Looks like the value funds have moved into SVGI.
Does anyone know anything of:
EQSF Advisers, Inc.
(EIN 13-3354359);
M.J. Whitman Advisers, Inc.
(EIN 13-3686379); or
Third Avenue Value Fund
Collectively, they now have 13.11% of SVGI.
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1 NAME OF REPORTING PERSONS
S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
EQSF Advisers, Inc.
(EIN 13-3354359)
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
New York Corporation
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5 SOLE VOTING POWER
4,273,100
NUMBER OF
-------------------------------------------------
-------------------------------------------------
EACH 7 SOLE DISPOSITIVE POWER
REPORTING
PERSON 4,273,100
-------------------------------------------------
-------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
None
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9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,273,100
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PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
11
13.11%
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1 NAME OF REPORTING PERSONS
S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
M.J. Whitman Advisers, Inc.
(EIN 13-3686379)
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5 SOLE VOTING POWER
632,284
NUMBER OF
-------------------------------------------------
-------------------------------------------------
SHARES 6 SHARED VOTING POWER
BENEFICIALLY
OWNED BY None
-------------------------------------------------
-------------------------------------------------
EACH 7 SOLE DISPOSITIVE POWER
REPORTING
PERSON 632,284
-------------------------------------------------
-------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
None
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
632,284
--------------------------------------------------------------------------------
--------------------------------------------------------------------------------
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
11
1.94%
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1 NAME OF REPORTING PERSONS
S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS
Martin J. Whitman
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3 SEC USE ONLY
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-------------------------------------------------
EACH 7 SOLE DISPOSITIVE POWER
REPORTING None (See Item 4)
-------------------------------------------------
---------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
-0- (See Item 4)
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12 TYPE OF REPORTING PERSON*
IN
Item 1.
(a) Name of Issuer:
Silicon Valley Group, Inc. (the "Issuer").
(b) Address of Issuer's Principal Executive Offices:
101 Metro Dr., Suite 400, San Jose, CA 95110
Item 2.
(a) Name of Person Filing:
This schedule is being jointly filed by EQSF Advisers, Inc. ("EQSF"), M.J.
Whitman Advisers, Inc. ("MJWA") and Martin J. Whitman, the Chief Executive
Officer of EQSF and MJWA and controlling person of EQSF and MJWA. (EQSF, MJWA
and Martin J. Whitman are sometimes collectively referred to hereinafter as
"Filer"). Attached hereto as an exhibit is a copy of the joint Schedule 13G
filing agreement among the reporting persons.
(b) Address of Principal Business Office:
The address of the principal executive office of EQSF, MJWA and Mr. Whitman
is: 767 Third Avenue, New York, New York 10017-2023.
(c) Citizenship:
The citizenship or place of organization of each of the reporting persons
is as follows:
EQSF
New York State corporation.
MJWA
New York State corporation.
Martin J. Whitman
United States citizen.
(d) Title of Class of Securities:
Common Stock, $.01 par value per share.
Item 4. Ownership.
(a) & (b) EQSF beneficially owns 4,273,100 shares, or 13.11% of the class
of securities of the issuer. MJWA beneficially owns 632,284 shares, or 1.94% of
the class of securities of the issuer.
(c) (i) EQSF: 4,273,100
MJWA: 632,284
(ii) Not applicable.
(iii) EQSF: 4,273,100
MJWA: 632,284
(iv) Not applicable.
Mr. Whitman disclaims beneficial ownership of all such shares.
Item 5. Ownership of Five Percent or Less of a Class.
Not applicable.
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
Third Avenue Value Fund, an investment company registered under the
Investment Company Act of 1940, has the right to receive dividends from,
and the proceeds from the sale of 4,057,800 of the shares reported by EQSF;
Third Avenue Small-Cap Value Fund, an investment company registered under the
Investment Company Act of 1940, has the right to receive dividends from, and the
proceeds from the sale of 164,200 of the shares reported by EQSF; and Third
Avenue Value Portfolio of the WRL Series Fund, an investment company registered
under the Investment company Act of 1940, has the right to receive the dividends
from, and the proceeds from the sale of 51,100 of the shares reported by EQSF.
Various clients for whom MJWA acts as investment advisor have the right to
receive dividends from, and the proceeds of the sale of, the shares reported by
MJWA.
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