Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ROBOTTI ROBERT | 11-14-2022 | 09-30-2022 | 93 | 420,871,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BUILDERS FIRSTSOURCE INC | COM | 1 | $101,755,000 | 1,727,001 | 24.18 | 32.19 | -126,363 | -6.82 | 09-30-2022 |
TIDEWATER INC | COM | 2 | $72,165,000 | 3,325,574 | 17.15 | 5.61 | 739,440 | 28.59 | 09-30-2022 |
WEST FRASER TIMBER CO LTD | COM | 3 | $26,933,000 | 372,724 | 6.40 | 8.16 | -49,654 | -11.76 | 09-30-2022 |
LSB INDS INC | COM | 4 | $24,027,000 | 1,686,093 | 5.71 | 3.96 | -80,358 | -4.55 | 09-30-2022 |