Equal-WT
WhaleScore 2.0
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Robotti Robert is based out of New York. Their last reported 13F filing for Q4 2024 included $569,768,673 in managed 13F securities
and a top 10 holdings concentration of 67.82%. Robotti Robert's largest holding is Tidewater Inc with shares held of 2,632,980. Whalewisdom has at least 92 13F filings, 116 13D filings, 27 13G filings, and 72 Form 4 filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AER Aercap Holdings N.V | 0.26% |
| FPH Five Point Holdings | 0.26% |
| ALSN Allison Transmission | 0.26% |
| LECO Lincoln Electric Hol | 0.19% |
| UHALB U-Haul Holding Compa | 0.19% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| BLDR Builders FirstSource | 1.84% |
| RDNT RadNet Inc | 0.58% |
| SMHI SEACOR Marine Holdin | 0.36% |
| DAN Dana Inc | 0.23% |
| UHAL U-Haul Holding Compa | 0.2% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| TDW Tidewater Inc | 25.28% |
| BLDR Builders FirstSource | 9.89% |
| LXU LSB Industries Inc | 5.71% |
| JEF Jefferies Financial | 5.61% |
| WFG West Fraser Timber C | 5.02% |
2024-12-31
13F Activity
| Market Value | $0.57b, Prior: $0.66b |
| Inflows (Outflows) as % of Total MV | (-1.2776)% |
| New Purchases | 5 stocks |
| Added To | 20 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 17 stocks |
| Top 10 Holdings % | 67.82% |
| Turnover %[1] | 10.61% |
| Turnover Alt %[2] | 1.13% |
| Time Held Top 20 | 23.7 quarters |
| Time Held Top 10 | 18.3 quarters |
| Time Held All | 22.8 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31