ROBOTTI ROBERT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FPH | 6.96M | $33.71M |
 | TDW | 2.92M | $244.02M |
 | LXU | 2.12M | $31.59M |
 | SMHI | 768K | $5.50M |
 | NVGS | 536K | $10.35M |
 | BLDR | 524K | $43.11M |
 | AXR | 522K | $14.68M |
 | CSIQ | 398K | $5.51M |
 | JEF | 328K | $13.54M |
 | CNQ | 324K | $15.80M |
 | IIIN | 298K | $10.01M |
 | WFG | 296K | $19.32M |
 | MRP | 249K | $6.98M |
 | MT | 237K | $12.30M |
 | LEGH | 181K | $3.71M |
 | DAN | 151K | $5.09M |
 | NE | 145K | $7.13M |
 | WLK | 145K | $16.94M |
 | SDRL | 132K | $6.00M |
 | TNL | 122K | $8.42M |
Five Point Holdings, LLC
FPH
Shares Held
6.96M
Value
$33.71M
Tidewater Inc.
TDW
Shares Held
2.92M
Value
$244.02M
LSB Industries, Inc.
LXU
Shares Held
2.12M
Value
$31.59M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
768K
Value
$5.50M
Navigator Holdings Ltd.
NVGS
Shares Held
536K
Value
$10.35M
Builders FirstSource, Inc.
BLDR
Shares Held
524K
Value
$43.11M
AMREP Corporation
AXR
Shares Held
522K
Value
$14.68M
Canadian Solar Inc.
CSIQ
Shares Held
398K
Value
$5.51M
Jefferies Financial Group Inc.
JEF
Shares Held
328K
Value
$13.54M
Canadian Natural Resources Limited
CNQ
Shares Held
324K
Value
$15.80M
Insteel Industries, Inc.
IIIN
Shares Held
298K
Value
$10.01M
West Fraser Timber Co. Ltd.
WFG
Shares Held
296K
Value
$19.32M
Millrose Properties, Inc.
MRP
Shares Held
249K
Value
$6.98M
ArcelorMittal S.A.
MT
Shares Held
237K
Value
$12.30M
Legacy Housing Corporation
LEGH
Shares Held
181K
Value
$3.71M
Dana Incorporated
DAN
Shares Held
151K
Value
$5.09M
Noble Corporation Plc
NE
Shares Held
145K
Value
$7.13M
Westlake Corporation
WLK
Shares Held
145K
Value
$16.94M
Seadrill Limited
SDRL
Shares Held
132K
Value
$6.00M
Travel + Leisure Co.
TNL
Shares Held
122K
Value
$8.42M