Robotti Robert as of June 30, 2017
Portfolio Holdings for Robotti Robert
Robotti Robert holds 52 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 19.1 | $63M | 3.3M | 19.47 | |
| Builders FirstSource (BLDR) | 10.0 | $33M | 2.2M | 15.22 | |
| LSB Industries (LXU) | 6.7 | $22M | 2.2M | 10.12 | |
| Cavco Industries (CVCO) | 5.7 | $19M | 173k | 108.78 | |
| Westlake Chemical Corporation (WLK) | 5.4 | $18M | 271k | 65.73 | |
| Panhandle Oil and Gas | 5.2 | $17M | 754k | 23.07 | |
| Leucadia National | 4.6 | $15M | 594k | 25.72 | |
| Norbord | 4.2 | $14M | 413k | 33.43 | |
| Atwood Oceanics | 3.2 | $11M | 1.2M | 8.94 | |
| OMNOVA Solutions | 3.0 | $9.9M | 1.0M | 9.59 | |
| Exterran | 3.0 | $9.9M | 472k | 20.93 | |
| Lincoln Electric Holdings (LECO) | 2.7 | $9.0M | 99k | 90.93 | |
| Methode Electronics (MEI) | 2.7 | $8.8M | 218k | 40.45 | |
| UMH Properties (UMH) | 2.6 | $8.5M | 516k | 16.54 | |
| Insteel Industries (IIIN) | 2.4 | $7.8M | 238k | 32.84 | |
| RadNet (RDNT) | 2.0 | $6.7M | 742k | 9.02 | |
| Canadian Natural Resources (CNQ) | 1.9 | $6.2M | 215k | 28.83 | |
| Western Digital (WDC) | 1.5 | $5.0M | 57k | 88.14 | |
| AMREP Corporation (AXR) | 1.4 | $4.8M | 716k | 6.70 | |
| Dana Holding Corporation (DAN) | 1.3 | $4.4M | 195k | 22.33 | |
| Helmerich & Payne (HP) | 1.3 | $4.2M | 53k | 78.99 | |
| PICO Holdings | 1.2 | $4.0M | 237k | 16.93 | |
| Gibraltar Industries (ROCK) | 1.1 | $3.7M | 105k | 34.65 | |
| Tidewater | 1.0 | $3.3M | 4.4M | 0.76 | |
| Seacor Holdings | 0.9 | $2.9M | 88k | 33.16 | |
| Stealthgas (GASS) | 0.8 | $2.6M | 857k | 3.06 | |
| Liquidity Services (LQDT) | 0.8 | $2.5M | 415k | 5.98 | |
| Dorian Lpg (LPG) | 0.7 | $2.5M | 301k | 8.16 | |
| Xerium Technologies | 0.7 | $2.3M | 361k | 6.45 | |
| Seacor Marine Hldgs (SMHI) | 0.5 | $1.7M | 86k | 20.36 | |
| American Eagle Outfitters (AEO) | 0.5 | $1.6M | 132k | 12.18 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $636k | 4.4k | 142.86 | |
| Skyline Corporation (SKY) | 0.2 | $634k | 76k | 8.31 | |
| PriceSmart (PSMT) | 0.1 | $490k | 5.6k | 87.52 | |
| Wpx Energy | 0.1 | $499k | 53k | 9.46 | |
| National Western Life (NWLI) | 0.1 | $353k | 1.1k | 307.39 | |
| Liberty Ventures - Ser A | 0.1 | $366k | 6.0k | 61.00 | |
| Timken Company (TKR) | 0.1 | $343k | 7.4k | 46.29 | |
| Advanced Energy Industries (AEIS) | 0.1 | $344k | 5.3k | 64.60 | |
| Hallador Energy (HNRG) | 0.1 | $339k | 46k | 7.30 | |
| Cummins (CMI) | 0.1 | $287k | 1.8k | 162.50 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $282k | 325.00 | 867.69 | |
| Seneca Foods Corporation (SENEA) | 0.1 | $282k | 17k | 16.41 | |
| Spark Networks | 0.1 | $303k | 297k | 1.02 | |
| Belden (BDC) | 0.1 | $264k | 70k | 3.80 | |
| Pioneer Natural Resources | 0.1 | $223k | 1.4k | 159.20 | |
| World Fuel Services Corporation (WKC) | 0.1 | $231k | 6.0k | 38.50 | |
| Mobile Mini | 0.1 | $205k | 6.9k | 29.89 | |
| Costamare (CMRE) | 0.1 | $183k | 25k | 7.32 | |
| Helix Energy Solutions note | 0.1 | $197k | 35k | 5.63 | |
| Csi Compress | 0.1 | $160k | 23k | 6.88 | |
| Dawson Geophysical (DWSN) | 0.0 | $91k | 23k | 3.97 |
