VALUEWORKS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 2.21M | $35.70M |
 | MBI | 2.07M | $15.42M |
 | TUSK | 2.04M | $4.67M |
 | RIVN | 1.24M | $18.22M |
 | MLP | 992K | $18.50M |
 | HPP | 814K | $2.25M |
 | GNW | 714K | $6.36M |
 | CDLR | 528K | $10.90M |
 | VAL | 474K | $23.13M |
 | UNFI | 389K | $14.62M |
 | SBLK | 362K | $6.72M |
 | TDW | 321K | $17.10M |
 | CBL | 312K | $9.54M |
 | HY | 300K | $11.05M |
 | AL | 258K | $16.44M |
 | VTLE | 257K | $4.34M |
 | SPR | 231K | $8.90M |
 | CART | 229K | $8.42M |
 | CHRD | 168K | $16.74M |
 | CMCSA | 138K | $4.35M |
Joby Aviation, Inc.
JOBY
Shares Held
2.21M
Value
$35.70M
MBIA Inc.
MBI
Shares Held
2.07M
Value
$15.42M
Mammoth Energy Services, Inc.
TUSK
Shares Held
2.04M
Value
$4.67M
Rivian Automotive, Inc.
RIVN
Shares Held
1.24M
Value
$18.22M
Maui Land & Pineapple Company, Inc.
MLP
Shares Held
992K
Value
$18.50M
Hudson Pacific Properties, Inc.
HPP
Shares Held
814K
Value
$2.25M
Genworth Financial, Inc.
GNW
Shares Held
714K
Value
$6.36M
Cadeler A/S
CDLR
Shares Held
528K
Value
$10.90M
Valaris Limited
VAL
Shares Held
474K
Value
$23.13M
United Natural Foods, Inc.
UNFI
Shares Held
389K
Value
$14.62M
Star Bulk Carriers Corp.
SBLK
Shares Held
362K
Value
$6.72M
Tidewater Inc.
TDW
Shares Held
321K
Value
$17.10M
CBL & Associates Properties, Inc.
CBL
Shares Held
312K
Value
$9.54M
Hyster-Yale Materials Handling, Inc.
HY
Shares Held
300K
Value
$11.05M
Air Lease Corporation
AL
Shares Held
258K
Value
$16.44M
Vital Energy, Inc.
VTLE
Shares Held
257K
Value
$4.34M
Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
231K
Value
$8.90M
Instacart (Maplebear Inc.)
CART
Shares Held
229K
Value
$8.42M
Chord Energy Corporation
CHRD
Shares Held
168K
Value
$16.74M
Comcast Corporation
CMCSA
Shares Held
138K
Value
$4.35M