DOSSIER · 13F-HR · Q2 2026

VALUEWORKS LLC

$479M in tracked AUM across 38 positions as of Q2 2026.

VL
CIK 0001282189 · last filed Jun 30, 2026
Total AUM
$479M
as of Q2 2026
Holdings
38
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

VALUEWORKS LLC has reported a significant contraction in portfolio size for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 43.1%, dropping from approximately $303.79 million to $172.82 million. This reduction is not merely a function of market performance but indicates a substantial active deleveraging strategy, evidenced by the disposal of 18 positions and the reduction of 13 existing stakes. The portfolio is currently highly c...

Key Holdings

The portfolio is dominated by a few specific, high-beta names, with a heavy emphasis on the aviation and maritime sectors.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
INTC
Intel Corporation
$50M357K10.4%
02
MU
Micron Technology Inc
$30M26K6.2%
03
444097406
Hudson Pacific Properties Inc
$26M1.7M5.4%
04
G65163100
Joby Aviation Inc.
$23M2.6M4.8%
05
CART
Maplebear Inc.
$22M468K4.6%
06
MLP
Maui Land & Pineapple Co.
$22M1.2M4.6%
07
RIVN
Rivian Automotive Inc Class A
$22M1.2M4.5%
08
TDW
Tidewater Inc.
$20M297K4.1%
09
OPI
Office Properties Income Trust
$20M1.2M4.1%
10
JEF
Jefferies Financial
$18M369K3.8%

Filing history

2026Q2Jun 30
$479M▲ 26.1%
38 positionsView →
2025Q4Dec 31
$380M▲ 119.8%
35 positionsView →
2025Q3Sep 30
$173M▼ 43.1%
17 positionsView →
2025Q2Jun 30
$304M▲ 14.5%
34 positionsLocked
2025Q1Mar 31
$265M▼ 11.7%
33 positionsLocked
2024Q4Dec 31
$300M▼ 4.4%
34 positionsLocked
2024Q3Sep 30
$314M▼ 2.4%
34 positionsLocked
2024Q2Jun 30
$322M▲ 4.5%
33 positionsLocked
2024Q1Mar 31
$308M▲ 4.5%
33 positionsLocked
2023Q4Dec 31
$294M▲ 7.1%
33 positionsLocked
2023Q3Sep 30
$275M▼ 0.5%
32 positionsLocked
2023Q2Jun 30
$276M▲ 5.1%
32 positionsLocked
Showing 12 of 81