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Robert Robotti

Filed: 17 May 21, 1:47pm

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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OMB Number:3235-0006
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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 INDSCOM0079731005164,725SH SOLEN/A4,72500
AERCAP HOLDINGS NVSHSN009851064,63778,939SH OTR178,93900
ALLISON TRANSMISSION HLDGS INCCOM01973R1012,37758,210SH OTR158,21000
ALTICE USA INCCL A02156K10365120,000SH OTR120,00000
AMERCOCOM0235861006131,000SH OTR11,00000
AMERICAN EAGLE OUTFITTERS NECOM02553E1063,048104,248SH OTR1104,24800
AMREP CORP NEWCOM0321591055,480493,694SH OTR1493,69400
AMREP CORP NEWCOM03215910520918,791SH SOLEN/A18,79100
ARES COML REAL ESTATE CORPCOM04013V10827420,000SH OTR120,00000
BERKSHIRE HATHAWAY INC DELCL B0846707023,05311,950SH OTR111,95000
BERKSHIRE HATHAWAY INC DELCL B08467070231120SH SOLEN/A12000
BLUEGREEN VACATIONS HLDG CORPCL A0963081011,78696,320SH OTR196,32000
BLUEGREEN VACATIONS HLDG CORPCL A096308101683,666SH SOLEN/A3,66600
BUILDERS FIRSTSOURCE INCCOM12008R107104,8772,261,748SH OTR12,261,74800
BUILDERS FIRSTSOURCE INCCOM12008R1079,432203,399SH SOLEN/A203,39900
CACI INTL INCCL A1271903049874,000SH OTR14,00000
CANADIAN NAT RES LTDCOM1363851015,323172,440SH OTR1172,44000
CANADIAN NAT RES LTDCOM13638510185427,659SH SOLEN/A27,65900
CANADIAN SOLAR INCCOM1366351093,95279,637SH OTR179,63700
CARRIAGE SVCS INCCOM14390510760217,106SH OTR117,10600
CAVCO INDS INC DELCOM1495681077,71634,199SH OTR134,19900
CAVCO INDS INC DELCOM1495681071,4846,577SH SOLEN/A6,57700
CGI INCCL A SUB VTG12532H1045837,000SH OTR17,00000
CHEMOURS COCOM1638511083,420122,550SH OTR1122,55000
CIM COMMERCIAL TRUSTCOM1255255846,027467,550SH OTR1467,55000
CIM COMMERCIAL TRUSTCOM1255255846500SH SOLEN/A50000
CUMMINS INCCOM23102110660230SH OTR123000
CUMMINS INCCOM231021106181700SH SOLEN/A70000
DANA HOLDING CORPCOM23582520512,480512,960SH OTR1512,96000
DANA HOLDING CORPCOM2358252051004,125SH SOLEN/A4,12500
DENNYS CORPCOM24869P10427215,000SH OTR115,00000
DIAMOND S SHIPPING INCCOMY2064610525125,000SH OTR125,00000
DORIAN LPG LTDSHS USDY2106R1101,865142,067SH OTR1142,06700
DORIAN LPG LTDCOMY2106R1102174SH SOLEN/A17400
ELASTIC N VORD SHSN145061041,11210,000SH OTR110,00000
EXTERRAN CORPORATIONCOM30227H106568169,157SH OTR1169,15700
EXTERRAN CORPORATIONCOM30227H10671,950SH SOLEN/A1,95000
FIVE POINT HOLDINGS LLCCOM33833Q1061,380182,500SH OTR1182,50000
FIVE POINT HOLDINGS LLCCOM33833Q106152,000SH SOLEN/A2,00000
FRP HLDGS INCORPORATEDCOM30292L1071,23525,087SH OTR125,08700
GAN LIMITEDORD SHSG3728V1096,165338,748SH OTR1338,74800
GRAFTECH INTERNATIONALCOM3843135088,388685,820SH OTR1685,82000
GRAFTECH INTERNATIONALCOM384313508131,050SH SOLEN/A1,05000
INSTEEL INDUSTRIES INCCOM45774W1084,990161,818SH OTR1161,81800
JEFFERIES FINL GROUP INCCOM47233W10912,057400,569SH OTR1400,56900
JEFFERIES FINL GROUP INCCOM47233W1091,32844,128SH SOLEN/A44,12800
L3HARRIS TECHNOLOGIES INCCOM5024311096893,400SH OTR13,40000
LEGACY HOUSING CORPCOM52472M1013,215181,320SH OTR1181,32000
LIBERTY BROADBAND CORPCOM SER A5303071077265,000SH OTR15,00000
LIBERTY MEDIA CORP DELCOM A SIRIUSXM5312294092205,000SH OTR15,00000
LINCOLN ELEC HLDGS INCCOM5339001067,82263,621SH OTR163,62100
LINCOLN ELEC HLDGS INCCOM53390010622175SH SOLEN/A17500
LOUISIANA PAC CORPCOM5463471051,38725,000SH OTR125,00000
LSB INDS INCCOM5021601046,7651,318,807SH OTR11,318,80700
LSB INDS INCCOM50216010417233,495SH SOLEN/A33,49500
MARKEL CORPCOM570535104570500SH OTR150000
MARSH & MCLENNAN COS INCCOM5717481024874,000SH OTR14,00000
MERCK & CO INC NEWCOM58933Y1052313,000SH OTR13,00000
METHODE ELECTRONICS INCCOM5915202004,512107,486SH OTR1107,48600
MORGAN STANLEYCOM NEW6174464486999,000SH OTR19,00000
NEW HOME COCOM645370107524100,000SH OTR1100,00000
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V40842450,000SH OTR150,00000
PHX MINERALS INCCL A69291A1001,479515,254SH OTR1515,25400
PHX MINERALS INCCL A69291A100329114,673SH SOLEN/A114,67300
PREFORMED LINE PRODS COCOM74044410468810,000SH OTR110,00000
PRICESMART INCCOM7415111095375,553SH OTR15,55300
RADNET INCCOM7504911026,671306,710SH OTR1306,71000
RADNET INCCOM7504911021205,500SH SOLEN/A5,50000
RMR MORTGAGE TRCOM76970B10174862,301SH OTR162,30100
SEA LTDSPONSORED ADS81141R1006,69730,000SH OTR130,00000
SEACOR MARINE HOLDINGS INCCOM78413P1012,487466,576SH OTR1466,57600
SEACOR MARINE HOLDINGS INCCOM78413P1014797SH SOLEN/A79700
SKYLINE CORPCOM8308301059,680213,870SH OTR1213,87000
SPARK NETWORKS SESPONSORED ADR84651710010814,514SH OTR114,51400
SPECTRUM BRANDS HLDGS INCCOM84790A1051401,645SH OTR11,64500
SPECTRUM BRANDS HLDGS INCCOM84790A10580944SH SOLEN/A94400
SPOTIFY TECHNOLOGY S ASHSL8681T1023,75114,000SH OTR114,00000
TECHNIPFMC PLCCOMG8711010569489,916SH OTR189,91600
TECHNIPFMC PLCCOMG87110105162,075SH SOLEN/A2,07500
TELEFONICA BRASIL SANEW ADR87936R20531540,000SH OTR140,00000
TIDEWATER INCCOM88642R10931,2742,495,954SH OTR12,495,95400
TIDEWATER INCCOM88642R10927922,299SH SOLEN/A22,29900
TIDEWATER INC*W EXP 07/31/20288642R117161107,437SH OTR1107,43700
TIDEWATER INC*W EXP 07/31/20288642R11721,135SH SOLEN/A1,13500
TIDEWATER INC*W EXP 07/31/20288642R125364277,596SH OTR1277,59600
TIDEWATER INC*W EXP 07/31/20288642R12521,227SH SOLEN/A1,22700
TRAVEL PLUS LEISURE COCOM8941641024,10367,090SH OTR167,09000
TURQUOISE HILL RES LTDCOM90043520748330,000SH OTR130,00000
U M H PROPERTIES INCCOM9030021036,282327,677SH OTR1327,67700
U M H PROPERTIES INCCOM9030021031678,700SH SOLEN/A8,70000
UBER TECHNOLOGIES INCCOM90353T1002,72650,000SH OTR150,00000
VENATOR MATLS PLCSHSG9329Z10011625,000SH OTR125,00000
VIDLER WATER RESOURCES INCCOM92660E1073,264366,786SH OTR1366,78600
VIDLER WATER RESOURCES INCCOM92660E107424,775SH SOLEN/A4,77500
VOYA FINANCIAL INCCOM92908910089114,000SH OTR114,00000
WEST FRASER TIMBER CO LTDCOM95284510529,536409,997SH OTR1409,99700
WEST FRASER TIMBER CO LTDCOM9528451056659,231SH SOLEN/A9,23100
WESTERN DIGITAL CORPCOM9581021059,318139,590SH OTR1139,59000
WESTERN DIGITAL CORPCOM9581021051342,000SH SOLEN/A2,00000
WESTLAKE CHEM CORPCOM96041310222,704255,709SH OTR1255,70900
WESTLAKE CHEM CORPCOM9604131023213,615SH SOLEN/A3,61500