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Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
33
+1 vs. Q3 2023
Portfolio value
$294.5M
+$19.5M (+7.1%) vs. Q3 2023
Filed
Feb 13, 2024
SEC
Holdings of Valueworks LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHRDChord Energy CorpCOM NEW210,267$35.0M11.9%−16,797−7.4%ReducedHistory
TDWTidewater IncCOM360,379$26.0M8.8%−22,250−5.8%ReducedHistory
VALValaris LtdCL A296,789$20.4M6.9%−310.0%ReducedHistory
MSBMesabi TrustCTF BEN INT796,372$16.3M5.5%−9,381−1.2%ReducedHistory
TUSKMammoth Energy Services, Inc.COM3,349,718$14.9M5.1%−24,545−0.7%ReducedHistory
LNGCheniere Energy, Inc.COM NEW86,497$14.8M5.0%−11,170−11.4%ReducedHistory
HYHyster-Yale, Inc.CL A209,480$13.0M4.4%−1,500−0.7%ReducedHistory
JOBYJoby Aviation, Inc.COMMON STOCK1,743,060$11.6M3.9%+521,280+42.7%AddedHistory
MLPMaui Land & Pineapple Co IncCOM704,766$11.2M3.8%+61,744+9.6%AddedHistory
QCOMQualcomm IncStock63,098$9.13M3.1%−925−1.4%ReducedHistory
MUMicron Technology IncStock102,107$8.71M3.0%−427−0.4%ReducedHistory
CDLRCadeler A/SSPON ADR460,840$8.48M2.9%+460,840NewHistory
CBLCBL & Associates Properties IncCOMMON STOCK328,080$8.01M2.7%−225−0.1%ReducedHistory
ALSumisho Air Lease CorpCL A191,013$8.01M2.7%−17,200−8.3%ReducedHistory
UNFIUnited Natural Foods IncCOM483,456$7.85M2.7%−3,700−0.8%ReducedHistory
MBIMbia IncCOM1,281,089$7.84M2.7%+74,954+6.2%AddedHistory
ETRNMidstream Co LLCCOM756,243$7.70M2.6%−8,970−1.2%ReducedHistory
SBLKStar Bulk Carriers Corp.SHS PAR347,762$7.39M2.5%−690−0.2%ReducedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A231,195$7.35M2.5%−2,210−0.9%ReducedHistory
NENoble Corp plcORD SHS A135,330$6.52M2.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock16,594$6.40M2.2%−405−2.4%ReducedHistory
CMCSAComcast CorpStock144,673$6.34M2.2%−1,249−0.9%ReducedHistory
GNWGenworth Financial IncCOM SHS796,715$5.32M1.8%−1,070−0.1%ReducedHistory
IVZInvesco Ltd.Stock247,964$4.42M1.5%−1,345−0.5%ReducedHistory
AAPLApple Inc.Stock22,663$4.36M1.5%−575−2.5%ReducedHistory
NYTNew York Times CoCL A83,582$4.09M1.4%−2,041−2.4%ReducedHistory
GLWCorning IncCOM132,528$4.04M1.4%−2,760−2.0%ReducedHistory
AMGNAmgen IncStock11,775$3.39M1.2%−359−3.0%ReducedHistory
GILDGilead Sciences, Inc.Stock29,047$2.35M0.8%−91−0.3%ReducedHistory
AXPAmerican Express CoStock11,678$2.19M0.7%−368−3.1%ReducedHistory
GNKGenco Shipping & Trading LtdSHS55,000$912.0K0.3%00.0%UnchangedHistory
CQPCheniere Energy Partners, L.P.COM UNIT5,950$296.0K0.1%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L168$202.0K0.1%+168New–

Sold out since Q3 2023 (1)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Valueworks LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Eneti IncY2294C107COM540,827$5.45M2.0%–