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 (PXD) | 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 |
