VALUEWORKS LLC - Portfolio Stock Holdings

VALUEWORKS LLC disclosed 43 stock positions in a recent SEC 13F filing. $473,595,314 of stock holdings were filed, with the largest holdings including INTC, MU, and HPP. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $577,274,111 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.