RER
Robert E. Robotti Portfolio
Invests via Robotti Robert | Managed by Robert Robotti, Curtis Jensen, Isaac Schwartz, David Kessler
Invests via Robotti Robert
Managed by Robert Robotti, Curtis Jensen, Isaac Schwartz, David Kessler
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Robert E. Robotti Profile
With an extensive background in investment and finance, Robert E. Robotti is known for his role as a principal and founder of Robotti & Company Advisors, a boutique firm focused on value-oriented investment strategies. His expertise lies in identifying underappreciated companies, particularly within the microcap space, where he has developed a strong market presence through diligent analysis and research-driven approaches. His leadership at the firm has helped cultivate long-term relationships with clients seeking tailored investment solutions that align with their financial goals. An advocate of rigorous due diligence processes, Robotti's influence extends beyond just fund management—he actively participates in broader discussions around capital markets and the importance of effective corporate governance.
With an extensive background in investment and finance, Robert E. Robotti is known for his role as a principal and founder of Robotti & Company Advisors, a boutique firm focused on value-oriented investment strategies. His expertise lies in identifying underappreciated companies, particularly within the microcap space, where he has developed a strong market presence through diligent analysis and research-driven approaches. His leadership at the firm has helped cultivate long-term relationships with clients seeking tailored investment solutions that align with their financial goals. An advocate of rigorous due diligence processes, Robotti's influence extends beyond just fund management—he actively participates in broader discussions around capital markets and the importance of effective corporate governance.
Investment Philosophy & Strategy
Market dynamics often reveal hidden opportunities that astute investors can capitalize on. Robert E. Robotti leverages his profound understanding of microcap equities to uncover significant value in overlooked sectors. Emphasizing a patient, analytical approach, he prioritizes extensive research to assess the potential of undervalued businesses systematically. This method enables informed investment decisions that anticipate market movements and trends effectively. By fostering deep relationships with stakeholders, he ensures that investments align with broader strategic goals while supporting sustainable growth within the companies involved.
Market dynamics often reveal hidden opportunities that astute investors can capitalize on. Robert E. Robotti leverages his profound understanding of microcap equities to uncover significant value in overlooked sectors. Emphasizing a patient, analytical approach, he prioritizes extensive research to assess the potential of undervalued businesses systematically. This method enables informed investment decisions that anticipate market movements and trends effectively. By fostering deep relationships with stakeholders, he ensures that investments align with broader strategic goals while supporting sustainable growth within the companies involved.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
115.42%
Gain +0.51%
Monthly
2.51%
Yearly
34.62%
Drawdown
55.64%
$1.08B
Equity
Holdings
$1.08B
Investment
$479.3M
$1.74B
Profit +$2.45M
Realized
$1.13B
Unrealized
$610.08M
Dividends
$91.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$2.45M
Win %
70%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$11.61M
Win %
70%
This Month
Compared to last month
Gain
-0.55%
Profit
-$6.01M
Win %
70%
This Year
Compared to last year
Gain
-3.19%
Profit
$14.47M
Win %
70%
LIC
LIC
+6,195.83%
+$224.35M 
WWE World Wrestling Entertainment Inc
+1,204.26%
+$734,600 VTS
VTS
+717%
+$12.22M KTII
KTII
+581.62%
+$29.7M SOSA
SOSA
+393.31%
+$8.86M DHC
DHC
+149.65%
+$4.41M JQH
JQH
+147.99%
+$1.36M 
XEC Cimarex Energy Co
+114.21%
+$504,800 FUR
FUR
+108.11%
+$446,502.69 ZNT
ZNT
+76.25%
+$132,634.02 IST
IST
+65.69%
+$2.1M PPD
PPD
+63.68%
+$4.2M CTAC
CTAC
+57.69%
+$849,507.58 2612
26128L205
+51.19%
+$94,090.3 PKZ
PKZ
+48.81%
+$197,703.37 JPST
JPST
+43.99%
+$366,328.77 PDQ
PDQ
+18.95%
+$59,679.87 CBUK
CBUK
+17.65%
+$18,000 SFFS
SFFS
+15.2%
+$100,032.03 BTF
BTF
+13.01%
+$36,990.16 GBL
GBL
+11.1%
+$47,741.18 CRV
CRV
+10.95%
+$11,455.24 NE
NE
+9.9%
+$642,084.62 
BLDR Builders FirstSource, Inc.
+6.25%
+$1.61M 
ORLA Orla Mining Ltd.
+5.65%
+$15,150 2698
269894101
+4.76%
+$1,000 
TNL Travel + Leisure Co.
+4.25%
+$324,623.74 NAVG
NAVG
+4.24%
+$91,191.82 
SE Sea Ltd.
+2.3%
+$54,750 
JEF Jefferies Financial Group Inc.
+2.25%
+$324,996.21 
MT ArcelorMittal S.A.
+1.78%
+$262,690.38 
ALSN Allison Transmission Holdings Inc.
+1.67%
+$108,306.4 
BRN Barnwell Industries Inc.
+0.36%
+$178.5 
MS Morgan Stanley
+0.33%
+$3,835.07 
CNQ Canadian Natural Resources Limited
+0.25%
+$51,923.89 
AMRZ Amrize Ltd.
+0.01%
+$97.5 
ABG Asbury Automotive Group Inc.
0%
$0 
ACMTA Acmat Corporation
0%
$0 
AEIS Advanced Energy Industries Inc.
0%
-$0.03 
AEM Agnico Eagle Mines Limited
0%
-$0.02 
AER AerCap Holdings N.V.
0%
-$1.07 
AGI Alamos Gold Inc.
0%
$0 
ASO Academy Sports and Outdoors, Inc.
0%
$0 
AWX Avalon Holdings Corp.
0%
$0 
AXR Amrep Corp.
0%
$0 
CACI Caci International Inc.
0%
+$0.04 
CAT Caterpillar Inc.
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
CPTP Capital Properties Inc.
0%
$0 
CSIQ Canadian Solar Inc.
0%
$0 
CVCO Cavco Industries Inc.
0%
-$0.32 
DAN Dana Inc.
0%
$0 
FL Foot Locker, Inc.
0%
$0 
FPH Five Point Holdings LLC
0%
$0 
GEOS Geospace Technologies Corporation
0%
$0 
HCSG Healthcare Services Group Inc.
0%
$0 
HGV Hilton Grand Vacations Inc.
0%
$0 
HP Helmerich & Payne Inc.
0%
$0 
IIIN Insteel Industries Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
LEGH Legacy Housing Corporation
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
$0 
LPX Louisiana-Pacific Corporation
0%
$0 
LXU Lsb Industries Inc.
0%
$0 
LZM Lifezone Metals Ltd.
0%
$0 
MSGS Madison Square Garden Sports Corp.
0%
+$0.01 
NVGS Navigator Holdings Ltd.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
PSMT PriceSmart Inc.
0%
$0 
RDNT RadNet Inc.
0%
$0 
RIVT Riviera Tool Co.
0%
$0 
RNGR Ranger Energy Services Inc.
0%
$0 
SENEA Seneca Foods Corporation Class A
0%
$0 
SKY Skyline Champion Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMHI Seacor Marine Holdings Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
+$0.15 
STEW SRH Total Return Fund, Inc.
0%
$0 
STC Stewart Information Services Corporation
0%
$0 
TDW Tidewater Inc.
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
TRT Trio-Tech International
0%
$0 
TSCC Technology Solutions Co.
0%
$0 
USPH U.S. Physical Therapy Inc.
0%
$0 
WFG West Fraser Timber Co. Ltd.
0%
$0 
WLK Westlake Corporation
0%
$0 
SDRL Seadrill Limited
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
FVE Five Star Senior Living Inc
0%
$0 
AD Array Digital Infrastructure, Inc.
0%
$0 ONES
ONES
0%
$0 ATW
ATW
0%
$0 FLYR
FLYR
0%
$0 4530
453077109
0%
$0 OCA
OCA
0%
$0 WCST
WCSTF
0%
$0 CVEO
CVEO
0%
$0 2976
297659609
0%
$0 TMNG
TMNG
0%
$0 
RYZ Ryerson Holding Corporation
0%
$0 PHEL
PHELK
0%
$0 7164
71645N101
0%
$0 PENG
PENG
0%
$0 PHX
PHX
0%
$0 
UHAL-B U-Haul Holding Company
0%
$0 
CET Central Securities Corporation
0%
$0 
GI Giant Industries, Inc.
0%
$0 NNUT
NNUT
0%
$0 1264
126447100
0%
$0 1325
13259P300
0%
$0 7414
74144P205
0%
$0 6011
601137101
0%
$0 CNVL
CNVLZ
-94.3%
-$761,000.03 AHIZ
AHIZQ
-88.86%
-$1.77M DINI
DINIQ
-87.57%
-$2.95M 
BRK.B Berkshire Hathaway Inc.
-81.34%
-$10.55M DAGM
DAGM
-76.92%
-$30,000 SCHS
SCHS
-70.85%
-$41,066.99 DDE
DDE
-58.67%
-$83,252.29 TLM
TLM
-23.12%
-$13,297.6 
DVD Dover Motorsports Inc
-21.35%
-$11,400 NWLI
NWLI
-21.16%
-$146,309.94 IUSA
IUSA
-17.82%
-$18,000 LUK
LUK
-13.31%
-$92,212.86 MBRS
MBRS
-11.44%
-$95,888.19 
STRS Stratus Properties Inc.
-7.4%
-$11,583 MLEA
MLEA
-5.9%
-$9,200 TENT
TENT
-5.72%
-$11,723.98 SNSA
SNSA
-3.22%
-$179,494.16 MFW
MFW
-2.59%
-$31,428.84 
PBR Petrobras S.A. Sponsored ADR
-2.45%
-$31,750 
WDC Western Digital Corporation
-2.1%
-$166,547.93 
PLPC Preformed Line Products Co.
-1.51%
-$33,710.86 
DVN Devon Energy Corporation
-1.36%
-$29,824.8 
VAL Valaris Limited
-1.16%
-$4,159.12 
SNDK SanDisk Corporation
-0.61%
-$25,862.01 
HBM Hudbay Minerals Inc.
-0.08%
-$1,100 
PFS Provident Financial Services Inc.
-0.01%
-$32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4433 | Longs Won 2520/4433 56% | Profit Factor 6.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.1M |
| Average Win $819,392.57 | Best Trade (Dec 31) $223.7M | Sharpe Ratio -12.28 |
| Average Loss -$170,130.76 | Worst Trade (Dec 30) -$9.22M | Z-Score -5 (100%) |
| Commissions $0 | Avg. Trade Length 4y 3m 1w | Expectancy $392,377.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.28% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1264 126447100 | 55,085 | $1.33M | $1.33M | - | - | - | 0.0 |
| 1325 13259P300 | 16,500 | $298,000 | $298,000 | - | - | - | 0.0 |
| 2612 26128L205 | 9,200 | $193,433.64 | $277,912.44 | - | $84,478.8 | 43.67% | +51.186% |
| 2698 269894101 | 10,000 | $21,000 | $22,000 | - | $1,000 | 4.76% | +4.762% |
| 2976 297659609 | 652,949 | $14.28M | $14.28M | - | - | - | 0.0 |
| 4530 453077109 | 56,572 | $1.39M | $1.39M | - | - | - | 0.0 |
| 6011 601137101 | 1,500 | $42,000 | $42,000 | - | - | - | 0.0 |
| 7164 71645N101 | 34,676 | $467,000 | $467,000 | - | - | - | 0.0 |
| 7414 74144P205 | 50,189 | $816,000 | $816,000 | - | - | - | 0.0 |
| ABG Asbury Automotive Group Inc. | 87,215 | $17.85M | $14.13M | - | -$3.73M | -20.87% | 0.0 |
| ACMTA Acmat Corporation | 129,040 | $1.64M | $2.45M | - | $812,035.04 | 49.52% | 0.0 |
| AD Array Digital Infrastructure, Inc. | 7,350 | $260,925 | $246,372 | - | -$14,553 | -5.58% | 0.0 |
| AEIS Advanced Energy Industries Inc. | 2,725 | $52,457.48 | $710,598.22 | - | $658,140.74 | 1,254.62% | 0.0 |
| AEM Agnico Eagle Mines Limited | 4,500 | $277,887.36 | $796,544.98 | - | $518,657.62 | 186.64% | 0.0 |
| AER AerCap Holdings N.V. | 106,516 | $4.49M | $15.37M | - | $10.88M | 242.42% | 0.0 |
| AGI Alamos Gold Inc. | 28,500 | $473,770 | $872,385 | - | $398,615 | 84.14% | 0.0 |
| AHIZ AHIZQ | 461,890 | $1.6M | $221,841.19 | - | -$1.38M | -86.11% | -88.855% |
| ALSN Allison Transmission Holdings Inc. | 58,544 | $2.26M | $6.59M | - | $4.33M | 191.7% | +1.671% |
| AMRZ Amrize Ltd. | 19,500 | $1.01M | $707,655 | - | -$303,980 | -30.05% | +0.014% |
| ASO Academy Sports and Outdoors, Inc. | 103,860 | $5.67M | $5.79M | - | $127,148.12 | 2.24% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Robert E. Robotti?
The largest contributions to the portfolio's profits come from the following stocks: LIC - $400.46M, Builders FirstSource, Inc - $220.59M, Tidewater Inc - $81.1M, ACGY - $55.15M, and BMC Stock Holdings Inc - $55.02M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: FLTWQ - $14.96M, ORGN - $13.88M, LEV - $9.98M, GrafTech International Ltd - $8.96M, and Gan Limited - $8.54M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert E. Robotti's portfolio generate?
The portfolio generates substantial dividend income, with a total of $91.84M earned over time. The largest contributors to dividend income include Omega Healthcare Investors Inc - $13.58M, Healthcare Services Group Inc - $11.51M, Norbord Inc - $5.65M, American International Group Inc - $4.66M, and UMH Properties, Inc - $4.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert E. Robotti's monthly returns?
Robert E. Robotti's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Robert E. Robotti's strategy be considered aggressive or moderate?
Robert E. Robotti's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Robert E. Robotti's strategy?
Robert E. Robotti's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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