Robotti Robert as of Sept. 30, 2016
Portfolio Holdings for Robotti Robert
Robotti Robert holds 49 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 19.9 | $58M | 3.3M | 17.73 | |
| Builders FirstSource (BLDR) | 8.6 | $25M | 2.2M | 11.51 | |
| Cavco Industries (CVCO) | 5.9 | $17M | 172k | 99.05 | |
| LSB Industries (LXU) | 5.7 | $17M | 1.9M | 8.58 | |
| Westlake Chemical Corporation (WLK) | 5.0 | $15M | 271k | 53.50 | |
| Panhandle Oil and Gas | 4.6 | $13M | 759k | 17.53 | |
| Leucadia National | 4.1 | $12M | 625k | 19.04 | |
| Atwood Oceanics | 3.8 | $11M | 1.3M | 8.69 | |
| Norbord | 3.6 | $11M | 414k | 25.72 | |
| OMNOVA Solutions | 3.1 | $9.0M | 1.1M | 8.44 | |
| Tidewater | 2.8 | $8.1M | 2.9M | 2.82 | |
| Methode Electronics (MEI) | 2.6 | $7.6M | 218k | 34.97 | |
| Exterran | 2.5 | $7.4M | 471k | 15.68 | |
| Canadian Natural Resources (CNQ) | 2.4 | $7.1M | 221k | 32.04 | |
| Insteel Industries (IIIN) | 2.4 | $6.9M | 189k | 36.24 | |
| UMH Properties (UMH) | 2.2 | $6.3M | 530k | 11.92 | |
| Lincoln Electric Holdings (LECO) | 2.1 | $6.2M | 98k | 62.62 | |
| AMREP Corporation (AXR) | 1.9 | $5.7M | 716k | 7.93 | |
| Seacor Holdings | 1.8 | $5.2M | 88k | 59.49 | |
| RadNet (RDNT) | 1.7 | $5.0M | 675k | 7.40 | |
| Liquidity Services (LQDT) | 1.6 | $4.7M | 418k | 11.24 | |
| Helmerich & Payne (HP) | 1.5 | $4.3M | 64k | 67.30 | |
| Gibraltar Industries (ROCK) | 1.4 | $4.0M | 107k | 37.15 | |
| Xerium Technologies | 1.1 | $3.3M | 420k | 7.95 | |
| Western Digital (WDC) | 1.1 | $3.3M | 57k | 58.46 | |
| Dana Holding Corporation (DAN) | 1.0 | $3.0M | 195k | 15.59 | |
| PICO Holdings | 1.0 | $2.8M | 236k | 11.79 | |
| American Eagle Outfitters (AEO) | 0.9 | $2.7M | 152k | 17.86 | |
| Stealthgas (GASS) | 0.9 | $2.7M | 776k | 3.47 | |
| Dorian Lpg (LPG) | 0.7 | $2.0M | 327k | 6.00 | |
| Skyline Corporation (SKY) | 0.3 | $886k | 65k | 13.69 | |
| Wpx Energy | 0.2 | $723k | 55k | 13.18 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $643k | 4.5k | 142.86 | |
| Seneca Foods Corporation (SENEA) | 0.2 | $485k | 17k | 28.21 | |
| Spark Networks | 0.2 | $504k | 319k | 1.58 | |
| PriceSmart (PSMT) | 0.2 | $469k | 5.6k | 83.74 | |
| Hallador Energy (HNRG) | 0.1 | $365k | 46k | 7.87 | |
| Joy Global | 0.1 | $268k | 9.6k | 27.76 | |
| Pioneer Natural Resources (PXD) | 0.1 | $260k | 1.4k | 185.60 | |
| Advanced Energy Industries (AEIS) | 0.1 | $252k | 5.3k | 47.32 | |
| Cummins (CMI) | 0.1 | $227k | 1.8k | 128.41 | |
| Timken Company (TKR) | 0.1 | $227k | 6.5k | 35.14 | |
| Csi Compress | 0.1 | $247k | 23k | 10.60 | |
| Mobile Mini | 0.1 | $207k | 6.9k | 30.21 | |
| National Western Life (NWLI) | 0.1 | $206k | 1.0k | 205.59 | |
| CPI Aerostructures (CVU) | 0.1 | $171k | 25k | 6.86 | |
| Dawson Geophysical (DWSN) | 0.0 | $103k | 14k | 7.61 | |
| Dawson Geophysical Company | 0.0 | $71k | 9.3k | 7.62 | |
| National Western Life Insurance Company | 0.0 | $30k | 146.00 | 205.48 |
