Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · +1 QoQ
Total position
$28M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarathonNew$22M0.83%Capital cycle / Contrarian value
RobottiⓘAdd+28.99%$7M1.05%Deep value / Cyclical contrarian
What managers sayⓘ
2022-06-30Robotti & CompanyBullRobotti & Company Advisors Q2 2022 LetterDetail →
2022-03-31Robotti & CompanyBullRobotti & Company Advisors Q1 2022 LetterDetail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2026 · Source: SEC EDGAR 10-K
5y revenue CAGR 5% · latest net margin 7.8% · FCF consistently positive
Revenue$2.66B
Rev. YoY+7.3%
Gross margin26.4%
Net margin7.8%
Net income$0.21B
Free cash flow$0.27B
Operating cash flow$0.30B
ROE13.2%