ROBOTTI ROBERT Information

6 EAST 43RD STREET, NEW YORK, New York, 10017,

Report Date: 03/31/2015

Position Statistics

Total Positions 54
New Positions 0
Increased Positions 6
Decreased Positions 33
Positions with Activity 39
Sold Out Positions 3
Total Mkt Value (in $ millions) 196

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 21.38%
Capital Goods 13.49%
Conglomerates
Consumer Cyclical 0.84%
Consumer/Non-Cyclical 1.11%
Energy 19.57%
Financial 1.07%
Healthcare 0.12%
Services 33.51%
Technology 2.77%
Transportation 4.8%
Utilities

54 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BUILDERS FIRSTSOURCE INC COM 36,452 -221 (0.6) 2,819,174
PANHANDLE OIL AND GAS INC CL A 17,341 -379 (2.14) 809,576
LSB INDS INC COM 16,182 -210 (1.28) 374,319
LEUCADIA NATL CORP COM 15,682 -225 (1.41) 627,771
CAVCO INDS INC DEL COM 13,193 -175 (1.31) 189,666
OMNOVA SOLUTIONS INC COM 10,127 -148 (1.44) 1,290,003
CANADIAN NAT RES LTD COM 8,058 -33 (0.41) 253,474
GAMESTOP CORP NEW CL A 6,891 -35 (0.5) 169,020
U M H PROPERTIES INC COM 6,808 -38 (0.55) 691,134
LINCOLN ELEC HLDGS INC COM 6,583 -60 (0.9) 94,890
HELMERICH & PAYNE INC COM 5,968 -34 (0.57) 79,026
SEACOR HOLDINGS INC COM 5,426 -83 (1.5) 74,541
LIQUIDITY SERVICES INC COM 5,344 6 .11 501,315
ATWOOD OCEANICS INC COM 4,272 36 .85 127,214
GIBRALTAR INDS INC COM 3,633 -591 (14) 199,393
AMREP CORP NEW COM 3,623 5 .14 700,793
ADVANCED ENERGY INDS COM 3,297 -1,004 (23.35) 114,610
PICO HLDGS INC COM NEW 2,486 -5 (0.22) 148,125
SENECA FOODS CORP NEW CL A 2,172 -818 (27.35) 76,092
COTY INC COM CL A 1,706 New 70,000