1y return+32.9%S&P 500 +20.9%
3y return+42.6%S&P 500 +68.5%
5y return+158.6%S&P 500 +74.5%
10y return+275.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $375 against $357 in the S&P 500.2
Robotti RobertS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TDWTidewater Inc | $193.7M | 31.3% | |
| BLDRBuilders Firstsource Inc | $45.6M | 7.4% | −2.6% |
| FPHFive Point Holdings LLC | $36.7M | 5.9% | |
| LXULsb Inds Inc | $22.9M | 3.7% | |
| WFGWest Fraser Timber Co Ltd | $20.0M | 3.2% | |
| CVCOCavco Inds Inc Del | $19.9M | 3.2% | |
| ABGAsbury Automotive Group | $17.5M | 2.8% | +138.9% |
| WLKWestlake Chem Corp | $17.2M | 2.8% | +62.3% |
| JEFJefferies Finl Group Inc | $16.4M | 2.6% | |
| Aercap Holdings NvCUSIP N00985106 | $15.5M | 2.5% | |
| IIINInsteel Industries Inc | $14.4M | 2.3% | +60.3% |
| MTArcelormittal Sa Luxembourg | $14.3M | 2.3% | |
| WDCWestern Digital Corp | $13.9M | 2.2% | −53.2% |
| AXRAmrep Corp New | $13.2M | 2.1% | |
| CNQCanadian Nat Res Ltd | $12.5M | 2.0% | −2.3% |
| Navigator Holdings PLCCUSIP Y62132108 | $10.0M | 1.6% | |
| TNLTravel Plus Leisure Co | $9.3M | 1.5% | |
| RYZRyerson Hldg Corp | $9.1M | 1.5% | +92.3% |
| LECOLincoln Elec Hldgs Inc | $8.9M | 1.4% | |
| SKYChampion Homes Inc | $8.0M | 1.3% | |
| MRPMillrose Pptys Inc | $7.5M | 1.2% | |
| RDNTRadnet Inc | $7.5M | 1.2% | |
| SNDKSandisk Corp | $6.9M | 1.1% | −67.2% |
| ALSNAllison Transmission Hldgs Inc | $6.6M | 1.1% | |
| CSIQCanadian Solar Inc | $6.4M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $13.9M |
| TDWTidewater Inc | June 30, 2020 | +1092.0% | $193.7M |
| LXULsb Inds Inc | June 30, 2020 | +831.6% | $22.9M |
| PLPCPreformed Line Prods Co | March 31, 2021 | +497.1% | $2.4M |
| AXRAmrep Corp New | June 30, 2020 | +459.0% | $13.2M |
| Aercap Holdings NvCUSIP N00985106 | June 30, 2020 | +373.3% | $15.5M |
| CNQCanadian Nat Res Ltd | June 30, 2020 | +354.1% | $12.5M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $1.4M |
| BLDRBuilders Firstsource Inc | June 30, 2020 | +332.3% | $45.6M |
| RDNTRadnet Inc | June 30, 2020 | +288.6% | $7.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −4.9% | +14.8% |
| March 31, 2026 | +25.5% | −4.6% |
| December 31, 2025 | −0.8% | +2.4% |
| September 30, 2025 | +12.3% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | −10.7% | −4.6% |
| December 31, 2024 | −12.1% | +2.1% |
| September 30, 2024 | −1.3% | +5.4% |
| June 30, 2024 | −4.5% | +4.0% |
| March 31, 2024 | +18.3% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | +7.3% | −3.6% |
| June 30, 2023 | +22.4% | +8.3% |
| March 31, 2023 | +16.7% | +7.0% |
| December 31, 2022 | +18.8% | +7.1% |
| September 30, 2022 | +0.5% | −5.3% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +21.6% | +10.7% |
| September 30, 2021 | +7.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Robotti Robert Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1105838&type=13F-HR&dateb=&owner=include&count=40CIK 1105838
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1105838/000114036126031881/Filed August 10, 2026 · accession 0001140361-26-031881