Robotti & Company Q4 2021 holdings

The total value of Robotti & Company's holdings in Q4 2021 was $493 Million. Robotti & Company reported 102 holdings. The portfolio turnover from Q4 2021 to Q3 2021 was 0.0% .

Robotti & Company Q4 2021 holdings
 Value Shares↓ Weighting
BLDR SellBUILDERS FIRSTSOURCE INC$158,851
+36.3%
1,853,364
-17.7%
32.19%
+20.5%
WFG SellWEST FRASER TIMBER CO LTD$40,278
+12.6%
422,378
-0.6%
8.16%
-0.5%
JEF SellJEFFERIES FINL GROUP INC$17,111
+3.1%
441,006
-1.3%
3.47%
-8.9%
SKY SellSKYLINE CORP$16,758
+30.7%
212,180
-0.6%
3.40%
+15.4%
CVCO SellCAVCO INDS INC DEL$12,841
+33.3%
40,426
-0.7%
2.60%
+17.7%
WLK SellWESTLAKE CHEM CORP$12,817
-39.1%
131,949
-42.9%
2.60%
-46.2%
DAN SellDANA HOLDING CORP$11,712
+1.1%
513,220
-1.5%
2.37%
-10.7%
IIIN SellINSTEEL INDUSTRIES INC$10,175
+3.4%
255,601
-1.2%
2.06%
-8.7%
RDNT SellRADNET INC$9,429
+1.1%
313,145
-1.5%
1.91%
-10.7%
UMH SellU M H PROPERTIES INC$9,150
+17.8%
334,825
-1.3%
1.85%
+4.0%
WDC SellWESTERN DIGITAL CORP$9,143
+13.4%
140,216
-1.9%
1.85%
+0.2%
LECO SellLINCOLN ELEC HLDGS INC$9,086
+6.9%
65,153
-1.3%
1.84%
-5.6%
CNQ SellCANADIAN NAT RES LTD$8,432
+13.9%
199,584
-1.5%
1.71%
+0.6%
EAF SellGRAFTECH INTERNATIONAL$8,397
+14.5%
709,869
-0.1%
1.70%
+1.1%
AXR SellAMREP CORP NEW$7,861
-3.4%
517,133
-0.2%
1.59%
-14.7%
MEI SellMETHODE ELECTRONICS INC$5,377
+15.0%
109,361
-1.6%
1.09%
+1.6%
AER SellAERCAP HOLDINGS NV$5,204
+11.7%
79,545
-1.2%
1.06%
-1.2%
LEGH SellLEGACY HOUSING CORP$4,794
+45.7%
181,125
-1.1%
0.97%
+28.7%
VWTR SellVIDLER WATER RESOURCES INC$4,364
+3.5%
361,201
-2.6%
0.88%
-8.7%
CC SellCHEMOURS CO$4,024
+13.6%
119,895
-1.6%
0.82%
+0.4%
TNL SellTRAVEL PLUS LEISURE CO$3,730
-0.3%
67,495
-1.6%
0.76%
-11.9%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b$3,480
+6.8%
11,639
-2.5%
0.70%
-5.6%
BVH SellBLUEGREEN VACATIONS HLDG CORPcl a$3,439
+35.6%
97,961
-0.4%
0.70%
+19.8%
CSIQ SellCANADIAN SOLAR INC$2,550
-14.9%
81,481
-0.8%
0.52%
-24.9%
GAN SellGAN LIMITED$1,762
-50.4%
191,748
-19.7%
0.36%
-56.1%
CMCT SellCIM COMMERCIAL TRUST$1,012
-73.4%
137,702
-67.3%
0.20%
-76.5%
FPH SellFIVE POINT HOLDINGS LLC$749
-48.2%
114,500
-37.9%
0.15%
-54.2%
FTI SellTECHNIPFMC PLC$302
-59.7%
50,899
-48.8%
0.06%
-64.5%
GOLD SellBARRICK GOLD CORP$190
-57.9%
10,000
-60.0%
0.04%
-62.1%
TDWWSB SellTIDEWATER INC*w exp 07/31/202$80
-58.8%
245,005
-12.6%
0.02%
-64.4%
TDWWSA SellTIDEWATER INC*w exp 07/31/202$5
-95.2%
86,603
-21.2%
0.00%
-95.8%

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