FORM 13F
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F-HR/A
Form 13F-HR/A COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2000
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 May 15, 2000
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).)
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 106
Form 13F Information Table Value Total: $1,424,339
(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
<PAGE>
FORM 13F INFORMATION TABLE
PAGE 1
<TABLE>
<CAPTION>
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
- ------------------ -------------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C>
- ------------------------------------------------------------------------------------------------------------------------------------
Acmat Corp.- Class A COM 004616207 1731 200,678 SH SOLE 200,678 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Ace Ltd. Ord. COM G0070K103 1991 87,035 SH SOLE 87,035 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Act Networks COM 000975102 3398 335,600 SH SOLE 335,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Aegis Realty Inc. COM 00760P104 448 52,300 SH SOLE 52,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Alamo Group, Inc. COM 011311107 10595 911,400 SH SOLE 911,400 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Alexander & Baldwin, Inc. COM 014482103 28442 1,379,000 SH SOLE 1,379,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Alico, Inc. COM 016230104 3044 187,300 SH SOLE 187,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Ambac Financial Group COM 023139108 10075 200,000 SH SOLE 200,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Amresco Capital Trust SH BEN INT 031919103 703 69,000 SH SOLE 69,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Analogic Corp. COM 032657207 7434 201,600 SH SOLE 201,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Anthracite Capital Inc. COM 037023108 538 75,500 SH SOLE 75,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Applied Materials, Inc. COM 038222105 18850 200,000 SH SOLE 200,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Astoria Financial Corp. COM 046265104 1504 53,000 SH SOLE 53,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Avatar Holdings Inc. COM 053494100 3864 193,200 SH SOLE 193,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
AVX, Corp. COM 002444107 128100 1,689,700 SH SOLE 1,689,700 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Bel Fuse Cl A Cl A 077347102 527 26,000 SH SOLE 26,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Bel Fuse CL B Cl B 077347300 3553 169,200 SH SOLE 169,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
C.P. Clare Corporation COM 12615K107 12659 1,489,300 SH SOLE 1,489,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Cabot Industrial Trust COM 127072106 2364 126,900 SH SOLE 126,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Capital Southwest COM 140501107 5291 96,645 SH SOLE 96,645 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Carver Bancorp, Inc. COM 146875109 1912 218,500 SH SOLE 218,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Cattelus Development Corp COM 149111106 7849 565,700 SH SOLE 565,700 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Centex Corp. COM 152312104 500 21,000 SH SOLE 21,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Centigram Comm. Corp. COM 152317103 3597 189,300 SH SOLE 189,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Century Aluminum COM 156431108 366 26,600 SH SOLE 26,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Cny Financial Corp. COM 12613U107 713 39,500 SH SOLE 39,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Commercial Federal Corp. COM 201181106 1023 61,543 SH SOLE 61,543 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Commercial Assets, Inc. COM 201119104 525 107,600 SH SOLE 107,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Cons Tomaka Land Co COM 210226106 734 52,900 SH SOLE 52,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Cummins Engine Co., Inc COM 231021106 4654 123,900 SH SOLE 123,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Danielson Holding Corp. COM 236274106 5123 803,669 SH SOLE 803,669 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Datascope Corp. COM 238113104 10868 342,300 SH SOLE 342,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Deltic Timber COM 247850100 6358 268,400 SH SOLE 268,400 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
D R Horton Inc. Com COM 23331A109 9873 755,800 SH SOLE 755,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Electroglas Inc. COM 285324109 53320 1,556,800 SH SOLE 1,556,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Electro Sci Ind, Inc. COM 285229100 65830 1,135,000 SH SOLE 1,135,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Enhance Fin Serv Corp. COM 293310108 30945 2,190,800 SH SOLE 2,190,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Evans & Sutherland Comp COM 299096107 4355 387,100 SH SOLE 387,100 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
FBL Financial Group, Inc. COM 30239F106 2685 179,000 SH SOLE 179,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Financial Sec. Assurance COM 31769P100 95799 1,304,500 SH SOLE 1,304,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
First American Financial COM 318522307 53190 3,749,100 SH SOLE 3,749,100 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Forest City Enterprise Cl B CL B 345550107 255 7,500 SH SOLE 7,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Forest City Enterprise Cl A CL A 345550305 17983 612,200 SH SOLE 612,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
FSI International, Inc. COM 302633102 56426 2,752,500 SH SOLE 2,752,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Gasonics, Intl. Corp COM 381197136 3966 100,000 SH SOLE 100,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Golden State Bancorp,Inc. WTS EXP O 367278108 264 53,480 SH SOLE 53,480 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Golden State Bancorp, Inc COM 381197102 2947 197,307 SH SOLE 197,307 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Golden State - Litig. Wt COM 381197128 265 197,307 SH SOLE 197,307 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Homebase, Inc. COM 43738E108 852 426,100 SH SOLE 426,100 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Homefed Corp. COM 43739D208 312 487,671 SH SOLE 487,671 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Hypercom Corp. COM 44913M105 7261 424,000 SH SOLE 424,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Investment Technology Group. COM 46145ZF105 7882 223,600 SH SOLE 223,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Jefferies Group COM 472319102 5115 223,600 SH SOLE 223,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
J&J Snack Foods Corp COM 466032109 6519 328,000 SH SOLE 328,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
John Nuveen Co. - Cl A CL A 478035108 6246 163,300 SH SOLE 163,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Kla-tencor Corp. COM 482480100 8425 100,000 SH SOLE 100,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Kendle International COM 48880L107 4724 434,400 SH SOLE 434,400 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Kleinerts, Inc. COM 498552108 1800 150,000 SH SOLE 150,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Koger Equity COM 500228101 25222 1,462,130 SH SOLE 1,462,136 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
LNR Property Co. COM 501940100 1840 96,500 SH SOLE 96,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Lasalle Re Holdings ORD G5383Q101 10023 728,917 SH SOLE 728,917 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Legg Mason Inc. COM 524901105 38637 893,332 SH SOLE 893,332 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Leucadia National Corp. COM 527288104 1207 50,800 SH SOLE 50,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Liberty Financial Co, Inc. COM 530512102 18376 927,500 SH SOLE 927,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Liberty Homes Class A CL A 530582204 645 89,000 SH SOLE 89,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Liberty Homes Class B CL B 530582303 300 40,000 SH SOLE 40,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
MBIA Inc. COM 55262C100 66374 1,274,890 SH SOLE 1,274,895 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Mestek Inc. COM 590829107 309 18,300 SH SOLE 18,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
NCR Corporation COM 62886E108 706 17,600 SH SOLE 17,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Nabors Industries COM 629568106 20842 537,000 SH SOLE 537,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Parexel International Corp COM 699462107 9336 989,200 SH SOLE 989,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Pharmaceutical Product COM 717124101 8709 514,200 SH SOLE 514,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
People's Heritage Fin COM 711147108 1043 69,566 SH SOLE 69,566 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Photronics Inc. COM 719405102 10594 300,000 SH SOLE 300,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Planar Systems Inc. COM 726900103 6501 553,300 SH SOLE 553,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Prime Group Realty Trust COM 74158J103 1085 75,800 SH SOLE 75,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Prime Medical Services, Inc. COM 74156D108 5129 577,950 SH SOLE 577,950 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Protocol Systems COM 74371R106 10975 1,125,600 SH SOLE 1,125,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Public Storage, Inc. COM 74460D109 18 846 SH SOLE 846 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Raymond James Financial COM 754730109 22540 1,086,250 SH SOLE 1,086,250 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Reynolds Metals Co. COM 761763101 836 12,500 SH SOLE 12,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Risk Capital Holdings, Inc. COM 767711104 8055 491,900 SH SOLE 491,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Sawako Corp, Sponsered ADR ADR 805444205 1561 293,900 SH SOLE 293,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Security Capital Group B CL B 81413P204 368 25,500 SH SOLE 25,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Silicon Valley Group, Inc. COM 827066101 115981 4,217,500 SH SOLE 4,217,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Simione Central Holdings COM 828654301 6 1,500 SH SOLE 1,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Skyline Corporation COM 830830105 3997 184,300 SH SOLE 184,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Speedfam International, Inc. COM 847706108 3882 195,300 SH SOLE 195,300 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
St. Joe Corp COM 790148100 7935 274,200 SH SOLE 274,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Stewart Information Services COM 860372101 31775 2,009,500 SH SOLE 2,009,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
St. Jude Medical Inc. COM 790849103 2342 90,750 SH SOLE 90,750 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
3 Com Corp COM 885535104 5563 100,000 SH SOLE 100,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Tejon Ranch Co. COM 879080109 73632 3,245,500 SH SOLE 3,245,508 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Tecumseh Products Co-Cl A CL A 878895200 5922 134,600 SH SOLE 134,600 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Tecumseh Products Co-Cl B CL B 878895101 22508 535,900 SH SOLE 535,900 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Tompkins Cnty Trustco Inc. COM 890110109 1033 41,100 SH SOLE 41,100 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Tokio Marine & Fire Ins. ADR 889090403 79957 1,524,800 SH SOLE 1,524,800 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
United Investors Realty Trust COM 910741107 664 132,700 SH SOLE 132,700 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Us Home Corp. COM 911920106 559 14,700 SH SOLE 14,700 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Value City Dept Stores, Inc. COM 920387107 3631 261,700 SH SOLE 261,700 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Valuevision International COM 92047K107 5172 125,000 SH SOLE 125,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Veeco Instruments, Inc. COM 922417100 37000 500,000 SH SOLE 500,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Weis Markets Inc. COM 948849104 3709 109,100 SH SOLE 109,100 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Wellsford Real Properties COM 950240101 1212 139,500 SH SOLE 139,500 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
White Mountains Ins. Group COM 964126106 6707 50,000 SH SOLE 50,000 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
Woronoco Bancorp COM 981630106 3351 348,200 SH SOLE 348,200 0 0
- ------------------------------------------------------------------------------------------------------------------------------------
</TABLE>
