Fund HoldingsMork Capital Management, LLC

Total Portfolio Value
$127.68M
Total Bought
$10.89M
Total Sold
$27.44M
Net Transaction
-$16.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ABERCROMBIE & FITCH CO030,000+30,00002,2911.79%+2,291
CORE NATURAL RESOURCES INC(CNR)019,890+19,89001,5341.20%+1,534
COMCAST CORP NEW(CCZ)40,23070,230+30,0001,5102,5912.03%+1,082
WESTERN UN CO(WU)0100,000+100,00001,0580.83%+1,058
SONOCO PRODS CO(SON)020,000+20,00009450.74%+945
INTERNATIONAL MNY EXPRESS IN070,000+70,00008830.69%+883
GUESS INC0110,000+110,00001,2180.95%+1,218
XEROX HOLDINGS CORP0150,000+150,00007250.57%+725
METLIFE INC(MET)22,40030,000+7,6001,8342,4091.89%+575
CVS HEALTH CORP(CVS)22,50022,50001,0101,5241.19%+514
THE ODP CORP0150,000+150,00002,1501.68%+2,150
MCKESSON CORP(MCK)4,0004,00002,2802,6922.11%+412
SAGA COMMUNICATIONS INC25,00050,000+25,0002766240.49%+348
THE CIGNA GROUP(CI)06,500+6,50002,1391.67%+2,139
GILEAD SCIENCES INC(GILD)15,00015,00001,3861,6811.32%+295
ARCELORMITTAL SA LUXEMBOURG(MT)43,20043,20009991,2460.98%+247
DENNYS CORP70,000170,000+100,0004246240.49%+200
AMGEN INC(AMGN)3,8703,87001,0091,2060.94%+197
ADT INC DEL(ADT)143,500143,50009921,1680.91%+177
UGI CORP NEW(UGI)35,70035,70001,0081,1810.92%+173
HSBC HLDGS PLC(HSBC)20,30020,30001,0041,1660.91%+162
CHEVRON CORP NEW(CVX)6,9706,97001,0101,1660.91%+156
HAMILTON BEACH BRANDS HLDG C060,000+60,00001,1660.91%+1,166
LINCOLN NATL CORP IND(LNC)36,68036,68001,1631,3171.03%+154
ALTRIA GROUP INC(MO)19,10019,10009991,1460.90%+148
TITAN INTL INC ILL90,00090,00006117550.59%+144
VERIZON COMMUNICATIONS INC(VZ)026,720+26,72001,2120.95%+1,212
ACME UTD CORP060,000+60,00002,3771.86%+2,377
BRISTOL-MYERS SQUIBB CO(BMY)30,00030,00001,6971,8301.43%+133
HASBRO INC(HAS)17,60017,60009841,0820.85%+98
CNH INDL N V
SHS
89,93089,93001,0191,1040.86%+85
O-I GLASS INC(OI)0130,200+130,20001,4931.17%+1,493
ESCALADE INC80,00080,00001,1421,2240.96%+82
EVERSOURCE ENERGY(ES)17,40017,40009991,0810.85%+81
DINE BRANDS GLOBAL INC40,00055,000+15,0001,2041,2801.00%+76
MOLSON COORS BEVERAGE CO(TAP)17,30017,30009921,0530.82%+61
CNA FINL CORP(CNA)23,51023,51001,1371,1940.94%+57
CRAWFORD & CO100,000100,00001,1561,1930.93%+37
AMCOR PLC(AMCR)105,800105,80009961,0260.80%+31
BGC GROUP INC250,000250,00002,2652,2931.80%+28
GENUINE PARTS CO(GPC)8,5008,50009921,0130.79%+20
FORD MTR CO(F)99,70099,70009871,0000.78%+13
TIMKEN CO(TKR)016,600+16,60001,1930.93%+1,193
AIR LEASE CORP
CL A
45,00045,00002,1692,1741.70%+5
MANPOWERGROUP INC WIS(MAN)17,81017,81001,0281,0310.81%+3
QUALCOMM INC(QCOM)010,000+10,00001,5361.20%+1,536
KRAFT HEINZ CO(KHC)32,60032,60001,0019920.78%-9
SIRIUSXM HOLDINGS INC(SIRI)43,20043,20009859740.76%-11
B. RILEY FINANCIAL INC25,00025,0000115970.08%-18
AES CORP(AES)78,40078,40001,0099740.76%-35
EASTMAN CHEM CO(EMN)011,050+11,05009740.76%+974
FRANKLIN RESOURCES INC(BEN)48,40048,40009829320.73%-50
LYONDELLBASELL INDUSTRIES N
SHS - A -
13,66013,66001,0159620.75%-53
TOWNSQUARE MEDIA INC60,00060,00005454880.38%-57
UWM HOLDINGS CORPORATION(UWMC)173,000173,00001,0169450.74%-71
COLUMBIA BKG SYS INC(COLB)36,80036,80009949180.72%-76
INTERNATIONAL GAME TECHNOLOG(BRSL)58,60058,60001,0359530.75%-82
GEOPARK LTD70,00070,00006495660.44%-83
AUTONATION INC(AN)11,00011,00001,8681,7811.40%-87
MORGAN STANLEY(MS)10,67010,67001,3411,2450.98%-97
LEVI STRAUSS & CO NEW(LEVI)58,20058,20001,0079070.71%-100
PRUDENTIAL FINL INC(PFH)14,60014,60001,7311,6311.28%-100
CRANE NXT CO(CXT)15,00015,00008737710.60%-102
AMC NETWORKS INC35,00035,00003472410.19%-106
ACCO BRANDS CORP100,000100,00005254190.33%-106
OPEN TEXT CORP(OTEX)35,30035,30001,0008920.70%-108
MASTERCRAFT BOAT HLDGS INC60,00060,00001,1441,0330.81%-111
UNITED PARCEL SERVICE INC(UPS)7,9007,90009968690.68%-127
ARROW ELECTRS INC014,000+14,00001,4541.14%+1,454
DOW INC(DOW)25,41025,41001,0208870.69%-132
ENERGIZER HLDGS INC NEW(ENR)28,26028,26009868460.66%-140
GENERAL MTRS CO(GM)23,30023,30001,2411,0960.86%-145
BEST BUY INC(BBY)012,690+12,69009340.73%+934
HP INC(HPQ)33,01033,01001,0779140.72%-163
INVESCO LTD(IVZ)73,40073,40001,2831,1130.87%-170
APPLE INC(AAPL)6,0006,00001,5031,3331.04%-170
DXC TECHNOLOGY CO(DXC)60,20060,20001,2031,0260.80%-176
UPBOUND GROUP INC(UPBD)34,20034,20009988190.64%-178
ASBURY AUTOMOTIVE GROUP INC8,2008,20001,9931,8111.42%-182
UNITED THERAPEUTICS CORP DEL(UTHR)4,1004,10001,4471,2640.99%-183
HYSTER-YALE INC19,90019,90001,0148270.65%-187
DENTSPLY SIRONA INC(XRAY)52,80052,80001,0027890.62%-213
BRUNSWICK CORP(BC)020,000+20,00001,0770.84%+1,077
BREAD FINANCIAL HOLDINGS INC20,40020,40001,2461,0220.80%-224
PREMIER INC119,560119,56002,5352,3051.81%-230
HOOKER FURNISHINGS CORPORATI060,000+60,00006020.47%+602
ACADEMY SPORTS & OUTDOORS IN(ASO)20,00020,00001,1519120.71%-238
DELL TECHNOLOGIES INC(DELL)10,00010,00001,1529120.71%-241
WHIRLPOOL CORP(WHR)10,00010,00001,1459010.71%-243
HARLEY DAVIDSON INC(HOG)050,000+50,00001,2630.99%+1,263
POLARIS INC(PII)015,000+15,00006140.48%+614
BLOOMIN BRANDS INC050,000+50,00003590.28%+359
WPP PLC NEW(WPP)19,20019,20009877290.57%-258
PLAYTIKA HLDG CORP(PLTK)147,700147,70001,0257640.60%-261
SKYWORKS SOLUTIONS INC(SWKS)11,10011,10009847170.56%-267
MAGNA INTL INC(MGA)36,00036,00001,5041,2240.96%-281
RICHARDSON ELECTRS LTD100,000100,00001,4031,1160.87%-287
TEREX CORP NEW(TEX)035,000+35,00001,3221.04%+1,322
CALERES INC050,000+50,00008620.67%+862
SPORTSMANS WHSE HLDGS INC180,000180,00004811790.14%-302
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