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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BMC STOCK HOLDINGS, INC. BMCHCOM2,131,935-93,32739,760,000-6,637,00009/30/2018
BFC FINANCIAL CORP BBXTCOM602,219-17,0004,468,000-1,124,00009/30/2018
OMNOVA SOLUTIONS INC OMNCommon981,270-7,6109,666,000-618,00009/30/2018
PANHANDLE OIL & GAS INC PHXCLA755,732-85113,943,000-508,00009/30/2018
LEUCADIA NATIONAL CORP JEFCommon560,426-2,88712,307,000-502,00009/30/2018
BELDEN INC. BDCCommon4,000-5,000286,000-264,00009/30/2018
CORNING INC /NY GLWCommon15,040-10,000531,000-158,00009/30/2018
SEACOR Marine Holdings Inc. SMHICommon200,104-1,1424,528,000-119,00009/30/2018
FMC TECHNOLOGIES INC FTICOM117,847-1,0003,682,000-90,00009/30/2018
RadNet, Inc. RDNTCommon804,130-7,55812,102,000-74,00009/30/2018
BERKSHIRE HATHAWAY INC BRK/BCommon1,674-495358,000-47,00009/30/2018
Spark Networks SE LOVCommon26,978-2,420308,000-8,00009/30/2018
GIBRALTAR INDUSTRIES, INC. ROCKCommon35,429-3,1301,616,000170,00009/30/2018
TIDEWATER INC TDW/WS/A*W EXP 07/31/202276,476-7771,139,000177,00009/30/2018
Helmerich & Payne, Inc. HPCommon70,423-1544,843,000343,00009/30/2018
Exterran Corp EXTNCOM362,472-2,6009,616,000475,00009/30/2018
TIDEWATER INC TDWCommon632,382-30,07519,724,000559,00009/30/2018
CAVCO INDUSTRIES INC CVCOCommon111,877-13,83828,305,0002,200,00009/30/2018
Ensco plc ESVCommon2,027,275-2,63817,110,0002,373,00009/30/2018
LSB INDUSTRIES INC LXUCOM2,470,573-27,53324,162,00010,922,00009/30/2018
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