ROBOTTI ROBERT — 13F holdings

ROBOTTI ROBERT reported 80 holdings worth $620M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. TDW TIDEWATER INC NEW — $194M (31.3%)
2. BLDR BUILDERS FIRSTSOURCE INC — $45.6M (7.4%)
3. FPH FIVE POINT HOLDINGS LLC — $36.7M (5.9%)
4. LXU LSB INDS INC — $22.9M (3.7%)
5. WFG WEST FRASER TIMBER CO LTD — $20.0M (3.2%)
6. CVCO CAVCO INDS INC DEL — $19.9M (3.2%)
7. ABG ASBURY AUTOMOTIVE GROUP INC — $17.5M (2.8%)
8. WLK WESTLAKE CORPORATION — $17.2M (2.8%)
9. JEF JEFFERIES FINL GROUP INC — $16.4M (2.6%)
10. AER AERCAP HOLDINGS NV — $15.5M (2.5%)