Fund HoldingsMork Capital Management, LLC

Total Portfolio Value
$163.81M
Total Bought
$31.27M
Total Sold
$18.45M
Net Transaction
+$12.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ABERCROMBIE & FITCH CO45,00045,00003,8505,6643.46%+1,814
DINE BRANDS GLOBAL INC55,00095,000+40,0001,3603,0531.86%+1,694
SCOTTS MIRACLE-GRO CO(SMG)019,060+19,06001,1120.68%+1,112
SONOCO PRODS CO(SON)20,00045,130+25,1308621,9691.20%+1,108
OMNICOM GROUP INC(OMC)013,630+13,63001,1010.67%+1,101
SYLVAMO CORP(SLVM)022,780+22,78001,0970.67%+1,097
PFIZER INC(PFE)044,020+44,02001,0960.67%+1,096
ONEOK INC NEW(OKE)014,900+14,90001,0950.67%+1,095
SLB LIMITED(SLB)028,530+28,53001,0950.67%+1,095
KEURIG DR PEPPER INC(KDP)039,080+39,08001,0950.67%+1,095
ALBERTSONS COS INC063,750+63,75001,0950.67%+1,095
EOG RES INC(EOG)010,410+10,41001,0930.67%+1,093
ASSOCIATED BANC CORP042,420+42,42001,0930.67%+1,093
TOTALENERGIES SE(TTE)016,690+16,69001,0920.67%+1,092
PRINCIPAL FINANCIAL GROUP IN(PFG)012,370+12,37001,0910.67%+1,091
DOMINION ENERGY INC(D)018,620+18,62001,0910.67%+1,091
APA CORPORATION(APA)044,530+44,53001,0890.66%+1,089
TENARIS S A(TS)028,320+28,32001,0890.66%+1,089
MILLERKNOLL INC(MLKN)059,560+59,56001,0890.66%+1,089
NEXSTAR MEDIA GROUP INC(NXST)05,360+5,36001,0880.66%+1,088
STRATEGIC ED INC(STRA)013,560+13,56001,0880.66%+1,088
STANLEY BLACK & DECKER INC(SWK)014,630+14,63001,0870.66%+1,087
MARRIOTT VACATIONS WORLDWIDE(VAC)018,830+18,83001,0860.66%+1,086
NUTRIEN LTD(NTR)017,600+17,60001,0860.66%+1,086
PRICE T ROWE GROUP INC(TROW)010,610+10,61001,0860.66%+1,086
US BANCORP DEL(USB)020,250+20,25001,0810.66%+1,081
LAZARD INC(LAZ)022,250+22,25001,0800.66%+1,080
ALPHABET INC(GOOG)14,00014,00003,4034,3822.68%+979
GENERAL MTRS CO(GM)38,30038,30002,3353,1151.90%+779
FEDEX CORP(FDX)10,00010,00002,3582,8891.76%+531
UNITED PARCEL SERVICE INC(UPS)7,90011,040+3,1406601,0950.67%+435
ARCELORMITTAL SA LUXEMBOURG(MT)43,20043,20001,5621,9691.20%+407
EASTMAN CHEM CO(EMN)11,05017,100+6,0506971,0910.67%+395
BREAD FINANCIAL HOLDINGS INC20,40020,40001,1381,5100.92%+373
LINCOLN NATL CORP IND(LNC)86,68086,68003,4963,8602.36%+364
MAGNA INTL INC(MGA)54,00054,00002,5592,8781.76%+320
UPBOUND GROUP INC(UPBD)34,20062,610+28,4108081,0990.67%+291
UNITED THERAPEUTICS CORP DEL(UTHR)4,1004,10001,7191,9981.22%+279
BRISTOL-MYERS SQUIBB CO(BMY)30,00030,00001,3531,6180.99%+265
VIATRIS INC(VTRS)100,000100,00009901,2450.76%+255
INVESCO LTD(IVZ)73,40073,40001,6841,9281.18%+244
KRAFT HEINZ CO(KHC)32,60045,030+12,4308491,0920.67%+243
O-I GLASS INC(OI)0130,200+130,20001,9221.17%+1,922
SKYWORKS SOLUTIONS INC(SWKS)11,10017,060+5,9608541,0820.66%+227
BRUNSWICK CORP(BC)20,00020,00001,2651,4850.91%+220
MORGAN STANLEY(MS)10,67010,67001,6961,8941.16%+198
MCKESSON CORP(MCK)4,0004,00003,0903,2812.00%+191
CORE NATURAL RESOURCES INC(CNR)34,89034,89002,9133,0881.89%+175
AMGEN INC(AMGN)3,8703,87001,0921,2670.77%+175
HP INC(HPQ)33,01048,030+15,0208991,0700.65%+171
HSBC HLDGS PLC(HSBC)20,30020,30001,4411,5970.97%+156
UGI CORP NEW(UGI)35,70035,70001,1871,3360.82%+149
TIMKEN CO(TKR)16,60016,60001,2481,3970.85%+149
GENPACT LIMITED
SHS
30,00030,00001,2571,4030.86%+147
COLUMBIA BKG SYS INC(COLB)36,80038,940+2,1409471,0880.66%+141
PRUDENTIAL FINL INC(PFH)14,60014,60001,5151,6481.01%+133
WESTERN UN CO(WU)100,000100,00007999310.57%+132
BEST BUY INC(BBY)12,69016,220+3,5309601,0860.66%+126
HAMILTON BEACH BRANDS HLDG C060,000+60,00009870.60%+987
FORD MTR CO(F)99,70099,70001,1921,3080.80%+116
RICHARDSON ELECTRS LTD100,000100,00009791,0880.66%+109
HASBRO INC(HAS)17,60017,60001,3351,4430.88%+108
APPLE INC(AAPL)6,0006,00001,5281,6311.00%+103
INTERNATIONAL MNY EXPRESS IN70,00070,00009781,0750.66%+97
AES CORP(AES)78,40078,40001,0321,1240.69%+93
CVS HEALTH CORP(CVS)22,50022,50001,6961,7861.09%+89
SIRIUSXM HOLDINGS INC(SIRI)43,20054,400+11,2001,0051,0880.66%+82
ESCALADE INC80,00080,00001,0061,0790.66%+74
TEREX CORP NEW(TEX)35,00035,00001,7961,8681.14%+73
GEOPARK LTD70,00070,00004465190.32%+73
HOOKER FURNISHINGS CORPORATI60,00060,00006096770.41%+68
DXC TECHNOLOGY CO(DXC)60,20060,20008218820.54%+61
CRAWFORD & CO100,000100,00001,0701,1250.69%+55
QUALCOMM INC(QCOM)10,00010,00001,6641,7111.04%+47
AMC NETWORKS INC35,00035,00002883330.20%+45
FRANKLIN RESOURCES INC(BEN)48,40048,40001,1191,1560.71%+37
CNA FINL CORP(CNA)23,51023,51001,0921,1220.69%+30
AIR LEASE CORP
CL A
45,00045,00002,8642,8901.76%+26
TITAN INTL INC ILL090,000+90,00007050.43%+705
ALASKA AIR GROUP INC32,60032,60001,6231,6401.00%+17
ACADEMY SPORTS & OUTDOORS IN(ASO)20,00020,00001,0009990.61%-1
CHEVRON CORP NEW(CVX)6,9706,97001,0821,0620.65%-20
ACCO BRANDS CORP100,000100,00003993730.23%-26
B. RILEY FINANCIAL INC25,00025,00001491170.07%-33
CALERES INC50,00050,00006526090.37%-43
SAGA COMMUNICATIONS INC50,00050,00006225720.35%-50
ACME UTD CORP60,00060,00002,4712,4191.48%-52
WHIRLPOOL CORP(WHR)010,000+10,00007210.44%+721
EVERSOURCE ENERGY(ES)17,40017,40001,2381,1720.72%-66
VERIZON COMMUNICATIONS INC(VZ)26,72027,030+3101,1741,1010.67%-73
LYONDELLBASELL INDUSTRIES N
SHS - A -
13,66013,66006705910.36%-78
THE CIGNA GROUP(CI)06,500+6,50001,7891.09%+1,789
GENUINE PARTS CO(GPC)8,5008,870+3701,1781,0910.67%-87
ADT INC DEL(ADT)143,500143,50001,2501,1580.71%-92
ASBURY AUTOMOTIVE GROUP INC8,2008,20002,0041,9071.16%-98
METLIFE INC(MET)30,00030,00002,4712,3681.45%-103
COMCAST CORP NEW(CCZ)070,230+70,23002,0991.28%+2,099
SHOE CARNIVAL INC32,00032,00006655400.33%-125
BGC GROUP INC0250,000+250,00002,2331.36%+2,233
AUTONATION INC(AN)11,00011,00002,4062,2711.39%-135
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