Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$35M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
HoskingⓘAdd+6.03%$21M0.76%Contrarian value / Global diversified
RobottiⓘHold$14M2.11%Deep value / Cyclical contrarian
What managers sayⓘ
2026-03-31Hosking PartnersBearQ1 2026 - Quarterly Report CommentaryDetail →
2013-03-31Robotti & CompanyBullRobotti & Company Advisors Q1 2013 LetterDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -3% · latest net margin 12.3% · FCF volatile
Revenue$5.55B
Rev. YoY+14.2%
Gross margin96.6%
Net margin12.3%
Net income$0.68B
Free cash flow-$1.70B
Operating cash flow-$1.50B
ROE6.4%