Fund HoldingsMork Capital Management, LLC

Total Portfolio Value
$162.62M
Total Bought
$32.80M
Total Sold
$9.52M
Net Transaction
+$23.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
POLARIS INC(PII)015,000+15,00001,4220.87%+1,422
DINE BRANDS GLOBAL INC025,000+25,00001,2410.76%+1,241
BRITISH AMERN TOB PLC(BTI)034,250+34,25001,0030.62%+1,003
COPA HOLDINGS SA(CPA)09,430+9,43001,0030.62%+1,003
BUCKLE INC(BKE)021,070+21,07001,0010.62%+1,001
SPIRE INC(SR)016,050+16,05001,0010.62%+1,001
KENNAMETAL INC(KMT)038,790+38,79001,0000.62%+1,000
CONAGRA BRANDS INC(CAG)034,890+34,89001,0000.61%+1,000
PFIZER INC(PFE)034,710+34,71009990.61%+999
BHP GROUP LTD014,620+14,62009990.61%+999
NEWMONT CORP(NEM)024,120+24,12009980.61%+998
ONEOK INC NEW(OKE)014,190+14,19009960.61%+996
PREMIER INC044,560+44,56009960.61%+996
BAXTER INTL INC025,770+25,77009960.61%+996
NRG ENERGY INC(NRG)019,260+19,26009960.61%+996
DT MIDSTREAM INC(DTM)018,160+18,16009950.61%+995
CHEVRON CORP NEW(CVX)06,670+6,67009950.61%+995
MSC INDL DIRECT INC(MSM)09,820+9,82009940.61%+994
CNH INDL N V
SHS
081,630+81,63009940.61%+994
CARTERS INC(CRI)013,270+13,27009940.61%+994
JANUS HENDERSON GROUP PLC032,950+32,95009930.61%+993
HP INC(HPQ)033,010+33,01009930.61%+993
INTERPUBLIC GROUP COS INC030,430+30,43009930.61%+993
KEYCORP(KEY)068,870+68,87009920.61%+992
SONOCO PRODS CO(SON)017,750+17,75009920.61%+992
MAIN STR CAP CORP(MAIN)022,890+22,89009900.61%+990
LINCOLN NATL CORP IND(LNC)036,680+36,68009890.61%+989
BLOOMIN BRANDS INC035,140+35,14009890.61%+989
ACME UTD CORP70,00070,00002,0923,0001.84%+908
KB HOME(KBH)040,000+40,00002,4981.54%+2,498
DISCOVER FINL SVCS020,000+20,00002,2481.38%+2,248
BGC GROUP INC250,000250,00001,3201,8051.11%+485
INTEL CORP(INTC)32,86032,86001,1681,6511.02%+483
WALGREENS BOOTS ALLIANCE INC22,65037,620+14,9705049820.60%+479
TAPESTRY INC(TPR)55,00055,00001,5812,0251.24%+443
CRANE COMPANY(CR)15,00015,00001,3331,7721.09%+440
ALASKA AIR GROUP INC032,600+32,60001,2740.78%+1,274
AMC NETWORKS INC20,00035,000+15,0002366580.40%+422
HOOKER FURNISHINGS CORPORATI60,00060,00001,1671,5650.96%+398
CRAWFORD & CO100,000100,00009341,3180.81%+384
ESCALADE INC80,00080,00001,2251,6070.99%+382
TEMPUR SEALY INTL INC(SGI)50,00050,00002,1672,5491.57%+382
M D C HLDGS INC26,82626,82601,1061,4820.91%+376
ACADEMY SPORTS & OUTDOORS IN(ASO)20,00020,00009451,3200.81%+375
BRUNSWICK CORP(BC)20,00020,00001,5801,9351.19%+355
3M CO(MMM)7,0309,110+2,0806589960.61%+338
QUALCOMM INC(QCOM)10,00010,00001,1111,4460.89%+336
VERIZON COMMUNICATIONS INC(VZ)21,30026,720+5,4206901,0070.62%+317
HAMILTON BEACH BRANDS HLDG C60,00060,00007451,0490.65%+305
DELL TECHNOLOGIES INC(DELL)40,00040,00002,7563,0601.88%+304
BLACKSTONE INC(BX)11,37011,37001,2181,4890.92%+270
KOHLS CORP(KSS)35,00035,00007341,0040.62%+270
BEST BUY INC(BBY)10,46012,690+2,2307279930.61%+267
SPROUTS FMRS MKT INC(SFM)50,00050,00002,1402,4061.48%+266
MANPOWERGROUP INC WIS(MAN)10,17012,510+2,3407469940.61%+249
INVESCO LTD(IVZ)73,40073,40001,0661,3090.81%+244
CNA FINL CORP(CNA)19,86023,510+3,6507819950.61%+213
MCKESSON CORP(MCK)7,5007,50003,2613,4722.14%+211
SCOTTS MIRACLE-GRO CO(SMG)017,420+17,42001,1110.68%+1,111
WESTERN UN CO(WU)60,71083,790+23,0808009990.61%+199
EASTMAN CHEM CO(EMN)10,35011,050+7007949930.61%+198
SHOE CARNIVAL INC32,00032,00007699670.59%+198
ENERGIZER HLDGS INC NEW(ENR)24,96031,460+6,5008009970.61%+197
OPEN TEXT CORP(OTEX)28,30028,30009931,1890.73%+196
CITIGROUP INC(C)18,64018,64007679590.59%+192
CORNING INC(GLW)26,49032,700+6,2108079960.61%+189
MORGAN STANLEY(MS)9,93010,670+7408119950.61%+184
MANULIFE FINL CORP(MFC)46,94046,94008581,0370.64%+179
DENNYS CORP070,000+70,00007620.47%+762
FRANKLIN RESOURCES INC(BEN)31,61031,61007779420.58%+165
PACCAR INC(PCAR)12,87012,87001,0941,2570.77%+163
STANLEY BLACK & DECKER INC(SWK)11,19011,19009351,0980.68%+162
LEVI STRAUSS & CO NEW(LEVI)54,68054,68007439040.56%+162
INTERNATIONAL BUSINESS MACHS(IBM)5,9905,99008409800.60%+139
AMGEN INC(AMGN)3,2103,470+2608639990.61%+137
TITAN INTL INC ILL90,00090,00001,2091,3390.82%+131
PRUDENTIAL FINL INC(PFH)14,60014,60001,3851,5140.93%+129
RIO TINTO PLC(RIO)11,88011,88007568850.54%+129
APPLE INC(AAPL)06,000+6,00001,1550.71%+1,155
DOW INC(DOW)16,79018,110+1,3208669930.61%+127
OMNICOM GROUP INC(OMC)010,410+10,41009010.55%+901
ALPHABET INC(GOOG)14,00014,00001,8321,9561.20%+124
DXC TECHNOLOGY CO(DXC)60,20060,20001,2541,3770.85%+123
NEXSTAR MEDIA GROUP INC(NXST)09,000+9,00001,4110.87%+1,411
TRAVEL PLUS LEISURE CO(TNL)23,47025,110+1,6408629820.60%+119
AIR LEASE CORP
CL A
45,00045,00001,7731,8871.16%+114
TIMKEN CO(TKR)016,600+16,60001,3300.82%+1,330
TOWNSQUARE MEDIA INC060,000+60,00006340.39%+634
PATTERSON COS INC29,90034,980+5,0808869950.61%+109
CALERES INC50,00050,00001,4381,5370.94%+99
MAGNA INTL INC(MGA)18,00018,00009651,0630.65%+98
MKS INSTRS INC(MKSI)6,0006,00005196170.38%+98
VIATRIS INC(VTRS)100,000100,00009861,0830.67%+97
GILEAD SCIENCES INC(GILD)15,00015,00001,1241,2150.75%+91
THE CIGNA GROUP(CI)6,5006,50001,8591,9461.20%+87
RYDER SYS INC(R)10,13010,13001,0831,1660.72%+82
LCI INDS(LCII)9,1009,10001,0691,1440.70%+75
METLIFE INC(MET)22,40022,40001,4091,4810.91%+72
GUESS INC50,00050,00001,0821,1530.71%+71
KRAFT HEINZ CO(KHC)20,75020,75006987670.47%+69
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