Robotti Robert as of Sept. 30, 2017
Portfolio Holdings for Robotti Robert
Robotti Robert holds 54 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 16.9 | $62M | 2.9M | 21.35 | |
| Builders FirstSource (BLDR) | 10.7 | $39M | 2.2M | 17.99 | |
| Westlake Chemical Corporation (WLK) | 6.1 | $22M | 269k | 83.09 | |
| Cavco Industries (CVCO) | 5.8 | $21M | 144k | 147.55 | |
| LSB Industries (LXU) | 4.9 | $18M | 2.3M | 7.94 | |
| Panhandle Oil and Gas | 4.9 | $18M | 755k | 23.80 | |
| Tidewater (TDW) | 4.8 | $18M | 601k | 29.08 | |
| Norbord | 4.6 | $17M | 440k | 38.12 | |
| Leucadia National | 4.1 | $15M | 588k | 25.25 | |
| Atwood Oceanics | 3.3 | $12M | 1.3M | 9.39 | |
| Exterran | 3.2 | $12M | 371k | 31.61 | |
| OMNOVA Solutions | 3.1 | $11M | 1.0M | 10.95 | |
| RadNet (RDNT) | 2.7 | $9.8M | 847k | 11.55 | |
| Methode Electronics (MEI) | 2.5 | $9.1M | 214k | 42.35 | |
| Lincoln Electric Holdings (LECO) | 2.5 | $9.0M | 98k | 91.68 | |
| UMH Properties (UMH) | 2.2 | $7.9M | 510k | 15.55 | |
| Canadian Natural Resources (CNQ) | 2.0 | $7.2M | 216k | 33.49 | |
| Insteel Industries (IIIN) | 1.7 | $6.2M | 238k | 26.11 | |
| Bbx Capital | 1.4 | $5.1M | 692k | 7.37 | |
| Western Digital (WDC) | 1.3 | $4.9M | 57k | 86.40 | |
| AMREP Corporation (AXR) | 1.3 | $4.8M | 707k | 6.81 | |
| Seacor Holdings | 1.1 | $3.9M | 85k | 46.11 | |
| Helmerich & Payne (HP) | 1.1 | $3.9M | 75k | 52.11 | |
| PICO Holdings | 1.1 | $3.8M | 230k | 16.70 | |
| Gibraltar Industries (ROCK) | 0.9 | $3.2M | 102k | 31.15 | |
| Dana Holding Corporation (DAN) | 0.8 | $2.7M | 98k | 27.96 | |
| Stealthgas (GASS) | 0.7 | $2.7M | 815k | 3.31 | |
| Dorian Lpg (LPG) | 0.6 | $2.0M | 300k | 6.82 | |
| American Eagle Outfitters (AEO) | 0.5 | $1.9M | 133k | 14.30 | |
| Xerium Technologies | 0.4 | $1.5M | 304k | 4.78 | |
| Skyline Corporation (SKY) | 0.4 | $1.4M | 115k | 12.09 | |
| Seacor Marine Hldgs (SMHI) | 0.3 | $1.3M | 82k | 15.64 | |
| Dawson Geophysical (DWSN) | 0.3 | $1.0M | 223k | 4.53 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $790k | 4.3k | 183.40 | |
| Wpx Energy | 0.1 | $535k | 47k | 11.51 | |
| PriceSmart (PSMT) | 0.1 | $496k | 5.6k | 89.32 | |
| Advanced Energy Industries (AEIS) | 0.1 | $430k | 5.3k | 80.75 | |
| National Western Life (NWLI) | 0.1 | $388k | 1.1k | 349.22 | |
| Liberty Ventures - Ser A | 0.1 | $403k | 7.0k | 57.57 | |
| Timken Company (TKR) | 0.1 | $357k | 7.4k | 48.51 | |
| Spark Networks | 0.1 | $382k | 313k | 1.22 | |
| Avnet (AVT) | 0.1 | $334k | 8.5k | 39.29 | |
| Cummins (CMI) | 0.1 | $297k | 1.8k | 168.18 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $279k | 325.00 | 858.46 | |
| Belden (BDC) | 0.1 | $282k | 3.5k | 80.57 | |
| Seneca Foods Corporation (SENEA) | 0.1 | $290k | 8.4k | 34.44 | |
| Helix Energy Solutions (HLX) | 0.1 | $259k | 35k | 7.40 | |
| World Fuel Services Corporation (WKC) | 0.1 | $237k | 7.0k | 33.86 | |
| Analogic Corporation | 0.1 | $251k | 3.0k | 83.67 | |
| Hallador Energy (HNRG) | 0.1 | $254k | 44k | 5.73 | |
| Pioneer Natural Resources (PXD) | 0.1 | $206k | 1.4k | 147.20 | |
| Csi Compress | 0.1 | $168k | 32k | 5.21 | |
| Costamare (CMRE) | 0.0 | $155k | 25k | 6.20 | |
| Liquidity Services (LQDT) | 0.0 | $0 | 13k | 0.00 |
