Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$483M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireHold$446M0.15%Value / Long-term
HoskingⓘAdd+120.38%$31M1.05%Contrarian value / Global diversified
RobottiⓘHold$6M1.01%Deep value / Cyclical contrarian
What managers sayⓘ
2022-03-31Robotti & CompanyBullRobotti & Company Advisors Q1 2022 LetterDetail →
13D/G Ownership Filingsⓘ
Earnings Callsⓘ
Results missed expectations due to weak OSB prices and flood disruptions; Siding met targets.
Revenue of $664M and EBITDA of $79M both declined; Siding revenue +4% with EBITDA margin of 26%.
Channel inventory is normal with orders recovering; multiple ExpertFinish production lines are under expansion.
Q3 Siding growth with guidance maintained; full-year OSB EBITDA cut to -$120M, CapEx reduced by $70M.
Risks: OSB prices near historic lows; bright spot: strong Siding orders.
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR -9% · latest net margin 5.4% · FCF consistently positive
Revenue$2.71B
Rev. YoY-7.9%
Gross margin21.8%
Net margin5.4%
Net income$0.15B
Free cash flow$0.09B
Operating cash flow$0.38B
ROE8.4%