0001140361-23-053126.txt : 20231114 0001140361-23-053126.hdr.sgml : 20231114 20231114110520 ACCESSION NUMBER: 0001140361-23-053126 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ROBOTTI ROBERT CENTRAL INDEX KEY: 0001105838 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10843 FILM NUMBER: 231402673 MAIL ADDRESS: STREET 1: 125 PARK AVENUE STREET 2: SUITE 1607 CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001105838 XXXXXXXX 09-30-2023 09-30-2023 false ROBOTTI ROBERT
125 PARK AVENUE SUITE 1607 New York NY 10017
13F HOLDINGS REPORT 028-10843 000732905 N
Robert E. Robotti President 212-986-4800 /s/ Robert E. Robotti New York NY 11-14-2023 1 84 680867855 1 0001512948 028-14390 000128093 801-60314 Robotti & Co Advisors, LLC
INFORMATION TABLE 2 informationtable.xml ADVANCED ENERGY INDS COM 007973100 487242 4725 SH SOLE 4725 0 0 AERCAP HOLDINGS NV SHS N00985106 5565159 88801 SH OTR 1 88801 0 0 AGNICO EAGLE MINES LTD COM 008474108 431775 9500 SH OTR 1 9500 0 0 ALAMOS GOLD INCORPORATED COM CL A 011532108 451600 40000 SH OTR 1 40000 0 0 ALLISON TRANSMISSION HLDGS INC COM 01973R101 3557656 60238 SH OTR 1 60238 0 0 ALPHA TAU MEDICAL LTD *W EXP 03/07/2028 M0740A116 12630 50000 SH OTR 1 50000 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2110799 127080 SH OTR 1 127080 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 7308 440 SH SOLE 440 0 0 AMKOR TECHNOLOGY INC COM 031652100 4111618 181930 SH OTR 1 181930 0 0 AMREP CORP NEW COM 032159105 8191363 486929 SH OTR 1 486929 0 0 AMREP CORP NEW COM 032159105 367078 21821 SH SOLE 21821 0 0 ATKORE INC COM 047649108 1044330 7000 SH OTR 1 7000 0 0 BLUEGREEN VACATIONS HLDG CORP CL A 096308101 3065971 83587 SH OTR 1 83587 0 0 BLUEGREEN VACATIONS HLDG CORP CL A 096308101 134469 3666 SH SOLE 3666 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 70104552 563134 SH OTR 1 563134 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 13273373 106622 SH SOLE 106622 0 0 CACI INTL INC CL A 127190304 1067362 3400 SH OTR 1 3400 0 0 CANADIAN NAT RES LTD COM 136385101 8749657 135297 SH OTR 1 135297 0 0 CANADIAN NAT RES LTD COM 136385101 1646434 25459 SH SOLE 25459 0 0 CANADIAN SOLAR INC COM 136635109 4119369 167386 SH OTR 1 167386 0 0 CAVCO INDS INC DEL COM 149568107 11956560 45007 SH OTR 1 45007 0 0 CAVCO INDS INC DEL COM 149568107 1747246 6577 SH SOLE 6577 0 0 CGI INC CL A SUB VTG 12532H104 1084633 11000 SH OTR 1 11000 0 0 CHEMOURS CO COM 163851108 3311976 118074 SH OTR 1 118074 0 0 DANA HOLDING CORP COM 235825205 6071077 413843 SH OTR 1 413843 0 0 DANA HOLDING CORP COM 235825205 51345 3500 SH SOLE 3500 0 0 DORCHESTER MINERALS COM 25820R105 145250 5000 SH OTR 1 5000 0 0 DORCHESTER MINERALS COM 25820R105 73351 2525 SH SOLE 2525 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 166460 56047 SH OTR 1 56047 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 5940 2000 SH SOLE 2000 0 0 FRANCO NEV CORP COM 351858105 667450 5000 SH OTR 1 5000 0 0 FRP HLDGS INCORPORATED COM 30292L107 1241310 23000 SH OTR 1 23000 0 0 GRAFTECH INTERNATIONAL COM 384313508 6306363 1646570 SH OTR 1 1646570 0 0 GRAFTECH INTERNATIONAL COM 384313508 766 200 SH SOLE 200 0 0 INSTEEL INDUSTRIES INC COM 45774W108 8124738 250300 SH OTR 1 250300 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 450000 10000 SH OTR 1 10000 0 0 JEFFERIES FINL GROUP INC COM 47233W109 14096946 384847 SH OTR 1 384847 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1448277 39538 SH SOLE 39538 0 0 LEGACY HOUSING CORP COM 52472M101 3594247 185175 SH OTR 1 185175 0 0 LINCOLN ELEC HLDGS INC COM 533900106 9059868 49837 SH OTR 1 49837 0 0 LINCOLN ELEC HLDGS INC COM 533900106 31813 175 SH SOLE 175 0 0 LOUISIANA PAC CORP COM 546347105 3982646 72058 SH OTR 1 72058 0 0 LSB INDS INC COM 502160104 44102993 4311143 SH OTR 1 4311143 0 0 LSB INDS INC COM 502160104 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SH OTR 1 25500 0 0 SEA LTD SPONSORED ADS 81141R100 1098750 25000 SH OTR 1 25000 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 9340088 672917 SH OTR 1 672917 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 7592 547 SH SOLE 547 0 0 SEADRILL 2021 LTD COM G7997W102 463129 10340 SH OTR 1 10340 0 0 SENECA FOODS CORP COM 817070501 1252516 23268 SH OTR 1 23268 0 0 SENECA FOODS CORP COM 817070501 5921 110 SH SOLE 110 0 0 SKYLINE CORP COM 830830105 18088770 283879 SH OTR 1 283879 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4484560 29000 SH OTR 1 29000 0 0 TECHNIPFMC PLC COM G87110105 11302877 555697 SH OTR 1 555697 0 0 TECHNIPFMC PLC COM G87110105 28985 1425 SH SOLE 1425 0 0 TECK RESOURCES INC CL B 878742204 4309000 100000 SH OTR 1 100000 0 0 TIDEWATER INC COM 88642R109 262384541 3691917 SH OTR 1 3691917 0 0 TIDEWATER INC COM 88642R109 11560744 162667 SH SOLE 162667 0 0 TRAVEL PLUS LEISURE CO COM 894164102 2383189 64884 SH OTR 1 64884 0 0 U HAUL HOLDING COMPANY COM 023586100 283764 5200 SH OTR 1 5200 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 1372618 26200 SH OTR 1 26200 0 0 U M H PROPERTIES INC COM 903002103 4147396 295820 SH OTR 1 295820 0 0 U M H PROPERTIES INC COM 903002103 113562 8100 SH SOLE 8100 0 0 VALARIS LIMITED CL A G9460G101 3849023 51334 SH OTR 1 51334 0 0 WEST FRASER TIMBER CO LTD COM 952845105 24033953 331320 SH OTR 1 331320 0 0 WEST FRASER TIMBER CO LTD COM 952845105 441406 6085 SH SOLE 6085 0 0 WESTERN DIGITAL CORP COM 958102105 6236708 136680 SH OTR 1 136680 0 0 WESTERN DIGITAL CORP COM 958102105 91260 2000 SH SOLE 2000 0 0 WESTLAKE CHEM CORP COM 960413102 27983054 224457 SH OTR 1 224457 0 0 WESTLAKE CHEM CORP COM 960413102 394581 3165 SH SOLE 3165 0 0