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![leevalueroach Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1686253469584273408.png) Lee Roach [@leevalueroach](/creator/twitter/leevalueroach) on x 6571 followers
Created: 2025-07-23 18:31:18 UTC

Here are the stocks that I currently own and why I own them. 

$ALCO – Land-rich citrus grower transitioning to residential dev. $247M mkt cap vs $500M+ land value. Greening disease + hurricanes killed the orange biz. Now they’re selling dirt at a premium. Still cheap.

$AXR – Owns XXXXXX acres in Rio Rancho, NM—Albuquerque’s only expansion path. Land + location + tight supply = pricing power. Growth city, defense/tech hub, zero analyst coverage. Target: $40/share.

$BUKS – Aerospace & casino operator in Dodge City. Yeah, weird mix. But casino is a cash cow, aerospace is booming (rev +15%, op inc +70%). I bought it under NAV. Still think it’s a $2+ stock.

$DG – COVID retail darling turned margin mess. Stock went from $XXX to $XX. I bought the fear. Not a typical deep value play, but might ride the rebound. Debating whether to hold or sell.

$EVC, $GTN, $TGNA – Legacy TV broadcasters with hidden spectrum value. If FCC kills station caps and allows spectrum sales, we’re looking at a full rerating and M&A wave. Multi-bagger optionality.

$GENC – Special situation. Auditor change → delayed filings → XX% stock drop. But the biz (asphalt plant equipment) is strong and needed. Once filings normalize, this rebounds.

$NLOP – Former WPC REIT spinout. Bad debt load, but they’ve paid down XX% in XX months. Nearly profitable, could start returning capital soon. Market isn’t paying attention.

$PDER – Land, coal, almonds, timber. Yup, it’s real. Met coal volumes rising, Portugal almond farm hitting stride, hardwood prices up. Housing/tariffs could reignite timber. Totally off the radar.

$PRTS – eCom auto parts. Destroyed post-COVID, but still has 100M+ web visits, top eBay store, and $94M in inventory. Dirt cheap. Could get taken out.

$UNFI – Mgmt overhaul, cutting fat, paying down debt. Cyberattack crushed it back to $XX. Re-bought. Margin expansion = $40–$60 target. I think it gets there.

This is what I actually own right now. No backtests. No slides. Just real capital in real names. If you want my latest deep dives, subscribe to The Value Road.


XXXXXX engagements

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**Related Topics**
[rio](/topic/rio)
[$axr](/topic/$axr)
[$500m](/topic/$500m)
[mkt](/topic/mkt)
[$247m](/topic/$247m)
[$alco](/topic/$alco)
[stocks](/topic/stocks)

[Post Link](https://x.com/leevalueroach/status/1948088548072034788)