Robotti Robert as of March 31, 2016
Portfolio Holdings for Robotti Robert
Robotti Robert holds 55 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 | 32.0 | $96M | 5.8M | 16.62 | |
| National Western Life Insurance Company | 8.7 | $26M | 100k | 260.63 | |
| LSB Industries (LXU) | 7.4 | $22M | 1.7M | 12.75 | |
| Builders FirstSource (BLDR) | 7.0 | $21M | 1.9M | 11.27 | |
| Cavco Industries (CVCO) | 5.4 | $16M | 172k | 93.46 | |
| Panhandle Oil and Gas | 4.1 | $12M | 706k | 17.31 | |
| Leucadia National | 3.4 | $10M | 631k | 16.17 | |
| Norbord | 2.8 | $8.4M | 424k | 19.94 | |
| Canadian Natural Resources (CNQ) | 2.4 | $7.3M | 271k | 27.00 | |
| OMNOVA Solutions | 2.3 | $6.9M | 1.2M | 5.56 | |
| Atwood Oceanics | 2.3 | $6.9M | 757k | 9.17 | |
| Methode Electronics (MEI) | 2.1 | $6.4M | 220k | 29.24 | |
| Lincoln Electric Holdings (LECO) | 2.0 | $6.0M | 103k | 58.57 | |
| Insteel Industries (IIIN) | 1.9 | $5.7M | 185k | 30.57 | |
| UMH Properties (UMH) | 1.9 | $5.6M | 567k | 9.92 | |
| Gibraltar Industries (ROCK) | 1.5 | $4.5M | 156k | 28.60 | |
| Seacor Holdings | 1.4 | $4.3M | 80k | 54.45 | |
| Westlake Chemical Corporation (WLK) | 1.2 | $3.5M | 76k | 46.30 | |
| Helmerich & Payne (HP) | 1.1 | $3.4M | 57k | 58.72 | |
| AMREP Corporation (AXR) | 1.1 | $3.1M | 715k | 4.40 | |
| American Eagle Outfitters (AEO) | 0.9 | $2.7M | 163k | 16.67 | |
| PICO Holdings | 0.7 | $2.2M | 215k | 10.23 | |
| RadNet (RDNT) | 0.7 | $2.1M | 434k | 4.83 | |
| Seneca Foods Corporation (SENEA) | 0.7 | $2.0M | 57k | 34.73 | |
| Stealthgas (GASS) | 0.6 | $1.8M | 507k | 3.53 | |
| Xerium Technologies | 0.6 | $1.7M | 329k | 5.22 | |
| Liquidity Services (LQDT) | 0.5 | $1.6M | 310k | 5.18 | |
| Advanced Energy Industries (AEIS) | 0.3 | $1.1M | 31k | 34.78 | |
| Joy Global | 0.3 | $1.0M | 63k | 16.07 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $965k | 6.8k | 141.87 | |
| 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 | $483k | 5.7k | 84.64 | |
| Baldwin & Lyons | 0.1 | $412k | 18k | 23.61 | |
| Wpx Energy | 0.1 | $411k | 59k | 6.98 | |
| National Western Life (NWLI) | 0.1 | $431k | 1.9k | 230.60 | |
| Apple (AAPL) | 0.1 | $233k | 2.1k | 108.88 | |
| CPI Aerostructures (CVU) | 0.1 | $226k | 31k | 7.33 | |
| Dorian Lpg (LPG) | 0.1 | $242k | 26k | 9.39 | |
| Ruby Tuesday | 0.1 | $209k | 39k | 5.37 | |
| Merck & Co (MRK) | 0.1 | $212k | 4.0k | 53.00 | |
| Pioneer Natural Resources | 0.1 | $204k | 1.4k | 140.80 | |
| Hallador Energy (HNRG) | 0.1 | $212k | 46k | 4.57 | |
| Phi | 0.1 | $205k | 11k | 18.88 | |
| Era | 0.1 | $225k | 24k | 9.40 | |
| Ford Motor Company (F) | 0.1 | $162k | 12k | 13.47 | |
| Csi Compress | 0.1 | $157k | 27k | 5.74 | |
| Dawson Geophysical Company | 0.0 | $62k | 9.3k | 6.66 | |
| Baldwin & Lyons | 0.0 | $31k | 1.3k | 24.80 | |
| Phi | 0.0 | $24k | 1.3k | 19.20 | |
| Cgg Sponsored Adr foreign equities | 0.0 | $32k | 40k | 0.81 | |
| Dawson Geophysical (DWSN) | 0.0 | $43k | 14k | 3.18 | |
| Phi | 0.0 | $11k | 575.00 | 19.13 |
