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: September 29, 2000
Check here if Amendment: |X|; Amendment Number: 1
This Amendment (Check only one): |X| 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 November 13, 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: 109
Form 13F Information Table Value Total: $1,550,205
(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 1431 200,678 SH SOLE 200,678 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Ace Ltd. Ord. COM G0070K103 3416 87,035 SH SOLE 87,035 0 0
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Aegis Realty Inc. COM 281760108 812 80,200 SH SOLE 80,200 0 0
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Alamo Group, Inc. COM 011311107 14756 1,162,800 SH SOLE 1,162,800 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Alcoa Inc. COM 013817101 727 26,500 SH SOLE 26,500 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Alexander & Baldwin, Inc. COM 014482103 35854 1,379,000 SH SOLE 1,379,000 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Alico, Inc. COM 016230104 5787 353,300 SH SOLE 353,300 0 0
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Ambac Financial Group COM 023139108 14650 200,000 SH SOLE 200,000 0 0
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American Land Lease Inc. COM 027118108 918 80,698 SH SOLE 80,698 0 0
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Amresco Capital Trust SH BEN INT 031919103 396 36,800 SH SOLE 36,800 0 0
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Analogic Corp. COM 032657207 8003 208,200 SH SOLE 208,200 0 0
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Anthracite Capital Inc. COM 037023108 618 75,500 SH SOLE 75,500 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Applied Materials, Inc. COM 038222105 11862 200,000 SH SOLE 200,000 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Arch Capital Group Ltd. COM 03937L105 8959 568,800 SH SOLE 568,800 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Astoria Financial Corp. COM 046265104 2047 53,000 SH SOLE 53,000 0 0
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Atlanta Sosnoff Cap Corp COM 046499109 100 10,000 SH SOLE 10,000 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Avatar Holdings Inc. COM 053494100 4006 208,100 SH SOLE 208,100 0 0
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AVX, Corp. COM 002444107 101355 3,889,300 SH SOLE 3,889,300 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Banknorth Group Inc. COM 06646L100 1244 69,566 SH SOLE 69,566 0 0
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Bel Fuse Cl A CL A 077347201 1160 26,000 SH SOLE 26,000 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Bel Fuse CL B CL B 077347300 7169 186,200 SH SOLE 186,200 0 0
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C.P. Clare Corporation COM 12615K107 6419 1,489,300 SH SOLE 1,489,300 0 0
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Cabot Industrial Trust COM 127072106 2530 126,900 SH SOLE 126,900 0 0
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Capital Southwest COM 140501107 5954 99,645 SH SOLE 99,645 0 0
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Captec Net Lease Realty COM 140724105 457 40,200 SH SOLE 40,200 0 0
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Carver Bancorp, Inc. COM 146875109 1776 218,500 SH SOLE 218,500 0 0
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Cattelus Development Corp. COM 14911106 10747 614,100 SH SOLE 614,100 0 0
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Centex Corp. COM 152312104 787 24,500 SH SOLE 24,500 0 0
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Century Aluminum COM 156431108 1775 142,000 SH SOLE 142,000 0 0
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Clarent Corp. COM 180461105 352 8,941 SH SOLE 8,941 0 0
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Commercial Federal Corp. COM 201647104 1177 61,543 SH SOLE 61,543 0 0
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Cons Tomaka Land Co. COM 210226106 761 60,900 SH SOLE 60,900 0 0
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Cummins Engine Co., Inc COM 231021106 4159 138,900 SH SOLE 138,900 0 0
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Danielson Holding Corp. COM 236274106 3319 803,669 SH SOLE 803,669 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Datascope Corp. COM 238113104 11467 342,300 SH SOLE 342,300 0 0
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Deltic Timber COM 247850100 5919 349,400 SH SOLE 349,400 0 0
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D R Horton Inc. Com COM 23331A109 22717 1,321,516 SH SOLE 1,321,516 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Electroglas Inc. COM 285324109 44180 2,589,700 SH SOLE 2,589,700 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Electro Sci Ind, Inc. COM 285229100 39873 1,135,000 SH SOLE 1,135,000 0 0
-----------------------------------------------------------------------------------------------------------------------------------
Enhance Fin Serv Corp. COM 293310108 33044 2,541,850 SH SOLE 2,541,850 0 0
-----------------------------------------------------------------------------------------------------------------------------------
FBL Financial Group, Inc. COM 30239F106 2909 179,000 SH SOLE 179,000 0 0
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First American Financial COM 318522957 81501 3,903,300 SH SOLE 3,903,300 0 0
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Forest City Enterprise ClB CL B 345550305 276 7,500 SH SOLE 7,500 0 0
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Forest City Enterprise ClA CL A 345550107 23173 643,700 SH SOLE 643,700 0 0
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FSI International, Inc. COM 302633102 4416 3,099,200 SH SOLE 3,099,200 0 0
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Gasonics, Intl. Corp COM 367278108 2596 211,900 SH SOLE 211,900 0 0
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Golden State Bancorp, Inc COM 381197136 5926 250,787 SH SOLE 250,787 0 0
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Golden State - Litig. Wt WTS EXPO 381197102 306 250,787 SH SOLE 250,787 0 0
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Homebase, Inc. COM 43738E108 933 426,100 SH SOLE 426,100 0 0
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Homefed Corp. COM 43739D208 293 487,671 SH SOLE 487,671 0 0
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Hypercom Corp. COM 44913M105 4401 424,000 SH SOLE 424,000 0 0
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Innovative Clinical Sltns. COM 45767E107 23500 1,000,000 SH SOLE 1,000,000 0 0
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Investment Technology Grp. COM 46145F105 8931 223,600 SH SOLE 223,600 0 0
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Jefferies Group COM 472319102 6010 223,600 SH SOLE 223,600 0 0
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J&J Snack Foods Corp. COM 466032109 5564 430,000 SH SOLE 430,000 0 0
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John Nuveen Co. - Cl A CL A 478035108 7900 163,300 SH SOLE 163,300 0 0
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Kla-tencor Corp. COM 482480100 4119 100,000 SH SOLE 100,000 0 0
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Kendle International COM 48880L107 9201 1,103,200 SH SOLE 1,103,200 0 0
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Kleinerts, Inc. COM 498552108 1800 150,000 SH SOLE 150,000 0 0
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Koger Equity COM 500228101 24856 1,462,136 SH SOLE 1,462,136 0 0
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LNR Property Co. COM 501940100 2636 119,100 SH SOLE 119,100 0 0
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Legg Mason Inc. COM 524901105 51929 893,332 SH SOLE 893,332 0 0
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Lennar Corp. COM 526057104 651 21,928 SH SOLE 21,928 0 0
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Leucadia National Corp. COM 527288104 1359 50,800 SH SOLE 50,800 0 0
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Liberty Financial Co, Inc. COM 53051202 31279 1,331,000 SH SOLE 1,331,000 0 0
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Liberty Homes Class A CL A 530582204 531 89,000 SH SOLE 89,000 0 0
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Liberty Homes Class B CL B 530582303 242 40,000 SH SOLE 40,000 0 0
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Lindsay Manufacturing Co. COM 535555106 1161 62,300 SH SOLE 62,300 0 0
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MBIA Inc. COM 55262C100 90683 1,274,895 SH SOLE 1,274,895 0 0
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Mestek Inc. COM 58551A108 3905 238,400 SH SOLE 238,400 0 0
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NCR Corporation COM 62886E108 668 17,600 SH SOLE 17,600 0 0
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Nabors Industries COM 629568106 28139 537,000 SH SOLE 537,000 0 0
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Paccar, Inc. COM 693718108 12415 335,000 SH SOLE 335,000 0 0
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Palm Inc. COM 696642107 7852 148,320 SH SOLE 148,320 0 0
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Parexel International Corp COM 699462107 10172 1,196,700 SH SOLE 1,196,700 0 0
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Pharmaceutical Product COM 717124101 13657 514,200 SH SOLE 514,200 0 0
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Photronics Inc. COM 719405102 6543 300,000 SH SOLE 300,000 0 0
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Planar Systems Inc. COM 726900903 8495 456,000 SH SOLE 456,000 0 0
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Prime Group Realty Trust COM 74158J103 1391 88,300 SH SOLE 88,300 0 0
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Prime Medical Services COM 74156D108 4479 577,950 SH SOLE 577,950 0 0
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Public Storage, Inc. COM 74460D729 20 846 SH SOLE 846 0 0
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Repap Enterprises, Inc. COM 76026M309 15916 122,428,179 SH SOLE 122,428,179 0 0
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Raymond James Financial COM 754730109 35781 1,086,250 SH SOLE 1,086,250 0 0
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Sawako Corp ADR 805444205 441 293,900 SH SOLE 293,900 0 0
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Security Capital Group B CL B 81413P204 483 25,500 SH SOLE 25,500 0 0
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Silicon Valley Group, Inc. COM 827066101 130258 4,950,900 SH SOLE 4,950,900 0 0
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Simione Central Holdings COM 828654301 5 1,499 SH SOLE 1,499 0 0
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Skyline Corporation COM 830830105 3927 184,300 SH SOLE 184,300 0 0
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Speedfam International COM 847705100 2234 195,300 SH SOLE 195,300 0 0
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St. Joe Corp COM 790148100 10145 365,600 SH SOLE 365,600 0 0
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Standex International Corp COM 854231107 4808 249,000 SH SOLE 249,000 0 0
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Stewart Information Svs COM 860372101 32481 2,111,900 SH SOLE 2,111,900 0 0
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St. Jude Medical Inc. COM 790849103 4628 90,750 SH SOLE 90,750 0 0
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3 Com Corp COM 885535104 1919 100,000 SH SOLE 100,000 0 0
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Tejon Ranch Co. COM 879080109 83101 3,284,608 SH SOLE 3,284,608 0 0
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Tecumseh Products Co-Cl A CL A 878895200 17049 407,100 SH SOLE 407,100 0 0
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Tecumseh Products Co-Cl B CL B 878895101 26105 650,500 SH SOLE 650,500 0 0
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Tompkins Cnty Trustco Inc. COM 890110109 1192 41,100 SH SOLE 41,100 0 0
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Tokio Marine & Fire Ins. ADR 889090403 78276 1,559,600 SH SOLE 1,559,600 0 0
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Trinity Industries COM 896522109 26345 1,126,800 SH SOLE 1,126,800 0 0
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United Investors Realty COM 910741107 606 107,700 SH SOLE 107,700 0 0
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USG Corporation COM 903293405 21737 867,400 SH SOLE 867,400 0 0
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Value City Dept Stores COM 920387107 9699 1,175,600 SH SOLE 1,175,600 0 0
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Valuevision International COM 92047K107 3016 120,000 SH SOLE 120,000 0 0
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Veeco Instruments, Inc. COM 922417100 53135 500,000 SH SOLE 500,000 0 0
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Weis Markets Inc. COM 948849104 4330 109,100 SH SOLE 109,100 0 0
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Wellsford Real Properties COM 905240101 2316 117,250 SH SOLE 117,250 0 0
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White Mountains Insurance COM 964126106 15909 58,300 SH SOLE 58,300 0 0
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Woronoco Bancorp COM 981630106 5112 402,800 SH SOLE 402,800 0 0
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</TABLE>
