ROBOTTI ROBERT

CIK

1105838

Location

NEW YORK, NY

Portfolio Value

Small $639,084,327

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,287 / 8,621 ▲ 220 · as of Mar 2026

Top Industry

Oil & Gas Equipment & Services 38.5%

3Y Alpha vs SPY

-6.5%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.5%

SPY

+67.9%

Annualised alpha

-7.1%

Max drawdown

−42.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.2%

+11.3 pts

Top 5

58.2%

+7.6 pts

Top 10

70.3%

+4.2 pts

HHI

1,629

Moderately concentrated+660

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	45.0%	$287,806,472	11
Industrials	14.8%	$94,409,799	10
Basic Materials	14.0%	$89,615,709	11
Consumer Cyclical	9.3%	$59,257,693	10
Real Estate	8.7%	$55,615,948	4
Technology	4.2%	$26,891,893	5
Financial Services	2.3%	$14,822,296	3
Healthcare	1.1%	$6,734,297	1
Communication Services	0.6%	$3,636,825	1
Consumer Defensive	0.0%	$293,395	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
SDRL	SEADRILL Ltd	+112,950	131,860	$5,999,630
BLDR	Builders FirstSource, Inc.	+96,606	523,597	$43,107,740
CSIQ	Canadian Solar Inc.	+55,500	398,070	$5,513,269
SKY	Champion Homes, Inc.	+20,305	90,346	$6,719,032
ABG	Asbury Automotive Group Inc	+16,077	36,508	$7,134,028
SE	Sea Ltd	+10,000	25,000	$2,070,250
AMRZ	Amrize Ltd	+4,000	15,000	$840,300
CVCO	Cavco Industries, Inc.	+687	32,388	$15,685,184
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LXU	Lsb Industries, Inc.	−1,200,998	2,120,099	$31,589,474
WLK	Westlake Corp	−111,240	145,004	$16,939,366
MT	ArcelorMittal	−102,140	236,570	$12,296,908
SMHI	SEACOR Marine Holdings Inc.	−75,000	767,946	$5,498,493
RDNT	RadNet, Inc.	−63,569	120,492	$6,734,297
VAL	Valaris Ltd	−50,000	4,244	$416,081
WDC	Western Digital Corp	−38,289	46,544	$12,589,686
TDW	Tidewater Inc	−31,077	2,920,689	$244,023,565
LECO	Lincoln Electric Holdings Inc	−16,479	33,408	$8,321,264
SNDK	Sandisk Corp	−9,858	9,256	$5,880,706
GIB	Cgi Inc	−9,000	13,000	$950,300
LEGH	Legacy Housing Corp	−8,500	181,367	$3,705,327
DAN	DANA Inc	−2,700	151,158	$5,086,466
CNQ	CANADIAN NATURAL RESOURCES Ltd	−2,409	324,066	$15,791,735
AGI	Alamos Gold Inc	−1,500	21,500	$955,245
NE	Noble Corp plc	−1,400	145,268	$7,128,300
IIIN	Insteel Industries Inc	−1,290	297,810	$10,009,394
TNL	Travel & Leisure Co.	−1,100	121,689	$8,419,661
AEM	Agnico Eagle Mines Ltd	−1,087	3,813	$773,962
JEF	Jefferies Financial Group Inc.	−965	327,969	$13,535,279
WFG	West Fraser Timber Co., Ltd	−455	295,880	$19,318,004
AER	AerCap Holdings N.V.	−430	106,494	$14,608,846
ALSN	Allison Transmission Holdings Inc	−260	58,384	$6,834,431
MRP	Millrose Properties, Inc.	−200	249,435	$6,984,180
ASO	Academy Sports & Outdoors, Inc.	−125	53,430	$3,016,123
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
RYZ	Ryerson Holding Corp	192,300	$4,322,904
LZM	Lifezone Metals Ltd	100,000	$336,000
STRS	Stratus Properties Inc	8,100	$247,212
DMLP	Dorchester Minerals, L.P.	7,525	$203,927
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FTI	TechnipFMC plc	156,251	$6,962,544
OLN	OLIN Corp	37,408	$779,207
AMKR	Amkor Technology, Inc.	17,395	$686,754
MKL	Markel Group Inc.	100	$214,964
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $639,084,327 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TDW	Tidewater Inc Energy	Reduced	2,920,689	-31,077	$244,023,565	+63.7%	38.18%
BLDR	Builders FirstSource, Inc. Industrials	Added	523,597	+96,606	$43,107,740	−1.9%	6.75%
FPH	Five Point Holdings, LLC Real Estate	Held	6,964,320	0	$33,707,308	−13.4%	5.27%
LXU	Lsb Industries, Inc. Basic Materials	Reduced	2,120,099	-1,200,998	$31,589,474	+11.9%	4.94%
WFG	West Fraser Timber Co., Ltd Basic Materials	Reduced	295,880	-455	$19,318,004	+6.7%	3.02%
WLK	Westlake Corp Basic Materials	Reduced	145,004	-111,240	$16,939,366	−10.6%	2.65%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	324,066	-2,409	$15,791,735	+42.9%	2.47%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	32,388	+687	$15,685,184	−16.2%	2.45%
AXR	Amrep Corp. Real Estate	Held	521,765	0	$14,677,248	+49.6%	2.30%
AER	AerCap Holdings N.V. Industrials	Reduced	106,494	-430	$14,608,846	−5.0%	2.29%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	327,969	-965	$13,535,279	−33.6%	2.12%
WDC	Western Digital Corp Technology	Reduced	46,544	-38,289	$12,589,686	−13.9%	1.97%
MT	ArcelorMittal Basic Materials	Reduced	236,570	-102,140	$12,296,908	−20.3%	1.92%
NVGS	Navigator Holdings Ltd. Energy	Held	535,531	0	$10,351,814	+11.6%	1.62%
IIIN	Insteel Industries Inc Industrials	Reduced	297,810	-1,290	$10,009,394	+5.7%	1.57%
TNL	Travel & Leisure Co. Consumer Cyclical	Reduced	121,689	-1,100	$8,419,661	−2.8%	1.32%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	33,408	-16,479	$8,321,264	−30.4%	1.30%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Added	36,508	+16,077	$7,134,028	+50.2%	1.12%
NE	Noble Corp plc Energy	Reduced	145,268	-1,400	$7,128,300	+72.1%	1.12%
MRP	Millrose Properties, Inc. Real Estate	Reduced	249,435	-200	$6,984,180	−6.3%	1.09%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Reduced	58,384	-260	$6,834,431	+19.0%	1.07%
RDNT	RadNet, Inc. Healthcare	Reduced	120,492	-63,569	$6,734,297	−48.7%	1.05%
SKY	Champion Homes, Inc. Consumer Cyclical	Added	90,346	+20,305	$6,719,032	+13.5%	1.05%
SDRL	SEADRILL Ltd Energy	Added	131,860	+112,950	$5,999,630	+817.0%	0.94%
SNDK	Sandisk Corp Technology	Reduced	9,256	-9,858	$5,880,706	+29.6%	0.92%
LPX	Louisiana-Pacific Corp Industrials	Reduced	79,161	-80	$5,758,962	−10.0%	0.90%
CSIQ	Canadian Solar Inc. Technology	Added	398,070	+55,500	$5,513,269	−32.3%	0.86%
SMHI	SEACOR Marine Holdings Inc. Industrials	Reduced	767,946	-75,000	$5,498,493	+8.4%	0.86%
TECK	Teck Resources Ltd Basic Materials	Held	100,000	0	$5,175,000	+8.1%	0.81%
DAN	DANA Inc Consumer Cyclical	Reduced	151,158	-2,700	$5,086,466	+39.1%	0.80%
RYZ	Ryerson Holding Corp Industrials	NEW	192,300	NEW	$4,322,904	NEW	0.68%
LEGH	Legacy Housing Corp Consumer Cyclical	Reduced	181,367	-8,500	$3,705,327	−0.0%	0.58%
SPOT	Spotify Technology S.A. Communication Services	Held	7,500	0	$3,636,825	−16.5%	0.57%
ASO	Academy Sports & Outdoors, Inc. Consumer Cyclical	Reduced	53,430	-125	$3,016,123	+12.7%	0.47%
SE	Sea Ltd Consumer Cyclical	Added	25,000	+10,000	$2,070,250	+8.2%	0.32%
CACI	Caci International Inc /De/ Technology	Held	3,600	0	$1,957,932	+2.1%	0.31%
RNGR	Ranger Energy Services, Inc. Energy	Held	100,000	0	$1,714,000	+22.6%	0.27%
PLPC	Preformed Line Products Co Industrials	Held	5,935	0	$1,606,901	+31.0%	0.25%
HBM	Hudbay Minerals Inc. Basic Materials	Held	55,000	0	$1,149,500	+5.3%	0.18%
MS	Morgan Stanley Financial Services	Held	6,500	0	$1,069,705	−7.3%	0.17%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Held	50,000	0	$1,037,500	+75.1%	0.16%
AGI	Alamos Gold Inc Basic Materials	Reduced	21,500	-1,500	$955,245	+7.7%	0.15%
GIB	Cgi Inc Technology	Reduced	13,000	-9,000	$950,300	−53.2%	0.15%
AEIS	Advanced Energy Industries Inc Industrials	Held	2,725	0	$879,384	+54.1%	0.14%
AMRZ	Amrize Ltd Basic Materials	Added	15,000	+4,000	$840,300	+41.3%	0.13%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	3,813	-1,087	$773,962	−6.8%	0.12%
INSW	International Seaways, Inc. Energy	Held	10,000	0	$728,800	+50.1%	0.11%
HGV	Hilton Grand Vacations Inc. Consumer Cyclical	Held	15,010	0	$587,191	−12.6%	0.09%
VAL	Valaris Ltd Energy	Reduced	4,244	-50,000	$416,081	−84.8%	0.07%
SLB	Slb Limited/Nv Energy	Held	8,000	0	$411,120	+33.9%	0.06%