Arkolith/Funds/Valueworks LLC

Valueworks LLC

CIK 1282189
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Valueworks LLC holds a focused book of 38 stocks worth $479.2M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Office Properties Income Trust and trimmed Intel Corp. Their largest long position is Intel Corp at 10% of the equity book.

Opened
11
bought for the first time
Added to
16
already held, bought more
Trimmed
12
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
53%
Top 20 holdings
81%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Industrials
27%
Information Technology
20%
Real Estate
12%
Financials
11%
Energy
9%
Consumer Discretionary
8%
Communication Services
6%
ETF / fund or unclassified
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Valueworks LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY43 / 38$129.5B
JPMORGAN CHASE & CO43 / 38$110.3B
UBS Group AG43 / 38$31.2B
WELLS FARGO & COMPANY/MN43 / 38$28.8B
CITIGROUP INC43 / 38$13.8B
OSAIC HOLDINGS, INC.43 / 38$3.4B
BlackRock, Inc.42 / 38$591.7B
FMR LLC42 / 38$188.6B

Ranked by the share of each fund's own book sitting in the names it shares with Valueworks LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

38 positions
#SecurityValueShares% PortLast moveHistory
1Intel Corporation
COM
$49.8M356.9K
10.4%
−0.4%
Reduced · −2K sh
2Micron Technology Inc
COM
$29.6M25.7K
6.2%
−33%
Reduced · −13K sh
3Hudson Pacific Properties Inc
COM
$25.7M1.69M
5.4%
−8.2%
Reduced · −150K sh
4Joby Aviation Inc.
COMMON STOCK
$23.2M2.60M
4.8%
+9.2%
Added · +219K sh
5Maplebear Inc.
COM
$22.2M468.1K
4.6%
+88%
Added · +219K sh
6Maui Land & Pineapple Co.
COM
$22.0M1.24M
4.6%
+3.4%
Added · +40K sh
7Rivian Automotive Inc Class A
COM CL A
$21.6M1.25M
4.5%
+1.2%
Added · +15K sh
8Tidewater Inc.
COM
$19.8M297.1K
4.1%
−6.5%
Reduced · −21K sh
9Office Properties Income Trust
COM OF BENEFICIA
$19.8M1.16M
4.1%
New
New position
10Jefferies Financial
COM
$18.4M369.1K
3.8%
+0.3%
Added · +1K sh
11Chord Energy Corp.
COM NEW
$17.8M155.7K
3.7%
−6.5%
Reduced · −11K sh
12Mesabi Trust
CTF BEN INT
$16.9M669.7K
3.5%
+3.6%
Added · +23K sh
13Boeing Co
COM
$14.3M66.0K
3.0%
+30%
Added · +15K sh
14Valaris Ltd
CL A
$14.2M195.0K
3.0%
−11%
Reduced · −24K sh
15Hyster-Yale Materials Handling Inc. Cl A
CL A
$13.9M397.6K
2.9%
+0.6%
Added · +2K sh
16Amazon.com Inc.
COM
$13.0M54.7K
2.7%
+0.3%
Added · +178 sh
17Mbia Inc
COM
$12.8M1.97M
2.7%
+1.8%
Added · +35K sh
18Cadeler A/S Spons Adr
SPON ADR
$11.0M503.5K
2.3%
+0.2%
Added · +1K sh
19Qualcomm Inc.
COM
$11.0M59.3K
2.3%
+0.6%
Added · +338 sh
20SL Green Realty Corp
COM
$10.1M195.0K
2.1%
New
New position
21Lyft Inc-A
CL A COM
$9.8M673.3K
2.1%
New
New position
22Versant Media Group Inc
COM CL A
$9.6M267.1K
2.0%
+0.8%
Added · +2K sh
23Star Bulk Carriers Corp.
SHS PAR
$8.8M354.1K
1.8%
−0.2%
Reduced · −721 sh
24Wolfspeed Inc
COMMON STOCK
$7.1M147.8K
1.5%
New
New position
25Genworth Financial Inc
COM SHS
$6.8M720.7K
1.4%
+1.7%
Added · +12K sh
26Honeywell International Inc
COM
$5.6M25.1K
1.2%
New
New position
27Honeywell Aerospace Inc
COM
$5.5M25.0K
1.2%
New
New position
28Clear Secure Inc Class A
COM CL A
$5.2M93.2K
1.1%
−62%
Reduced · −150K sh
29Crescent Energy Inc-A
CL A COM
$4.8M490.1K
1.0%
Held
30New York Times Cl A
CL A
$4.8M67.9K
1.0%
−0.8%
Reduced · −549 sh
31Helix Energy Solutions Group
COM
$4.2M478.5K
0.9%
New
New position
32Apple Inc.
COM
$4.0M13.8K
0.8%
−3.2%
Reduced · −460 sh
33Amgen Inc.
COM
$4.0M11.0K
0.8%
+2.3%
Added · +242 sh
34Noble Corp PLC
ORD SHS A
$3.9M103.8K
0.8%
−10%
Reduced · −12K sh
35Comcast Cl A
CL A
$3.4M139.6K
0.7%
+2.4%
Added · +3K sh
36Enhanced Group Inc
COM CL A
$2.1M725.9K
0.4%
New
New position
37Cheniere Energy Inc
COM NEW
$1.7M7.2K
0.4%
−5.3%
Reduced · −405 sh
38ZoomInfo Technologies Inc
COMMON STOCK
$586K200.0K
0.1%
New
New position
Showing all 38 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202638$479.2M13F-HR
Q1 2026Mar 31, 2026May 15, 202635$366.9M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202635$379.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202534$343.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202534$303.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.