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 | 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 |
