Robotti Robert as of Sept. 30, 2015
Portfolio Holdings for Robotti Robert
Robotti Robert holds 46 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 13.5 | $20M | 1.6M | 12.68 | |
| Panhandle Oil And Gas Cl A | 8.6 | $13M | 803k | 16.16 | |
| Leucadia National | 8.5 | $13M | 627k | 20.26 | |
| Cavco Industries (CVCO) | 8.4 | $13M | 187k | 68.09 | |
| LSB Industries (LXU) | 6.6 | $10M | 652k | 15.32 | |
| Methode Electronics (MEI) | 4.8 | $7.2M | 225k | 31.90 | |
| OMNOVA Solutions | 4.8 | $7.1M | 1.3M | 5.54 | |
| Gamestop Corp Cl A (GME) | 4.6 | $6.9M | 167k | 41.21 | |
| UMH Properties (UMH) | 4.4 | $6.6M | 713k | 9.30 | |
| Lincoln Electric Holdings (LECO) | 3.6 | $5.4M | 103k | 52.43 | |
| Canadian Natural Resources (CNQ) | 3.5 | $5.3M | 271k | 19.45 | |
| Seacor Holdings | 3.0 | $4.5M | 76k | 59.80 | |
| Liquidity Services (LQDT) | 2.5 | $3.7M | 507k | 7.39 | |
| Gibraltar Industries (ROCK) | 2.4 | $3.7M | 199k | 18.35 | |
| AMREP Corporation (AXR) | 2.3 | $3.4M | 693k | 4.90 | |
| Insteel Industries (IIIN) | 2.0 | $3.1M | 190k | 16.08 | |
| Helmerich & Payne (HP) | 1.9 | $2.8M | 59k | 47.27 | |
| Xerium Technologies Com New | 1.6 | $2.4M | 182k | 12.98 | |
| Advanced Energy Industries (AEIS) | 1.3 | $2.0M | 76k | 26.30 | |
| Seneca Foods Corp Cl A (SENEA) | 1.3 | $2.0M | 75k | 26.35 | |
| Atwood Oceanics | 1.3 | $1.9M | 128k | 14.81 | |
| Pico Hldgs Com New | 1.0 | $1.5M | 153k | 9.68 | |
| PriceSmart (PSMT) | 0.8 | $1.2M | 16k | 77.37 | |
| Cpi Aerostructures Com New (CVU) | 0.8 | $1.2M | 135k | 8.81 | |
| Stealthgas SHS (GASS) | 0.7 | $1.0M | 231k | 4.49 | |
| Stock Bldg Supply Hldgs | 0.6 | $905k | 51k | 17.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $876k | 6.7k | 130.45 | |
| Mobile Mini | 0.6 | $857k | 28k | 30.80 | |
| American Eagle Outfitters (AEO) | 0.6 | $839k | 54k | 15.63 | |
| Starr Bulk Carriers Corp Shs New | 0.5 | $824k | 402k | 2.05 | |
| Era | 0.5 | $721k | 48k | 14.98 | |
| National Westn Life Ins Cl A | 0.3 | $441k | 2.0k | 222.59 | |
| Baldwin & Lyons Cl A | 0.3 | $416k | 18k | 22.88 | |
| Hallador Energy (HNRG) | 0.3 | $415k | 60k | 6.94 | |
| Wpx Energy | 0.3 | $404k | 61k | 6.61 | |
| Joy Global | 0.2 | $358k | 24k | 14.92 | |
| Apple (AAPL) | 0.2 | $346k | 3.1k | 110.19 | |
| Phi Com Vtg | 0.2 | $268k | 14k | 19.58 | |
| Ruby Tuesday | 0.2 | $260k | 42k | 6.21 | |
| Intergrated Electrical Svc | 0.1 | $192k | 25k | 7.73 | |
| CGG Spons Adr | 0.1 | $183k | 52k | 3.51 | |
| Global Power Equipment Grp Com Par $0.01 | 0.1 | $138k | 38k | 3.66 | |
| RadNet (RDNT) | 0.1 | $134k | 24k | 5.56 | |
| Dawson Geophysical (DWSN) | 0.1 | $84k | 22k | 3.79 | |
| Skyline Corporation (SKY) | 0.0 | $42k | 15k | 2.86 | |
| Manhattan Bridge Capital (LOAN) | 0.0 | $41k | 10k | 4.10 |
