Robotti Robert as of March 31, 2017
Portfolio Holdings for Robotti Robert
Robotti Robert holds 48 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 21.2 | $72M | 3.2M | 22.60 | |
| Builders FirstSource (BLDR) | 9.6 | $32M | 2.2M | 14.90 | |
| LSB Industries (LXU) | 6.0 | $20M | 2.2M | 9.38 | |
| Westlake Chemical Corporation (WLK) | 5.3 | $18M | 272k | 66.05 | |
| Cavco Industries (CVCO) | 5.2 | $18M | 150k | 116.40 | |
| Leucadia National | 4.6 | $15M | 594k | 26.00 | |
| Panhandle Oil and Gas | 4.3 | $15M | 757k | 19.20 | |
| Atwood Oceanics | 3.6 | $12M | 1.3M | 9.53 | |
| Norbord | 3.5 | $12M | 414k | 28.51 | |
| Exterran | 3.5 | $12M | 373k | 31.45 | |
| OMNOVA Solutions | 3.0 | $10M | 1.0M | 9.90 | |
| Methode Electronics (MEI) | 2.9 | $9.9M | 218k | 45.60 | |
| Insteel Industries (IIIN) | 2.6 | $8.7M | 240k | 36.14 | |
| Lincoln Electric Holdings (LECO) | 2.5 | $8.6M | 99k | 86.86 | |
| UMH Properties (UMH) | 2.3 | $7.8M | 510k | 15.21 | |
| Canadian Natural Resources (CNQ) | 2.1 | $7.1M | 218k | 32.79 | |
| Seacor Holdings | 1.8 | $6.0M | 87k | 69.19 | |
| Tidewater | 1.5 | $5.0M | 4.4M | 1.15 | |
| Western Digital (WDC) | 1.4 | $4.7M | 57k | 82.54 | |
| AMREP Corporation (AXR) | 1.4 | $4.6M | 716k | 6.41 | |
| RadNet (RDNT) | 1.3 | $4.4M | 748k | 5.90 | |
| Gibraltar Industries (ROCK) | 1.3 | $4.2M | 103k | 41.20 | |
| Dana Holding Corporation (DAN) | 1.1 | $3.8M | 195k | 19.31 | |
| Helmerich & Payne (HP) | 1.1 | $3.6M | 55k | 66.58 | |
| PICO Holdings | 1.0 | $3.3M | 233k | 14.00 | |
| Stealthgas (GASS) | 1.0 | $3.3M | 818k | 3.99 | |
| Liquidity Services (LQDT) | 0.9 | $3.2M | 397k | 8.00 | |
| Dorian Lpg (LPG) | 0.9 | $3.2M | 300k | 10.53 | |
| Xerium Technologies | 0.7 | $2.4M | 375k | 6.40 | |
| American Eagle Outfitters (AEO) | 0.6 | $1.9M | 136k | 14.03 | |
| Skyline Corporation (SKY) | 0.2 | $756k | 80k | 9.41 | |
| Wpx Energy | 0.2 | $700k | 52k | 13.38 | |
| Seneca Foods Corporation (SENEA) | 0.2 | $630k | 17k | 36.10 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $619k | 4.3k | 142.86 | |
| PriceSmart (PSMT) | 0.1 | $516k | 5.6k | 92.20 | |
| Advanced Energy Industries (AEIS) | 0.1 | $365k | 5.3k | 68.54 | |
| Timken Company (TKR) | 0.1 | $335k | 7.4k | 45.21 | |
| Hallador Energy (HNRG) | 0.1 | $355k | 44k | 8.00 | |
| Spark Networks | 0.1 | $324k | 314k | 1.03 | |
| National Western Life (NWLI) | 0.1 | $339k | 1.1k | 304.66 | |
| Csi Compress | 0.1 | $317k | 32k | 9.80 | |
| Cummins (CMI) | 0.1 | $267k | 1.8k | 151.14 | |
| Pioneer Natural Resources | 0.1 | $261k | 1.4k | 186.40 | |
| Helix Energy Solutions (HLX) | 0.1 | $272k | 35k | 7.77 | |
| Liberty Ventures - Ser A | 0.1 | $267k | 6.0k | 44.50 | |
| Mobile Mini | 0.1 | $210k | 6.9k | 30.54 | |
| Costamare (CMRE) | 0.1 | $167k | 25k | 6.68 | |
| Dawson Geophysical (DWSN) | 0.0 | $128k | 23k | 5.58 |
