Bob Robotti — Robotti & Company Advisors, LLC
Bob RobottiRobotti & Company Advisors, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| TDW | Tidewater Inc. | 2,906,380 | $193.7M | 31.3% |
| BLDR | Builders FirstSource, Inc. | 510,158 | $45.6M | 7.4% |
| FPH | Five Point Holdings, LLC | 6,964,320 | $36.7M | 5.9% |
| LXU | LSB Industries, Inc. | 2,119,699 | $22.9M | 3.7% |
| WFG | West Fraser Timber Co. Ltd. | 296,043 | $20.0M | 3.2% |
| CVCO | Cavco Industries, Inc. | 32,396 | $19.9M | 3.2% |
| ABG | Asbury Automotive Group, Inc. | 87,215 | $17.5M | 2.8% |
| WLK | Westlake Corporation | 235,379 | $17.2M | 2.8% |
| JEF | Jefferies Financial Group Inc. | 328,279 | $16.4M | 2.6% |
| AER | AerCap Holdings N.V. | 106,516 | $15.5M | 2.5% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.