13F Filings History of VALUEWORKS LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$343,595,037
Signature - Title
Mac Campbell - Analyst
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by VALUEWORKS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VALUEWORKS LLC reported 34 stock holdings with total value $343,595,037 as of Q3 2025. Top holdings included JOBY, VAL, MSB, MU, and MLP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 34 $343,595,037 +$2,782,103 -$8,770,602 -$5,988,499 JOBY, VAL, MSB, MU, MLP 13F-HR 14 Nov 2025, 17:29
Q2 2025 34 $303,785,704 +$27,428,050 -$8,724,843 +$18,703,207 JOBY, VAL, MLP, CHRD, RIVN 13F-HR 12 Aug 2025, 13:20
Q1 2025 33 $265,217,040 +$12,689,952 -$20,901,902 -$8,211,950 CHRD, MSB, MLP, VAL, RIVN 13F-HR 14 May 2025, 13:54
Q4 2024 34 $300,404,322 +$6,325,103 -$23,710,276 -$17,385,173 MSB, CHRD, JOBY, MLP, RIVN 13F-HR 13 Feb 2025, 18:55
Q3 2024 34 $314,091,000 +$29,697,649 -$21,152,585 +$8,545,064 CHRD, VAL, MSB, TDW, HY 13F-HR 14 Nov 2024, 12:02
Q2 2024 33 $321,832,000 +$18,795,005 -$9,744,797 +$9,050,208 CHRD, VAL, TDW, HY, MLP 13F-HR 12 Aug 2024, 12:47
Q1 2024 33 $307,835,000 +$8,231,892 -$10,956,114 -$2,724,222 CHRD, VAL, TDW, HY, MLP 13F-HR 13 May 2024, 12:51
Q4 2023 33 $294,451,000 +$13,587,246 -$14,004,293 -$417,047 CHRD, TDW, VAL, MSB, TUSK 13F-HR 13 Feb 2024, 12:23
Q3 2023 32 $274,998,000 +$15,520,653 -$16,579,504 -$1,058,851 CHRD, TDW, VAL, LNG, MSB 13F-HR 13 Nov 2023, 12:37
Q2 2023 32 $276,357,000 +$14,889,583 -$10,081,619 +$4,807,964 CHRD, TDW, VAL, LNG, MSB 13F-HR 14 Aug 2023, 10:41
Q1 2023 33 $262,901,000 +$7,367,252 -$17,508,285 -$10,141,033 CHRD, VAL, MSB, TDW, LNG 13F-HR 12 May 2023, 15:59
Q4 2022 36 $283,130,000 +$3,067,161 -$11,688,781 -$8,621,620 CHRD, TUSK, VAL, UNFI, TDW 13F-HR 14 Feb 2023, 11:38
Q3 2022 37 $244,950,000 +$40,227,494 -$36,624,423 +$3,603,071 CHRD, LNG, VAL, UNFI, MSB 13F-HR 09 Nov 2022, 11:03
Q2 2022 38 $243,778,000 +$13,100,587 -$31,949,846 -$18,849,259 WLL, UNFI, MSB, LNG, VAL 13F-HR 12 Aug 2022, 15:57
Q1 2022 38 $304,992,000 +$24,408,485 -$5,386,479 +$19,022,006 WLL, UNTC, UNFI, MSB, VAL 13F-HR 13 May 2022, 14:34
Q4 2021 33 $252,640,000 +$13,451,526 -$2,332,805 +$11,118,721 WLL, UNFI, MBI, MSB, VAL 13F-HR 11 Feb 2022, 16:43
Q3 2021 34 $234,670,000 +$3,696,399 -$10,581,846 -$6,885,447 WLL, UNFI, MBI, VAL, LNG 13F-HR 19 Oct 2021, 17:22
Q2 2021 34 $231,835,000 +$36,261,287 -$2,051,308 +$34,209,979 WLL, UNFI, TUSK, MBI, LNG 13F-HR 10 Aug 2021, 11:51
Q1 2021 29 $176,567,000 +$7,387,673 -$19,446,967 -$12,059,294 WLL, UNFI, TUSK, MBI, LNG 13F-HR 25 May 2021, 10:43
Q4 2020 30 $156,653,000 +$14,806,864 -$7,991,926 +$6,814,938 WLL, TUSK, QCOM, UNFI, CMCSA 13F-HR 24 Feb 2021, 15:48
Q3 2020 29 $118,680,000 +$16,099,265 -$15,480,132 +$619,133 WLL, QCOM, UNFI, CMCSA, MLP 13F-HR 17 Nov 2020, 12:08
Q2 2020 31 $116,573,000 +$12,749,616 -$31,070,555 -$18,320,939 UNFI, QCOM, AAPL, LNG, CMCSA 13F-HR 13 Aug 2020, 18:50
Q1 2020 33 $102,722,000 +$7,219,201 -$16,273,762 -$9,054,561 QCOM, UNFI, AAPL, CMCSA, MLP 13F-HR 19 May 2020, 15:42
Q4 2019 31 $159,963,000 +$13,015,357 -$13,963,941 -$948,584 QCOM, AAPL, LNG, CMCSA, GS Restatement 13 Feb 2020, 19:51
Q3 2019 34 $147,376,000 +$7,910,071 -$13,106,956 -$5,196,885 AAPL, QCOM, CMCSA, UNFI, GS 13F-HR 18 Nov 2019, 12:28
Q2 2019 30 $151,703,000 +$6,516,843 -$2,503,948 +$4,012,895 QCOM, AAPL, CMCSA, IVZ, GS 13F-HR 13 Aug 2019, 14:57
Q1 2019 30 $149,278,000 +$6,675,415 -$19,952,600 -$13,277,185 CMCSA, AAPL, QCOM, IVZ, AMGN 13F-HR 15 May 2019, 13:38
Q4 2018 35 $145,472,000 +$34,095,493 -$21,323,559 +$12,771,934 AMGN, QCOM, CMCSA, IVZ, LLY Restatement 12 Mar 2019, 12:05
Q3 2018 31 $157,903,000 +$13,336,103 -$21,812,496 -$8,476,393 AMGN, QCOM, MBI, RIG, GLW 13F-HR 14 Nov 2018, 14:27
Q2 2018 30 $155,948,000 +$23,070,260 -$7,310,743 +$15,759,517 CQH, AMGN, QCOM, RIG, CMCSA 13F-HR 13 Aug 2018, 16:07
Q1 2018 26 $131,086,000 +$20,580,575 -$20,136,168 +$444,407 CQH, AMGN, QCOM, CMCSA, MBI 13F-HR 17 May 2018, 17:19
Q4 2017 30 $134,511,000 +$9,824,058 -$18,235,196 -$8,411,138 CQH, QCOM, AMGN, MLP, GLW 13F-HR 13 Feb 2018, 17:51
Q3 2017 36 $140,746,000 +$14,618,783 -$11,981,732 +$2,637,051 AMGN, CQH, BA, GLW, QCOM 13F-HR 14 Nov 2017, 17:12
Q2 2017 34 $133,589,000 +$10,668,336 -$31,985,156 -$21,316,820 MLP, CQH, AMGN, BA, GLW 13F-HR 14 Aug 2017, 18:18
Q1 2017 34 $129,961,000 +$6,186,127 -$13,094,014 -$6,907,887 MLP, BA, CQH, GLW, CSCO 13F-HR 17 May 2017, 11:28
Q4 2016 33 $127,072,000 +$15,499,576 -$1,730,134 +$13,769,442 MLP, MBI, BA, GLW, CQH 13F-HR 23 Jan 2017, 16:18
Q3 2016 29 $112,487,000 +$991,075 -$14,139,613 -$13,148,538 MLP, CQH, GLW, CSCO, BA 13F-HR 01 Nov 2016, 15:09
Q2 2016 32 $117,465,000 +$5,946,158 -$11,317,278 -$5,371,120 MLP, CQH, BSX, GILD, GLW Restatement 16 Aug 2016, 16:41
Q1 2016 32 $116,887,000 +$6,857,449 -$12,172,251 -$5,314,802 CSCO, XRX, BA, MLP, GLW 13F-HR 09 May 2016, 14:08
Q4 2015 33 $122,448,000 +$3,770,342 -$18,855,176 -$15,084,834 BSX, BA, LLY, CSCO, AXP 13F-HR 12 Feb 2016, 16:38
Q3 2015 34 $142,258,000 +$4,724,167 -$17,238,181 -$12,514,014 BA, BSX, LLY, AXP, CSCO 13F-HR 13 Nov 2015, 12:14
Q2 2015 33 $176,165,000 +$2,816,258 -$10,143,602 -$7,327,344 BSX, GILD, LLY, BA, CSCO 13F-HR 13 Aug 2015, 14:58
Q1 2015 34 $190,069,000 +$3,536,450 -$14,332,557 -$10,796,107 BSX, LLY, GILD, BA, XRX 13F-HR 11 May 2015, 12:19
Q4 2014 35 $202,958,000 +$13,232,570 -$8,886,339 +$4,346,231 LLY, HPQ, XRX, GILD, BA 13F-HR 12 Feb 2015, 10:25
Q3 2014 34 $194,791,000 +$1,182,166 -$356,782 +$825,384 LLY, XRX, BA, HPQ, NOV 13F-HR 10 Nov 2014, 13:11
Q2 2014 33 $210,078,000 +$39,648,840 -$2,216,054 +$37,432,786 LLY, AXP, NOV, BA, CHK 13F-HR 13 Aug 2014, 11:02
Q1 2014 29 $169,911,000 +$4,551,197 -$23,274,051 -$18,722,854 LLY, BSX, BA, AXP, PCAR 13F-HR 14 May 2014, 16:31
Q4 2013 35 $183,872,000 $0 $0 $0 BA, CLF, AXP, BSX, LLY 13F-HR 24 Jan 2014, 13:45