RR
Robotti Robert Portfolio holdings
AUM
$595M
This Quarter Return
+21.7%
1 Year Return
-5.28%
3 Year Return
+150.92%
5 Year Return
+610.29%
10 Year Return
+872.52%
AUM
$619M
AUM Growth
+$619M
(+9.1%)
Cap. Flow
-$73.1M
Cap. Flow
% of AUM
-11.8%
Top 10 Holdings %
Top 10 Hldgs %
75.78%
Holding
65
New
5
Increased
8
Reduced
31
Closed
2
Top Buys
| 1 |
LSB Industries
LXU
|
$3.46M |
| 2 |
Canadian Solar
CSIQ
|
$3.44M |
| 3 |
Atkore
ATKR
|
$858K |
| 4 |
Ryerson Holding
RYI
|
$434K |
| 5 |
Horizon Technology Finance
HRZN
|
$393K |
Top Sells
| 1 |
Builders FirstSource
BLDR
|
$80.6M |
| 2 |
Voya Financial
VOYA
|
$286K |
| 3 |
Newmont
NEM
|
$245K |
| 4 |
FRP Holdings
FRPH
|
$237K |
| 5 |
Champion Homes, Inc.
SKY
|
$115K |
Sector Composition
| 1 | Energy | 39.63% |
| 2 | Industrials | 24.36% |
| 3 | Materials | 16.17% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Real Estate | 3.01% |
