Robotti Robert Reduced Holdings in Q2 2025

Robotti Robert

  • $512 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVCO
Cavco Industries Inc.

Consumer Cyclical
-4.18K
- 10.36%
$396.53 - $537.62 $1.66M - $2.25M
36.2K $15.7M
SKY
Skyline Champion Corp

Consumer Cyclical
-2.86K
- 3.94%
$60.33 - $94.94 $172K - $271K
69.7K $4.36M
WFG
West Fraser Timber Co., LTD

Basic Materials
-1.67K
- 0.56%
$70.53 - $78.77 $118K - $132K
295K $21.6M
OLN
Olin Corp

Basic Materials
-2.29K
- 1.98%
$17.96 - $24.7 $41.1K - $56.6K
113K $2.28M
LPX
Louisiana Pacific Corp

Industrials
-170
- 0.21%
$81.16 - $95.48 $13.8K - $16.2K
78.9K $6.79M
AMKR
Amkor Technology, Inc.

Technology
-55.1K
- 22.32%
$14.88 - $21.18 $820K - $1.17M
192K $4.02M
AGI
Alamos Gold Inc

Basic Materials
-13K
- 27.37%
$23.81 - $30.33 $310K - $394K
34.5K $916K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-5.11K
- 5.32%
$34.1 - $47.63 $174K - $243K
91K $4.08M
ATKR
Atkore Inc.

Industrials
-5.5K
- 44.0%
$52.02 - $71.15 $286K - $391K
7K $493K
RYI
Ryerson Holding Corp

Industrials
-5K
- 19.23%
$19.19 - $23.45 $96K - $117K
21K $452K
CACI
Caci International Inc

Technology
-200
- 5.26%
N/A
3.6K $1.54M
FTI
Technip Fmc PLC

Energy
-17.4K
- 8.58%
$23.18 - $35.33 $404K - $616K
186K $6.39M
HBM
Hudbay Minerals Inc.

Basic Materials
-24.1K
- 30.43%
$6.09 - $10.7 $146K - $257K
55K $583K
Sandisk Corp
-491
- 1.78%
N/A
27.1K $0
Noble Corp New
-5.42K
- 3.54%
N/A
148K $0
AEM
Agnico Eagle Mines LTD

Basic Materials
-500
- 6.67%
$99.48 - $124.46 $49.7K - $62.2K
7K $832K
SMHI
Seacor Marine Holdings Inc.

Industrials
-1.41K
- 0.17%
$3.94 - $6.17 $5.56K - $8.71K
844K $4.31M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-40
- 0.26%
$31.8 - $42.16 $1.27K - $1.69K
15.2K $632K
CNQ
Canadian Natural Resources LTD

Energy
-3.79K
- 1.13%
$25.14 - $34.01 $95.3K - $129K
332K $10.4M
JEF
Jefferies Financial Group Inc.

Financial Services
-1.87K
- 0.55%
$41.06 - $56.09 $76.9K - $105K
342K $18.7M
AXR
Amrep Corp.

Real Estate
-5.89K
- 1.12%
$18.35 - $24.55 $108K - $145K
519K $10.9M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-23
- 0.11%
$210.85 - $245.99 $4.85K - $5.66K
20.2K $4.83M
TNL
Travel & Leisure Co.

Consumer Cyclical
-1.2K
- 0.96%
$38.78 - $51.89 $46.5K - $62.3K
124K $6.39M
DAN
Dana Inc

Consumer Cyclical
-2.53K
- 1.46%
$10.38 - $17.71 $26.2K - $44.7K
170K $2.91M
MT
Arcelor Mittal

Basic Materials
-4.43K
- 1.28%
$23.47 - $31.65 $104K - $140K
341K $10.8M
CSIQ
Canadian Solar Inc.

Technology
-3.26K
- 0.66%
$6.76 - $11.37 $22K - $37K
488K $5.38M
RDNT
Rad Net, Inc.

Healthcare
-3.68K
- 1.91%
$47.36 - $61.14 $174K - $225K
189K $10.8M
AER
Aer Cap Holdings N.V.

Industrials
-1.26K
- 1.16%
$88.97 - $117.24 $112K - $148K
107K $12.6M
WDC
Western Digital Corp

Technology
-135
- 0.16%
$30.54 - $63.99 $4.12K - $8.64K
86.4K $5.53M
IIIN
Insteel Industries Inc

Industrials
-2.49K
- 0.83%
$23.76 - $37.75 $59.2K - $94.1K
299K $11.1M
LXU
Lsb Industries, Inc.

Basic Materials
-13K
- 0.3%
$4.98 - $8.66 $64.5K - $112K
4.27M $33.3M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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