Skip to main content

Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
34
+1 vs. Q1 2025
Portfolio value
$303.8M
+$38.6M (+14.5%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Valueworks LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
JOBYJoby Aviation, Inc.COMMON STOCK2,359,545$24.9M8.2%+3,515+0.1%AddedHistory
VALValaris LtdCL A476,628$20.1M6.6%+76,844+19.2%AddedHistory
MLPMaui Land & Pineapple Co IncCOM972,067$17.7M5.8%+52,724+5.7%AddedHistory
CHRDChord Energy CorpCOM NEW178,380$17.3M5.7%−174−0.1%ReducedHistory
RIVNRivian Automotive, Inc.Stock1,246,168$17.1M5.6%−1,937−0.2%ReducedHistory
MSBMesabi TrustCTF BEN INT685,846$16.4M5.4%−8,309−1.2%ReducedHistory
ALSumisho Air Lease CorpCL A260,489$15.2M5.0%+60,981+30.6%AddedHistory
TDWTidewater IncCOM322,576$14.9M4.9%+2,956+0.9%AddedHistory
MUMicron Technology IncStock115,101$14.2M4.7%−861−0.7%ReducedHistory
HYHyster-Yale, Inc.CL A299,433$11.9M3.9%+16,526+5.8%AddedHistory
AMZNAmazon Com IncStock53,776$11.8M3.9%+426+0.8%AddedHistory
CDLRCadeler A/SSPON ADR532,956$10.6M3.5%+518+0.1%AddedHistory
CARTMaplebear Inc.COM231,019$10.5M3.4%+231,019NewHistory
MBIMbia IncCOM2,227,189$9.67M3.2%+21,384+1.0%AddedHistory
QCOMQualcomm IncStock58,435$9.31M3.1%+294+0.5%AddedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A232,701$8.88M2.9%+86,721+59.4%AddedHistory
UNFIUnited Natural Foods IncCOM369,958$8.62M2.8%−1,390−0.4%ReducedHistory
CBLCBL & Associates Properties IncCOMMON STOCK313,442$7.96M2.6%−260−0.1%ReducedHistory
TUSKMammoth Energy Services, Inc.COM2,389,031$6.70M2.2%−419,829−14.9%ReducedHistory
SBLKStar Bulk Carriers Corp.SHS PAR365,595$6.31M2.1%+1,325+0.4%AddedHistory
GNWGenworth Financial IncCOM SHS723,588$5.63M1.9%−1,712−0.2%ReducedHistory
CMCSAComcast CorpStock140,225$5.00M1.6%+630+0.5%AddedHistory
LNGCheniere Energy, Inc.COM NEW20,258$4.93M1.6%−1,818−8.2%ReducedHistory
NYTNew York Times CoCL A87,492$4.90M1.6%−1,447−1.6%ReducedHistory
NENoble Corp plcORD SHS A135,330$3.59M1.2%00.0%UnchangedHistory
AAPLApple Inc.Stock15,768$3.24M1.1%−380−2.4%ReducedHistory
AMGNAmgen IncStock11,228$3.13M1.0%+102+0.9%AddedHistory
EQTEQT CorpStock53,510$3.12M1.0%−8,681−14.0%ReducedHistory
GLWCorning IncCOM56,754$2.98M1.0%−54,819−49.1%ReducedHistory
VTLEVital Energy, Inc.COM157,100$2.53M0.8%+157,100NewHistory
HPPHudson Pacific Properties, Inc.COM814,170$2.23M0.7%+814,170NewHistory
IVZInvesco Ltd.Stock98,046$1.55M0.5%−1,780−1.8%ReducedHistory
GNKGenco Shipping & Trading LtdSHS55,000$718.9K0.2%00.0%UnchangedHistory
CQPCheniere Energy Partners, L.P.COM UNIT4,750$266.2K0.1%−800−14.4%ReducedHistory

Sold out since Q1 2025 (2)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Valueworks LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
AXPAmerican Express CoStock10,687$2.88M1.1%History
Bank of Amer Corp0605056827.25%CNV PFD L168$207.4K0.1%–