285229100 ~~222~~57,725 ~~118~~2,~~449~~057,000 SH SOLE ~~118~~2,~~449~~057,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~FBL~~ELECTROGLAS ~~Financial Group, Inc~~INC. COM ~~30239F106~~285324109 154,~~738~~602 ~~100~~3,~~000~~309,200 SH SOLE ~~100~~3,~~000~~309,200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~First~~ESG ~~American~~RE ~~Financial~~ COM ~~318522307~~G31215109 ~~106,420~~311 3118,~~237,100~~449 SH SOLE 3118,~~237,100~~449 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Florida~~FBL ~~East~~FINANCIAL ~~Coast~~GROUP, ~~Ind~~INC. COM ~~340632207~~30239F106 32,~~059~~792 89179,~~465~~000 SH SOLE 89179,~~465~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Forest~~FIRST ~~City~~AMERICAN ~~Ent.~~FINANCIAL ~~Cl B~~ COM ~~345550305~~318522307 ~~303~~84,165 73,~~500~~237,100 SH SOLE 73,~~500~~237,100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Forest~~FLORIDA ~~City~~EAST ~~Ent~~COAST IND. ~~Cl A~~ COM ~~345550107~~340632108 253,~~233~~202 ~~643~~104,~~700~~465 SH SOLE ~~643~~104,~~700~~465 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~FSI~~FOREST ~~International,~~CITY ~~Inc.~~ENTERPRISE ~~COM~~CL ~~302633102~~A 34CL A 345550107 53,~~712~~380 41,~~144~~177,~~700~~076 SH SOLE 41,~~144~~177,~~700~~076 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Gasonics,~~FOREST ~~Intl.~~CITY ~~Corp~~ENTERPRISE ~~COM~~CL ~~367278108~~B ~~10,529~~CL ~~573~~B 345550305 337 7,~~000~~500 SH SOLE ~~573~~7,~~000~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Golden~~FSI ~~State Bancorp~~INTERNATIONAL, ~~Inc~~INC. COM ~~381197102~~302633102 734,~~884~~545 ~~250~~4,~~787~~187,300 SH SOLE ~~250~~4,~~787~~187,300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Golden~~GOLDEN ~~State~~STATE - ~~Litig~~LITIG. WtWT ~~COM~~WTS 381197136 ~~298~~329 250,787 SH SOLE 250,787 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Homefed~~GOLDEN ~~Corp.~~STATE BANCORP, INC COM ~~43739D208~~381197102 ~~415~~6,992 ~~487~~250,~~671~~787 SH SOLE ~~487~~250,~~671~~787 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Hypercom~~GOLF ~~Corp~~TRUST OF AMERICA, INC. COM ~~44913M105~~38168B103 ~~854~~210 ~~273~~23,~~300~~900 SH SOLE ~~273~~23,~~300~~900 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Innovative~~HERLEY ~~Clinical~~INDUSTRIES, ~~Sol~~INC. COM ~~45767E305~~427398102 24,~~877~~652 5325,~~416,740~~000 SH SOLE 5325,~~416,740~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Investment~~HOMEFED ~~Technology~~CORP ~~Grp~~ COM ~~46145F105~~43739D208 ~~9,335~~421 ~~223~~487,~~600~~671 SH SOLE ~~223~~487,~~600~~671 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Jefferies~~INVESTMENT ~~Group~~TECHNOLOGY GROUP. COM ~~472319102~~46145F105 611,~~988~~448 223,600 SH SOLE 223,600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ J&J ~~Snack~~SNACK ~~Foods~~FOODS ~~Corp~~CORP. COM 466032109 8,322 495,000 SH SOLE 495,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~John~~JEFFERIES ~~Nuveen~~GROUP ~~Co. - Cl A~~ COM ~~478035108~~472319102 96,~~390~~451 ~~163~~223,~~300~~600 SH SOLE ~~163~~223,~~300~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Kla-tencor~~JOHN ~~Corp~~NUVEEN CO. ~~COM~~- ~~482480100~~CL 3A CL A 478035108 8,~~369~~818 ~~100~~163,~~000~~300 SH SOLE ~~100~~163,~~000~~300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Kemet~~KEMET ~~Corp~~CORPORATION COM 488360108 3385,~~789~~113 25,~~234~~024,~~000~~400 SH SOLE 25,~~234~~024,~~000~~400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Kendle~~KENDLE ~~International~~INTERNATIONAL COM 48880L107 1014,~~963~~040 1,~~103~~117,~~200~~600 SH SOLE 1,~~103~~117,~~200~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Koger~~KLA-TENCOR ~~Equity~~CORP. COM ~~500228101~~482480100 233,~~540~~938 1100,~~512,636~~000 SH SOLE 1100,~~512,636~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~LNR~~KOGER ~~Property~~EQUITY ~~Co.~~ COM ~~501940100~~500228101 229,~~620~~654 ~~119~~2,~~100~~118,136 SH SOLE ~~119~~2,~~100~~118,136 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Legg~~LEGG ~~Mason~~MASON ~~Inc~~INC. COM 524901105 4837,~~687~~609 893,332 SH SOLE 893,332 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Leucadia~~LEUCADIA ~~National~~NATIONAL ~~Corp~~CORP. COM 527288104 1,~~800~~795 5055,800 SH SOLE 5055,800 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Liberty~~LIBERTY ~~Financial~~FINANCIAL CoCO, ~~Inc~~INC. COM 530512102 5956,~~313~~372 1,~~331~~355,~~000~~100 SH SOLE 1,~~331~~355,~~000~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Liberty~~LIBERTY ~~Homes~~HOMES ~~Class~~CLASS A ~~COM~~CL A 530582204 ~~417~~451 89,000 SH SOLE 89,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Liberty~~LIBERTY ~~Homes~~HOMES ~~Class~~CLASS B ~~COM~~CL B 530582303 203 40,000 SH SOLE 40,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Lindsay~~LINDSAY ~~Manufacturing~~MANUFACTURING CoCO. COM 535555106 57,~~907~~966 ~~261~~430,~~073~~600 SH SOLE ~~261~~430,~~073~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~MBIA~~LNR ~~Inc~~PROPERTY CO. COM ~~55262C100~~501940900 904,~~801~~510 1159,~~224,973~~100 SH SOLE 1159,~~224,973~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Mestek~~MBIA ~~Inc~~INC. COM ~~590829107~~55262C100 598,~~582~~435 ~~334~~1,~~500~~220,073 SH SOLE ~~334~~1,~~500~~220,073 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~NCR~~MESTEK ~~Corporation~~INC. COM ~~62886E108~~590829107 ~~865~~7,130 17360,~~600~~100 SH SOLE 17360,~~600~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Nabors~~NABORS ~~Industries~~INDUSTRIES COM 629568106 3127,~~764~~838 537,000 SH SOLE 537,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Paccar,~~NCR ~~Inc.~~CORPORATION COM ~~693718108~~62886E108 687 17,~~508~~600 ~~355,500~~ SH SOLE ~~355~~17,~~500~~600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Parexel~~NOVELLUS ~~International~~SYSTEM ~~Corp~~ COM ~~699462107~~670008101 1510,~~713~~464 1257,~~453,200~~960 SH SOLE 1257,~~453,200~~960 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Pharmaceutical~~PACCAR, ~~Product~~INC. COM ~~717124101~~693718108 2517,~~549~~051 ~~514~~380,~~200~~500 SH SOLE ~~514~~380,~~200~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Photronics~~PAREXEL ~~Inc.~~INTERNATIONAL CORP COM ~~719405102~~699462107 718,~~031~~937 ~~300~~1,~~000~~522,600 SH SOLE ~~300~~1,~~000~~522,600 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Planar~~PHARMACEUTICAL ~~Systems~~PRODUCT ~~Inc.~~ COM ~~726900103~~717124101 921,~~191~~661 ~~369~~514,~~500~~200 SH SOLE ~~369~~514,~~500~~200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Prime~~PHOTRONICS ~~Group~~INC. ~~Realty Trust~~ COM ~~74158J103~~719405102 27,~~092~~406 ~~145~~300,~~500~~000 SH SOLE ~~145~~300,~~500~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Prime~~PLANAR ~~Medical~~SYSTEMS ~~Services Inc~~INC. COM ~~74156D108~~726900103 24,~~890~~491 ~~577~~352,~~950~~200 SH SOLE ~~577~~352,~~950~~200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Public~~PRIME ~~Storage,~~GROUP ~~Inc.~~REALTY TRUST COM ~~74460D109~~74158J103 213,595 ~~846~~257,500 SH SOLE ~~846~~257,500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Raymond~~PRIME ~~James~~MEDICAL ~~Financial~~SERVICES, INC. COM ~~754730109~~74156D108 373,~~883~~323 1577,~~086,250~~950 SH SOLE 1577,~~086,250~~950 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Security~~PUBLIC ~~Capital~~STORAGE, ~~Group~~INC. B COM ~~81413P204~~74460D109 ~~512~~22 ~~25,500~~846 SH SOLE ~~25,500~~846 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Silicon~~RADIAN ~~Valley~~GROUP ~~Group, Inc~~INC. COM ~~827066101~~750236101 ~~125~~53,~~508~~931 4796,~~365,500~~027 SH SOLE 4796,~~365,500~~027 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Simone~~RAYMOND ~~Central~~JAMES ~~Holdings~~FINANCIAL COM ~~828654301~~754730109 530,198 1,~~499~~086,250 SH SOLE 1,~~499~~086,250 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Skyline~~SECURITY ~~Corporation~~CAPITAL ~~COM~~GROUP ~~830830105~~B CL B 81413P204 3,~~490~~745 ~~184~~180,~~300~~500 SH SOLE ~~184~~180,~~300~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Speedfam~~SILICON ~~International~~VALLEY ~~Inc~~GROUP, INC. COM ~~847705100~~827066101 1100,~~184~~526 ~~195~~3,~~300~~655,500 SH SOLE ~~195~~3,~~300~~655,500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~St.~~SKYLINE ~~Joe~~CORPORATION ~~Corp~~ COM ~~790148100~~830830105 83,~~417~~975 ~~382~~184,~~600~~300 SH SOLE ~~382~~184,~~600~~300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Standex~~SPEEDFAM ~~International~~INTERNATIONAL, ~~Corp~~INC. COM ~~854231107~~847705100 91,~~910~~263 ~~480~~195,~~500~~300 SH SOLE ~~480~~195,~~500~~300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Stewart~~ST. ~~Information~~JOE ~~Svcs.~~CORP COM ~~860372101~~790148100 4611,~~858~~770 2516,~~111,900~~000 SH SOLE 2516,~~111,900~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ StST. ~~Jude~~JUDE ~~Medical~~MEDICAL ~~Inc~~INC. COM 790849103 54,~~575~~887 90,750 SH SOLE 90,750 0 0 ------------------------------------------------------------------------------------------------------------------------------------ 3STANDEX ~~Com~~INTERNATIONAL ~~Corp~~CORP COM ~~885535104~~854231107 ~~850~~11,027 ~~100~~480,~~000~~500 SH SOLE ~~100~~480,~~000~~500 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tejon~~STEWART ~~Ranch~~INFORMATION ~~Co.~~SERVICES COM ~~879080109~~860372101 6335,~~965~~480 32,~~324~~111,~~608~~900 SH SOLE 32,~~324~~111,~~608~~900 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tejon~~TECUMSEH ~~Ranch~~PRODUCTS ~~Co.~~CO-CL ~~Rights~~A ~~RIGHTS~~CL ~~879080117~~A ~~103~~878895200 36,~~289~~192 128,~~609~~000 SH SOLE 3128,~~289,609~~000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tecumseh~~TECUMSEH ~~Products~~PRODUCTS CoCO-ClCL AB ~~COM~~CL ~~878895200~~B 17878895101 19,~~115~~709 ~~408~~439,~~100~~800 SH SOLE ~~408~~439,~~100~~800 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tecumseh~~TEJON ~~Products~~RANCH ~~Co-Cl~~CO. B COM ~~878895101~~879080109 2295,~~080~~350 ~~573~~3,~~500~~860,335 SH SOLE ~~573~~3,~~500~~860,335 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tompkins~~TOKIO ~~Cnty~~MARINE ~~Trustco~~& ~~Inc~~FIRE INS. ~~COM~~ADR ~~890110109~~889090403 181,~~151~~676 411,~~100~~625,400 SH SOLE 411,~~100~~625,400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Tokio~~TOMPKINS ~~Marine~~CNTY &TRUSTCO ~~Fire Ins~~INC. ~~ADR~~COM ~~889090403~~890110109 881,~~897~~288 141,~~559,600~~100 SH SOLE 141,~~559,600~~100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Trenwick~~TRENTWICK ~~Group~~GROUP ~~Inc~~LTD. COM G9032C109 1411,~~992~~921 604,217 SH SOLE 604,217 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Trinity~~TRINITY ~~Industries~~INDUSTRIES COM 896522109 29,~~858~~558 1,~~194~~515,~~300~~800 SH SOLE 1,~~194~~515,~~300~~800 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~United~~UNITED ~~Investors~~INVESTORS ~~Rlty~~REALTY ~~Trst~~TRUST COM 910741107 ~~458~~586 107,700 SH SOLE 107,700 0 0 ------------------------------------------------------------------------------------------------------------------------------------ USG ~~Corporation~~CORPORATION COM 903293405 3926,~~245~~651 1,744,200 SH SOLE 1,744,200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Value~~VALUEVISION ~~City~~INTERNATIONAL ~~Dpt Stores Inc.~~ COM 920387107 6,816 1,298,200 SH SOLE 1,298,200 0 0 ------------------------------------------------------------------------------------------------------------------------------------ Valuevision International COM 92047K107 1,~~515~~673 120,000 SH SOLE 120,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Veeco~~VEECO ~~Instruments~~INSTRUMENTS, ~~Inc~~INC. COM 922417100 20,~~063~~781 500,000 SH SOLE 500,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Vishay~~VISHAY ~~Intertechnology~~INTERTECNOLOGY, INC. COM 928298108 1056,~~588~~616 ~~700~~2,845,000 SH SOLE ~~700~~2,845,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Weis~~WEIS ~~Markets~~MARKETS ~~Inc~~INC. COM 948849104 43,~~180~~813 109,100 SH SOLE 109,100 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Wellsford~~WELLSFORD ~~Real~~REAL ~~Properties~~PROPERTIES COM 950240200 23,~~266~~338 ~~143~~204,~~850~~150 SH SOLE ~~143~~204,~~850~~150 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~White~~WHITE ~~Mountains~~MOUNTAINS ~~Ins~~INS ~~Group~~GROUP COM G9618E107 1819,~~598~~152 58,300 SH SOLE 58,300 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ~~Woronoco~~WORONOCO ~~Bancorp~~BANCORP COM 981630106 56,~~236~~243 402,800 SH SOLE 402,800 0 0 ------------------------------------------------------------------------------------------------------------------------------------

Filing Compare · EQSF ADVISERS INC ET AL