Fund HoldingsMork Capital Management, LLC

Total Portfolio Value
$151.96M
Total Bought
$32.29M
Total Sold
$18.77M
Net Transaction
+$13.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NEW FORTRESS ENERGY INC069,200+69,20001,0460.69%+1,046
INTERNATIONAL GAME TECHNOLOG(BRSL)058,600+58,60001,0350.68%+1,035
PLAYTIKA HLDG CORP(PLTK)0147,700+147,70001,0250.67%+1,025
UWM HOLDINGS CORPORATION(UWMC)0173,000+173,00001,0160.67%+1,016
HYSTER-YALE INC019,900+19,90001,0140.67%+1,014
CVS HEALTH CORP(CVS)022,500+22,50001,0100.66%+1,010
TAPESTRY INC(TPR)55,00055,00002,5843,5932.36%+1,009
AES CORP(AES)078,400+78,40001,0090.66%+1,009
UGI CORP NEW(UGI)035,700+35,70001,0080.66%+1,008
DELUXE CORP(DLX)044,600+44,60001,0080.66%+1,008
LEVI STRAUSS & CO NEW(LEVI)058,200+58,20001,0070.66%+1,007
HSBC HLDGS PLC(HSBC)020,300+20,30001,0040.66%+1,004
DENTSPLY SIRONA INC(XRAY)052,800+52,80001,0020.66%+1,002
KRAFT HEINZ CO(KHC)032,600+32,60001,0010.66%+1,001
OPEN TEXT CORP(OTEX)035,300+35,30001,0000.66%+1,000
EVERSOURCE ENERGY(ES)017,400+17,40009990.66%+999
ARCELORMITTAL SA LUXEMBOURG(MT)043,200+43,20009990.66%+999
ALTRIA GROUP INC(MO)019,100+19,10009990.66%+999
UPBOUND GROUP INC(UPBD)034,200+34,20009980.66%+998
UNITED PARCEL SERVICE INC(UPS)07,900+7,90009960.66%+996
AMCOR PLC(AMCR)0105,800+105,80009960.66%+996
COLUMBIA BKG SYS INC(COLB)036,800+36,80009940.65%+994
GENUINE PARTS CO(GPC)08,500+8,50009920.65%+992
MOLSON COORS BEVERAGE CO(TAP)017,300+17,30009920.65%+992
ADT INC DEL(ADT)0143,500+143,50009920.65%+992
FORD MTR CO(F)099,700+99,70009870.65%+987
WPP PLC NEW(WPP)019,200+19,20009870.65%+987
SIRIUSXM HOLDINGS INC(SIRI)043,200+43,20009850.65%+985
SKYWORKS SOLUTIONS INC(SWKS)011,100+11,10009840.65%+984
HASBRO INC(HAS)017,600+17,60009840.65%+984
FRANKLIN RESOURCES INC(BEN)048,400+48,40009820.65%+982
PATTERSON COS INC84,98084,98001,8562,6221.73%+767
MAGNA INTL INC(MGA)18,00036,000+18,0007391,5040.99%+766
ALASKA AIR GROUP INC32,60032,60001,4742,1111.39%+637
REVELYST INC030,000+30,00005770.38%+577
COMCAST CORP NEW(CCZ)24,13040,230+16,1001,0081,5100.99%+502
DT MIDSTREAM INC(DTM)18,16018,16001,4281,8061.19%+377
ALPHABET INC(GOOG)014,000+14,00002,6501.74%+2,650
MCKESSON CORP(MCK)04,000+4,00002,2801.50%+2,280
BREAD FINANCIAL HOLDINGS INC20,40020,40009711,2460.82%+275
MORGAN STANLEY(MS)10,67010,67001,1121,3410.88%+229
GENERAL MTRS CO(GM)23,30023,30001,0451,2410.82%+196
MAIN STR CAP CORP(MAIN)22,89022,89001,1481,3410.88%+193
RICHARDSON ELECTRS LTD100,000100,00001,2341,4030.92%+169
JANUS HENDERSON GROUP PLC32,95032,95001,2541,4010.92%+147
BRISTOL-MYERS SQUIBB CO(BMY)30,00030,00001,5521,6971.12%+145
BUCKLE INC(BKE)21,07021,07009261,0710.70%+144
PREMIER INC119,560119,56002,3912,5351.67%+143
ONEOK INC NEW(OKE)14,19014,19001,2931,4250.94%+132
AIR LEASE CORP
CL A
45,00045,00002,0382,1691.43%+131
GILEAD SCIENCES INC(GILD)15,00015,00001,2581,3860.91%+128
CISCO SYS INC(CSCO)19,79019,79001,0531,1720.77%+118
CNH INDL N V
SHS
81,63089,930+8,3009061,0190.67%+113
TRAVEL PLUS LEISURE CO(TNL)25,11025,11001,1571,2670.83%+110
MANPOWERGROUP INC WIS(MAN)12,51017,810+5,3009201,0280.68%+108
APPLE INC(AAPL)6,0006,00001,3981,5030.99%+105
GEOPARK LTD70,00070,00005516490.43%+98
VIATRIS INC(VTRS)100,000100,00001,1611,2450.82%+84
CORNING INC(GLW)32,70032,70001,4761,5541.02%+77
FEDEX CORP(FDX)010,000+10,00002,8131.85%+2,813
WHIRLPOOL CORP(WHR)10,00010,00001,0701,1450.75%+75
FRESENIUS MEDICAL CARE AG(FMS)47,19047,19001,0051,0680.70%+63
CRAWFORD & CO100,000100,00001,0971,1560.76%+59
MASTERCRAFT BOAT HLDGS INC60,00060,00001,0931,1440.75%+52
ARCH RESOURCES INC15,00015,00002,0722,1181.39%+46
AMC NETWORKS INC35,00035,00003043470.23%+42
ASBURY AUTOMOTIVE GROUP INC8,2008,20001,9561,9931.31%+36
CRANE NXT CO(CXT)15,00015,00008428730.57%+32
DOW INC(DOW)18,11025,410+7,3009891,0200.67%+30
CHEVRON CORP NEW(CVX)6,6706,970+3009821,0100.66%+27
KEYCORP(KEY)68,87068,87001,1541,1800.78%+27
ESCALADE INC80,00080,00001,1261,1420.75%+17
LYONDELLBASELL INDUSTRIES N
SHS - A -
10,46013,660+3,2001,0031,0150.67%+11
SPIRE INC(SR)16,05016,05001,0801,0890.72%+9
LINCOLN NATL CORP IND(LNC)36,68036,68001,1561,1630.77%+7
ALPHA & OMEGA SEMICONDUCTOR(AOSL)030,000+30,00001,1110.73%+1,111
INVESCO LTD(IVZ)73,40073,40001,2891,2830.84%-6
SPORTSMANS WHSE HLDGS INC180,000180,00004884810.32%-7
BRITISH AMERN TOB PLC(BTI)34,25034,25001,2531,2440.82%-9
ENERGIZER HLDGS INC NEW(ENR)31,46028,260-3,2009999860.65%-13
CNA FINL CORP(CNA)23,51023,51001,1511,1370.75%-13
METLIFE INC(MET)22,40022,40001,8481,8341.21%-13
B. RILEY FINANCIAL INC025,000+25,00001150.08%+115
ACADEMY SPORTS & OUTDOORS IN(ASO)20,00020,00001,1671,1510.76%-17
NRG ENERGY INC(NRG)19,26019,26001,7551,7381.14%-17
ACCO BRANDS CORP100,000100,00005475250.35%-22
UNITED THERAPEUTICS CORP DEL(UTHR)4,1004,10001,4691,4470.95%-23
DENNYS CORP70,00070,00004524240.28%-28
BGC GROUP INC250,000250,00002,2952,2651.49%-30
DELL TECHNOLOGIES INC(DELL)10,00010,00001,1851,1520.76%-33
PRUDENTIAL FINL INC(PFH)14,60014,60001,7681,7311.14%-38
DINE BRANDS GLOBAL INC40,00040,00001,2491,2040.79%-45
DXC TECHNOLOGY CO(DXC)60,20060,20001,2491,2030.79%-46
TOWNSQUARE MEDIA INC60,00060,00006105450.36%-64
3M CO(MMM)9,1109,11001,2451,1760.77%-69
SAGA COMMUNICATIONS INC25,00025,00003592760.18%-83
AUTONATION INC(AN)11,00011,00001,9681,8681.23%-100
HP INC(HPQ)33,01033,01001,1841,0770.71%-107
AMGEN INC(AMGN)3,4703,870+4001,1181,0090.66%-109
TITAN INTL INC ILL90,00090,00007326110.40%-121
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