# EDGAR Filing Document

**Accession Number:** 0001105838
**File Stem:** 0001140361-26-004936
**Filing Date:** 2026-2
**Character Count:** 11271
**Document Hash:** 85a087d5c168b6112f94997416557ed9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-26-004936.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0001140361-26-004936

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ROBOTTI ROBERT
- **CENTRAL INDEX KEY:** 0001105838

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10843
- **FILM NUMBER:** 26623741

**MAIL ADDRESS:**
- **STREET 1:** 125 PARK AVENUE
- **STREET 2:** SUITE 1607
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ROBOTTI ROBERT<br>**Address:** 125 PARK AVENUE<br>SUITE 1607<br>NEW YORK, NY 10017

**Form 13F File Number:** 028-10843

**CRD Number (if applicable):** 000732905

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert E. Robotti<br>**Title:** President<br>**Phone:** 212-986-4800

**Signature, Place, and Date of Signing:**

/s/ Robert E. Robotti  New York, NY  02-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $710521294

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                     | Form 13F File Number   |
|:---|:---|:---|
|  | Robotti  Co Advisors LLC | 028-14390              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS  OUTDOORS IN | COM | 00402L107 |  | 2675608 | 53555 | SH |  | OTR | 1 | 53555 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 570533 | 2725 | SH |  | SOLE |  | 2725 | 0 | 0 |
| AERCAP HOLDINGS NV | SHS | N00985106 |  | 15371394 | 106924 | SH |  | OTR | 1 | 106924 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 830697 | 4900 | SH |  | OTR | 1 | 4900 | 0 | 0 |
| ALAMOS GOLD INCORPORATED | COM CL A | 011532108 |  | 887340 | 23000 | SH |  | OTR | 1 | 23000 | 0 | 0 |
| ALLISON TRANSMISSION HLDGS INC | COM | 01973R101 |  | 5741248 | 58644 | SH |  | OTR | 1 | 58644 | 0 | 0 |
| ALPHA TAU MEDICAL LTD | *W EXP 99/99/999 | M0740A116 |  | 17000 | 50000 | SH |  | OTR | 1 | 50000 | 0 | 0 |
| AMKOR TECHNOLOGY INC | COM | 031652100 |  | 686755 | 17395 | SH |  | OTR | 1 | 17395 | 0 | 0 |
| AMREP CORP NEW | COM | 032159105 |  | 449238 | 23896 | SH |  | SOLE |  | 23896 | 0 | 0 |
| AMREP CORP NEW | COM | 032159105 |  | 9359937 | 497869 | SH |  | OTR | 1 | 497869 | 0 | 0 |
| AMRIZE LTD | SHS | H2927K103 |  | 412505 | 11000 | SH |  | OTR | 1 | 11000 | 0 | 0 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 |  | 15435015 | 338710 | SH |  | OTR | 1 | 338710 | 0 | 0 |
| ASBURY AUTOMOTIVE GROUP | COM | 043436104 |  | 4750820 | 20431 | SH |  | OTR | 1 | 20431 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 9745226 | 94715 | SH |  | SOLE |  | 94715 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 34187878 | 332276 | SH |  | OTR | 1 | 332276 | 0 | 0 |
| CACI INTL INC | CL A | 127190304 |  | 1918116 | 3600 | SH |  | OTR | 1 | 3600 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 9402661 | 277589 | SH |  | OTR | 1 | 277589 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 1655896 | 48886 | SH |  | SOLE |  | 48886 | 0 | 0 |
| CANADIAN SOLAR INC | COM | 136635109 |  | 8142889 | 342570 | SH |  | OTR | 1 | 342570 | 0 | 0 |
| CAVCO INDS INC DEL | COM | 149568107 |  | 18286947 | 30956 | SH |  | OTR | 1 | 30956 | 0 | 0 |
| CAVCO INDS INC DEL | COM | 149568107 |  | 440101 | 745 | SH |  | SOLE |  | 745 | 0 | 0 |
| CENTRAL SECURITIES CORP | COM | 155123102 |  | 221907 | 4376 | SH |  | OTR | 1 | 4376 | 0 | 0 |
| CGI INC | CL A SUB VTG | 12532H104 |  | 2030600 | 22000 | SH |  | OTR | 1 | 22000 | 0 | 0 |
| CHAMPION HOMES INC | COM | 830830105 |  | 5918465 | 70041 | SH |  | OTR | 1 | 70041 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 280748 | 550 | SH |  | SOLE |  | 550 | 0 | 0 |
| DANA HOLDING CORP | COM | 235825205 |  | 83160 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| DANA HOLDING CORP | COM | 235825205 |  | 3572506 | 150358 | SH |  | OTR | 1 | 150358 | 0 | 0 |
| FIVE POINT HOLDINGS LLC | COM | 33833Q106 |  | 23562241 | 6962320 | SH |  | OTR | 1 | 6962320 | 0 | 0 |
| FIVE POINT HOLDINGS LLC | COM | 33833Q106 |  | 11180 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 |  | 671698 | 15010 | SH |  | OTR | 1 | 15010 | 0 | 0 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 1091750 | 55000 | SH |  | OTR | 1 | 55000 | 0 | 0 |
| INSTEEL INDUSTRIES INC | COM | 45774W108 |  | 9472497 | 299100 | SH |  | OTR | 1 | 299100 | 0 | 0 |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 |  | 485500 | 10000 | SH |  | OTR | 1 | 10000 | 0 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 2254035 | 36373 | SH |  | SOLE |  | 36373 | 0 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 187198790 | 292561 | SH |  | OTR | 1 | 292561 | 0 | 0 |
| LEGACY HOUSING CORP | COM | 52472M101 |  | 3706204 | 189867 | SH |  | OTR | 1 | 189867 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 41937 | 175 | SH |  | SOLE |  | 175 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 11912984 | 49712 | SH |  | OTR | 1 | 49712 | 0 | 0 |
| LOUISIANA PAC CORP | COM | 546347105 |  | 6399503 | 79241 | SH |  | OTR | 1 | 79241 | 0 | 0 |
| LSB INDS INC | COM | 502160104 |  | 333659 | 39254 | SH |  | SOLE |  | 39254 | 0 | 0 |
| LSB INDS INC | COM | 502160104 |  | 27895666 | 3281843 | SH |  | OTR | 1 | 3281843 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 214965 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| MILLROSE PPTYS INC | COM CL A | 601137102 |  | 7456597 | 249635 | SH |  | OTR | 1 | 249635 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1153945 | 6500 | SH |  | OTR | 1 | 6500 | 0 | 0 |
| NAVIGATOR HOLDINGS PLC | SHS | Y62132108 |  | 9275397 | 535531 | SH |  | OTR | 1 | 535531 | 0 | 0 |
| NOBLE CORP NEW | ORD SHS A | G65431127 |  | 4141904 | 146668 | SH |  | OTR | 1 | 146668 | 0 | 0 |
| OLIN CORP NEW | COM PAR $1 | 680665205 |  | 7395 | 355 | SH |  | SOLE |  | 355 | 0 | 0 |
| OLIN CORP NEW | COM PAR $1 | 680665205 |  | 771814 | 37053 | SH |  | OTR | 1 | 37053 | 0 | 0 |
| ORLA MNG LTD NEW | COM | 68634K106 |  | 162000 | 15000 | SH |  | OTR | 1 | 15000 | 0 | 0 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 |  | 592500 | 50000 | SH |  | OTR | 1 | 50000 | 0 | 0 |
| PREFORMED LINE PRODS CO | COM | 740444104 |  | 1226824 | 5935 | SH |  | OTR | 1 | 5935 | 0 | 0 |
| QUIPT HOME MEDICAL CORP | COM | 74880P104 |  | 66216 | 18758 | SH |  | OTR | 1 | 18758 | 0 | 0 |
| RADNET INC | COM | 750491102 |  | 12940107 | 181361 | SH |  | OTR | 1 | 181361 | 0 | 0 |
| RADNET INC | COM | 750491102 |  | 192645 | 2700 | SH |  | SOLE |  | 2700 | 0 | 0 |
| RANGER ENERGY SVCS INC | COM CL A | 75282U104 |  | 1398000 | 100000 | SH |  | OTR | 1 | 100000 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 158095 | 666 | SH |  | SOLE |  | 666 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 4379186 | 18448 | SH |  | OTR | 1 | 18448 | 0 | 0 |
| SCHLUMBERGER LIMITED | COM | 806857108 |  | 274960 | 8000 | SH |  | OTR | 1 | 8000 | 0 | 0 |
| SEA LTD | SPONSORED ADS | 81141R100 |  | 1913550 | 15000 | SH |  | OTR | 1 | 15000 | 0 | 0 |
| SEACOR MARINE HOLDINGS INC | COM | 78413P101 |  | 5072753 | 842650 | SH |  | OTR | 1 | 842650 | 0 | 0 |
| SEACOR MARINE HOLDINGS INC | COM | 78413P101 |  | 1782 | 296 | SH |  | SOLE |  | 296 | 0 | 0 |
| SEADRILL 2021 LTD | COM | G7997W102 |  | 654286 | 18910 | SH |  | OTR | 1 | 18910 | 0 | 0 |
| SENECA FOODS CORP | COM | 817070501 |  | 1106 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| SENECA FOODS CORP | COM | 817070501 |  | 218162 | 1972 | SH |  | OTR | 1 | 1972 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 4355325 | 7500 | SH |  | OTR | 1 | 7500 | 0 | 0 |
| TECHNIPFMC PLC | COM | G87110105 |  | 7798 | 175 | SH |  | SOLE |  | 175 | 0 | 0 |
| TECHNIPFMC PLC | COM | G87110105 |  | 6954747 | 156076 | SH |  | OTR | 1 | 156076 | 0 | 0 |
| TECK RESOURCES INC | CL B | 878742204 |  | 4789000 | 100000 | SH |  | OTR | 1 | 100000 | 0 | 0 |
| TIDEWATER INC | COM | 88642R109 |  | 10851720 | 214843 | SH |  | SOLE |  | 214843 | 0 | 0 |
| TIDEWATER INC | COM | 88642R109 |  | 138241981 | 2736923 | SH |  | OTR | 1 | 2736923 | 0 | 0 |
| TRAVEL PLUS LEISURE CO | COM | 894164102 |  | 8660308 | 122789 | SH |  | OTR | 1 | 122789 | 0 | 0 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 |  | 1869600 | 40000 | SH |  | OTR | 1 | 40000 | 0 | 0 |
| VALARIS LIMITED | CL A | G9460G101 |  | 2733898 | 54244 | SH |  | OTR | 1 | 54244 | 0 | 0 |
| WEST FRASER TIMBER CO LTD | COM | 952845105 |  | 17798104 | 291247 | SH |  | OTR | 1 | 291247 | 0 | 0 |
| WEST FRASER TIMBER CO LTD | COM | 952845105 |  | 310928 | 5088 | SH |  | SOLE |  | 5088 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 344540 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 14269641 | 82833 | SH |  | OTR | 1 | 82833 | 0 | 0 |
| WESTLAKE CHEM CORP | COM | 960413102 |  | 234020 | 3165 | SH |  | SOLE |  | 3165 | 0 | 0 |
| WESTLAKE CHEM CORP | COM | 960413102 |  | 18712661 | 253079 | SH |  | OTR | 1 | 253079 | 0 | 0 |

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