0001567619-19-016880.txt : 20190814 0001567619-19-016880.hdr.sgml : 20190814 20190814145931 ACCESSION NUMBER: 0001567619-19-016880 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191025601 MAIL ADDRESS: STREET 1: 60 EAST 42ND STREET STREET 2: SUITE 3100 CITY: NEW YORK STATE: NY ZIP: 10165 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001105838 XXXXXXXX 06-30-2019 06-30-2019 ROBOTTI ROBERT

60 EAST 42ND STREET SUITE 3100 NEW YORK NY 10165

13F HOLDINGS REPORT 028-10843 N Robert E. Robotti 212-986-4800 Robert E. Robotti New York NY 08-14-2019 1 89 287133 false 1 0001512948 028-14390 Robotti & Co Advisors, LLC INFORMATION TABLE 2 form13fInfoTable.xml ADVANCED ENERGY INDS COM 007973100 266 4725 SH SOLE N/A 4725 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2038 120605 SH OTR 1 120605 0 0 ALTICE USA INC CL A 02156K103 852 35000 SH OTR 1 35000 0 0 AMREP CORP NEW COM 032159105 4074 593907 SH OTR 1 593907 0 0 AMREP CORP NEW COM 032159105 34 4900 SH SOLE N/A 4900 0 0 BLACKBERRY LTD COM 09228F103 187 25000 SH OTR 1 25000 0 0 BBX CAPITAL CORP CL A 05491N104 2565 522357 SH OTR 1 522357 0 0 BBX CAPITAL CORP CL A 05491N104 96 19579 SH SOLE N/A 19579 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 29680 1760355 SH OTR 1 1760355 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 2009 119169 SH SOLE N/A 119169 0 0 BMC STOCK HOLDINGS INC COM 05591B109 31433 1482669 SH OTR 1 1482669 0 0 BMC STOCK HOLDINGS INC COM 05591B109 2552 120376 SH SOLE N/A 120376 0 0 SEACOR HOLDINGS INC COM 811904101 3692 77716 SH OTR 1 77716 0 0 SEACOR HOLDINGS INC COM 811904101 48 1020 SH SOLE N/A 1020 0 0 CANADIAN NAT RES LTD COM 136385101 5112 189540 SH OTR 1 189540 0 0 CANADIAN NAT RES LTD COM 136385101 761 28209 SH SOLE N/A 28209 0 0 CARRIAGE SVCS INC COM 143905107 378 19876 SH OTR 1 19876 0 0 CAVCO INDS INC DEL COM 149568107 7350 46657 SH OTR 1 46657 0 0 CAVCO INDS INC DEL COM 149568107 1042 6612 SH SOLE N/A 6612 0 0 DANA HOLDING CORP COM 235825205 3586 179815 SH OTR 1 179815 0 0 DANA HOLDING CORP COM 235825205 70 3500 SH SOLE N/A 3500 0 0 DIAMOND HILL INVESTMENT GROUP COM 25264R207 638 4500 SH OTR 1 4500 0 0 DAWSON GEOPHYSICAL CO COM NEW 239360100 217 86624 SH OTR 1 86624 0 0 DAWSON GEOPHYSICAL CO COM NEW 239360100 18 7194 SH SOLE N/A 7194 0 0 GRAFTECH INTERNATIONAL COM 384313508 6053 526380 SH OTR 1 526380 0 0 GRAFTECH INTERNATIONAL COM 384313508 2 200 SH SOLE N/A 200 0 0 ENSCO PLC SHS CLASS A G3157S106 5064 593651 SH OTR 1 593651 0 0 ENSCO PLC SHS CLASS A G3157S106 281 32918 SH SOLE N/A 32918 0 0 EXTERRAN CORPORATION COM 30227H106 4824 339211 SH OTR 1 339211 0 0 EXTERRAN CORPORATION COM 30227H106 32 2250 SH SOLE N/A 2250 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 306 40750 SH OTR 1 40750 0 0 FRP HLDGS INCORPORATED COM 30292L107 809 14500 SH OTR 1 14500 0 0 TECHNIPFMC PLC COM G87110105 2535 97728 SH OTR 1 97728 0 0 TECHNIPFMC PLC COM G87110105 60 2312 SH SOLE N/A 2312 0 0 STEALTHGAS INC SHS Y81669106 2057 597828 SH OTR 1 597828 0 0 STEALTHGAS INC SHS Y81669106 32 9200 SH SOLE N/A 9200 0 0 GAIN CAPITAL HOLDINGS COM 36268W100 1393 337365 SH OTR 1 337365 0 0 GCI LIBERTY INC COM CLASS A 36164V305 246 4000 SH OTR 1 4000 0 0 GRUBHUB COM 400110102 5459 70000 SH OTR 1 70000 0 0 HUDSON TECHNOLOGIES INC COM 444144109 12 13950 SH OTR 1 13950 0 0 HALLADOR ENERGY COMPANY COM 40609P105 68 11995 SH OTR 1 11995 0 0 HALLADOR ENERGY COMPANY COM 40609P105 62 10925 SH SOLE N/A 10925 0 0 HELMERICH & PAYNE INC COM 423452101 3071 60659 SH OTR 1 60659 0 0 HELMERICH & PAYNE INC COM 423452101 43 854 SH SOLE N/A 854 0 0 INSTEEL INDUSTRIES INC COM 45774W108 4515 216873 SH OTR 1 216873 0 0 JEFFERIES FINL GROUP INC COM 47233W109 8932 464469 SH OTR 1 464469 0 0 JEFFERIES FINL GROUP INC COM 47233W109 307 15978 SH SOLE N/A 15978 0 0 LINCOLN ELEC HLDGS INC COM 533900106 7046 85591 SH OTR 1 85591 0 0 LINCOLN ELEC HLDGS INC COM 533900106 14 175 SH SOLE N/A 175 0 0 LEGACY HOUSING COR COM 52472M101 735 59000 SH OTR 1 59000 0 0 SPARK NETWORKS SE SPONSORED ADR 846517100 266 22587 SH OTR 1 22587 0 0 DORIAN LPG LTD SHS USD Y2106R110 2860 317117 SH OTR 1 317117 0 0 LSB INDS INC COM 502160104 7526 1929744 SH OTR 1 1929744 0 0 LSB INDS INC COM 502160104 137 35055 SH SOLE N/A 35055 0 0 METHODE ELECTRONICS INC COM 591520200 5248 183690 SH OTR 1 183690 0 0 MERCK & CO INC NEW COM 58933Y105 252 3000 SH OTR 1 3000 0 0 MERITOR INC COM 59001K100 1183 48780 SH OTR 1 48780 0 0 OMNOVA SOLUTIONS INC COM 682129101 5424 870699 SH OTR 1 870699 0 0 OMNOVA SOLUTIONS INC COM 682129101 28 4550 SH SOLE N/A 4550 0 0 NORBORD INC COM NEW 65548P403 11865 478603 SH OTR 1 478603 0 0 NORBORD INC COM NEW 65548P403 313 12606 SH SOLE N/A 12606 0 0 PCM, INC COM 69323K100 876 25000 SH OTR 1 25000 0 0 PANHANDLE OIL AND GAS INC CL A 698477106 8395 643767 SH OTR 1 643767 0 0 PANHANDLE OIL AND GAS INC CL A 698477106 1132 86780 SH SOLE N/A 86780 0 0 PICO HLDGS INC COM NEW 693366205 1275 109745 SH OTR 1 109745 0 0 PICO HLDGS INC COM NEW 693366205 59 5040 SH SOLE N/A 5040 0 0 RADNET INC COM 750491102 8115 588468 SH OTR 1 588468 0 0 RADNET INC COM 750491102 85 6200 SH SOLE N/A 6200 0 0 GIBRALTAR INDS INC COM 374689107 1345 33334 SH OTR 1 33334 0 0 SKYLINE CORP COM 830830105 6054 221120 SH OTR 1 221120 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 2990 199894 SH OTR 1 199894 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 14 932 SH SOLE N/A 932 0 0 TIDEWATER INC COM 88642R109 25828 1099999 SH OTR 1 1099999 0 0 TIDEWATER INC COM 88642R109 157 6699 SH SOLE N/A 6699 0 0 TIDEWATER INC *W EXP 07/31/202 88642R117 796 261059 SH OTR 1 261059 0 0 TIDEWATER INC *W EXP 07/31/202 88642R117 3 1135 SH SOLE N/A 1135 0 0 TIDEWATER INC *W EXP 07/31/202 88642R125 963 346501 SH OTR 1 346501 0 0 TIDEWATER INC *W EXP 07/31/202 88642R125 3 1227 SH SOLE N/A 1227 0 0 TIMKEN CO COM 887389104 757 14750 SH OTR 1 14750 0 0 TOTAL S A SPONSORED ADR 89151E113 443 7935 SH OTR 1 7935 0 0 AMERCO COM 023586100 833 2200 SH OTR 1 2200 0 0 U M H PROPERTIES INC COM 903002103 5576 449325 SH OTR 1 449325 0 0 U M H PROPERTIES INC COM 903002103 145 11700 SH SOLE N/A 11700 0 0 VENATOR MATLS PLC SHS G9329Z100 3725 704175 SH OTR 1 704175 0 0 WABCO HOLDGS INCORPORATED COM 92927K102 663 5000 SH OTR 1 5000 0 0 WESTERN DIGITAL CORP COM 958102105 8892 187005 SH OTR 1 187005 0 0 WESTERN DIGITAL CORP COM 958102105 95 2000 SH SOLE N/A 2000 0 0 WESTLAKE CHEM CORP COM 960413102 19937 287027 SH OTR 1 287027 0 0 WESTLAKE CHEM CORP COM 960413102 219 3160 SH SOLE N/A 3160 0 0