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  Name: ROBOTTI ROBERT
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $736,938,000
  Total Value Change : $42,354,000
  Securities Held Change : -1
   
All Securities Held : 57
  New Positions : 5
  Closed Positions : 6
  Increased Positions : 17
  Unchanged Positions : 18
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LXU)1 Year Chart         LXU LSB Industries Inc 3 - $9.35 $38,135,000 4,343,342 5.17% -2,296,000 563 4.89    Synthetics
   (WFTBF)1 Year Chart         WFTBF West Fraser Timber Co., Ltd... 4 - $76.95 $29,043,000 336,026 3.94% 336,000 581 0    N/A
   (CVCO)1 Year Chart         CVCO Cavco Industries Inc 7 - $344.63 $17,113,000 42,883 2.32% 2,294,000 129 0.467    Residential Construct...
   (RDNT)1 Year Chart         RDNT Radnet Inc 8 - $58.34 $14,164,000 291,083 1.92% 4,080,000 1,070 0.429    Specialized Health Se...
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc 10 - $189.98 $12,671,000 49,603 1.72% 1,922,000 172 0.083    Machine Tools & Acces...
   (AXR)1 Year Chart         AXR Amrep Corp 11 - $20.58 $12,658,000 544,644 1.72% 700,000 347 6.725    Residential Construct...
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 12 - $71.72 $12,164,000 159,386 1.65% 1,797,000 610 0.014    Independent Oil & Gas
   (SKY)1 Year Chart         SKY Skyline Corporation 13 - $67.02 $11,127,000 130,889 1.51% 1,464,000 765 0.215    Residential Construct...
   (IIIN)1 Year Chart         IIIN Insteel Industries Inc 14 - $30.83 $10,043,000 262,780 1.36% 571,000 15,415 1.361    Steel & Iron
   (WDC)1 Year Chart         WDC Western Digital Corp 15 - $73.94 $9,406,000 137,830 1.28% 2,238,000 955 0.045    Data Storage Devices
   (AER)1 Year Chart         AER Aercap Holdings (NV) 17 - $92.12 $8,651,000 99,536 1.17% 2,118,000 11,635 0.041    Rental & Leasing Serv...
   (AMKR)1 Year Chart         AMKR Amkor Technology Inc 20 - $31.56 $7,142,000 221,522 0.97% 1,101,000 39,950 0.091    Semiconductor - Integ...
   (CSIQ)1 Year Chart         CSIQ Canadian Solar Inc 23 - $18.72 $6,234,000 315,476 0.85% 1,936,000 151,610 0.531    Semiconductor - Speci...
   (UMH)1 Year Chart         UMH UMH Properties Inc 25 - $15.19 $4,934,000 303,822 0.67% 321,000 2,730 0.526    REIT - Housing/Apartm...
   (ALSN)1 Year Chart         ALSN Allison Transmission Holdin... 26 - $82.28 $4,869,000 59,993 0.66% 1,409,000 485 0.053    Auto Parts
   (AGI)1 Year Chart         AGI Alamos Gold Inc 45 - $16.37 $664,000 45,000 0.09% 125,000 5,000 0.011    Gold
   (AEM)1 Year Chart         AEM Agnico Eagle Mines Ltd (USA) 47 - $65.02 $507,000 8,500 0.07% 73,000 587 0.002    Gold

      17 Records Found
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