Robotti Robert as of Dec. 31, 2016
Portfolio Holdings for Robotti Robert
Robotti Robert holds 47 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 19.4 | $64M | 3.3M | 19.50 | |
| Builders FirstSource (BLDR) | 7.3 | $24M | 2.2M | 10.97 | |
| LSB Industries (LXU) | 5.7 | $19M | 2.2M | 8.42 | |
| Panhandle Oil and Gas | 5.4 | $18M | 754k | 23.55 | |
| Cavco Industries (CVCO) | 5.2 | $17M | 173k | 99.85 | |
| Atwood Oceanics | 4.7 | $16M | 1.2M | 13.13 | |
| Westlake Chemical Corporation (WLK) | 4.6 | $15M | 271k | 55.99 | |
| Tidewater | 4.5 | $15M | 4.4M | 3.41 | |
| Leucadia National | 4.2 | $14M | 594k | 23.25 | |
| Exterran | 3.4 | $11M | 472k | 23.90 | |
| Norbord | 3.2 | $10M | 413k | 25.25 | |
| OMNOVA Solutions | 3.1 | $10M | 1.0M | 10.00 | |
| Methode Electronics (MEI) | 2.8 | $9.0M | 218k | 41.35 | |
| Insteel Industries (IIIN) | 2.6 | $8.5M | 238k | 35.64 | |
| UMH Properties (UMH) | 2.4 | $7.8M | 516k | 15.05 | |
| Lincoln Electric Holdings (LECO) | 2.3 | $7.6M | 99k | 76.67 | |
| Canadian Natural Resources (CNQ) | 2.1 | $6.9M | 215k | 31.88 | |
| Seacor Holdings | 1.9 | $6.3M | 88k | 71.28 | |
| AMREP Corporation (AXR) | 1.6 | $5.3M | 716k | 7.42 | |
| RadNet (RDNT) | 1.5 | $4.8M | 742k | 6.45 | |
| Gibraltar Industries (ROCK) | 1.3 | $4.4M | 105k | 41.65 | |
| Helmerich & Payne (HP) | 1.2 | $4.1M | 53k | 77.40 | |
| Liquidity Services (LQDT) | 1.2 | $4.0M | 415k | 9.75 | |
| Western Digital (WDC) | 1.2 | $3.9M | 57k | 67.94 | |
| Dana Holding Corporation (DAN) | 1.1 | $3.7M | 195k | 18.98 | |
| PICO Holdings | 1.1 | $3.6M | 237k | 15.15 | |
| Stealthgas (GASS) | 0.9 | $2.9M | 857k | 3.38 | |
| Dorian Lpg (LPG) | 0.8 | $2.5M | 301k | 8.21 | |
| Xerium Technologies | 0.6 | $2.0M | 361k | 5.62 | |
| American Eagle Outfitters (AEO) | 0.6 | $2.0M | 132k | 15.17 | |
| Skyline Corporation (SKY) | 0.4 | $1.2M | 76k | 15.43 | |
| Wpx Energy | 0.2 | $769k | 53k | 14.58 | |
| Seneca Foods Corporation (SENEA) | 0.2 | $689k | 17k | 40.08 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $636k | 4.4k | 142.86 | |
| PriceSmart (PSMT) | 0.1 | $468k | 5.6k | 83.56 | |
| Hallador Energy (HNRG) | 0.1 | $423k | 46k | 9.10 | |
| National Western Life (NWLI) | 0.1 | $356k | 1.1k | 310.38 | |
| Timken Company (TKR) | 0.1 | $294k | 7.4k | 39.68 | |
| Advanced Energy Industries (AEIS) | 0.1 | $292k | 5.3k | 54.84 | |
| Pioneer Natural Resources | 0.1 | $252k | 1.4k | 180.00 | |
| Spark Networks | 0.1 | $250k | 297k | 0.84 | |
| Cummins (CMI) | 0.1 | $241k | 1.8k | 136.36 | |
| Csi Compress | 0.1 | $227k | 23k | 9.72 | |
| Liberty Ventures - Ser A | 0.1 | $221k | 6.0k | 36.83 | |
| Mobile Mini | 0.1 | $207k | 6.9k | 30.21 | |
| Dawson Geophysical (DWSN) | 0.1 | $184k | 23k | 8.05 | |
| Costamare (CMRE) | 0.0 | $140k | 25k | 5.60 |
