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Robert Robotti

Filed: 15 Nov 21, 5:11pm

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 INDSCOM0079731004154,725SH SOLEN/A4,72500
AERCAP HOLDINGS NVSHSN009851064,65780,549SH OTR180,54900
ALLISON TRANSMISSION HLDGS INCCOM01973R1012,04857,980SH OTR157,98000
ALTICE USA INCCL A02156K10345622,000SH OTR122,00000
AMERCOCOM023586100323500SH OTR150000
AMERICAN EAGLE OUTFITTERS NECOM02553E1062,739106,173SH OTR1106,17300
AMREP CORP NEWCOM0321591057,859500,554SH OTR1500,55400
AMREP CORP NEWCOM03215910527917,751SH SOLEN/A17,75100
BARRICK GOLD CORPCOM06790110845125,000SH OTR125,00000
BERKSHIRE HATHAWAY INC DELCL B0846707023,25711,932SH OTR111,93200
BLACKSTONE MTG TR INCCOM CL A09257W1002739,000SH OTR19,00000
BLUEGREEN VACATIONS HLDG CORPCL A0963081012,44294,645SH OTR194,64500
BLUEGREEN VACATIONS HLDG CORPCL A096308101953,666SH SOLEN/A3,66600
BUILDERS FIRSTSOURCE INCCOM12008R107107,0712,069,414SH OTR12,069,41400
BUILDERS FIRSTSOURCE INCCOM12008R1079,433182,313SH SOLEN/A182,31300
CACI INTL INCCL A1271903041,0484,000SH OTR14,00000
CANADIAN NAT RES LTDCOM1363851016,438176,200SH OTR1176,20000
CANADIAN NAT RES LTDCOM13638510196526,419SH SOLEN/A26,41900
CANADIAN SOLAR INCCOM1366351092,99882,107SH OTR182,10700
CARRIAGE SVCS INCCOM14390510776317,106SH OTR117,10600
CAVCO INDS INC DELCOM1495681078,07934,128SH OTR134,12800
CAVCO INDS INC DELCOM1495681071,5576,577SH SOLEN/A6,57700
CENTRAL SECS CORPCOM1551231022215,242SH OTR15,24200
CGI INCCL A SUB VTG12532H1047639,000SH OTR19,00000
CHEMOURS COCOM1638511083,542121,895SH OTR1121,89500
CIM COMMERCIAL TRUSTCOM1255255843,810420,550SH OTR1420,55000
CUMMINS INCCOM23102110652230SH OTR123000
CUMMINS INCCOM231021106157700SH SOLEN/A70000
DANA HOLDING CORPCOM23582520511,494516,815SH OTR1516,81500
DANA HOLDING CORPCOM235825205924,125SH SOLEN/A4,12500
ELASTIC N VORD SHSN145061041,49010,000SH OTR110,00000
EQUITY COMWLTHCOM SH BEN INT2946281021,11743,000SH OTR143,00000
EXTERRAN CORPORATIONCOM30227H106890200,550SH OTR1200,55000
EXTERRAN CORPORATIONCOM30227H10691,950SH SOLEN/A1,95000
FIVE POINT HOLDINGS LLCCOM33833Q1061,429182,500SH OTR1182,50000
FIVE POINT HOLDINGS LLCCOM33833Q106162,000SH SOLEN/A2,00000
FRP HLDGS INCORPORATEDCOM30292L1071,40425,113SH OTR125,11300
GAN LIMITEDORD SHSG3728V1093,550238,748SH OTR1238,74800
GRAFTECH INTERNATIONALCOM3843135087,332710,475SH OTR1710,47500
GRAFTECH INTERNATIONALCOM3843135082200SH SOLEN/A20000
INSTEEL INDUSTRIES INCCOM45774W1089,842258,650SH OTR1258,65000
INTERNATIONAL SEAWAYS INCCOMY4105310225213,842SH OTR113,84200
JEFFERIES FINL GROUP INCCOM47233W10915,053405,412SH OTR1405,41200
JEFFERIES FINL GROUP INCCOM47233W1091,54341,558SH SOLEN/A41,55800
KIRKLAND LAKE GOLD LTDCOM49741E10058214,000SH OTR114,00000
L3HARRIS TECHNOLOGIES INCCOM5024311094181,900SH OTR11,90000
LEGACY HOUSING CORPCOM52472M1013,290183,110SH OTR1183,11000
LIBERTY BROADBAND CORPCOM SER A5303071078425,000SH OTR15,00000
LIBERTY MEDIA CORP DELCOM A SIRIUSXM53122940951911,000SH OTR111,00000
LINCOLN ELEC HLDGS INCCOM5339001068,47965,835SH OTR165,83500
LINCOLN ELEC HLDGS INCCOM53390010623175SH SOLEN/A17500
LOUISIANA PAC CORPCOM5463471051,56825,550SH OTR125,55000
LSB INDS INCCOM50216010413,6751,339,362SH OTR11,339,36200
LSB INDS INCCOM50216010433532,795SH SOLEN/A32,79500
MARKEL CORPCOM570535104598500SH OTR150000
MARSH & MCLENNAN COS INCCOM5717481026064,000SH OTR14,00000
MERCK & CO INC NEWCOM58933Y1052253,000SH OTR13,00000
METHODE ELECTRONICS INCCOM5915202004,675111,181SH OTR1111,18100
MORGAN STANLEYCOM NEW6174464486817,000SH OTR17,00000
NOBLE CORP NEWSHSG6610J2098,321307,500SH OTR1307,50000
OLIN CORP NEWCOM PAR $16806652055,233108,450SH OTR1108,45000
OLIN CORP NEWCOM PAR $168066520517355SH SOLEN/A35500
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V40818918,250SH OTR118,25000
PREFORMED LINE PRODS COCOM74044410465010,000SH OTR110,00000
PRICESMART INCCOM7415111094315,553SH OTR15,55300
PHX MINERALS INCCL A69291A1001,562510,304SH OTR1510,30400
PHX MINERALS INCCL A69291A100333108,873SH SOLEN/A108,87300
RADNET INCCOM7504911029,184313,350SH OTR1313,35000
RADNET INCCOM7504911021384,700SH SOLEN/A4,70000
RMR MORTGAGE TRCOM76970B10164262,301SH OTR162,30100
SEA LTDSPONSORED ADS81141R1009,56230,000SH OTR130,00000
SEACOR MARINE HOLDINGS INCCOM78413P1011,776383,516SH OTR1383,51600
SEACOR MARINE HOLDINGS INCCOM78413P1013697SH SOLEN/A69700
SKYLINE CORPCOM83083010512,822213,480SH OTR1213,48000
SPOTIFY TECHNOLOGY S ASHSL8681T1023,15514,000SH OTR114,00000
TECHNIPFMC PLCCOMG8711010573597,581SH OTR197,58100
TECHNIPFMC PLCCOMG87110105141,825SH SOLEN/A1,82500
TELEFONICA BRASIL SANEW ADR87936R20531040,000SH OTR140,00000
TIDEWATER INCCOM88642R10930,1112,496,750SH OTR12,496,75000
TIDEWATER INCCOM88642R10926922,299SH SOLEN/A22,29900
TIDEWATER INC*W EXP 07/31/20288642R117103108,717SH OTR1108,71700
TIDEWATER INC*W EXP 07/31/20288642R11711,135SH SOLEN/A1,13500
TIDEWATER INC*W EXP 07/31/20288642R125193278,980SH OTR1278,98000
TIDEWATER INC*W EXP 07/31/20288642R12511,227SH SOLEN/A1,22700
TRAVEL PLUS LEISURE COCOM8941641023,74168,610SH OTR168,61000
TURQUOISE HILL RES LTDCOM90043520744330,000SH OTR130,00000
U M H PROPERTIES INCCOM9030021037,583331,137SH OTR1331,13700
U M H PROPERTIES INCCOM9030021031858,100SH SOLEN/A8,10000
UBER TECHNOLOGIES INCCOM90353T1002,24050,000SH OTR150,00000
VALARIS LIMITEDCL AG9460G1011,74450,000SH OTR150,00000
VIDLER WATER RESOURCES INCCOM92660E1074,169366,386SH OTR1366,38600
VIDLER WATER RESOURCES INCCOM92660E107494,275SH SOLEN/A4,27500
VOYA FINANCIAL INCCOM92908910085914,000SH OTR114,00000
WEST FRASER TIMBER CO LTDCOM95284510535,036415,961SH OTR1415,96100
WEST FRASER TIMBER CO LTDCOM9528451057408,786SH SOLEN/A8,78600
WESTERN DIGITAL CORPCOM9581021057,951140,878SH OTR1140,87800
WESTERN DIGITAL CORPCOM9581021051132,000SH SOLEN/A2,00000
WESTLAKE CHEM CORPCOM96041310220,735227,505SH OTR1227,50500
WESTLAKE CHEM CORPCOM9604131023163,465SH SOLEN/A3,46500