ROBOTTI ROBERT Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$680K
Holdings
59
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDWTIDEWATER INC | 3,854,584 | $273K | 40.15% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 669,756 | $83K | 12.21% | |
| 3 | LXULSB INDS INC | 4,351,827 | $44K | 6.47% | |
| 4 | UEOWESTLAKE CHEM CORP | 227,622 | $27K | 3.97% | |
| 5 | WFGWEST FRASER TIMBER CO LTD | 337,405 | $24K | 3.53% | |
| 6 | SKYSKYLINE CORP | 283,879 | $18K | 2.65% | |
| 7 | —NOBLE CORP NEW | 371,027 | $18K | 2.65% | |
| 8 | JEFJEFFERIES FINL GROUP INC | 424,385 | $15K | 2.21% | |
| 9 | CVCOCAVCO INDS INC DEL | 51,584 | $12K | 1.76% | |
| 10 | FTITECHNIPFMC PLC | 557,122 | $11K | 1.62% | |
| 11 | LECOLINCOLN ELEC HLDGS INC | 50,012 | $9K | 1.32% | |
| 12 | CRCCANADIAN NAT RES LTD | 160,756 | $9K | 1.32% | |
| 13 | SMHISEACOR MARINE HOLDINGS INC | 673,464 | $9K | 1.32% | |
| 14 | RDNTRADNET INC | 293,738 | $8K | 1.18% | |
| 15 | IIININSTEEL INDUSTRIES INC | 250,300 | $8K | 1.18% | |
| 16 | AXRAMREP CORP NEW | 508,750 | $8K | 1.18% | |
| 17 | EAFEURGRAFTECH INTERNATIONAL | 1,646,770 | $6K | 0.88% | |
| 18 | 4DHDANA HOLDING CORP | 417,343 | $6K | 0.88% | |
| 19 | WDCWESTERN DIGITAL CORP | 138,680 | $6K | 0.88% | |
| 20 | AERAERCAP HOLDINGS NV | 88,801 | $5K | 0.74% | |
| 21 | OLNOLIN CORP NEW | 116,281 | $5K | 0.74% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 29,000 | $4K | 0.59% | |
| 23 | TECK/BTECK RESOURCES INC | 100,000 | $4K | 0.59% | |
| 24 | CSIQCANADIAN SOLAR INC | 167,386 | $4K | 0.59% | |
| 25 | AMKRAMKOR TECHNOLOGY INC | 181,930 | $4K | 0.59% | |
| 26 | UMHU M H PROPERTIES INC | 303,920 | $4K | 0.59% | |
| 27 | LEGHLEGACY HOUSING CORP | 185,175 | $3K | 0.44% | |
| 28 | ALSNALLISON TRANSMISSION HLDGS INC | 60,238 | $3K | 0.44% | |
| 29 | CCCHEMOURS CO | 118,074 | $3K | 0.44% | |
| 30 | LPXLOUISIANA PAC CORP | 72,058 | $3K | 0.44% | |
| 31 | BBX1USDBLUEGREEN VACATIONS HLDG CORP | 87,253 | $3K | 0.44% | |
| 32 | VALVALARIS LIMITED | 51,334 | $3K | 0.44% | |
| 33 | AEOAMERICAN EAGLE OUTFITTERS NE | 127,520 | $2K | 0.29% | |
| 34 | TNLTRAVEL PLUS LEISURE CO | 64,884 | $2K | 0.29% | |
| 35 | PLPCPREFORMED LINE PRODS CO | 10,000 | $1K | 0.15% | |
| 36 | CA8ACACI INTL INC | 3,400 | $1K | 0.15% | |
| 37 | SENEASENECA FOODS CORP | 23,378 | $1K | 0.15% | |
| 38 | GIB/ACGI INC | 11,000 | $1K | 0.15% | |
| 39 | ATKRATKORE INC | 7,000 | $1K | 0.15% | |
| 40 | FRPHFRP HLDGS INCORPORATED | 23,000 | $1K | 0.15% | |
| 41 | SESEA LTD | 25,000 | $1K | 0.15% | |
| 42 | UHAL/BU HAUL HOLDING COMPANY | 26,200 | $1K | 0.15% | |
| 43 | RNGRRANGER ENERGY SVCS INC | 100,000 | $1K | 0.15% | |
| 44 | INSWINTERNATIONAL SEAWAYS INC | 10,000 | $0 | 0.00% | |
| 45 | FPHFIVE POINT HOLDINGS LLC | 58,047 | $0 | 0.00% | |
| 46 | DWDMORGAN STANLEY | 7,215 | $0 | 0.00% | |
| 47 | SDRLSEADRILL 2021 LTD | 10,340 | $0 | 0.00% | |
| 48 | PSQUSDPROSHARES TRUST | 15,000 | $0 | 0.00% | |
| 49 | DRTSALPHA TAU MEDICAL LTD | 50,000 | $0 | 0.00% | |
| 50 | AEMAGNICO EAGLE MINES LTD | 9,500 | $0 | 0.00% | |
| 51 | UHALU HAUL HOLDING COMPANY | 5,200 | $0 | 0.00% | |
| 52 | DMLPDORCHESTER MINERALS | 7,525 | $0 | 0.00% | |
| 53 | RYIRYERSON HLDG CORP | 25,500 | $0 | 0.00% | |
| 54 | PBRPETROLEO BRASILEIRO SA PETRO | 50,000 | $0 | 0.00% | |
| 55 | PHXUSDPHX MINERALS INC | 25,113 | $0 | 0.00% | |
| 56 | AGIALAMOS GOLD INCORPORATED | 40,000 | $0 | 0.00% | |
| 57 | AEISADVANCED ENERGY INDS | 4,725 | $0 | 0.00% | |
| 58 | FNVFRANCO NEV CORP | 5,000 | $0 | 0.00% | |
| 59 | MRKMERCK & CO INC NEW | 3,000 | $0 | 0.00% |