Robotti Robert as of June 30, 2013
Portfolio Holdings for Robotti Robert
Robotti Robert holds 60 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Panhandle Oil and Gas | 9.0 | $21M | 722k | 28.50 | |
| Leucadia National | 7.7 | $18M | 672k | 26.22 | |
| Builders FirstSource (BLDR) | 7.7 | $18M | 2.9M | 5.98 | |
| Atwood Oceanics | 7.1 | $16M | 315k | 52.04 | |
| OMNOVA Solutions | 5.3 | $12M | 1.5M | 8.01 | |
| Skechers USA (SKX) | 5.0 | $12M | 479k | 24.00 | |
| Cavco Industries (CVCO) | 4.8 | $11M | 215k | 50.83 | |
| LSB Industries (LXU) | 4.0 | $9.3M | 306k | 30.42 | |
| PriceSmart (PSMT) | 3.8 | $8.7M | 99k | 87.59 | |
| Advanced Energy Industries (AEIS) | 3.6 | $8.3M | 478k | 17.43 | |
| Canadian Natural Resources (CNQ) | 3.6 | $8.3M | 293k | 28.25 | |
| Gibraltar Industries (ROCK) | 3.1 | $7.1M | 486k | 14.56 | |
| UMH Properties (UMH) | 3.0 | $6.9M | 672k | 10.29 | |
| Drew Industries | 2.8 | $6.4M | 164k | 39.30 | |
| Lincoln Electric Holdings (LECO) | 2.8 | $6.3M | 111k | 57.14 | |
| Helmerich & Payne (HP) | 2.7 | $6.2M | 99k | 62.22 | |
| Seacor Holdings | 2.7 | $6.1M | 73k | 83.18 | |
| Cal-Maine Foods (CALM) | 2.4 | $5.6M | 120k | 46.58 | |
| AMREP Corporation (AXR) | 2.4 | $5.4M | 577k | 9.36 | |
| Vistaprint N V | 1.9 | $4.5M | 91k | 49.37 | |
| Seneca Foods Corporation (SENEA) | 1.8 | $4.0M | 132k | 30.68 | |
| PICO Holdings | 1.3 | $2.9M | 139k | 20.93 | |
| CPI Aerostructures (CVU) | 1.2 | $2.7M | 250k | 10.85 | |
| Joy Global | 1.1 | $2.4M | 43k | 56.60 | |
| Mobile Mini | 0.8 | $1.8M | 54k | 33.07 | |
| Cgg Sponsored Adr foreign equities | 0.8 | $1.8M | 82k | 21.88 | |
| Era | 0.8 | $1.8M | 68k | 26.30 | |
| Coast Distribution System | 0.6 | $1.5M | 420k | 3.50 | |
| Wpx Energy | 0.6 | $1.4M | 76k | 18.94 | |
| Global Power Equipment Grp I | 0.5 | $1.2M | 78k | 16.00 | |
| Stealthgas (GASS) | 0.5 | $1.1M | 100k | 11.00 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.0M | 8.9k | 112.00 | |
| Westlake Chemical Corporation (WLK) | 0.4 | $964k | 10k | 96.40 | |
| E-House | 0.3 | $800k | 186k | 4.29 | |
| BPZ Resources | 0.3 | $766k | 428k | 1.79 | |
| Ifm Investments Ltd ads | 0.3 | $654k | 281k | 2.33 | |
| Phi | 0.3 | $591k | 17k | 34.00 | |
| Star Bulk Carriers | 0.2 | $547k | 100k | 5.47 | |
| BlueLinx Holdings | 0.2 | $521k | 243k | 2.15 | |
| Hallador Energy (HNRG) | 0.2 | $539k | 67k | 8.05 | |
| Baldwin & Lyons | 0.2 | $504k | 23k | 22.22 | |
| Timken Company (TKR) | 0.2 | $454k | 8.1k | 56.33 | |
| National Western Life Insurance Company | 0.2 | $405k | 2.1k | 191.78 | |
| Skyline Corporation (SKY) | 0.2 | $414k | 103k | 4.00 | |
| TAL International | 0.2 | $376k | 8.6k | 43.81 | |
| Apple (AAPL) | 0.1 | $339k | 855.00 | 396.49 | |
| RadNet (RDNT) | 0.1 | $284k | 106k | 2.69 | |
| Steel Partners Hldgs L P ltd prtrship u (SPLP) | 0.1 | $274k | 20k | 13.70 | |
| Bolt Technology | 0.1 | $256k | 15k | 17.07 | |
| TGC Industries | 0.1 | $264k | 32k | 8.17 | |
| Devon Energy Corporation (DVN) | 0.1 | $226k | 4.4k | 51.95 | |
| Pioneer Natural Resources | 0.1 | $205k | 1.4k | 146.67 | |
| Phi | 0.1 | $217k | 6.4k | 34.17 | |
| Spartan Motors | 0.0 | $101k | 17k | 6.12 | |
| China Distance Education Holdings | 0.0 | $88k | 12k | 7.08 | |
| Intergrated Electrical Svc | 0.0 | $89k | 20k | 4.44 | |
| Turquoisehillres | 0.0 | $59k | 10k | 5.90 | |
| Manhattan Bridge Capital (LOAN) | 0.0 | $16k | 10k | 1.60 | |
| Talisman Energy Inc Com Stk | 0.0 | $0 | 42k | 0.00 | |
| Hyperdynamics Corp | 0.0 | $7.0k | 14k | 0.49 |
