Manager holders · last 5 qtrsⓘ
1
2025Q2 – 2026Q2 · flat QoQ
Total position
$62M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarathonNew$42M1.92%Capital cycle / Contrarian value
RobottiⓘHold$20M3.23%Deep value / Cyclical contrarian
What managers sayⓘ
2026-09-30The Capital Cycle (Marathon)NeutralKnock on Wood (September 2026)Detail →
2025-09-30Robotti & CompanyBullRobotti & Company Advisors Q3 2025 LetterDetail →
2022-06-30Robotti & CompanyBullRobotti & Company Advisors Q2 2022 LetterDetail →
2022-03-31Robotti & CompanyBullRobotti & Company Advisors Q1 2022 LetterDetail →
2021-03-31Robotti & CompanyBullRobotti & Company Advisors Q1 2021 LetterDetail →
Earnings Callsⓘ
No earnings call data yet
Financialsⓘ
Financials coming soon — 10-K data not yet synced for this name