Robotti Robert as of June 30, 2016
Portfolio Holdings for Robotti Robert
Robotti Robert holds 51 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 20.4 | $57M | 3.2M | 17.82 | |
| Builders FirstSource (BLDR) | 8.7 | $24M | 2.1M | 11.25 | |
| LSB Industries (LXU) | 7.9 | $22M | 1.8M | 12.08 | |
| Cavco Industries (CVCO) | 6.3 | $18M | 188k | 93.70 | |
| Atwood Oceanics | 5.5 | $15M | 1.2M | 12.52 | |
| Panhandle Oil and Gas | 4.6 | $13M | 764k | 16.67 | |
| Westlake Chemical Corporation (WLK) | 4.2 | $12M | 272k | 42.92 | |
| Leucadia National | 4.0 | $11M | 633k | 17.33 | |
| Norbord | 3.0 | $8.3M | 421k | 19.72 | |
| OMNOVA Solutions | 2.9 | $8.1M | 1.1M | 7.25 | |
| Canadian Natural Resources (CNQ) | 2.8 | $7.9M | 256k | 30.83 | |
| Methode Electronics (MEI) | 2.7 | $7.5M | 220k | 34.23 | |
| Lincoln Electric Holdings (LECO) | 2.2 | $6.1M | 103k | 59.08 | |
| UMH Properties (UMH) | 2.2 | $6.0M | 533k | 11.25 | |
| Exterran | 2.1 | $5.9M | 458k | 12.85 | |
| Insteel Industries (IIIN) | 2.0 | $5.5M | 191k | 28.59 | |
| Seacor Holdings | 1.9 | $5.2M | 89k | 57.95 | |
| Gibraltar Industries (ROCK) | 1.6 | $4.6M | 145k | 31.57 | |
| Tidewater | 1.6 | $4.5M | 1.0M | 4.41 | |
| Helmerich & Payne (HP) | 1.6 | $4.3M | 65k | 67.13 | |
| AMREP Corporation (AXR) | 1.3 | $3.5M | 719k | 4.92 | |
| Liquidity Services (LQDT) | 1.1 | $3.2M | 406k | 7.84 | |
| Xerium Technologies | 1.0 | $2.7M | 426k | 6.38 | |
| Western Digital (WDC) | 1.0 | $2.7M | 57k | 47.27 | |
| American Eagle Outfitters (AEO) | 0.9 | $2.5M | 157k | 15.93 | |
| RadNet (RDNT) | 0.9 | $2.5M | 465k | 5.34 | |
| Stealthgas (GASS) | 0.9 | $2.4M | 632k | 3.78 | |
| Dorian Lpg (LPG) | 0.8 | $2.3M | 325k | 7.05 | |
| PICO Holdings | 0.8 | $2.2M | 238k | 9.46 | |
| Dana Holding Corporation (DAN) | 0.7 | $2.1M | 195k | 10.56 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $746k | 5.2k | 142.86 | |
| Seneca Foods Corporation (SENEA) | 0.2 | $677k | 19k | 36.20 | |
| Skyline Corporation (SKY) | 0.2 | $608k | 65k | 9.40 | |
| PriceSmart (PSMT) | 0.2 | $524k | 5.6k | 93.64 | |
| Wpx Energy | 0.2 | $533k | 57k | 9.31 | |
| Spark Networks | 0.2 | $507k | 321k | 1.58 | |
| Joy Global | 0.2 | $456k | 22k | 21.14 | |
| Baldwin & Lyons | 0.1 | $401k | 17k | 23.39 | |
| Mobile Mini | 0.1 | $239k | 6.9k | 34.64 | |
| Pioneer Natural Resources (PXD) | 0.1 | $212k | 1.4k | 151.20 | |
| Hallador Energy (HNRG) | 0.1 | $209k | 45k | 4.61 | |
| Csi Compress | 0.1 | $224k | 27k | 8.16 | |
| Apple (AAPL) | 0.1 | $205k | 2.1k | 95.79 | |
| Advanced Energy Industries (AEIS) | 0.1 | $202k | 5.3k | 37.93 | |
| National Western Life (NWLI) | 0.1 | $192k | 984.00 | 195.12 | |
| CPI Aerostructures (CVU) | 0.1 | $167k | 27k | 6.16 | |
| Dawson Geophysical (DWSN) | 0.0 | $110k | 14k | 8.13 | |
| Dawson Geophysical Company | 0.0 | $76k | 9.3k | 8.16 | |
| Ruby Tuesday | 0.0 | $60k | 17k | 3.62 | |
| National Western Life Insurance Company | 0.0 | $29k | 146.00 | 198.63 | |
| Cgg Sponsored Adr foreign equities | 0.0 | $34k | 49k | 0.70 |
