13F-HR 1 robotti13fhr_06302009.txt FORM 13F-HR - R. ROBOTTI 06/30/2009 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 Check here if Amendment[]; Amendment Number: This Amendment []is a restatement. []adds new holdings entries. Institutional Investment Managers Filing this Report: Name: Robert E. Robotti Address:110 East 42nd Street, Suite 1100 New York, NY 10017-8535 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Robert E. Robotti Title: President Phone: 212-986-4800 Form 13F File Number: 028-10843 Signature, Place, and Date of Signing: /s/ Robert E. Robotti New York, NY August 14, 2009 ---------------------- -------------- --------------- Report Type [X]13F HOLDING REPORT [ ]13F NOTICE. [ ]13F COMBINATION Report Summary: Number of Other Included Managers:0 Form 13F Information Table Entry Total: 58 Form 13F Information Table Value Total:$167,352 (thousands) List of Other Included Managers: NONE
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE SHRS OR INVESTMENT OTHER VOTING (X$1000) PRN AMT DISCRETION MANAGERS AUTHORITY ------------------------------------------------------------------------------------------------------------ ACERGY S A SPONSORED ADR 00443E104 37413 3802126 SOLE N/A SOLE AMREP CORP NEW COM 032159105 3441 311926 SOLE N/A SOLE ATWOOD OCEANICS INC COM 050095108 6944 278778 SOLE N/A SOLE BPZ ENERGY INC COM 055639108 2092 427835 SOLE N/A SOLE BALDWIN & LYONS INC CL A 057755100 423 22656 SOLE N/A SOLE BALDWIN TECHNOLOGY INC CL A 058264102 17 16800 SOLE N/A SOLE BERKSHIRE HATHAWAY INC DEL CL B 084670207 886 306 SOLE N/A SOLE BIOCRYST PHARMACEUTICALS COM 09058V103 50 12500 SOLE N/A SOLE BOLT TECHNOLOGY CORP COM 097698104 169 15000 SOLE N/A SOLE BUILDERS FIRST SOURCE INC COM 12008R107 4013 964625 SOLE N/A SOLE CANADIAN NAT RES LTD COM 136385101 8151 155295 SOLE N/A SOLE CAVALIER HOMES INC COM 149507105 1326 485572 SOLE N/A SOLE CAVCO INDS INC DEL COM 149568107 3159 124730 SOLE N/A SOLE CERADYNE INC COM 156710105 806 45656 SOLE N/A SOLE COAST DISTR SYS COM 190345108 983 429299 SOLE N/A SOLE CGG VERITAS SPONSORED ADR 204386106 1679 92915 SOLE N/A SOLE CONCORD CAMERA CORP COM 206156101 701 239100 SOLE N/A SOLE CYCLE CTRY ACCESSORIES CORP COM 232984104 7 20000 SOLE N/A SOLE DECORATOR INDS INC COM PAR $0.20 243631207 695 902620 SOLE N/A SOLE DOVER DOWNS GAMING & ENTMNT COM 260095104 58 12500 SOLE N/A SOLE DOVER MOTORSPORTS INC COM 260174107 46 32500 SOLE N/A SOLE DREW INDS INC COM NEW 26128L205 994 81657 SOLE N/A SOLE GEOKINETICS INC COM PAR $0.01 372910300 843 61750 SOLE N/A SOLE GULFPORT ENERGY CORP COM NEW 402635304 806 117661 SOLE N/A SOLE HEARUSA INC COM NEW 422360305 108 119900 SOLE N/A SOLE HELMERICH & PAYNE INC COM 423452101 3534 114475 SOLE N/A SOLE IDT CORP CL B 448947309 39 23863 SOLE N/A SOLE IMPERIAL INDS INC COM NEW 452848401 8 12375 SOLE N/A SOLE K TRON INTL INC COM 482730108 9183 115243 SOLE N/A SOLE LL & E RTY TR UNIT BEN INT 502003106 909 1652373 SOLE N/A SOLE LEUCADIA NATL CORP COM 527288104 1566 74244 SOLE N/A SOLE LINCOLN ELEC HLDGS INC COM 533900106 1377 38220 SOLE N/A SOLE MANHATTAN BRIDGE CAPITAL INC COM 562803106 9 10000 SOLE N/A SOLE MOBILE MINI INC COM 60740F105 3023 206065 SOLE N/A SOLE NATIONAL WESTN LIFE INS CO CL A 638522102 293 2507 SOLE N/A SOLE NEWMARKET CORP COM 651587107 7147 106156 SOLE N/A SOLE NEXEN INC COM 65334H102 5118 236395 SOLE N/A SOLE NOBILITY HOMES INC COM 654892108 194 23419 SOLE N/A SOLE PHI INC COM VTG 69336T106 372 18681 SOLE N/A SOLE PALM HARBOR HOMES COM 696639103 224 104287 SOLE N/A SOLE PANHANDLE ROYALTY CL A 698477106 14926 760376 SOLE N/A SOLE PATRICK INDS INC COM 703343103 48 32401 SOLE N/A SOLE PERMA-FIX ENVIRONMENTAL SVCS COM 714157104 1092 451144 SOLE N/A SOLE PETRO-CDA COM 71644E102 1902 49500 SOLE N/A SOLE POINT 360 COM 730698107 252 200000 SOLE N/A SOLE PRE-PAID LEGAL SVCS INC COM 740065107 14232 326491 SOLE N/A SOLE PRICESMART INC COM 741511109 8929 533061 SOLE N/A SOLE SEACOR HOLDINGS INC COM 811904101 1404 18655 SOLE N/A SOLE SENECA FOODS CORP NEW CL A 817070501 4459 133433 SOLE N/A SOLE SILVERLEAF RESORTS INC COM 828395103 194 150000 SOLE N/A SOLE SKYLINE CORP COM 830830105 3660 168275 SOLE N/A SOLE STAMPS COM INC COM NEW 852857200 241 28375 SOLE N/A SOLE TALISMAN ENERGY INC COM 87425E103 763 53384 SOLE N/A SOLE TETON ENERGY CORP COM 881628101 3 10000 SOLE N/A SOLE TRIMAS CORP COM NEW 896215209 489 145164 SOLE N/A SOLE TRINITY INDS INC COM 896522109 1228 90137 SOLE N/A SOLE U M H PROPERTIES INC COM 903002103 450 56459 SOLE N/A SOLE ZENITH NATL INS CORP COM 989390109 4274 196576 SOLE N/A SOLE