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ROBOTTI ROBERT 13F holdings

Filed 2026-08-10 · ROBOTTI ROBERT · 80 positions · $619.5M

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TickerCompanySharesValue% of portfolio
TDWTIDEWATER INC2.7M$180.9M29.2%
BLDRBUILDERS FIRSTSOURCE INC410.4K$36.7M5.9%
FPHFIVE POINT HOLDINGS LLC7.0M$36.7M5.9%
LXULSB INDS INC2.1M$22.5M3.6%
WFGWEST FRASER TIMBER CO LTD291.0K$19.7M3.2%
CVCOCAVCO INDS INC DEL31.7K$19.4M3.1%
ABGASBURY AUTOMOTIVE GROUP87.2K$17.5M2.8%
WLKWESTLAKE CHEM CORP232.2K$17.0M2.7%
—AERCAP HOLDINGS NV106.5K$15.5M2.5%
JEFJEFFERIES FINL GROUP INC291.9K$14.6M2.4%
IIININSTEEL INDUSTRIES INC477.5K$14.4M2.3%
MTARCELORMITTAL SA LUXEMBOURG236.7K$14.3M2.3%
TDWTIDEWATER INC191.8K$12.8M2.1%
WDCWESTERN DIGITAL CORP19.8K$12.6M2.0%
—AMREP CORP NEW497.9K$12.6M2.0%
CNQCANADIAN NAT RES LTD276.9K$10.9M1.8%
—NAVIGATOR HOLDINGS PLC535.5K$10.0M1.6%
TNLTRAVEL PLUS LEISURE CO122.0K$9.3M1.5%
RYZRYERSON HLDG CORP369.8K$9.1M1.5%
BLDRBUILDERS FIRSTSOURCE INC99.7K$8.9M1.4%
LECOLINCOLN ELEC HLDGS INC33.3K$8.9M1.4%
SKYCHAMPION HOMES INC90.6K$8.0M1.3%
MRPMILLROSE PPTYS INC250.3K$7.5M1.2%
RDNTRADNET INC118.3K$7.3M1.2%
ALSNALLISON TRANSMISSION HLDGS INC58.5K$6.6M1.1%
CSIQCANADIAN SOLAR INC400.1K$6.4M1.0%
LPXLOUISIANA PAC CORP79.4K$6.2M1.0%
TECKTECK RESOURCES INC100.0K$5.9M1.0%
SMHISEACOR MARINE HOLDINGS INC712.9K$5.5M0.9%
—NOBLE CORP NEW145.3K$5.4M0.9%
SNDKSANDISK CORP2.4K$5.4M0.9%
ASOACADEMY SPORTS & OUTDOORS IN103.9K$4.9M0.8%
—SEADRILL 2021 LTD114.3K$4.3M0.7%
DANDANA HOLDING CORP147.7K$4.0M0.6%
SPOTSPOTIFY TECHNOLOGY S A7.5K$3.4M0.6%
UHALU HAUL HOLDING COMPANY43.0K$2.5M0.4%
PLPCPREFORMED LINE PRODS CO5.9K$2.4M0.4%
SESEA LTD25.0K$2.4M0.4%
JEFJEFFERIES FINL GROUP INC36.4K$1.8M0.3%
CACICACI INTL INC3.6K$1.7M0.3%
RNGRRANGER ENERGY SVCS INC100.0K$1.6M0.3%
CNQCANADIAN NAT RES LTD39.7K$1.6M0.3%
SNDKSANDISK CORP666$1.5M0.2%
MSMORGAN STANLEY6.5K$1.4M0.2%
HBMHUDBAY MINERALS INC55.0K$1.3M0.2%
WDCWESTERN DIGITAL CORP2.0K$1.3M0.2%
CVEOCIVEO CORP CDA30.0K$1.1M0.2%
—AMRIZE LTD19.5K$1.0M0.2%
AEISADVANCED ENERGY INDS2.7K$1.0M0.2%
AGIALAMOS GOLD INCORPORATED28.5K$864,6900.1%
LEGHLEGACY HOUSING CORP32.8K$861,1040.1%
GEOSGEOSPACE TECHNOLOGIES CORP127.0K$859,6950.1%
PBR-APETROLEO BRASILEIRO SA PETRO50.0K$808,0000.1%
HGVHILTON GRAND VACATIONS INC15.0K$786,0740.1%
—INTERNATIONAL SEAWAYS INC10.0K$765,9000.1%
—SEADRILL 2021 LTD18.9K$716,6890.1%
AEMAGNICO EAGLE MINES LTD4.5K$698,0850.1%
—AMREP CORP NEW23.9K$602,6480.1%
CVCOCAVCO INDS INC DEL745$457,7130.1%
LXULSB INDS INC39.3K$424,3360.1%
Top Fund Holdings
13F
Top Fund Holdings

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