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Valueworks LLC

SEC CIK
0001282189
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
35
0 vs. Q4 2025
Portfolio value
$366.9M
−$13.0M (−3.4%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Valueworks LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TDWTidewater IncCOM317,632$26.5M7.2%−870−0.3%ReducedHistory
CHRDChord Energy CorpCOM NEW166,607$23.7M6.5%−804−0.5%ReducedHistory
VALValaris LtdCL A219,133$21.5M5.9%−253,647−53.7%ReducedHistory
MSBMesabi TrustCTF BEN INT646,582$20.4M5.6%−17,589−2.6%ReducedHistory
JOBYJoby Aviation, Inc.COMMON STOCK2,381,096$19.7M5.4%−14,445−0.6%ReducedHistory
RIVNRivian Automotive, Inc.Stock1,230,291$18.5M5.0%−1,640−0.1%ReducedHistory
MLPMaui Land & Pineapple Co IncCOM1,197,335$18.4M5.0%−4,600−0.4%ReducedHistory
INTCIntel CorpStock358,452$15.8M4.3%+358,452NewHistory
JEFJefferies Financial Group Inc.COM368,019$15.2M4.1%+116,760+46.5%AddedHistory
UNFIUnited Natural Foods IncCOM307,078$13.8M3.8%−76,722−20.0%ReducedHistory
MUMicron Technology IncStock38,585$13.0M3.6%−58,042−60.1%ReducedHistory
HYHyster-Yale, Inc.CL A395,383$12.9M3.5%−3,961−1.0%ReducedHistory
CDLRCadeler A/SSPON ADR502,500$11.8M3.2%−27,084−5.1%ReducedHistory
YOUClear Secure, Inc.COM CL A243,280$11.8M3.2%−610−0.3%ReducedHistory
MBIMbia IncCOM1,931,890$11.4M3.1%−130,810−6.3%ReducedHistory
AMZNAmazon Com IncStock54,494$11.3M3.1%+1,800+3.4%AddedHistory
HPPHudson Pacific Properties, Inc.COM1,840,023$10.9M3.0%+1,135,433+161.1%AddedHistory
BABoeing CoStock50,871$10.1M2.8%+5,768+12.8%AddedHistory
VSNTVersant Media Group, Inc.COM CL A265,121$9.81M2.7%+265,121NewHistory
CARTMaplebear Inc.COM249,181$9.33M2.5%+20,365+8.9%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR354,861$8.15M2.2%−3,727−1.0%ReducedHistory
QCOMQualcomm IncStock59,003$7.60M2.1%+1,716+3.0%AddedHistory
CRGYCrescent Energy CoCL A COM490,083$6.62M1.8%00.0%UnchangedHistory
GNWGenworth Financial IncCOM SHS708,891$5.76M1.6%−825−0.1%ReducedHistory
NYTNew York Times CoCL A68,491$5.73M1.6%−16,701−19.6%ReducedHistory
NENoble Corp plcORD SHS A115,330$5.66M1.5%−20,000−14.8%ReducedHistory
CBLCBL & Associates Properties IncCOMMON STOCK104,136$4.00M1.1%−206,387−66.5%ReducedHistory
CMCSAComcast CorpStock136,352$3.91M1.1%−2,893−2.1%ReducedHistory
AMGNAmgen IncStock10,736$3.78M1.0%−133−1.2%ReducedHistory
AAPLApple Inc.Stock14,302$3.63M1.0%−350−2.4%ReducedHistory
GLWCorning IncCOM17,976$2.44M0.7%−25,758−58.9%ReducedHistory
LNGCheniere Energy, Inc.COM NEW7,617$2.16M0.6%−10,693−58.4%ReducedHistory
EQTEQT CorpStock19,871$1.26M0.3%−2,789−12.3%ReducedHistory
CQPCheniere Energy Partners, L.P.COM UNIT3,250$210.0K0.1%−1,500−31.6%ReducedHistory
TUSKMammoth Energy Services, Inc.COM10,720$26.3K<0.1%−2,055−16.1%ReducedHistory

Sold out since Q4 2025 (2)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Valueworks LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ALSumisho Air Lease CorpCL A159,231$10.2M2.7%History
IVZInvesco Ltd.Stock90,614$2.38M0.6%History