StockDriftsStockDriftsTop 50 Robotti Robert Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| TDW | TIDEWATER INC | 26.78% | 2.95M | $149.09M | +0.05% (+1.61K) | $23.22 | 2025-12-31 |
| BLDR | BUILDERS FIRSTSOURCE INC | 7.89% | 426.99K | $43.93M | +3.14% (+13.01K) | $37.96 | 2025-12-31 |
| FPH | FIVE POINT HOLDINGS LLC | 6.99% | 6.96M | $38.93M | +0.00% (+0) | $3.59 | 2025-12-31 |
| LXU | LSB INDS INC | 5.07% | 3.32M | $28.23M | -22.00% (-936.83K) | $7.63 | 2025-12-31 |
| JEF | JEFFERIES FINL GROUP INC | 3.66% | 328.93K | $20.38M | -1.13% (-3.76K) | $16.87 | 2025-12-31 |
| WLK | WESTLAKE CHEM CORP | 3.4% | 256.24K | $18.95M | +40.91% (+74.39K) | $78.16 | 2025-12-31 |
| CVCO | CAVCO INDS INC DEL | 3.36% | 31.70K | $18.73M | -0.97% (-310) | $178.11 | 2025-12-31 |
| WFG | WEST FRASER TIMBER CO LTD | 3.25% | 296.33K | $18.11M | +1.06% (+3.11K) | $68.97 | 2025-12-31 |
| MT | ARCELORMITTAL SA LUXEMBOURG | 2.77% | 338.71K | $15.44M | -0.06% (-190) | $25.64 | 2025-12-31 |
| AER | AERCAP HOLDINGS NV | 2.76% | 106.92K | $15.37M | +0.44% (+464) | $60.01 | 2025-12-31 |
| WDC | WESTERN DIGITAL CORP | 2.62% | 84.83K | $14.61M | -1.25% (-1.07K) | $37.90 | 2025-12-31 |
| RDNT | RADNET INC | 2.36% | 184.06K | $13.13M | -1.13% (-2.11K) | $15.75 | 2025-12-31 |
| LECO | LINCOLN ELEC HLDGS INC | 2.15% | 49.89K | $11.95M | +0.37% (+182) | $91.29 | 2025-12-31 |
| CNQ | CANADIAN NAT RES LTD | 1.99% | 326.48K | $11.06M | +0.09% (+283) | $13.17 | 2025-12-31 |
| AXR | AMREP CORP NEW | 1.76% | 521.76K | $9.81M | +0.84% (+4.33K) | $7.36 | 2025-12-31 |
| IIIN | INSTEEL INDUSTRIES INC | 1.7% | 299.10K | $9.47M | +0.69% (+2.04K) | $24.66 | 2025-12-31 |
| NVGS | NAVIGATOR HOLDINGS PLC | 1.67% | 535.53K | $9.28M | -27.19% (-200.00K) | $16.40 | 2025-12-31 |
| TNL | TRAVEL PLUS LEISURE CO | 1.56% | 122.79K | $8.66M | +0.44% (+535) | $50.07 | 2025-12-31 |
| CSIQ | CANADIAN SOLAR INC | 1.46% | 342.57K | $8.14M | -28.07% (-133.70K) | $26.73 | 2025-12-31 |
| MRP | MILLROSE PPTYS INC | 1.34% | 249.63K | $7.46M | +18.09% (+38.24K) | $28.16 | 2025-12-31 |
| FTI | TECHNIPFMC PLC | 1.25% | 156.25K | $6.96M | -5.78% (-9.58K) | $6.89 | 2025-12-31 |
| LPX | LOUISIANA PAC CORP | 1.15% | 79.24K | $6.40M | +0.68% (+535) | $56.29 | 2025-12-31 |
| SKY | CHAMPION HOMES INC | 1.06% | 70.04K | $5.92M | +1.54% (+1.06K) | $32.16 | 2025-12-31 |
| ALSN | ALLISON TRANSMISSION HLDGS INC | 1.03% | 58.64K | $5.74M | +1.18% (+685) | $42.88 | 2025-12-31 |
| SMHI | SEACOR MARINE HOLDINGS INC | 0.91% | 842.95K | $5.07M | +0.12% (+1.03K) | $5.16 | 2025-12-31 |
| TECK | TECK RESOURCES INC | 0.86% | 100.00K | $4.79M | +0.00% (+0) | $26.86 | 2025-12-31 |
| ABG | ASBURY AUTOMOTIVE GROUP | 0.85% | 20.43K | $4.75M | +1.38% (+278) | $232.02 | 2025-12-31 |
| SNDK | SANDISK CORP | 0.81% | 19.11K | $4.54M | -29.24% (-7.90K) | $47.61 | 2025-12-31 |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.78% | 7.50K | $4.36M | +0.00% (+0) | $140.64 | 2025-12-31 |
| NE | NOBLE CORP NEW | 0.74% | 146.67K | $4.14M | -0.51% (-750) | $46.42 | 2025-12-31 |
| LEGH | LEGACY HOUSING CORP | 0.67% | 189.87K | $3.71M | -14.54% (-32.30K) | $17.82 | 2025-12-31 |
| DAN | DANA HOLDING CORP | 0.66% | 153.86K | $3.66M | -5.93% (-9.71K) | $13.19 | 2025-12-31 |
| VAL | VALARIS LIMITED | 0.49% | 54.24K | $2.73M | +3.27% (+1.72K) | $6.24 | 2025-12-31 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 0.48% | 53.55K | $2.68M | +0.97% (+515) | $64.37 | 2025-12-31 |
| GIB | CGI INC | 0.36% | 22.00K | $2.03M | +10.00% (+2.00K) | $90.26 | 2025-12-31 |
| CACI | CACI INTL INC | 0.34% | 3.60K | $1.92M | +0.00% (+0) | $271.70 | 2025-12-31 |
| SE | SEA LTD | 0.34% | 15.00K | $1.91M | +0.00% (+0) | $106.51 | 2025-12-31 |
| UHAL.B | U HAUL HOLDING COMPANY | 0.34% | 40.00K | $1.87M | +17.65% (+6.00K) | $37.37 | 2025-12-31 |
| RNGR | RANGER ENERGY SVCS INC | 0.25% | 100.00K | $1.40M | +0.00% (+0) | $12.21 | 2025-12-31 |
| PLPC | PREFORMED LINE PRODS CO | 0.22% | 5.93K | $1.23M | -67.89% (-12.55K) | $108.41 | 2025-12-31 |
| MS | MORGAN STANLEY | 0.21% | 6.50K | $1.15M | -3.20% (-215) | $75.13 | 2025-12-31 |
| HBM | HUDBAY MINERALS INC | 0.2% | 55.00K | $1.09M | +0.00% (+0) | $7.85 | 2025-12-31 |
| AGI | ALAMOS GOLD INCORPORATED | 0.16% | 23.00K | $887.34K | -11.54% (-3.00K) | $9.22 | 2025-12-31 |
| AEM | AGNICO EAGLE MINES LTD | 0.15% | 4.90K | $830.70K | -10.91% (-600) | $52.14 | 2025-12-31 |
| OLN | OLIN CORP NEW | 0.14% | 37.41K | $779.21K | +4.73% (+1.69K) | $42.95 | 2025-12-31 |
| AMKR | AMKOR TECHNOLOGY INC | 0.12% | 17.39K | $686.75K | -4.29% (-780) | $26.68 | 2025-12-31 |
| HGV | HILTON GRAND VACATIONS INC | 0.12% | 15.01K | $671.70K | +1.08% (+160) | $43.81 | 2025-12-31 |
| SDRL | SEADRILL 2021 LTD | 0.12% | 18.91K | $654.29K | +17.82% (+2.86K) | $36.74 | 2025-12-31 |
| PBR | PETROLEO BRASILEIRO SA PETRO | 0.11% | 50.00K | $592.50K | +0.00% (+0) | $10.37 | 2025-12-31 |
| AEIS | ADVANCED ENERGY INDS | 0.1% | 2.73K | $570.53K | -42.33% (-2.00K) | $103.07 | 2025-12-31 |
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