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Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
33
−1 vs. Q4 2024
Portfolio value
$265.2M
−$35.2M (−11.7%) vs. Q4 2024
Filed
May 14, 2025
SEC
Holdings of Valueworks LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHRDChord Energy CorpCOM NEW178,554$20.1M7.6%+2,860+1.6%AddedHistory
MSBMesabi TrustCTF BEN INT694,155$18.9M7.1%−84,346−10.8%ReducedHistory
MLPMaui Land & Pineapple Co IncCOM919,343$16.2M6.1%+116,076+14.5%AddedHistory
VALValaris LtdCL A399,784$15.7M5.9%+69,862+21.2%AddedHistory
RIVNRivian Automotive, Inc.Stock1,248,105$15.5M5.9%+9,790+0.8%AddedHistory
JOBYJoby Aviation, Inc.COMMON STOCK2,356,030$14.2M5.3%+15,860+0.7%AddedHistory
TDWTidewater IncCOM319,620$13.5M5.1%+73,729+30.0%AddedHistory
HYHyster-Yale, Inc.CL A282,907$11.8M4.4%+26,567+10.4%AddedHistory
MBIMbia IncCOM2,205,805$11.0M4.1%+22,910+1.0%AddedHistory
CDLRCadeler A/SSPON ADR532,438$10.5M3.9%+96,508+22.1%AddedHistory
UNFIUnited Natural Foods IncCOM371,348$10.2M3.8%−95,005−20.4%ReducedHistory
AMZNAmazon Com IncStock53,350$10.2M3.8%+365+0.7%AddedHistory
MUMicron Technology IncStock115,962$10.1M3.8%+1,465+1.3%AddedHistory
ALSumisho Air Lease CorpCL A199,508$9.64M3.6%+1,895+1.0%AddedHistory
QCOMQualcomm IncStock58,141$8.93M3.4%+370+0.6%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK313,702$8.34M3.1%+709+0.2%AddedHistory
TUSKMammoth Energy Services, Inc.COM2,808,860$5.73M2.2%−14,325−0.5%ReducedHistory
SBLKStar Bulk Carriers Corp.SHS PAR364,270$5.67M2.1%+22,545+6.6%AddedHistory
CMCSAComcast CorpStock139,595$5.15M1.9%+1,621+1.2%AddedHistory
GNWGenworth Financial IncCOM SHS725,300$5.14M1.9%+16,080+2.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW22,076$5.11M1.9%−834−3.6%ReducedHistory
GLWCorning IncCOM111,573$5.11M1.9%+401+0.4%AddedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A145,980$5.03M1.9%−85,710−37.0%ReducedHistory
NYTNew York Times CoCL A88,939$4.41M1.7%+278+0.3%AddedHistory
AAPLApple Inc.Stock16,148$3.59M1.4%+150+0.9%AddedHistory
AMGNAmgen IncStock11,126$3.47M1.3%+491+4.6%AddedHistory
EQTEQT CorpStock62,191$3.32M1.3%−173,445−73.6%ReducedHistory
NENoble Corp plcORD SHS A135,330$3.21M1.2%00.0%UnchangedHistory
AXPAmerican Express CoStock10,687$2.88M1.1%+110+1.0%AddedHistory
IVZInvesco Ltd.Stock99,826$1.51M0.6%−107,565−51.9%ReducedHistory
GNKGenco Shipping & Trading LtdSHS55,000$734.8K0.3%00.0%UnchangedHistory
CQPCheniere Energy Partners, L.P.COM UNIT5,550$366.5K0.1%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L168$207.4K0.1%00.0%Unchanged–

Sold out since Q4 2024 (1)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Valueworks LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
GILDGilead Sciences, Inc.Stock20,903$1.93M0.6%History