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VALUEWORKS LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    35

  • Value ($000)

    $379,894

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001282189
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Joby Aviation Inc.

COMMON STOCK
G65163100
$31.62M
8 %

2,395,541

M
MU

Micron Technology Inc

COM
595112103
$27.58M
7 %

96,627

M
MSB

Mesabi Trust

CTF BEN INT
590672101
$25.58M
7 %

664,171

R
RIVN

Rivian Automotive Inc Class A

COM CL A
76954A103
$24.28M
6 %

1,231,931

---

Valaris Ltd

CL A
G9460G101
$23.83M
6 %

472,780

M
MLP

Maui Land & Pineapple Co.

COM
577345101
$20.36M
5 %

1,201,935

---

Tidewater Inc.

COM
88642R109
$16.09M
4 %

318,502

J
JEF

Jefferies Financial

COM
47233W109
$15.57M
4 %

251,259

C
CHRD

Chord Energy Corp.

COM NEW
674215207
$15.52M
4 %

167,411

M
MBI

MBIA Inc

COM
55262C100
$14.77M
4 %

2,062,700

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