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Robert Robotti

Filed: 15 May 20, 12:40pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED ENERGY INDSCOM0079731002294,725SH SOLEN/A4,72500
AERCAP HOLDINGS NVSHSN009851061,03245,290SH OTR145,29000
ALTICE USA INCCL A02156K10382537,000SH OTR137,00000
AMERCOCOM0235861005231,800SH OTR11,80000
AMERICAN EAGLE OUTFITTERS NECOM02553E106922115,928SH OTR1115,92800
AMREP CORP NEWCOM0321591052,484517,455SH OTR1517,45500
AMREP CORP NEWCOM0321591057716,098SH SOLEN/A4,90000
BBX CAP CORP NEWCL A05491N1041,160502,267SH OTR1502,26700
BBX CAP CORP NEWCL A05491N1044519,579SH SOLEN/A19,57900
BERKSHIRE HATHAWAY INC DELCL B NEW0846707022061,126SH OTR11,12600
BITAUTO HLDGS LTDSPONSORED ADS09172710752050,000SH OTR150,00000
BLACKBERRY LTDCOM09228F10328970,000SH OTR170,00000
BMC STK HLDGS INCCOM05591B10918,9641,069,609SH OTR11,069,60900
BMC STK HLDGS INCCOM05591B1091,843103,956SH SOLEN/A103,95600
BUILDERS FIRSTSOURCE INCCOM12008R10718,1371,483,000SH OTR11,483,00000
BUILDERS FIRSTSOURCE INCCOM12008R1071,474120,519SH SOLEN/A120,51900
CANADIAN NAT RES LTDCOM1363851012,502184,660SH OTR1184,66000
CANADIAN NAT RES LTDCOM13638510138028,059SH SOLEN/A28,05900
CARRIAGE SVCS INCCOM14390510732920,366SH OTR120,36600
CAVCO INDS INC DELCOM1495681075,27836,418SH OTR136,41800
CAVCO INDS INC DELCOM1495681079536,577SH SOLEN/A6,57700
CHEMOURS COCOM1638511081,216137,050SH OTR1137,05000
DANA INCORPORATEDCOM2358252054,405564,055SH OTR1564,05500
DANA INCORPORATEDCOM235825205324,125SH SOLEN/A4,12500
DIAMOND HILL INVESTMENT GROUCOM NEW25264R2072983,300SH OTR13,30000
DORIAN LPG LTDSHS USDY2106R1101,325152,067SH OTR1152,06700
DORIAN LPG LTDSHS USDY2106R1102222SH SOLEN/A22200
ESSENT GROUP LTDCOMG3198U10226310,000SH OTR110,00000
EXTERRAN CORPCOM30227H1061,257261,796SH OTR1261,79600
EXTERRAN CORPCOM30227H106112,250SH SOLEN/A2,25000
FIVE POINT HOLDINGS LLCCOM CL A33833Q10640980,750SH OTR180,75000
FIVE POINT HOLDINGS LLCCOM CL A33833Q106102,000SH SOLEN/A2,00000
FRP HLDGS INCCOM30292L10775617,582SH OTR117,58200
GAIN CAP HLDGS INCCOM36268W10014025,000SH OTR125,00000
GRAFTECH INTL LTDCOM3843135087,618938,200SH OTR1938,20000
GRAFTECH INTL LTDCOM38431350891,050SH SOLEN/A1,05000
HALLADOR ENERGY COMPANYCOM40609P1051010,925SH SOLEN/A10,92500
HELIX ENERGY SOLUTIONS GRP ICOM42330P1072012,250SH OTR112,25000
INSTEEL INDUSTRIES INCCOM45774W1082,166163,468SH OTR1163,46800
JEFFERIES FINL GROUP INCCOM47233W1095,880430,159SH OTR1430,15900
JEFFERIES FINL GROUP INCCOM47233W10963746,592SH SOLEN/A46,59200
LEGACY HOUSING CORPCOM52472M1011,815196,220SH OTR1196,22000
LINCOLN ELEC HLDGS INCCOM5339001065,73983,173SH OTR183,17300
LINCOLN ELEC HLDGS INCCOM53390010612175SH SOLEN/A17500
LSB INDS INCCOM5021601043,3091,575,787SH OTR11,575,78700
LSB INDS INCCOM5021601047435,055SH SOLEN/A35,05500
MERCK & CO INCCOM58933Y1052313,000SH OTR13,00000
METHODE ELECTRS INCCOM5915202004,650175,926SH OTR1175,92600
MORGAN STANLEYCOM NEW6174464482728,000SH OTR18,00000
NORBORD INCCOM NEW65548P4036,146519,081SH OTR1519,08100
NORBORD INCCOM NEW65548P40316914,291SH SOLEN/A14,29100
PANHANDLE OIL AND GAS INCCL A6984771062,370642,158SH OTR1642,15800
PANHANDLE OIL AND GAS INCCL A69847710632688,474SH SOLEN/A88,47400
PICO HLDGS INCCOM NEW693366205796102,366SH OTR1102,36600
PICO HLDGS INCCOM NEW693366205395,040SH SOLEN/A5,04000
PRICESMART INCCOM7415111092925,553SH OTR15,55300
RADNET INCCOM7504911023,613343,780SH OTR1343,78000
RADNET INCCOM750491102656,200SH SOLEN/A6,20000
SEA LTDADR81141R1001,10825,000SH OTR125,00000
SEACOR HOLDINGS INCCOM8119041012,06676,630SH OTR176,63000
SEACOR HOLDINGS INCCOM811904101271,020SH SOLEN/A1,02000
SEACOR MARINE HLDGS INCCOM78413P101872199,143SH OTR1199,14300
SEACOR MARINE HLDGS INCCOM78413P1014932SH SOLEN/A93200
SKYLINE CHAMPION CORPORATIONCOM8308301053,453220,195SH OTR1220,19500
SPARK NETWORKS SESPONSORED ADR8465171003714,514SH OTR114,51400
STEALTHGAS INCSHSY816691061,132574,557SH OTR1574,55700
STEALTHGAS INCSHSY81669106189,200SH SOLEN/A9,20000
TECHNIPFMC PLCCOMG8711010563193,626SH OTR193,62600
TECHNIPFMC PLCCOMG87110105162,312SH SOLEN/A2,31200
TIDEWATER INC NEWCOM88642R10918,3712,594,776SH OTR12,594,77600
TIDEWATER INC NEWCOM88642R10916222,874SH SOLEN/A22,87400
TIDEWATER INC NEW*W EXP 07/31/20288642R117235258,343SH OTR1258,34300
TIDEWATER INC NEW*W EXP 07/31/20288642R11711,135SH SOLEN/A1,13500
TIDEWATER INC NEW*W EXP 07/31/20288642R125204340,673SH OTR1340,67300
TIDEWATER INC NEW*W EXP 07/31/20288642R12511,227SH SOLEN/A1,22700
U M H PROPERTIES INCCOM9030021034,541418,162SH OTR1418,16200
U M H PROPERTIES INCCOM90300210312711,700SH SOLEN/A11,70000
UBER TECHNOLOGIES INCCOM90353T1002,792100,000SH OTR1100,00000
VALARIS PLCCOMG4902V109921,063SH SOLEN/A21,06300
VENATOR MATLS PLCSHSG9329Z10010560,990SH OTR160,99000
VOYA FINANCIAL INCCOM92908910040610,000SH OTR110,00000
WESTERN DIGITAL CORP.COM9581021056,226149,581SH OTR1149,58100
WESTERN DIGITAL CORP.COM958102105832,000SH SOLEN/A2,00000
WESTLAKE CHEM CORPCOM96041310211,416299,076SH OTR1299,07600
WESTLAKE CHEM CORPCOM9604131021443,760SH SOLEN/A3,76000
WYNDHAM DESTINATIONS INCCOM98310W1081,62774,960SH OTR174,96000