Instuitional Investor - Robotti Robert

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Tidewater Inc	TDW	2,906,380	$193,652,099	31.26%
2.	Builders Firstsource Inc.	BLDR	510,158	$45,648,938	7.37%
3.	Five Point Holdings Llc	FPH	6,964,320	$36,701,966	5.92%
4.	Lsb Industries Inc.	LXU	2,119,699	$22,913,946	3.7%
5.	West Fraser Timber Co. Ltd	WFG	296,043	$20,021,210	3.23%