Robotti Robert as of June 30, 2015
Portfolio Holdings for Robotti Robert
Robotti Robert holds 52 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 17.2 | $31M | 2.4M | 12.84 | |
| Panhandle Oil And Gas Cl A | 9.2 | $17M | 805k | 20.69 | |
| Leucadia National | 8.3 | $15M | 621k | 24.27 | |
| LSB Industries (LXU) | 7.9 | $14M | 350k | 40.80 | |
| Cavco Industries (CVCO) | 7.7 | $14M | 186k | 75.41 | |
| OMNOVA Solutions | 5.3 | $9.6M | 1.3M | 7.47 | |
| Gamestop Corp Cl A (GME) | 4.0 | $7.2M | 167k | 42.96 | |
| UMH Properties (UMH) | 3.9 | $7.0M | 714k | 9.80 | |
| Canadian Natural Resources (CNQ) | 3.8 | $6.8M | 251k | 27.16 | |
| Lincoln Electric Holdings (LECO) | 3.3 | $5.9M | 94k | 62.86 | |
| Seacor Holdings | 2.9 | $5.2M | 73k | 71.22 | |
| Liquidity Services (LQDT) | 2.7 | $4.8M | 503k | 9.60 | |
| Helmerich & Payne (HP) | 2.3 | $4.2M | 59k | 70.32 | |
| Gibraltar Industries (ROCK) | 2.2 | $4.1M | 199k | 20.37 | |
| AMREP Corporation (AXR) | 2.0 | $3.6M | 692k | 5.17 | |
| Atwood Oceanics | 1.9 | $3.3M | 126k | 26.45 | |
| Xerium Technologies Com New | 1.4 | $2.5M | 136k | 18.20 | |
| Seneca Foods Corp Cl A (SENEA) | 1.2 | $2.2M | 76k | 28.95 | |
| Pico Hldgs Com New | 1.2 | $2.2M | 148k | 14.67 | |
| Advanced Energy Industries (AEIS) | 1.2 | $2.1M | 77k | 27.52 | |
| Insteel Industries (IIIN) | 1.0 | $1.7M | 93k | 18.70 | |
| PriceSmart (PSMT) | 0.8 | $1.4M | 16k | 88.89 | |
| Stealthgas SHS (GASS) | 0.8 | $1.4M | 205k | 6.75 | |
| Cpi Aerostructures Com New (CVU) | 0.8 | $1.4M | 136k | 10.01 | |
| Coast Distribution System | 0.7 | $1.3M | 356k | 3.65 | |
| Starr Bulk Carriers Corp Shs New | 0.7 | $1.2M | 402k | 2.94 | |
| Mobile Mini | 0.6 | $1.2M | 28k | 41.46 | |
| Stock Bldg Supply Hldgs | 0.6 | $1.0M | 51k | 19.54 | |
| Era | 0.5 | $979k | 48k | 20.24 | |
| American Eagle Outfitters (AEO) | 0.5 | $924k | 54k | 17.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $914k | 6.7k | 136.11 | |
| Wpx Energy | 0.4 | $742k | 60k | 12.28 | |
| Joy Global | 0.3 | $519k | 14k | 37.74 | |
| Hallador Energy (HNRG) | 0.3 | $498k | 60k | 8.33 | |
| National Westn Life Ins Cl A | 0.3 | $474k | 2.0k | 239.73 | |
| Phi Com Vtg | 0.2 | $449k | 14k | 32.80 | |
| Baldwin & Lyons Cl A | 0.2 | $448k | 20k | 22.53 | |
| Apple (AAPL) | 0.2 | $394k | 3.1k | 125.48 | |
| Global Power Equipment Grp Com Par $0.01 | 0.2 | $290k | 37k | 7.75 | |
| Ruby Tuesday | 0.1 | $245k | 42k | 5.85 | |
| Devon Energy Corporation (DVN) | 0.1 | $242k | 4.1k | 59.39 | |
| GrafTech International | 0.1 | $232k | 47k | 4.97 | |
| Merck & Co (MRK) | 0.1 | $228k | 4.0k | 57.00 | |
| TAL International | 0.1 | $224k | 7.1k | 31.66 | |
| Timken Company (TKR) | 0.1 | $218k | 6.0k | 36.55 | |
| Intergrated Electrical Svc | 0.1 | $176k | 25k | 7.09 | |
| CGG Spons Adr | 0.1 | $112k | 19k | 5.78 | |
| Manhattan Bridge Capital (LOAN) | 0.0 | $44k | 10k | 4.40 | |
| Skyline Corporation (SKY) | 0.0 | $43k | 15k | 2.93 | |
| Dawson Geophysical (DWSN) | 0.0 | $34k | 7.2k | 4.69 | |
| Dawson Geophysical Company | 0.0 | $29k | 6.1k | 4.73 | |
| Argan (AGX) | 0.0 | $16k | 400.00 | 40.00 |
