VALUEWORKS LLC: 13F holdings
CIK 12821892026Q2
| Positions | 38 |
|---|
| Reported value | $479.2m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 38 (+3 vs prior quarter) |
|---|
| Reported value | $479.2m (+30.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| INTC Intel Corporation | 356,917 | $49.8m | 10.4% |
| MU Micron Technology Inc | 25,667 | $29.6m | 6.2% |
| Hudson Pacific Properties Inc | 1,689,699 | $25.7m | 5.4% |
| Joby Aviation Inc. | 2,599,718 | $23.2m | 4.8% |
| CART Maplebear Inc. | 468,134 | $22.2m | 4.6% |
| MLP Maui Land & Pineapple Co. | 1,237,759 | $22.0m | 4.6% |
| RIVN Rivian Automotive Inc Class A | 1,245,583 | $21.6m | 4.5% |
| TDW Tidewater Inc. | 297,114 | $19.8m | 4.1% |
| Office Properties Income Trust | 1,162,310 | $19.8m | 4.1% |
| JEF Jefferies Financial | 369,053 | $18.4m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1282189")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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