Robotti Robert as of Dec. 31, 2013
Portfolio Holdings for Robotti Robert
Robotti Robert holds 61 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 10.7 | $26M | 3.7M | 7.13 | |
| Panhandle Oil and Gas | 9.6 | $24M | 709k | 33.41 | |
| Leucadia National | 7.1 | $18M | 618k | 28.36 | |
| LSB Industries (LXU) | 5.8 | $14M | 349k | 40.97 | |
| Atwood Oceanics | 5.8 | $14M | 267k | 53.35 | |
| Cavco Industries (CVCO) | 5.4 | $13M | 197k | 68.33 | |
| OMNOVA Solutions | 5.1 | $13M | 1.4M | 9.10 | |
| Advanced Energy Industries (AEIS) | 4.2 | $10M | 456k | 22.87 | |
| Canadian Natural Resources (CNQ) | 4.0 | $9.8M | 289k | 33.85 | |
| Skechers USA (SKX) | 3.0 | $7.3M | 220k | 33.15 | |
| Helmerich & Payne (HP) | 2.9 | $7.2M | 86k | 84.44 | |
| Lincoln Electric Holdings (LECO) | 2.9 | $7.2M | 100k | 71.43 | |
| Cal-Maine Foods (CALM) | 2.6 | $6.5M | 108k | 60.27 | |
| Gibraltar Industries (ROCK) | 2.6 | $6.4M | 343k | 18.59 | |
| UMH Properties (UMH) | 2.5 | $6.2M | 675k | 9.14 | |
| Seacor Holdings | 2.5 | $6.1M | 67k | 90.96 | |
| AMREP Corporation (AXR) | 2.0 | $5.0M | 709k | 7.02 | |
| Vistaprint N V | 1.8 | $4.3M | 76k | 56.85 | |
| Seneca Foods Corporation (SENEA) | 1.7 | $4.1M | 130k | 31.94 | |
| GrafTech International | 1.6 | $4.1M | 363k | 11.21 | |
| CPI Aerostructures (CVU) | 1.3 | $3.3M | 217k | 15.04 | |
| Joy Global | 1.3 | $3.1M | 55k | 56.60 | |
| PICO Holdings | 1.2 | $3.0M | 132k | 23.06 | |
| Star Bulk Carriers | 1.1 | $2.8M | 207k | 13.33 | |
| Drew Industries | 1.1 | $2.7M | 52k | 51.07 | |
| PriceSmart (PSMT) | 1.1 | $2.7M | 23k | 115.43 | |
| Stealthgas (GASS) | 0.8 | $2.0M | 200k | 10.19 | |
| Limoneira Company (LMNR) | 0.7 | $1.8M | 67k | 26.59 | |
| Era | 0.7 | $1.8M | 57k | 31.09 | |
| Wpx Energy | 0.6 | $1.5M | 74k | 20.38 | |
| Coast Distribution System | 0.6 | $1.4M | 420k | 3.27 | |
| Mobile Mini | 0.5 | $1.3M | 32k | 41.44 | |
| Cgg Sponsored Adr foreign equities | 0.5 | $1.3M | 76k | 17.38 | |
| Westlake Chemical Corporation (WLK) | 0.5 | $1.2M | 10k | 122.10 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.0M | 8.7k | 118.00 | |
| Global Power Equipment Grp I | 0.4 | $1.1M | 53k | 20.00 | |
| Ifm Investments Ltd ads | 0.3 | $781k | 381k | 2.05 | |
| BPZ Resources | 0.3 | $779k | 428k | 1.82 | |
| Phi | 0.2 | $603k | 15k | 39.72 | |
| Stock Bldg Supply Hldgs | 0.2 | $573k | 31k | 18.22 | |
| TAL International | 0.2 | $490k | 8.6k | 57.14 | |
| Hallador Energy (HNRG) | 0.2 | $504k | 63k | 8.05 | |
| Baldwin & Lyons | 0.2 | $504k | 23k | 22.22 | |
| Apple (AAPL) | 0.2 | $460k | 820.00 | 560.98 | |
| National Western Life Insurance Company | 0.2 | $478k | 2.1k | 226.03 | |
| BlueLinx Holdings | 0.2 | $461k | 237k | 1.95 | |
| Timken Company (TKR) | 0.2 | $444k | 8.1k | 55.09 | |
| E-House | 0.2 | $421k | 28k | 15.00 | |
| Skyline Corporation (SKY) | 0.2 | $387k | 97k | 4.00 | |
| Steel Partners Hldgs L P ltd prtrship u (SPLP) | 0.1 | $347k | 20k | 17.35 | |
| Devon Energy Corporation (DVN) | 0.1 | $282k | 4.6k | 61.98 | |
| Pioneer Natural Resources (PXD) | 0.1 | $261k | 1.4k | 186.67 | |
| TGC Industries | 0.1 | $233k | 32k | 7.21 | |
| Merck & Co (MRK) | 0.1 | $200k | 4.0k | 50.00 | |
| RadNet (RDNT) | 0.1 | $170k | 106k | 1.61 | |
| Turquoisehillres | 0.1 | $132k | 40k | 3.30 | |
| Intergrated Electrical Svc | 0.0 | $108k | 20k | 5.39 | |
| Spartan Motors | 0.0 | $76k | 11k | 6.67 | |
| Manhattan Bridge Capital (LOAN) | 0.0 | $17k | 10k | 1.70 | |
| Talisman Energy Inc Com Stk | 0.0 | $0 | 42k | 0.00 | |
| Turquoise Hill Res Ltd right 01/07/2014 | 0.0 | $10k | 10k | 1.00 |
