Robotti Robert as of Sept. 30, 2013
Portfolio Holdings for Robotti Robert
Robotti Robert holds 61 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 10.0 | $25M | 4.2M | 5.88 | |
| Panhandle Oil and Gas | 8.2 | $20M | 715k | 28.28 | |
| Leucadia National | 7.5 | $19M | 686k | 27.26 | |
| Atwood Oceanics | 6.2 | $15M | 281k | 55.02 | |
| OMNOVA Solutions | 5.2 | $13M | 1.5M | 8.52 | |
| LSB Industries (LXU) | 5.1 | $13M | 374k | 33.52 | |
| Cavco Industries (CVCO) | 4.9 | $12M | 215k | 56.67 | |
| Skechers USA (SKX) | 4.1 | $10M | 326k | 31.11 | |
| Canadian Natural Resources (CNQ) | 3.8 | $9.3M | 297k | 31.47 | |
| Advanced Energy Industries (AEIS) | 3.4 | $8.4M | 481k | 17.49 | |
| Lincoln Electric Holdings (LECO) | 3.0 | $7.3M | 111k | 65.71 | |
| UMH Properties (UMH) | 2.8 | $6.9M | 711k | 9.71 | |
| Gibraltar Industries (ROCK) | 2.8 | $6.9M | 482k | 14.26 | |
| Helmerich & Payne (HP) | 2.8 | $6.8M | 99k | 68.89 | |
| Seacor Holdings | 2.7 | $6.6M | 73k | 90.37 | |
| PriceSmart (PSMT) | 2.7 | $6.6M | 70k | 95.23 | |
| AMREP Corporation (AXR) | 2.4 | $6.0M | 685k | 8.72 | |
| Cal-Maine Foods (CALM) | 2.3 | $5.8M | 120k | 48.08 | |
| Drew Industries | 2.2 | $5.6M | 123k | 45.45 | |
| Vistaprint N V | 2.1 | $5.1M | 90k | 56.59 | |
| Seneca Foods Corporation (SENEA) | 1.6 | $3.9M | 130k | 30.06 | |
| PICO Holdings | 1.3 | $3.1M | 144k | 21.68 | |
| GrafTech International | 1.2 | $3.1M | 365k | 8.45 | |
| CPI Aerostructures (CVU) | 1.2 | $2.9M | 250k | 11.59 | |
| Joy Global | 1.0 | $2.5M | 44k | 56.60 | |
| Cgg Sponsored Adr foreign equities | 0.8 | $1.9M | 82k | 23.11 | |
| Stealthgas (GASS) | 0.7 | $1.8M | 200k | 9.14 | |
| Era | 0.7 | $1.8M | 65k | 26.94 | |
| E-House | 0.7 | $1.7M | 186k | 9.29 | |
| Coast Distribution System | 0.7 | $1.6M | 420k | 3.83 | |
| Global Power Equipment Grp I | 0.6 | $1.6M | 78k | 20.00 | |
| Wpx Energy | 0.6 | $1.5M | 76k | 19.27 | |
| Mobile Mini | 0.5 | $1.2M | 35k | 34.23 | |
| Star Bulk Carriers | 0.4 | $1.1M | 107k | 10.13 | |
| Westlake Chemical Corporation (WLK) | 0.4 | $1.0M | 10k | 104.70 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $997k | 8.7k | 114.00 | |
| BPZ Resources | 0.3 | $834k | 428k | 1.95 | |
| Phi | 0.3 | $636k | 17k | 36.59 | |
| Timken Company (TKR) | 0.2 | $487k | 8.1k | 60.42 | |
| Hallador Energy (HNRG) | 0.2 | $488k | 67k | 7.29 | |
| Baldwin & Lyons | 0.2 | $504k | 23k | 22.22 | |
| Ifm Investments Ltd ads | 0.2 | $505k | 281k | 1.80 | |
| BlueLinx Holdings | 0.2 | $468k | 240k | 1.95 | |
| National Western Life Insurance Company | 0.2 | $420k | 2.1k | 198.63 | |
| Apple (AAPL) | 0.2 | $391k | 820.00 | 476.83 | |
| TAL International | 0.2 | $408k | 8.6k | 47.62 | |
| Skyline Corporation (SKY) | 0.2 | $406k | 102k | 4.00 | |
| Stock Bldg Supply Hldgs | 0.1 | $329k | 25k | 13.13 | |
| Steel Partners Hldgs L P ltd prtrship u (SPLP) | 0.1 | $300k | 20k | 15.00 | |
| Devon Energy Corporation (DVN) | 0.1 | $263k | 4.6k | 57.80 | |
| Pioneer Natural Resources (PXD) | 0.1 | $261k | 1.4k | 186.67 | |
| RadNet (RDNT) | 0.1 | $246k | 106k | 2.33 | |
| Phi | 0.1 | $239k | 6.4k | 37.62 | |
| TGC Industries | 0.1 | $256k | 32k | 7.93 | |
| Limoneira Company (LMNR) | 0.1 | $213k | 8.3k | 25.63 | |
| Spartan Motors | 0.0 | $100k | 17k | 6.06 | |
| Intergrated Electrical Svc | 0.0 | $81k | 20k | 4.04 | |
| Turquoisehillres | 0.0 | $44k | 10k | 4.40 | |
| Manhattan Bridge Capital (LOAN) | 0.0 | $19k | 10k | 1.90 | |
| Talisman Energy Inc Com Stk | 0.0 | $0 | 42k | 0.00 | |
| Sterling Finl Corp Wash | 0.0 | $1.0k | 38.00 | 26.32 |
