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 |
