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ROBOTTI ROBERT Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for ROBOTTI ROBERT, 34% allocated to Energy.
- Top Sector
- Energy (34%)
- US Exposure
- 83%
- Market Cap Focus
- Mid Cap
- Countries
- 7
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
36 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 37.2 quarters
- Avg. Top 20
- 31.6 quarters
- Avg. All Positions
- 19.6 quarters
- Median Holding Period
- 17 quarters
- Longest Held
Champion Homes, Inc.SKY - 49 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.05%
- Avg. Position Weight
- 1.64%
- Largest Position
Tidewater, Inc.TDW - 26.85%- Largest Ownership Stake
Five Point Holdings, LLC Class A Common SharesFPH - 9.97%- Avg. Ownership Stake
- 3.06%
- Ownership Stake >5%
- 4
- Ownership Stake >1%
- 7
Historical (Since Q2 2013)
- Avg. New Position
- 1.61%
- Avg. Ownership Stake
- 1.97%
- Largest Position
Creative Media & Community Trust Corporation Common stockCMCT - 86.56% (Q4 2020)- Largest Ownership Stake
AMREP CorporationAXR - 10.34% (Q2 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 1.8%
- Value Traded
- $10.55M
- Positions Added
- 3
- Positions Exited
- 6
Historical (Since Q2 2013)
- Avg. Turnover Ratio
- 8.1%
- Avg. Positions Added
- 4
- Avg. Positions Exited
- 4
- Highest Turnover
- 43.6%Q4 2020
- Lowest Turnover
- 1.1%Q1 2017