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Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
32
0 vs. Q2 2023
Portfolio value
$275.0M
−$1.36M (−0.5%) vs. Q2 2023
Filed
Nov 13, 2023
SEC
Holdings of Valueworks LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHRDChord Energy CorpCOM NEW227,064$36.8M13.4%−11,244−4.7%ReducedHistory
TDWTidewater IncCOM382,629$27.2M9.9%−43,717−10.3%ReducedHistory
VALValaris LtdCL A296,820$22.3M8.1%−37,199−11.1%ReducedHistory
LNGCheniere Energy, Inc.COM NEW97,667$16.2M5.9%−10,440−9.7%ReducedHistory
MSBMesabi TrustCTF BEN INT805,753$16.2M5.9%+1,122+0.1%AddedHistory
TUSKMammoth Energy Services, Inc.COM3,374,263$15.6M5.7%−9,200−0.3%ReducedHistory
HYHyster-Yale, Inc.CL A210,980$9.40M3.4%+90,355+74.9%AddedHistory
MBIMbia IncCOM1,206,135$8.70M3.2%−4700.0%ReducedHistory
MLPMaui Land & Pineapple Co IncCOM643,022$8.52M3.1%−2,333−0.4%ReducedHistory
ALSumisho Air Lease CorpCL A208,213$8.21M3.0%+9,140+4.6%AddedHistory
JOBYJoby Aviation, Inc.COMMON STOCK1,221,780$7.88M2.9%+199,680+19.5%AddedHistory
ETRNMidstream Co LLCCOM765,213$7.17M2.6%+97,940+14.7%AddedHistory
QCOMQualcomm IncStock64,023$7.11M2.6%−205−0.3%ReducedHistory
MUMicron Technology IncStock102,534$6.97M2.5%−1,350−1.3%ReducedHistory
UNFIUnited Natural Foods IncCOM487,156$6.89M2.5%+19,545+4.2%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK328,305$6.89M2.5%−950−0.3%ReducedHistory
NENoble Corp plcORD SHS A135,330$6.85M2.5%+135,330NewHistory
SBLKStar Bulk Carriers Corp.SHS PAR348,452$6.72M2.4%−395−0.1%ReducedHistory
CMCSAComcast CorpStock145,922$6.47M2.4%−450−0.3%ReducedHistory
GSGoldman Sachs Group IncStock16,999$5.50M2.0%−80−0.5%ReducedHistory
Eneti IncY2294C107COM540,827$5.45M2.0%−3,050−0.6%Reduced–
GNWGenworth Financial IncCOM SHS797,785$4.67M1.7%−3,660−0.5%ReducedHistory
GLWCorning IncCOM135,288$4.12M1.5%−947−0.7%ReducedHistory
AAPLApple Inc.Stock23,238$3.98M1.4%−140−0.6%ReducedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A233,405$3.77M1.4%+109,930+89.0%AddedHistory
IVZInvesco Ltd.Stock249,309$3.62M1.3%−2,855−1.1%ReducedHistory
NYTNew York Times CoCL A85,623$3.53M1.3%−387−0.4%ReducedHistory
AMGNAmgen IncStock12,134$3.26M1.2%−345−2.8%ReducedHistory
GILDGilead Sciences, Inc.Stock29,138$2.18M0.8%−2,019−6.5%ReducedHistory
AXPAmerican Express CoStock12,046$1.80M0.7%−174−1.4%ReducedHistory
GNKGenco Shipping & Trading LtdSHS55,000$769.0K0.3%00.0%UnchangedHistory
CQPCheniere Energy Partners, L.P.COM UNIT5,950$322.0K0.1%−275−4.4%ReducedHistory

Sold out since Q2 2023 (1)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Valueworks LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
Noble Corp plcG64531127ORD SHS A155,330$6.42M2.3%–