Bob Robotti Robotti Robert
Bob Robotti is the founder of Robotti & Company, a value-oriented investment firm with a long history of fundamental research. He is known for concentrating in sectors where he believes the market misunderstands asset value, including energy services and industrial businesses at various points in the cycle. Robotti’s filings attract investors who track small- and mid-cap value specialists.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Solar
CSIQ
|
+$2.24M |
| 2 |
Tidewater
TDW
|
+$1.6M |
| 3 |
U-Haul Holding Co Series N
UHAL.B
|
+$1.12M |
| 4 |
Seadrill
SDRL
|
+$312K |
| 5 |
Five Point Holdings
FPH
|
+$294K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RadNet
RDNT
|
+$6.34M |
| 2 |
Dana Inc
DAN
|
+$1.97M |
| 3 |
AMREP Corp
AXR
|
+$1.34M |
| 4 |
U-Haul Holding Co
UHAL
|
+$1.32M |
| 5 |
SEACOR Marine Holdings
SMHI
|
+$944K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 33.48% |
| 2 | Industrials | 17.88% |
| 3 | Materials | 17.42% |
| 4 | Consumer Discretionary | 9.64% |
| 5 | Real Estate | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tidewater
TDW
$4.74B
| $144M | 25.28% |
2,632,980
+28,083
| +1% | +$1.6M |
|
2
Builders FirstSource
BLDR
$7.55B
| $56.3M | 9.89% |
394,174
-3,398
| -0.9% | -$601K |
|
3
LSB Industries
LXU
$801M
| $32.5M | 5.71% |
4,288,387
-14,258
| -0.3% | -$122K |
|
4
Jefferies Financial Group
JEF
$12.1B
| $32M | 5.61% |
407,844
-1,672
| -0.4% | -$120K |
|
5
West Fraser Timber
WFG
$5.46B
| $28.6M | 5.02% |
330,652
+390
| +0.1% | +$36.5K |
|
|
6
Five Point Holdings
FPH
$369M
| $25.6M | 4.5% |
6,779,047
+75,000
| +1% | +$294K |
|
7
Westlake Corp
WLK
$10.1B
| $18.8M | 3.31% |
164,299
+216
| +0.1% | +$28.1K |
|
8
Cavco Industries
CVCO
$4.48B
| $18.5M | 3.24% |
41,408
-1,416
| -3% | -$650K |
|
|
9
AMREP Corp
AXR
$122M
| $15.7M | 2.76% |
501,417
-41,691
| -8% | -$1.34M |
|
10
TechnipFMC
FTI
$30.4B
| $14.2M | 2.5% |
491,422
-6,425
| -1% | -$183K |
|
|
11
RadNet
RDNT
$6.05B
| $13.5M | 2.37% |
193,738
-85,965
| -31% | -$6.34M |
|
12
Spotify
SPOT
$110B
| $12.1M | 2.12% |
27,000
| – | – |
|
13
Navigator Holdings
NVGS
$1.36B
| $11.7M | 2.05% |
759,217
| – | – |
|
14
Champion Homes
SKY
$4.9B
| $11.4M | 1.99% |
128,914
-660
| -0.5% | -$63.8K |
|
15
AerCap
AER
$23B
| $10.5M | 1.84% |
109,696
+125
| +0.1% | +$12K |
|
16
Canadian Natural Resources
CNQ
$106B
| $10.4M | 1.83% |
337,522
+505
| +0.1% | +$17K |
|
17
Lincoln Electric
LECO
$15.4B
| $9.43M | 1.66% |
50,309
+298
| +0.6% | +$60K |
|
18
ArcelorMittal
MT
$54.4B
| $8.52M | 1.49% |
368,185
+865
| +0.2% | +$21.3K |
|
19
Louisiana-Pacific
LPX
$5.12B
| $8.19M | 1.44% |
79,128
+140
| +0.2% | +$15.2K |
|
20
Insteel Industries
IIIN
$599M
| $8.08M | 1.42% |
299,245
+1,110
| +0.4% | +$32.3K |
|
21
Allison Transmission
ALSN
$11B
| $6.46M | 1.13% |
59,753
+30
| +0.1% | +$3.28K |
|
22
Travel + Leisure Co
TNL
$4.39B
| $6.3M | 1.11% |
124,904
-110
| -0.1% | -$5.58K |
|
23
Amkor Technology
AMKR
$12.5B
| $5.54M | 0.97% |
215,837
+705
| +0.3% | +$19.4K |
|
|
24
Canadian Solar
CSIQ
$988M
| $5.43M | 0.95% |
487,880
+173,499
| +55% | +$2.24M |
|
25
Western Digital
WDC
$166B
| $4.98M | 0.87% |
110,510
+708
| +0.6% | +$35.6K |
|
Similar funds
Bob Robotti's Q4 2024 Portfolio in Review
As of Q4 2024, Bob Robotti held 66 positions worth $570M, down 13% from $657M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Bob Robotti's Q4 2024 filing shows 5 new, 20 increased, 17 reduced and 2 closed positions. Its largest new stake was U-Haul Holding Co Series N: 17,100 shares worth $1.1M. The largest sale was RadNet, an estimated $6.34M.
By sector, the portfolio is most concentrated in Energy at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Materials.
- Bob Robotti's largest Q4 2024 buy was U-Haul Holding Co Series N: 17,100 shares worth $1.1M.
- Bob Robotti added most to Canadian Solar in Q4 2024, an estimated $2.24M increase.
- Bob Robotti's biggest Q4 2024 reduction was RadNet, cutting an estimated $6.34M.
- Bob Robotti fully exited U-Haul Holding Co in Q4 2024, selling an estimated $1.32M.
- Bob Robotti's ten largest holdings make up 68% of its $570M portfolio in Q4 2024.
- Bob Robotti opened 5 new positions and closed 2 in Q4 2024.
- Bob Robotti's portfolio value fell 13% quarter-over-quarter to $570M.
Based on Robotti Robert's 13F filing for Q4 2024, filed 12 Feb 2025.