Robinson Value Management, Ltd. - Portfolio Stock Holdings

Robinson Value Management, Ltd. disclosed 77 stock positions in a recent SEC 13F filing. $186,697,334 of stock holdings were filed, with the largest holdings including SPDN, VCSH, and AMD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $202,292,946 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.