Long-term investor
Valueworks LLC @valueworksllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001282189).
Record
- Tracked since 2025-06-30 (450 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +55.1% · 1 year n/a · all +63.4%
- Max drawdown n/a · win rate 92% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- INTC · 10.4% · long · since 2026-03-31
- MU · 6.2% · long · since 2025-06-30
- HPP · 5.4% · long · since 2025-12-31
- G65163100 · 4.8% · long · since 2025-06-30
- CART · 4.6% · long · since 2025-06-30
- 577345101 · 4.6% · long · since 2025-06-30
- RIVN · 4.5% · long · since 2025-06-30
- TDW · 4.1% · long · since 2025-06-30
- 67623C307 · 4.1% · long · since 2026-06-30
- JEF · 3.8% · long · since 2025-12-31
- CHRD · 3.7% · long · since 2025-06-30
- MSB · 3.5% · long · since 2025-06-30