Filer Name: ROBOTTI ROBERT
CIK: 1105838
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 64
Portfolio Value: $0.57B

Robotti Robert Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TDW US TIDEWATER INC 2,632,980 $144M 25.28% 1.1% -
BLDR US BUILDERS FIRSTSOURCE INC 394,174 $56M 9.89% -0.9% -
LXU US LSB INDUSTRIES INC 4,288,387 $33M 5.71% -0.3% -
JEF US JEFFERIES FINANCIAL GROUP IN 407,844 $32M 5.61% -0.4% -
WFG US WEST FRASER TIMBER CO LTD 330,652 $29M 5.02% 0.1% -
FPH US FIVE POINT HOLDINGS LLC-CL A 6,779,047 $26M 4.50% 1.1% -
WLK US WESTLAKE CORP 164,299 $19M 3.31% 0.1% -
CVCO US CAVCO INDUSTRIES INC 41,408 $18M 3.24% -3.3% -
AXR US AMREP CORP 501,417 $16M 2.76% -7.7% -
FTI US TECHNIPFMC PLC 491,422 $14M 2.50% -1.3% -
RDNT US RADNET INC 193,738 $14M 2.37% -30.7% -
SPOT US SPOTIFY TECHNOLOGY SA 27,000 $12M 2.12% - -
NVGS US NAVIGATOR HOLDINGS LTD 759,217 $12M 2.05% - -
SKY US CHAMPION HOMES INC 128,914 $11M 1.99% -0.5% -
AER US AERCAP HOLDINGS NV 109,696 $10M 1.84% 0.1% -
CNQ US CANADIAN NATURAL RESOURCES 337,522 $10M 1.83% 0.1% -
LECO US LINCOLN ELECTRIC HOLDINGS 50,309 $9M 1.66% 0.6% -
MT US ARCELORMITTAL-NY REGISTERED 368,185 $9M 1.49% 0.2% -
LPX US LOUISIANA-PACIFIC CORP 79,128 $8M 1.44% 0.2% -
IIIN US INSTEEL INDUSTRIES INC 299,245 $8M 1.42% 0.4% -
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