Entity type
Company
CIK 0001282189. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Company
Total filings
58
Latest filing
15 May 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$366.88M
35 holdings for Q1 2026
Open portfolioLargest parsed holding
TDW
$26.54M reported value
Open holding13D/G large stake
MLP
31 Dec 2025 · 6.1% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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13F-HR filed on 15 May 2026 for CIK 0001282189.
Bars compare filing families separately; they should not be added together as one total.
Quarterly institutional portfolio holdings.
Latest reported 13F value
$366.88M
Market value reported in the latest parsed Form 13F portfolio.
Largest 13F symbols
TDW, CHRD, VAL, MSB
Largest visible symbols from the latest parsed Form 13F information table.
Largest symbols from the latest parsed Form 13F information table.
Large-stake positions from parsed Schedule 13G filings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
30%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$111.75M
Compared with $366.88M total 13F value.
Top 5 net change
-$25.73M
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: INTC · Largest trim: VAL
MLP
31 Dec 2025 · Common Stock, $0.0001 par value
MSB
30 Jun 2025 · Units of Beneficial Interest, no par value
TUSK
30 Jun 2025 · Common Stock, $0.01 par value
Latest update
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
Benchmark Context
VALUEWORKS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
Observed form types
Showing the latest 12 of 58 SEC filings for VALUEWORKS LLC.