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Bob Robotti — Institutional Investor Profile | Buyside Digest

Bob Robotti

✓ Verified

Institutional Investor • Robotti Value Investors

Value

$708M

Stocks

43 Stocks

Turnover

100.0%

CIK

0001512948EDGAR ↗

Website ↗

Top Holdings

FPH(10.84%) LXU(6.65%) WFG(5.82%) CVCO(5.75%) ABG(5.18%)

About Investor

Robert Robotti serves as President and Chief Investment Officer of Robotti & Company, bringing extensive experience including board positions with NYSE-listed AMREP Corporation and Tidewater, Inc., plus participation on the SEC's Advisory Committee on Smaller Public Companies. The firm was founded in 1983 and has maintained a consistent value investing approach for over four decades. The leadership team includes experienced professionals like Curtis Jensen (formerly CIO at Third Avenue Management), Erwin Mevorah (CFO with public company experience), and other specialists in equity research and compliance. The firm manages assets for high net worth individuals, pension plans, trusts, charitable organizations, corporations, and private investment funds with generally a $500,000 minimum account size requirement.

Investor Philosophy

Investment philosophy details pending verification.

Bob Robotti Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
FPH	None	Five Point Holdings	Real Estate	$36.7M	10.8%	No Change
LXU	None	LSB Industries	Basic Materials	$22.5M	6.7%	No Change
WFG	None	West Fraser Timber Co. Ltd.	General	$19.7M	5.8%	No Change
CVCO	None	Cavco Industries, Inc.	General	$19.4M	5.8%	No Change
ABG	None	Asbury Automotive Group, Inc.	Consumer Discretionary	$17.5M	5.2%	No Change
WLK	None	Westlake Corp.	General	$17.0M	5.0%	No Change
AER	None	AerCap Holdings N.V.	Industrials	$15.5M	4.6%	No Change
IIIN	None	Insteel Industries, Inc.	General	$14.4M	4.3%	No Change
MT	None	ArcelorMittal S.A.	Materials	$14.3M	4.2%	No Change
TDW	None	Tidewater Inc.	Energy	$12.8M	3.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
MSMorgan Stanley	$1358.8M	-100.0%	0.0%	Sold Out
MSDMORGAN STANLEY EMKT DBT FD I	$1.4M	-99.9%	0.4%	Decreased

13F Sector Breakdown

General34.7%

Consumer Discretionary14.4%

Industrials14.3%

Real Estate10.8%

Energy7.1%

Sector	Stocks	Value	Exposure
General	13	$117.5M	34.7%
Consumer Discretionary	6	$48.7M	14.4%
Industrials	7	$48.5M	14.3%
Real Estate	1	$36.7M	10.8%
Energy	4	$24.1M	7.1%
Basic Materials	2	$23.8M	7.0%
Materials	4	$22.1M	6.5%
Health Care	1	$7.3M	2.2%
Information Technology	3	$4.5M	1.3%
Communication Services	1	$3.4M	1.0%
Financials	1	$1.8M	0.5%