VALUEWORKS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, VALUEWORKS LLC held in its portfolio 35 assets valued at $379,893,789 (i.e. $379.89M).
The most valuable assets in the portfolio included: Joby Aviation Inc. ($31.62M), Micron Technology Inc ($27.58M), and Mesabi Trust ($25.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VALUEWORKS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Joby Aviation Inc. | 2395541 | 31621141 | COMMON STOCK |
| Micron Technology Inc | 96627 | 27578413 | COM |
| Mesabi Trust | 664171 | 25583872 | CTF BEN INT |
| Rivian Automotive Inc Class A | 1231931 | 24281360 | COM CL A |
| Valaris Ltd | 472780 | 23828112 | CL A |
| Maui Land & Pineapple Co. | 1201935 | 20360779 | COM |
| Tidewater Inc. | 318502 | 16087536 | COM |
| Jefferies Financial | 251259 | 15570520 | COM |
| Chord Energy Corp. | 167411 | 15518966 | COM NEW |
| MBIA Inc | 2062700 | 14768932 | COM |
| United Natural Foods Inc. | 383800 | 12922546 | COM |
| Amazon.com Inc. | 52694 | 12162829 | COM |
| Hyster-Yale Materials Handling Inc. Cl A | 399344 | 11864515 | CL A |
| CBL & Associates Properties Inc. | 310523 | 11489351 | COMMON STOCK |
| Maplebear Inc. | 228816 | 10292144 | COM |
| Air Lease Corporation | 159231 | 10227422 | CL A |
| Cadeler A/S Spons Adr | 529584 | 9844967 | SPON ADR |
| Qualcomm Inc. | 57287 | 9798992 | COM |
| BOEING CO/THE | 45103 | 9792763 | COM |
| Clear Secure Inc Class A | 243890 | 8555661 | COM CL A |
| Hudson Pacific Properties Inc | 704590 | 7630710 | COM |
| Star Bulk Carriers Corp. | 358588 | 6892065 | SHS PAR |
| Genworth Financial Inc | 709716 | 6408735 | COM SHS |
| New York Times Cl A | 85192 | 5913999 | CL A |
| Comcast Cl A | 139245 | 4162041 | CL A |
| CRESCENT ENERGY INC-A | 490083 | 4111796 | CL A COM |
| Apple Inc. | 14652 | 3983251 | COM |
| Corning Inc. | 43734 | 3829329 | COM |
| Noble Corp PLC | 135330 | 3821719 | ORD SHS A |
| Cheniere Energy Inc | 18310 | 3559191 | COM NEW |
| Amgen Inc. | 10869 | 3557473 | COM |
| Invesco Ltd. | 90614 | 2380433 | SHS |
| EQT Corporation | 22660 | 1214562 | COM |
| Cheniere Energy Partners | 4750 | 254030 | COM UNIT |
| Mammoth Energy Services, Inc. | 12775 | 23634 | COM |