ROBOTTI ROBERT Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$576.4M
Holdings
60
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TDWTIDEWATER INC | 2,950,157 | $157.3M | 27.30% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 413,979 | $50.2M | 8.71% | |
| 3 | FPHFIVE POINT HOLDINGS LLC | 6,964,320 | $42.7M | 7.41% | |
| 4 | LXULSB INDS INC | 4,257,922 | $33.6M | 5.82% | |
| 5 | JEFJEFFERIES FINL GROUP INC | 332,691 | $21.8M | 3.78% | |
| 6 | WFGWEST FRASER TIMBER CO LTD | 293,224 | $19.9M | 3.46% | |
| 7 | CVCOCAVCO INDS INC DEL | 32,011 | $18.6M | 3.22% | |
| 8 | RDNTRADNET INC | 186,171 | $14.2M | 2.46% | |
| 9 | UEOWESTLAKE CHEM CORP | 181,851 | $14.0M | 2.43% | |
| 10 | AERAERCAP HOLDINGS NV | 106,460 | $12.9M | 2.23% | |
| 11 | AXRAMREP CORP NEW | 517,438 | $12.4M | 2.15% | |
| 12 | MTARCELORMITTAL SA LUXEMBOURG | 338,900 | $12.3M | 2.13% | |
| 13 | LECOLINCOLN ELEC HLDGS INC | 49,705 | $11.7M | 2.03% | |
| 14 | NVGSNAVIGATOR HOLDINGS PLC | 735,531 | $11.4M | 1.98% | |
| 15 | IIININSTEEL INDUSTRIES INC | 297,055 | $11.4M | 1.98% | |
| 16 | CRCCANADIAN NAT RES LTD | 326,192 | $10.4M | 1.81% | |
| 17 | WDCWESTERN DIGITAL CORP | 85,905 | $10.3M | 1.79% | |
| 18 | TNLTRAVEL PLUS LEISURE CO | 122,254 | $7.3M | 1.26% | |
| 19 | MRPMILLROSE PPTYS INC | 211,390 | $7.1M | 1.23% | |
| 20 | LPXLOUISIANA PAC CORP | 78,706 | $7.0M | 1.21% | |
| 21 | FTITECHNIPFMC PLC | 165,832 | $6.5M | 1.13% | |
| 22 | CSIQCANADIAN SOLAR INC | 476,270 | $6.2M | 1.08% | |
| 23 | LEGHLEGACY HOUSING CORP | 222,167 | $6.1M | 1.06% | |
| 24 | SMHISEACOR MARINE HOLDINGS INC | 841,916 | $5.5M | 0.95% | |
| 25 | SKYCHAMPION HOMES INC | 68,981 | $5.3M | 0.91% | |
| 26 | SPOTSPOTIFY TECHNOLOGY S A | 7,500 | $5.2M | 0.91% | |
| 27 | AWGASBURY AUTOMOTIVE GROUP | 20,153 | $4.9M | 0.85% | |
| 28 | ALSNALLISON TRANSMISSION HLDGS INC | 57,959 | $4.9M | 0.85% | |
| 29 | TECK/BTECK RESOURCES INC | 100,000 | $4.4M | 0.76% | |
| 30 | NENOBLE CORP NEW | 147,418 | $4.2M | 0.72% | |
| 31 | PLPCPREFORMED LINE PRODS CO | 18,484 | $3.6M | 0.63% | |
| 32 | 4DHDANA HOLDING CORP | 163,563 | $3.3M | 0.57% | |
| 33 | SNDKSANDISK CORP | 27,012 | $3.0M | 0.53% | |
| 34 | SESEA LTD | 15,000 | $2.7M | 0.46% | |
| 35 | ASOACADEMY SPORTS & OUTDOORS IN | 53,040 | $2.7M | 0.46% | |
| 36 | SENEASENECA FOODS CORP | 23,770 | $2.6M | 0.44% | |
| 37 | VALVALARIS LIMITED | 52,524 | $2.6M | 0.44% | |
| 38 | CA8ACACI INTL INC | 3,600 | $1.8M | 0.31% | |
| 39 | GIB/ACGI INC | 20,000 | $1.8M | 0.31% | |
| 40 | UHAL/BU HAUL HOLDING COMPANY | 34,000 | $1.7M | 0.30% | |
| 41 | RNGRRANGER ENERGY SVCS INC | 100,000 | $1.4M | 0.24% | |
| 42 | DWDMORGAN STANLEY | 6,715 | $1.1M | 0.19% | |
| 43 | AEMAGNICO EAGLE MINES LTD | 5,500 | $927K | 0.16% | |
| 44 | AGIALAMOS GOLD INCORPORATED | 26,000 | $906K | 0.16% | |
| 45 | OLNOLIN CORP NEW | 35,718 | $891K | 0.15% | |
| 46 | HBMHUDBAY MINERALS INC | 55,000 | $833K | 0.14% | |
| 47 | AEISADVANCED ENERGY INDS | 4,725 | $803K | 0.14% | |
| 48 | PBRPETROLEO BRASILEIRO SA PETRO | 50,000 | $633K | 0.11% | |
| 49 | HGVHILTON GRAND VACATIONS INC | 14,850 | $620K | 0.11% | |
| 50 | AMKRAMKOR TECHNOLOGY INC | 18,175 | $516K | 0.09% | |
| 51 | SDRLSEADRILL 2021 LTD | 16,050 | $484K | 0.08% | |
| 52 | INSWINTERNATIONAL SEAWAYS INC | 10,000 | $460K | 0.08% | |
| 53 | AMRZAMRIZE LTD | 8,500 | $412K | 0.07% | |
| 54 | SLBSCHLUMBERGER LIMITED | 8,000 | $274K | 0.05% | |
| 55 | AAPLAPPLE INC | 1,053 | $268K | 0.05% | |
| 56 | CMICUMMINS INC | 550 | $232K | 0.04% | |
| 57 | OLAORLA MNG LTD NEW | 15,000 | $162K | 0.03% | |
| 58 | NESRNATIONAL ENERGY SERVICES REU | 10,000 | $102K | 0.02% | |
| 59 | QIPTQUIPT HOME MEDICAL CORP | 18,758 | $48K | 0.01% | |
| 60 | DRTSALPHA TAU MEDICAL LTD | 50,000 | $17K | 0.00% |