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: June 30, 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 July 26, 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: 110
Form 13F Information Table Value Total: $1,416,206
(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
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<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 1643 200,678 SH SOLE 200,678 0 0
------------------------------------------------------------------------------------------------------------------------------------
ACE LTD. ORD. COM G0070K103 2437 87,035 SH SOLE 87,035 0 0
------------------------------------------------------------------------------------------------------------------------------------
ACT NETWORKS COM 000975102 3511 353,300 SH SOLE 353,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
AEGIS REALTY INC. COM 00760P104 520 52,300 SH SOLE 52,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
ALAMO GROUP, INC COM 011311107 12831 1,026,500 SH SOLE 1,026,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
ALCOA INC. COM 013817101 769 26,500 SH SOLE 26,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
ALEXANDER & BALDWIN, INC. COM 014482103 30424 1,379,000 SH SOLE 1,379,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
ALICO, INC. COM 016230104 2973 187,300 SH SOLE 187,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
AMBAC FINANCIAL GROUP COM 023139108 10963 200,000 SH SOLE 200,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
AMRESCO CAPITAL TRUST SH BEN INT 031919103 699 69,000 SH SOLE 69,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
ANALOGIC CORP. COM 032657207 8304 207,600 SH SOLE 207,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
ANTHRACITE CAPITAL INC. COM 037023108 538 75,500 SH SOLE 75,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
APPLIED MATERIALS, INC. COM 038222105 18125 200,000 SH SOLE 200,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
ARCH CAPITAL GROUP LTD. COM 03937L105 7787 521,300 SH SOLE 521,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
ASTORIA FINANCIAL CORP. COM 046265104 1365 53,000 SH SOLE 53,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
ATLANTA SOSNOFF CAP CORP COM 046499109 100 10,000 SH SOLE 10,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
AVATAR HOLDINGS INC. COM 053494100 4683 203,600 SH SOLE 203,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
AVX, CORP. COM 002444107 77515 3,379,400 SH SOLE 3,379,400 0 0
------------------------------------------------------------------------------------------------------------------------------------
BANKNORTH GROUP INC. COM 069646L100 1065 69,566 SH SOLE 69,566 0 0
------------------------------------------------------------------------------------------------------------------------------------
BEL FUSE CL A CL A 077347102 702 26,000 SH SOLE 26,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
BEL FUSE CL B CL B 077347300 4981 186,200 SH SOLE 186,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
C.P. CLARE CORPORATION COM 12615K107 10891 1,489,300 SH SOLE 1,489,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
CABOT INDUSTRIAL TRUST COM 127072106 2498 126,900 SH SOLE 126,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
CAPITAL SOUTHWEST COM 140501107 5999 98,345 SH SOLE 98,345 0 0
------------------------------------------------------------------------------------------------------------------------------------
CAPTEC NET LEASE REALTY COM 140724105 442 40,200 SH SOLE 40,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
CARVER BANCORP, INC. COM 146875109 2390 218,500 SH SOLE 218,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
CATTELUS DEVELOPMENT CORP. COM 149111106 9212 614,100 SH SOLE 614,100 0 0
------------------------------------------------------------------------------------------------------------------------------------
CENTEX CORP. COM 152312104 576 24,500 SH SOLE 24,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
CENTIGRAM COMMUNICATIONS CORP. COM 152317103 4218 165,000 SH SOLE 165,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
CENTURY ALUMINUM COM 156431108 424 39,000 SH SOLE 39,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
CNY FINANCIAL CORP. COM 126134107 734 39,500 SH SOLE 39,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
COMMERCIAL FEDERAL CORP. COM 201181106 958 61,543 SH SOLE 61,543 0 0
------------------------------------------------------------------------------------------------------------------------------------
COMMERCIAL ASSETS, INC. COM 201119104 749 149,700 SH SOLE 149,700 0 0
------------------------------------------------------------------------------------------------------------------------------------
CONS TOMAKA LAND CO. COM 210226106 738 60,900 SH SOLE 60,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
CUMMINS ENGINE CO., INC COM 231021106 3376 123,900 SH SOLE 123,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
DANIELSON HOLDING CORP. COM 236274106 3918 803,669 SH SOLE 803,669 0 0
------------------------------------------------------------------------------------------------------------------------------------
DATASCOPE CORP. COM 238113104 12323 342,300 SH SOLE 342,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
DELTIC TIMBER COM 247850100 5940 277,900 SH SOLE 277,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
D R HORTON INC. COM COM 23331A109 15494 1,142,400 SH SOLE 1,142,400 0 0
------------------------------------------------------------------------------------------------------------------------------------
ELECTROGLAS INC. COM 285324109 37741 1,755,400 SH SOLE 1,755,400 0 0
------------------------------------------------------------------------------------------------------------------------------------
EMERGING MKTS INFRA FD INC. COM 290921105 0 19,200 SH SOLE 19,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
ELECTRO SCI IND, INC. COM 285229100 49975 1,135,000 SH SOLE 1,135,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
ENHANCE FIN SERV CORP. COM 293310108 35533 2,471,850 SH SOLE 2,471,850 0 0
------------------------------------------------------------------------------------------------------------------------------------
EVANS & SUTHERLAND COMP COM 299096107 1339 210,000 SH SOLE 210,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
FBL FINANCIAL GROUP, INC. COM 30239F106 2819 179,000 SH SOLE 179,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
FINANCIAL SEC. ASSURANCE COM 31769P100 98979 1,304,500 SH SOLE 1,304,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
FIRST AMERICAN FINANCIAL COM 318522307 53603 3,745,200 SH SOLE 3,745,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
FOREST CITY ENTERPRISE CL B CL B 345550107 267 7,500 SH SOLE 7,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
FOREST CITY ENTERPRISE CL A CL A 345550305 21383 640,700 SH SOLE 640,700 0 0
------------------------------------------------------------------------------------------------------------------------------------
FSI INTERNATIONAL, INC. COM 302633102 60074 2,770,000 SH SOLE 2,770,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
GASONICS, INTL. CORP COM 381197136 3944 100,000 SH SOLE 100,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
GOLDEN STATE BANCORP,INC.-WTS WTS EXPO 367278108 374 53,480 SH SOLE 53,480 0 0
------------------------------------------------------------------------------------------------------------------------------------
GOLDEN STATE BANCORP, INC COM 381197102 3552 197,307 SH SOLE 197,307 0 0
------------------------------------------------------------------------------------------------------------------------------------
GOLDEN STATE - LITIG. WT COM 381197128 222 197,307 SH SOLE 197,307 0 0
------------------------------------------------------------------------------------------------------------------------------------
HOMEBASE, INC. COM 43738E108 666 426,100 SH SOLE 426,100 0 0
------------------------------------------------------------------------------------------------------------------------------------
HOMEFED CORP. COM 43739D208 327 487,671 SH SOLE 487,671 0 0
------------------------------------------------------------------------------------------------------------------------------------
HYPERCOM CORP. COM 44913M105 6095 424,000 SH SOLE 424,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
INVESTMENT TECHNOLOGY GROUP COM 46145ZF105 8832 223,600 SH SOLE 223,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
JEFFERIES GROUP COM 472319102 4514 223,600 SH SOLE 223,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
J&J SNACK FOODS CORP COM 466032109 5863 328,000 SH SOLE 328,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
JOHN NUVEEN CO. - CL A CL A 478035108 6848 163,300 SH SOLE 163,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
KLA-TENCOR CORP COM 482480100 5856 100,000 SH SOLE 100,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
KENDLE INTERNATIONAL COM 48880L107 8441 1,071,900 SH SOLE 1,071,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
KLEINERTS, INC. COM 498552108 1800 150,000 SH SOLE 150,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
KOGER EQUITY COM 500228101 24674 1,462,136 SH SOLE 1,462,136 0 0
------------------------------------------------------------------------------------------------------------------------------------
LNR PROPERTY CO COM 501940100 2127 109,100 SH SOLE 109,100 0 0
------------------------------------------------------------------------------------------------------------------------------------
LASALLE RE HOLDINGS COM G5383Q101 11000 775,317 SH SOLE 775,317 0 0
------------------------------------------------------------------------------------------------------------------------------------
LEGG MASON INC COM 524901105 44667 893,332 SH SOLE 893,332 0 0
------------------------------------------------------------------------------------------------------------------------------------
LENNAR CORP. COM 526057104 444 21,928 SH SOLE 21,928 0 0
------------------------------------------------------------------------------------------------------------------------------------
LEUCADIA NATIONAL CORP COM 527288104 1159 50,800 SH SOLE 50,800 0 0
------------------------------------------------------------------------------------------------------------------------------------
LIBERTY FINANCIAL CO, INC COM 530512102 28457 1,297,200 SH SOLE 1,297,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
LIBERTY HOMES CLASS A CL A 530582204 545 89,000 SH SOLE 89,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
LIBERTY HOMES CLASS B CL B 530582303 253 40,000 SH SOLE 40,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
MBIA INC COM 55262C100 61434 1,274,895 SH SOLE 1,274,895 0 0
------------------------------------------------------------------------------------------------------------------------------------
MESTEK INC. COM 590829107 2198 124,700 SH SOLE 124,700 0 0
------------------------------------------------------------------------------------------------------------------------------------
NCR CORPORATION COM 62886E108 685 17,600 SH SOLE 17,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
NABORS INDUSTRIES COM 629568106 22319 537,000 SH SOLE 537,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
PAREXEL INTERNATIONAL CORP COM 699462107 10909 1,140,800 SH SOLE 1,140,800 0 0
------------------------------------------------------------------------------------------------------------------------------------
PHARMACEUTICAL PRODUCT COM 717124101 10798 514,200 SH SOLE 514,200 0 0
------------------------------------------------------------------------------------------------------------------------------------
PHOTRONICS INC. COM 719405102 8513 300,000 SH SOLE 300,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
PLANAR SYSTEMS INC. COM 726900103 7158 553,300 SH SOLE 553,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
PRIME GROUP REALTY TRUST COM 74158J103 1189 78,300 SH SOLE 78,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
PRIME MEDICAL SERVICES, INC. COM 74156D108 4479 577,950 SH SOLE 577,950 0 0
------------------------------------------------------------------------------------------------------------------------------------
PROTOCOL SYSTEMS COM 74371R106 17939 1,125,600 SH SOLE 1,125,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
PUBLIC STORAGE, INC. COM 74460D109 20 846 SH SOLE 846 0 0
------------------------------------------------------------------------------------------------------------------------------------
RAYMOND JAMES FINANCIAL COM 754730109 24441 1,086,250 SH SOLE 1,086,250 0 0
------------------------------------------------------------------------------------------------------------------------------------
SAWAKO CORP, SPONSERED ADR ADR 805444205 1231 293,900 SH SOLE 293,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
SECURITY CAPITAL GROUP B CL B 81413P204 434 25,500 SH SOLE 25,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
SILICON VALLEY GROUP, INC. COM 827066101 114173 4,412,500 SH SOLE 4,412,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
SIMIONE CENTRAL HOLDINGS COM 828654301 4 1,499 SH SOLE 1,499 0 0
------------------------------------------------------------------------------------------------------------------------------------
SKYLINE CORPORATION COM 830830105 3962 184,300 SH SOLE 184,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
SPEEDFAM INTERNATIONAL, INC. COM 847706108 3552 195,300 SH SOLE 195,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
ST. JOE CORP COM 790148100 8559 285,300 SH SOLE 285,300 0 0
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STANDEX INTERNATIONAL CORP COM 854231107 3770 237,500 SH SOLE 237,500 0 0
------------------------------------------------------------------------------------------------------------------------------------
STEWART INFORMATION SERVICES COM 860372101 30082 2,056,900 SH SOLE 2,056,900 0 0
------------------------------------------------------------------------------------------------------------------------------------
ST. JUDE MEDICAL INC. COM 790849103 4163 90,750 SH SOLE 90,750 0 0
------------------------------------------------------------------------------------------------------------------------------------
3 COM CORP COM 885535104 5763 100,000 SH SOLE 100,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
TEJON RANCH CO. COM 879080109 73227 3,245,508 SH SOLE 3,245,508 0 0
------------------------------------------------------------------------------------------------------------------------------------
TECUMSEH PRODUCTS CO-CL A CL A 878895200 7431 194,600 SH SOLE 194,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
TECUMSEH PRODUCTS CO-CL B CL B 878835101 26665 647,400 SH SOLE 647,400 0 0
------------------------------------------------------------------------------------------------------------------------------------
TOMPKINS CNTY TRUSTCO INC. COM 890110109 1017 41,100 SH SOLE 41,100 0 0
------------------------------------------------------------------------------------------------------------------------------------
TOKIO MARINE & FIRE INS. ADR 889090403 91428 1,536,600 SH SOLE 1,536,600 0 0
------------------------------------------------------------------------------------------------------------------------------------
UNITED INVESTORS REALTY TRUST COM 910741107 784 132,700 SH SOLE 132,700 0 0
------------------------------------------------------------------------------------------------------------------------------------
VALUE CITY DEPT STORES, INC. COM 920387107 4396 462,700 SH SOLE 462,700 0 0
------------------------------------------------------------------------------------------------------------------------------------
VALUEVISION INTERNATIONAL COM 92047K107 2880 120,000 SH SOLE 120,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
VEECO INSTRUMENTS, INC. COM 922417100 36625 500,000 SH SOLE 500,000 0 0
------------------------------------------------------------------------------------------------------------------------------------
WEIS MARKETS INC. COM 948849104 3573 109,100 SH SOLE 109,100 0 0
------------------------------------------------------------------------------------------------------------------------------------
WELLSFORD REAL PROPERTIES COM 950240101 1612 106,550 SH SOLE 106,550 0 0
------------------------------------------------------------------------------------------------------------------------------------
WHITE MOUNTAINS INSURANCE GRP COM 964126106 9328 58,300 SH SOLE 58,300 0 0
------------------------------------------------------------------------------------------------------------------------------------
WORONOCO BANCORP COM 981630106 4280 402,800 SH SOLE 402,800 0 0
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