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 |
