Holdings
Robotti Robert
As of Jun 30, 2026, Robotti Robert reported 52 positions worth US$591M. Largest: Tidewater Inc., Builders Firstsource, Inc. and Five Point Holdings, Llc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Tidewater Inc. | 2.91M | US$194M | −14,309 | Jun 30, 2026 |
| Builders Firstsource, Inc. | 510K | US$45.6M | −13,439 | Jun 30, 2026 |
| Five Point Holdings, Llc | 6.96M | US$36.7M | no change | Jun 30, 2026 |
| Lsb Industries, Inc. | 2.12M | US$22.9M | −400 | Jun 30, 2026 |
| West Fraser Timber Co. Ltd. | 296K | US$20M | +163 | Jun 30, 2026 |
| Cavco Industries, Inc. | 32,396 | US$19.9M | +8 | Jun 30, 2026 |
| Asbury Automotive Group Inc | 87,215 | US$17.5M | +50,707 | Jun 30, 2026 |
| Westlake Corporation | 235K | US$17.2M | +90,375 | Jun 30, 2026 |
| Jefferies Financial Group Inc. | 328K | US$16.4M | +310 | Jun 30, 2026 |
| Insteel Industries, Inc. | 478K | US$14.4M | +180K | Jun 30, 2026 |