Filer Name: VALUEWORKS LLC
CIK: 1282189
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 34
Portfolio Value: $0.30B

Valueworks Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSB US MESABI TRUST 778,501 $22M 7.28% -5.6% -
CHRD US CHORD ENERGY CORP 175,694 $21M 6.84% -11.3% -
JOBY US JOBY AVIATION INC 2,340,170 $19M 6.33% 14.0% -
MLP US MAUI LAND & PINEAPPLE CO 803,267 $18M 5.88% 9.8% -
RIVN US RIVIAN AUTOMOTIVE INC-A 1,238,315 $16M 5.48% 17.1% -
VAL US VALARIS LTD 329,922 $15M 4.86% -5.8% -
MBI US MBIA INC 2,182,895 $14M 4.69% -1.7% -
88642r109 - TIDEWATER INC. 245,891 $13M 4.48% -3.9% -
HY US HYSTER-YALE INC 256,340 $13M 4.35% -5.4% -
UNFI US UNITED NATURAL FOODS INC 466,353 $13M 4.24% -7.0% -
AMZN US AMAZON.COM INC 52,985 $12M 3.87% -10.2% -
EQT US EQT CORP 235,636 $11M 3.62% -9.8% -
CDLR US CADELER A/S-ADR 435,930 $10M 3.24% -7.3% -
MU US MICRON TECHNOLOGY INC 114,497 $10M 3.21% -7.6% -
AL US AIR LEASE CORP 197,613 $10M 3.17% -7.2% -
CBL US CBL & ASSOCIATES PROPERTIES 312,993 $9M 3.06% -4.5% -
QCOM US QUALCOMM INC 57,771 $9M 2.95% -9.8% -
TUSK US MAMMOTH ENERGY SERVICES INC 2,823,185 $8M 2.82% -10.0% -
SPR US SPIRIT AEROSYSTEMS HOLD-CL A 231,690 $8M 2.63% -3.5% -
GLW US CORNING INC 111,172 $5M 1.76% -15.4% -
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