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SEC 13F · Available

Robert Robotti Holdings 13F: Latest Robotti & Co Portfolio Changes

Robotti & Co. Value-oriented investment advisor (~$557M AUM). Small-cap specialist.

As of the latest Q2 2026 13F filing, Robert Robotti (managing Robotti & Co) reported a public portfolio value of $619.5M with 61 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was WFG. The top recent sell was TDGMW.

Open interactive portfolio
$619.5MPortfolio value
61Holdings
Q2 2026Latest quarter
2026-08-10Filing date

Latest 13F portfolio changes

Robert Robotti holdings 13F summary: the latest Robotti & Co portfolio changes show top holdings including TIDEWATER, BUILDERS FIRSTSOURCE, FIVE POINT HOLDINGS LLC, LSB INDS, and WEST FRASER TIMBER CO, reported top buys such as WEST FRASER TIMBER CO, CAVCO INDS INC DEL, ASBURY AUTOMOTIVE GROUP, and WESTLAKE CHEM, and top sells or reductions such as TIDEWATER, BUILDERS FIRSTSOURCE, LSB INDS, and WESTERN DIGITAL.

Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-10; disclosure source SEC 13F.

Robert Robotti 13F portfolio and latest holdings overview

Robert Robotti's Q2 2026 13F holdings show Robotti & Co reporting 61 positions with a disclosed portfolio value of $619.5M. For readers searching Robert Robotti 13F holdings, Robert Robotti portfolio, Robotti & Co holdings, or latest 13F changes, the latest top holdings include TIDEWATER, BUILDERS FIRSTSOURCE, FIVE POINT HOLDINGS LLC, LSB INDS, and WEST FRASER TIMBER CO.

The three largest reported positions add up to roughly 44.6%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Other at 82.5% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.

The latest change data highlights reported buys such as WEST FRASER TIMBER CO, CAVCO INDS INC DEL, ASBURY AUTOMOTIVE GROUP, WESTLAKE CHEM, and JEFFERIES FINL GROUP and reported reductions or exits such as TIDEWATER, BUILDERS FIRSTSOURCE, LSB INDS, WESTERN DIGITAL, and CANADIAN NAT RES. Those changes should be read as historical disclosure signals, not as real-time trade alerts.

The filing metadata lists report date 2026-06-30, filing date 2026-08-10, SEC accession 0001140361-26-031881. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.

Robert Robotti portfolio analytics

the top five positions account for 51.5% of disclosed value; the largest sector exposure is Energy at 4.6%; reported buy and sell activity implies roughly 84.8% turnover this period; cost-basis P&L across 60 tracked positions averages 997.8% (32/42 currently in profit).

Top reported holdings

HoldingReported valueWeightQuarter change
TDGMW whale holders
TIDEWATER INC
$193.7M31.3%Reduced
BLDR whale holders
BUILDERS FIRSTSOURCE INC
$45.6M7.4%Reduced
FPH whale holders
FIVE POINT HOLDINGS LLC
$36.7M5.9%Held
LXU whale holders
LSB INDS INC
$22.9M3.7%Reduced
WFG whale holders
WEST FRASER TIMBER CO LTD
$20.0M3.2%Increased
CVCO whale holders
CAVCO INDS INC DEL
$19.9M3.2%Increased
ABG whale holders
ASBURY AUTOMOTIVE GROUP
$17.5M2.8%Increased
WLK whale holders
WESTLAKE CHEM CORP
$17.2M2.8%Increased
JEF whale holders
JEFFERIES FINL GROUP INC
$16.4M2.6%Increased
AER whale holders
AERCAP HOLDINGS NV
$15.5M2.5%Increased

Top buys

Top sells

Allocation

  • Other: 82.5%
  • Energy: 4.6%
  • Consumer Discretionary: 4.3%
  • Information Technology: 4.1%
  • Industrials: 3.6%
  • Communication Services: 0.4%
  • Financials: 0.2%
  • Materials: 0.2%

Data notes

Report date: 2026-06-30

Disclosure source: SEC 13F

SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Frequently asked questions

Robert Robotti 13F Holdings

The Q2 2026 13F profile for Robert Robotti and Robotti & Co shows 61 reported positions, $619.5M in disclosed portfolio value, and top holdings including TIDEWATER, BUILDERS FIRSTSOURCE, FIVE POINT HOLDINGS LLC, LSB INDS, and WEST FRASER TIMBER CO.

What is Robert Robotti buying? Latest 13F changes

The latest tracked change data for Robert Robotti highlights reported buys such as WEST FRASER TIMBER CO, CAVCO INDS INC DEL, ASBURY AUTOMOTIVE GROUP, and WESTLAKE CHEM and reported sells or reductions such as TIDEWATER, BUILDERS FIRSTSOURCE, LSB INDS, and WESTERN DIGITAL.

Robotti & Co top holdings

Robotti & Co top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.

Robert Robotti buys and sells

Use the top buys and top sells sections above to compare Robert Robotti's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.

How delayed is Robert Robotti's 13F data?

SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.