Robotti Value Investors
Our archive holds 3 letters from Robotti Value Investors, behind 5 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
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Companies held · 2
Every company Robotti Value Investors has disclosed a position in across our archive, with the letter that last mentioned it.
- Builders FirstSourceJun 2026
- Subsea 7Jun 2026
Theses · 5
- June 2026
Subsea 7 benefits from a transformative merger with Saipem, a stronger backlog, broader market exposure, higher pricing power, and a supportive offshore project pipeline.
Read the full thesis - June 2026
Builders FirstSource is viewed as a consolidator in building-products distribution benefiting from a structural U.S. housing shortage and long-term value compounding through cycles.
Read the full thesis - Subsea 7June 2026
Subsea 7 is viewed as a beneficiary of offshore energy consolidation, with a stronger backlog, broader addressable market, pricing power, and a substantial dividend from the Saipem combination.
Read the full thesis - SaipemJune 2026
Saipem is part of a transformative merger with Subsea 7 that is expected to create a differentiated global leader with a larger backlog, wider market exposure, and improved pricing power.
Read the full thesis - June 2026
Builders FirstSource is presented as a consolidator in building-products distribution that compounds value over time amid a structural U.S. housing shortage.
Read the full thesis
Letter archive · 3
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