ROBOTTI ROBERT Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$499.1B
Holdings
66
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDWTIDEWATER INC | 2,856,631 | $120.7B | 24.20% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 413,752 | $51.7B | 10.36% | |
| 3 | FPHFIVE POINT HOLDINGS LLC | 6,779,047 | $36.2B | 7.25% | |
| 4 | LXULSB INDS INC | 4,279,752 | $28.2B | 5.65% | |
| 5 | WFGWEST FRASER TIMBER CO LTD | 296,958 | $22.8B | 4.58% | |
| 6 | CVCOCAVCO INDS INC DEL | 40,343 | $21.0B | 4.20% | |
| 7 | JEFJEFFERIES FINL GROUP INC | 343,528 | $18.4B | 3.69% | |
| 8 | UEOWESTLAKE CHEM CORP | 164,696 | $16.5B | 3.30% | |
| 9 | AERAERCAP HOLDINGS NV | 108,547 | $11.1B | 2.22% | |
| 10 | AXRAMREP CORP NEW | 524,407 | $10.5B | 2.11% | |
| 11 | CRCCANADIAN NAT RES LTD | 335,532 | $10.3B | 2.07% | |
| 12 | MTARCELORMITTAL SA LUXEMBOURG | 345,015 | $10.0B | 1.99% | |
| 13 | NVGSNAVIGATOR HOLDINGS PLC | 735,531 | $9.8B | 1.96% | |
| 14 | RDNTRADNET INC | 193,126 | $9.6B | 1.92% | |
| 15 | LECOLINCOLN ELEC HLDGS INC | 50,098 | $9.5B | 1.90% | |
| 16 | IIININSTEEL INDUSTRIES INC | 301,740 | $7.9B | 1.59% | |
| 17 | LPXLOUISIANA PAC CORP | 79,106 | $7.3B | 1.46% | |
| 18 | SKYCHAMPION HOMES INC | 72,553 | $6.9B | 1.38% | |
| 19 | FTITECHNIPFMC PLC | 203,067 | $6.4B | 1.29% | |
| 20 | TNLTRAVEL PLUS LEISURE CO | 125,014 | $5.8B | 1.16% | |
| 21 | ALSNALLISON TRANSMISSION HLDGS INC | 59,143 | $5.7B | 1.13% | |
| 22 | LEGHLEGACY HOUSING CORP | 221,304 | $5.6B | 1.12% | |
| 23 | AWGASBURY AUTOMOTIVE GROUP | 20,270 | $4.5B | 0.90% | |
| 24 | AMKRAMKOR TECHNOLOGY INC | 246,827 | $4.5B | 0.89% | |
| 25 | ASOACADEMY SPORTS & OUTDOORS IN | 96,062 | $4.4B | 0.88% | |
| 26 | SMHISEACOR MARINE HOLDINGS INC | 845,687 | $4.3B | 0.86% | |
| 27 | CSIQCANADIAN SOLAR INC | 490,880 | $4.2B | 0.85% | |
| 28 | SPOTSPOTIFY TECHNOLOGY S A | 7,500 | $4.1B | 0.83% | |
| 29 | TECK/BTECK RESOURCES INC | 100,000 | $3.6B | 0.73% | |
| 30 | NENOBLE CORP NEW | 153,208 | $3.6B | 0.73% | |
| 31 | WDCWESTERN DIGITAL CORP | 86,530 | $3.5B | 0.70% | |
| 32 | OLNOLIN CORP NEW | 115,682 | $2.8B | 0.56% | |
| 33 | PLPCPREFORMED LINE PRODS CO | 18,484 | $2.6B | 0.52% | |
| 34 | 4DHDANA HOLDING CORP | 172,468 | $2.3B | 0.46% | |
| 35 | SENEASENECA FOODS CORP | 23,853 | $2.1B | 0.43% | |
| 36 | VALVALARIS LIMITED | 52,524 | $2.1B | 0.41% | |
| 37 | SESEA LTD | 15,000 | $2.0B | 0.39% | |
| 38 | RNGRRANGER ENERGY SVCS INC | 100,000 | $1.4B | 0.28% | |
| 39 | CA8ACACI INTL INC | 3,800 | $1.4B | 0.28% | |
| 40 | GIB/ACGI INC | 13,500 | $1.3B | 0.27% | |
| 41 | SNDKSANDISK CORP | 27,624 | $1.3B | 0.26% | |
| 42 | AGIALAMOS GOLD INCORPORATED | 47,500 | $1.3B | 0.25% | |
| 43 | UHAL/BU HAUL HOLDING COMPANY | 17,100 | $1.0B | 0.20% | |
| 44 | AEMAGNICO EAGLE MINES LTD | 7,500 | $813.1M | 0.16% | |
| 45 | DWDMORGAN STANLEY | 6,715 | $783.4M | 0.16% | |
| 46 | ATKRATKORE INC | 12,500 | $749.9M | 0.15% | |
| 47 | PBRPETROLEO BRASILEIRO SA PETRO | 50,000 | $717.0M | 0.14% | |
| 48 | HBMHUDBAY MINERALS INC | 79,055 | $600.0M | 0.12% | |
| 49 | RYIRYERSON HLDG CORP | 26,000 | $597.0M | 0.12% | |
| 50 | HGVHILTON GRAND VACATIONS INC | 15,260 | $570.9M | 0.11% | |
| 51 | CLFCLEVELAND-CLIFFS INC NEW | 65,000 | $534.3M | 0.11% | |
| 52 | ASTLALGOMA STL GROUP INC | 90,000 | $487.8M | 0.10% | |
| 53 | AEISADVANCED ENERGY INDS | 4,725 | $450.3M | 0.09% | |
| 54 | SDRLSEADRILL 2021 LTD | 16,050 | $401.3M | 0.08% | |
| 55 | INSWINTERNATIONAL SEAWAYS INC | 10,000 | $332.0M | 0.07% | |
| 56 | MRKMERCK & CO INC NEW | 3,000 | $269.3M | 0.05% | |
| 57 | FRPHFRP HLDGS INCORPORATED | 9,000 | $257.1M | 0.05% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHINES CORP | 1,000 | $248.7M | 0.05% | |
| 59 | AAPLAPPLE INC | 1,050 | $233.3M | 0.05% | |
| 60 | DMLPDORCHESTER MINERALS | 7,525 | $226.4M | 0.05% | |
| 61 | LQDTLIQUIDITY SERVICES INC | 7,050 | $218.6M | 0.04% | |
| 62 | MANUMANCHESTER UTD PLC NEW | 15,000 | $196.3M | 0.04% | |
| 63 | NESRNATIONAL ENERGY SERVICES REU | 10,000 | $73.6M | 0.01% | |
| 64 | PHXUSDPHX MINERALS INC | 17,177 | $67.8M | 0.01% | |
| 65 | QIPTQUIPT HOME MEDICAL CORP | 17,799 | $41.5M | 0.01% | |
| 66 | DRTSALPHA TAU MEDICAL LTD | 50,000 | $11.9M | 0.00% |