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	Home > Robert Robotti
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2023 03/31/2023 12/31/2022 09/30/2022 06/30/2022 03/31/2022 12/31/2021 09/30/2021 06/30/2021 03/31/2021 12/31/2020 09/30/2020 06/30/2020 03/31/2020 12/31/2019 09/30/2019 06/30/2019 03/31/2019 12/31/2018 09/30/2018 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003
	Name Ticker Class Shares Change Value Change Date Builders FirstSource, Inc. BLDR Common 773,010 -592,612 105,129,360,000 -16,110,562,000 06/30/2023 Skyline Champion Corp SKY Common 286,547 -1,750 18,754,501,000 -2,934,082,000 06/30/2023 CAVCO INDUSTRIES INC. CVCO Common 51,445 -188 15,176,275,000 -1,229,594,000 06/30/2023 METHODE ELECTRONICS INC MEI Common 107,143 -610 3,591,433,000 -1,136,769,000 06/30/2023 OLIN Corp OLN Common 117,131 -540 6,019,362,000 -511,379,000 06/30/2023 FRP HOLDINGS, INC. FRPH COM 23,000 -4,113 1,324,110,000 -245,190,000 06/30/2023 AMERICAN EAGLE OUTFITTERS INC AEO Common 129,495 -1,520 1,528,041,000 -232,801,000 06/30/2023 PROSHARES TR MSCI EAFE DIVD PSQ Common 15,000 -10,000 158,550,000 -145,950,000 06/30/2023 TIDEWATER INC TDW/WS/B *W EXP 07/31/202 240,955 -1,220 48,191,000 -103,193,000 06/30/2023 CENTRAL SECURITIES CORP CET Common 9,178 -2,400 335,089,000 -67,629,000 06/30/2023 PHX MINERALS INC. PHX Common Stock 25,113 -29,480 78,352,000 -64,681,000 06/30/2023 WESTERN DIGITAL CORP WDC Common 140,528 -1,038 5,330,227,000 -2,564,000 06/30/2023 TIDEWATER INC TDW/WS/A *W EXP 07/31/202 82,135 -1,035 95,277,000 -2,032,000 06/30/2023 Legacy Housing Corp LEGH Common 186,340 -1,470 4,321,225,000 46,669,000 06/30/2023 Travel & Leisure Co. TNL Common Stock 65,779 -350 2,653,525,000 61,268,000 06/30/2023 CANADIAN NATURAL RESOURCES LTD CNQ Common 162,781 -1,540 9,158,059,000 62,891,000 06/30/2023 UMH PROPERTIES, INC. UMH COM 307,570 -3,095 4,914,969,000 320,234,000 06/30/2023 Jefferies Financial Group Inc. JEF Common 429,732 -2,445 14,254,210,000 536,912,000 06/30/2023 AerCap Holdings N.V. AER Common 86,483 -1,220 5,493,400,000 561,860,000 06/30/2023 Allison Transmission Holdings Inc ALSN Common 60,873 -390 3,436,890,000 665,352,000 06/30/2023 WESTLAKE CORP WLK Common 228,359 -857 27,282,050,000 697,578,000 06/30/2023 Bluegreen Vacations Holding Corp BVH COMMON 87,790 -1,000 3,129,714,000 698,644,000 06/30/2023 DANA INC DAN Common 426,603 -5,115 7,252,251,000 754,895,000 06/30/2023 Chemours Co CC COM 119,544 -700 4,409,978,000 809,873,000 06/30/2023 LINCOLN ELECTRIC HOLDINGS INC LECO Common 50,790 -525 10,088,417,000 1,411,050,000 06/30/2023 LOUISIANA-PACIFIC CORP LPX Common 72,403 -350 5,428,777,000 1,484,837,000 06/30/2023 FMC TECHNOLOGIES INC FTI COM 566,641 -5,370 9,417,574,000 1,609,624,000 06/30/2023 AMREP CORP. AXR Common 508,982 -250 9,131,131,000 2,006,981,000 06/30/2023 RadNet, Inc. RDNT Common 296,841 -3,315 9,682,953,000 2,170,048,000 06/30/2023 WEATHERFORD INTERNATIONAL LTD WFT COM 339,834 -1,148 29,218,927,000 4,927,370,000 06/30/2023

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