StockDriftsStockDriftsTop 50 ROBOTTI ROBERT Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| TDW | TIDEWATER INC | 38.05% | 2.92M | $244.02M | -1.05% (-31.08K) | $26.42 | 2026-03-31 |
| BLDR | BUILDERS FIRSTSOURCE INC | 6.72% | 523.60K | $43.11M | +22.62% (+96.61K) | $42.68 | 2026-03-31 |
| FPH | FIVE POINT HOLDINGS LLC | 5.26% | 6.96M | $33.71M | +0.00% (+0) | $3.59 | 2026-03-31 |
| LXU | LSB INDS INC | 4.93% | 2.12M | $31.59M | -36.16% (-1.20M) | $10.46 | 2026-03-31 |
| WFG | WEST FRASER TIMBER CO LTD | 3.01% | 295.88K | $19.32M | -0.15% (-455) | $68.97 | 2026-03-31 |
| WLK | WESTLAKE CHEM CORP | 2.64% | 145.00K | $16.94M | -43.41% (-111.24K) | $78.02 | 2026-03-31 |
| CNQ | CANADIAN NAT RES LTD | 2.46% | 324.07K | $15.80M | -0.74% (-2.41K) | $14.46 | 2026-03-31 |
| CVCO | CAVCO INDS INC DEL | 2.45% | 32.39K | $15.69M | +2.17% (+687) | $94.61 | 2026-03-31 |
| AXR | AMREP CORP NEW | 2.29% | 521.76K | $14.68M | +0.00% (+0) | $13.82 | 2026-03-31 |
| AER | AERCAP HOLDINGS NV | 2.28% | 106.49K | $14.61M | -0.40% (-430) | $60.01 | 2026-03-31 |
| JEF | JEFFERIES FINL GROUP INC | 2.11% | 327.97K | $13.54M | -0.29% (-965) | $17.27 | 2026-03-31 |
| WDC | WESTERN DIGITAL CORP | 1.96% | 46.54K | $12.59M | -45.13% (-38.29K) | $35.26 | 2026-03-31 |
| MT | ARCELORMITTAL SA LUXEMBOURG | 1.92% | 236.57K | $12.30M | -30.16% (-102.14K) | $25.64 | 2026-03-31 |
| NVGS | NAVIGATOR HOLDINGS PLC | 1.61% | 535.53K | $10.35M | +0.00% (+0) | $16.40 | 2026-03-31 |
| IIIN | INSTEEL INDUSTRIES INC | 1.56% | 297.81K | $10.01M | -0.43% (-1.29K) | $27.82 | 2026-03-31 |
| TNL | TRAVEL PLUS LEISURE CO | 1.31% | 121.69K | $8.42M | -0.90% (-1.10K) | $50.07 | 2026-03-31 |
| LECO | LINCOLN ELEC HLDGS INC | 1.3% | 33.41K | $8.32M | -33.03% (-16.48K) | $47.52 | 2026-03-31 |
| ABG | ASBURY AUTOMOTIVE GROUP | 1.11% | 36.51K | $7.13M | +78.69% (+16.08K) | $224.07 | 2026-03-31 |
| NE | NOBLE CORP NEW | 1.11% | 145.27K | $7.13M | -0.95% (-1.40K) | $26.03 | 2026-03-31 |
| MRP | MILLROSE PPTYS INC | 1.09% | 249.44K | $6.98M | -0.08% (-200) | $28.17 | 2026-03-31 |
| ALSN | ALLISON TRANSMISSION HLDGS INC | 1.07% | 58.38K | $6.83M | -0.44% (-260) | $42.88 | 2026-03-31 |
| RDNT | RADNET INC | 1.05% | 120.49K | $6.73M | -34.54% (-63.57K) | $7.01 | 2026-03-31 |
| SKY | CHAMPION HOMES INC | 1.05% | 90.35K | $6.72M | +28.99% (+20.30K) | $39.42 | 2026-03-31 |
| SDRL | SEADRILL 2021 LTD | 0.94% | 131.86K | $6.00M | +597.30% (+112.95K) | $39.58 | 2026-03-31 |
| SNDK | SANDISK CORP | 0.92% | 9.26K | $5.88M | -51.57% (-9.86K) | $47.61 | 2026-03-31 |
| LPX | LOUISIANA PAC CORP | 0.9% | 79.16K | $5.76M | -0.10% (-80) | $56.29 | 2026-03-31 |
| CSIQ | CANADIAN SOLAR INC | 0.86% | 398.07K | $5.51M | +16.20% (+55.50K) | $25.62 | 2026-03-31 |
| SMHI | SEACOR MARINE HOLDINGS INC | 0.86% | 767.95K | $5.50M | -8.90% (-75.00K) | $7.42 | 2026-03-31 |
| TECK | TECK RESOURCES INC | 0.81% | 100.00K | $5.17M | +0.00% (+0) | $26.86 | 2026-03-31 |
| DAN | DANA HOLDING CORP | 0.79% | 151.16K | $5.09M | -1.75% (-2.70K) | $16.32 | 2026-03-31 |
| RYZ | RYERSON HLDG CORP | 0.67% | 192.30K | $4.32M | new | $24.66 | 2026-03-31 |
| LEGH | LEGACY HOUSING CORP | 0.58% | 181.37K | $3.71M | -4.48% (-8.50K) | $17.89 | 2026-03-31 |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.57% | 7.50K | $3.64M | +0.00% (+0) | $140.64 | 2026-03-31 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 0.47% | 53.43K | $3.02M | -0.23% (-125) | $64.37 | 2026-03-31 |
| UHAL.B | U HAUL HOLDING COMPANY | 0.33% | 47.00K | $2.10M | +17.50% (+7.00K) | $13260.02 | 2026-03-31 |
| SE | SEA LTD | 0.32% | 25.00K | $2.07M | +66.67% (+10.00K) | $105.98 | 2026-03-31 |
| CACI | CACI INTL INC | 0.31% | 3.60K | $1.96M | +0.00% (+0) | $271.70 | 2026-03-31 |
| RNGR | RANGER ENERGY SVCS INC | 0.27% | 100.00K | $1.71M | +0.00% (+0) | $12.21 | 2026-03-31 |
| PLPC | PREFORMED LINE PRODS CO | 0.25% | 5.93K | $1.61M | +0.00% (+0) | $108.41 | 2026-03-31 |
| HBM | HUDBAY MINERALS INC | 0.18% | 55.00K | $1.15M | +0.00% (+0) | $7.85 | 2026-03-31 |
| MS | MORGAN STANLEY | 0.17% | 6.50K | $1.07M | +0.00% (+0) | $75.13 | 2026-03-31 |
| PBR | PETROLEO BRASILEIRO SA PETRO | 0.16% | 50.00K | $1.04M | +0.00% (+0) | $10.37 | 2026-03-31 |
| AGI | ALAMOS GOLD INCORPORATED | 0.15% | 21.50K | $955.25K | -6.52% (-1.50K) | $9.22 | 2026-03-31 |
| GIB | CGI INC | 0.15% | 13.00K | $950.30K | -40.91% (-9.00K) | $90.26 | 2026-03-31 |
| AEIS | ADVANCED ENERGY INDS | 0.14% | 2.73K | $877.91K | +0.00% (+0) | $15.34 | 2026-03-31 |
| AMRZ | AMRIZE LTD | 0.13% | 15.00K | $840.30K | +36.36% (+4.00K) | $51.02 | 2026-03-31 |
| AEM | AGNICO EAGLE MINES LTD | 0.12% | 3.81K | $773.96K | -22.18% (-1.09K) | $52.14 | 2026-03-31 |
| INSW | INTERNATIONAL SEAWAYS INC | 0.11% | 10.00K | $728.80K | +0.00% (+0) | $18.70 | 2026-03-31 |
| HGV | HILTON GRAND VACATIONS INC | 0.09% | 15.01K | $587.19K | +0.00% (+0) | $43.81 | 2026-03-31 |
| VAL | VALARIS LIMITED | 0.06% | 4.24K | $416.08K | -92.18% (-50.00K) | $32.10 | 2026-03-31 |
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