ROBOTTI ROBERT Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 64
New Positions 2
Increased Positions 17
Decreased Positions 23
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 226

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

Sector Weighting

Basic Materials 17.69%
Capital Goods 14.76%
Conglomerates
Consumer Cyclical 2.41%
Consumer/Non-Cyclical 3.66%
Energy 32.48%
Financial 0.99%
Healthcare 0.41%
Services 17.07%
Technology 4.11%
Transportation 5.01%
Utilities

64 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PANHANDLE OIL AND GAS INC CL A 40,804 -1,072 (2.56) 683,478
BUILDERS FIRSTSOURCE INC COM 16,655 -1,034 (5.85) 3,055,945
LEUCADIA NATL CORP COM 15,145 366 2.47 635,269
LSB INDS INC COM 15,117 38 .25 423,316
CAVCO INDS INC DEL COM 13,290 -44 (0.33) 195,442
CANADIAN NAT RES LTD COM 10,950 -202 (1.81) 281,930
ATWOOD OCEANICS INC COM 8,521 -3,272 (27.75) 195,026
HELMERICH & PAYNE INC COM 7,943 -214 (2.63) 81,162
OMNOVA SOLUTIONS INC COM 7,533 19 .25 1,402,792
ADVANCED ENERGY INDS COM 7,032 1,037 17.29 374,225
LINCOLN ELEC HLDGS INC COM 6,922 -24 (0.34) 100,120
U M H PROPERTIES INC COM 6,626 141 2.18 697,459
SEACOR HOLDINGS INC COM 5,537 376 7.28 74,030
SKECHERS U S A INC CL A 5,408 -6,098 (53) 101,453
CAL MAINE FOODS INC COM NEW 4,776 -4,815 (50.2) 53,469
VISTAPRINT N V SHS 3,847 -159 (3.98) 70,215
GIBRALTAR INDS INC COM 3,628 -530 (12.74) 265,044
SENECA FOODS CORP NEW CL A 3,503 -162 (4.41) 122,496
AMREP CORP NEW COM 3,301 30 .93 708,463
JOY GLOBAL INC COM 3,014 -11 (0.36) 55,265