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Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
35
+1 vs. Q3 2025
Portfolio value
$379.9M
+$36.3M (+10.6%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Valueworks LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
JOBYJoby Aviation, Inc.COMMON STOCK2,395,541$31.6M8.3%+183,405+8.3%AddedHistory
MUMicron Technology IncStock96,627$27.6M7.3%−16,786−14.8%ReducedHistory
MSBMesabi TrustCTF BEN INT664,171$25.6M6.7%−12,538−1.9%ReducedHistory
RIVNRivian Automotive, Inc.Stock1,231,931$24.3M6.4%−9,007−0.7%ReducedHistory
VALValaris LtdCL A472,780$23.8M6.3%−1,461−0.3%ReducedHistory
MLPMaui Land & Pineapple Co IncCOM1,201,935$20.4M5.4%+209,613+21.1%AddedHistory
TDWTidewater IncCOM318,502$16.1M4.2%−2,095−0.7%ReducedHistory
JEFJefferies Financial Group Inc.COM251,259$15.6M4.1%+251,259NewHistory
CHRDChord Energy CorpCOM NEW167,411$15.5M4.1%−1,022−0.6%ReducedHistory
MBIMbia IncCOM2,062,700$14.8M3.9%−6,510−0.3%ReducedHistory
UNFIUnited Natural Foods IncCOM383,800$12.9M3.4%−4,813−1.2%ReducedHistory
AMZNAmazon Com IncStock52,694$12.2M3.2%−380−0.7%ReducedHistory
HYHyster-Yale, Inc.CL A399,344$11.9M3.1%+99,538+33.2%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK310,523$11.5M3.0%−1,292−0.4%ReducedHistory
CARTMaplebear Inc.COM228,816$10.3M2.7%−336−0.1%ReducedHistory
ALSumisho Air Lease CorpCL A159,231$10.2M2.7%−99,029−38.3%ReducedHistory
CDLRCadeler A/SSPON ADR529,584$9.84M2.6%+1,791+0.3%AddedHistory
QCOMQualcomm IncStock57,287$9.80M2.6%−366−0.6%ReducedHistory
BABoeing CoStock45,103$9.79M2.6%+45,103NewHistory
YOUClear Secure, Inc.COM CL A243,890$8.56M2.3%+243,890NewHistory
HPPHudson Pacific Properties, Inc.COM704,590$7.63M2.0%+588,280+505.8%AddedConverted for a 1-for-7 splitHistory
SBLKStar Bulk Carriers Corp.SHS PAR358,588$6.89M1.8%−2,990−0.8%ReducedHistory
GNWGenworth Financial IncCOM SHS709,716$6.41M1.7%−4,650−0.7%ReducedHistory
NYTNew York Times CoCL A85,192$5.91M1.6%−767−0.9%ReducedHistory
CMCSAComcast CorpStock139,245$4.16M1.1%+803+0.6%AddedHistory
CRGYCrescent Energy CoCL A COM490,083$4.11M1.1%+490,083NewHistory
AAPLApple Inc.Stock14,652$3.98M1.0%−571−3.8%ReducedHistory
GLWCorning IncCOM43,734$3.83M1.0%−10,995−20.1%ReducedHistory
NENoble Corp plcORD SHS A135,330$3.82M1.0%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW18,310$3.56M0.9%−993−5.1%ReducedHistory
AMGNAmgen IncStock10,869$3.56M0.9%−88−0.8%ReducedHistory
IVZInvesco Ltd.Stock90,614$2.38M0.6%−4,315−4.5%ReducedHistory
EQTEQT CorpStock22,660$1.21M0.3%−15,017−39.9%ReducedHistory
CQPCheniere Energy Partners, L.P.COM UNIT4,750$254.0K0.1%00.0%UnchangedHistory
TUSKMammoth Energy Services, Inc.COM12,775$23.6K<0.1%−2,025,430−99.4%ReducedHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Valueworks LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
SPRSpirit AeroSystems Holdings, Inc.COM CL A230,548$8.90M2.6%History
VTLEVital Energy, Inc.COM257,100$4.34M1.3%History
GNKGenco Shipping & Trading LtdSHS55,000$979.0K0.3%History