VALUEWORKS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 2.38M | $19.67M |
 | MBI | 1.93M | $11.42M |
 | HPP | 1.84M | $10.87M |
 | RIVN | 1.23M | $18.52M |
 | MLP | 1.20M | $18.43M |
 | GNW | 709K | $5.76M |
 | CDLR | 503K | $11.82M |
 | CRGY | 490K | $6.62M |
 | HY | 395K | $12.85M |
 | JEF | 368K | $15.19M |
 | INTC | 358K | $15.82M |
 | SBLK | 355K | $8.15M |
 | TDW | 318K | $26.54M |
 | UNFI | 307K | $13.84M |
 | VSNT | 265K | $9.81M |
 | CART | 249K | $9.33M |
 | YOU | 243K | $11.78M |
 | VAL | 219K | $21.48M |
 | CHRD | 167K | $23.69M |
 | CMCSA | 136K | $3.91M |
Joby Aviation, Inc.
JOBY
Shares Held
2.38M
Value
$19.67M
MBIA Inc.
MBI
Shares Held
1.93M
Value
$11.42M
Hudson Pacific Properties, Inc.
HPP
Shares Held
1.84M
Value
$10.87M
Rivian Automotive, Inc.
RIVN
Shares Held
1.23M
Value
$18.52M
Maui Land & Pineapple Company, Inc.
MLP
Shares Held
1.20M
Value
$18.43M
Genworth Financial, Inc.
GNW
Shares Held
709K
Value
$5.76M
Cadeler A/S
CDLR
Shares Held
503K
Value
$11.82M
Crescent Energy Company
CRGY
Shares Held
490K
Value
$6.62M
Hyster-Yale Materials Handling, Inc.
HY
Shares Held
395K
Value
$12.85M
Jefferies Financial Group Inc.
JEF
Shares Held
368K
Value
$15.19M
Intel Corporation
INTC
Shares Held
358K
Value
$15.82M
Star Bulk Carriers Corp.
SBLK
Shares Held
355K
Value
$8.15M
Tidewater Inc.
TDW
Shares Held
318K
Value
$26.54M
United Natural Foods, Inc.
UNFI
Shares Held
307K
Value
$13.84M
Versant Media Group, Inc. Class A
VSNT
Shares Held
265K
Value
$9.81M
Instacart (Maplebear Inc.)
CART
Shares Held
249K
Value
$9.33M
Clear Secure, Inc.
YOU
Shares Held
243K
Value
$11.78M
Valaris Limited
VAL
Shares Held
219K
Value
$21.48M
Chord Energy Corporation
CHRD
Shares Held
167K
Value
$23.69M
Comcast Corporation
CMCSA
Shares Held
136K
Value
$3.91M