Fund HoldingsVALUEWORKS LLC

Total Portfolio Value
$303.79M
Total Bought
$47.38M
Total Sold
$20.92M
Net Transaction
+$26.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Joby Aviation Inc.(JOBY)2,356,0302,359,545+3,51514,18324,8938.19%+10,710
Maplebear Inc.(CART)0231,019+231,019010,4513.44%+10,451
Air Lease Corporation
CL A
199,508260,489+60,9819,63815,2365.02%+5,598
Valaris Ltd(VAL)399,784476,628+76,84415,69620,0716.61%+4,375
Micron Technology Inc(MU)115,962115,101-86110,07614,1864.67%+4,110
Spirit AeroSystems Holdings, Inc.145,980232,701+86,7215,0308,8782.92%+3,847
Vital Energy, Inc.0157,100+157,10002,5280.83%+2,528
Hudson Pacific Properties Inc.0814,170+814,17002,2310.73%+2,231
Amazon.com Inc.(AMZN)53,35053,776+42610,15011,7983.88%+1,648
Rivian Automotive Inc Class A(RIVN)1,248,1051,246,168-1,93715,53917,1225.64%+1,583
Maui Land & Pineapple Co.919,343972,067+52,72416,15317,6825.82%+1,529
Tidewater Inc.(TDW)319,620322,576+2,95613,51014,8804.90%+1,370
Mammoth Energy Services, Inc.2,808,8602,389,031-419,8295,7306,6992.21%+969
Star Bulk Carriers Corp.(SBLK)364,270365,595+1,3255,6686,3072.08%+638
Genworth Financial Inc(GNW)725,300723,588-1,7125,1425,6301.85%+487
New York Times Cl A(NYT)88,93987,492-1,4474,4114,8981.61%+486
Noble Corp PLC(NE)135,330135,33003,2073,5931.18%+386
Qualcomm Inc.(QCOM)58,14158,435+2948,9319,3063.06%+375
Hyster-Yale Materials Handling Inc. Cl A282,907299,433+16,52611,75211,9113.92%+159
Cadeler A/S Spons Adr(CDLR)532,438532,956+51810,46810,5903.49%+122
Invesco Ltd.(IVZ)99,82698,046-1,7801,5141,5460.51%+32
Genco Shipping(GNK)55,00055,00007357190.24%-16
Cheniere Energy Partners(CQP)5,5504,750-8003672660.09%-100
Comcast Cl A(CCZ)139,595140,225+6305,1515,0051.65%-146
Cheniere Energy Inc(LNG)22,07620,258-1,8185,1084,9331.62%-175
EQT Corporation(EQT)62,19153,510-8,6813,3233,1211.03%-202
Bank of America CNV PFD L1680-1682070-207
Amgen Inc.(AMGN)11,12611,228+1023,4663,1351.03%-331
Apple Inc.(AAPL)16,14815,768-3803,5873,2351.06%-352
CBL & Associates Properties Inc.(CBL)313,702313,442-2608,3387,9582.62%-380
MBIA Inc2,205,8052,227,189+21,38410,9859,6663.18%-1,319
United Natural Foods Inc.(UNFI)371,348369,958-1,39010,1718,6242.84%-1,548
Corning Inc.(GLW)111,57356,754-54,8195,1082,9850.98%-2,123
Mesabi Trust(MSB)694,155685,846-8,30918,88116,4335.41%-2,448
Chord Energy Corp.(CHRD)178,554178,380-17420,11417,2715.69%-2,843
American Express Co.(AXP)10,6870-10,6872,8750-2,875
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