Robotti Robert as of March 31, 2016
Portfolio Holdings for Robotti Robert
Robotti Robert holds 52 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 35.0 | $96M | 5.8M | 16.62 | |
| LSB Industries (LXU) | 8.1 | $22M | 1.7M | 12.75 | |
| Builders FirstSource (BLDR) | 7.6 | $21M | 1.9M | 11.27 | |
| Cavco Industries (CVCO) | 5.9 | $16M | 172k | 93.46 | |
| Panhandle Oil and Gas | 5.1 | $14M | 804k | 17.31 | |
| Leucadia National | 3.7 | $10M | 621k | 16.17 | |
| Norbord | 3.1 | $8.4M | 424k | 19.94 | |
| Canadian Natural Resources (CNQ) | 2.7 | $7.3M | 271k | 27.00 | |
| OMNOVA Solutions | 2.5 | $6.9M | 1.2M | 5.56 | |
| Atwood Oceanics | 2.5 | $6.9M | 757k | 9.17 | |
| Methode Electronics (MEI) | 2.3 | $6.4M | 220k | 29.24 | |
| Lincoln Electric Holdings (LECO) | 2.2 | $6.0M | 103k | 58.57 | |
| Insteel Industries (IIIN) | 2.1 | $5.7M | 185k | 30.57 | |
| UMH Properties (UMH) | 2.0 | $5.6M | 567k | 9.92 | |
| Gibraltar Industries (ROCK) | 1.6 | $4.5M | 156k | 28.60 | |
| Seacor Holdings | 1.6 | $4.3M | 80k | 54.45 | |
| Westlake Chemical Corporation (WLK) | 1.3 | $3.5M | 76k | 46.30 | |
| Helmerich & Payne (HP) | 1.2 | $3.4M | 57k | 58.72 | |
| AMREP Corporation (AXR) | 1.1 | $3.1M | 715k | 4.40 | |
| American Eagle Outfitters (AEO) | 1.0 | $2.7M | 163k | 16.67 | |
| PICO Holdings | 0.8 | $2.2M | 215k | 10.23 | |
| RadNet (RDNT) | 0.8 | $2.1M | 434k | 4.83 | |
| Stealthgas (GASS) | 0.7 | $1.8M | 507k | 3.53 | |
| Xerium Technologies | 0.6 | $1.7M | 329k | 5.22 | |
| Liquidity Services (LQDT) | 0.6 | $1.6M | 310k | 5.18 | |
| Seneca Foods Corporation (SENEA) | 0.4 | $1.2M | 35k | 34.74 | |
| Advanced Energy Industries (AEIS) | 0.4 | $1.1M | 31k | 34.78 | |
| Joy Global | 0.4 | $1.0M | 63k | 16.07 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $973k | 6.8k | 142.86 | |
| GameStop (GME) | 0.3 | $902k | 28k | 31.72 | |
| Spark Networks | 0.2 | $692k | 312k | 2.22 | |
| Skyline Corporation (SKY) | 0.2 | $599k | 65k | 9.26 | |
| Mobile Mini | 0.2 | $583k | 18k | 33.02 | |
| PriceSmart (PSMT) | 0.2 | $474k | 5.6k | 84.64 | |
| National Western Life (NWLI) | 0.2 | $431k | 1.9k | 230.60 | |
| Baldwin & Lyons | 0.1 | $406k | 18k | 23.26 | |
| Wpx Energy | 0.1 | $411k | 59k | 6.98 | |
| Hallador Energy (HNRG) | 0.1 | $266k | 58k | 4.57 | |
| Dorian Lpg (LPG) | 0.1 | $242k | 26k | 9.39 | |
| Ruby Tuesday | 0.1 | $209k | 39k | 5.37 | |
| Apple (AAPL) | 0.1 | $233k | 2.1k | 108.88 | |
| Merck & Co (MRK) | 0.1 | $212k | 4.0k | 53.00 | |
| CPI Aerostructures (CVU) | 0.1 | $226k | 31k | 7.33 | |
| Era | 0.1 | $225k | 24k | 9.40 | |
| Phi | 0.1 | $205k | 11k | 18.88 | |
| Exterran | 0.1 | $182k | 12k | 15.45 | |
| Csi Compress | 0.1 | $157k | 27k | 5.74 | |
| Tidewater | 0.1 | $151k | 22k | 6.81 | |
| Dawson Geophysical Company | 0.0 | $43k | 9.3k | 4.62 | |
| Dawson Geophysical (DWSN) | 0.0 | $62k | 14k | 4.58 | |
| National Western Life Insurance Company | 0.0 | $34k | 146.00 | 232.88 | |
| Cgg Sponsored Adr foreign equities | 0.0 | $32k | 40k | 0.81 |
