VALUEWORKS LLC — 13F holdings

VALUEWORKS LLC reported 38 holdings worth $479M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. INTC INTEL CORP — $49.8M (10.4%)
2. MU MICRON TECHNOLOGY INC — $29.6M (6.2%)
3. HPP HUDSON PACIFIC PROPERTIES IN — $25.7M (5.4%)
4. JOBY JOBY AVIATION INC — $23.2M (4.8%)
5. CART MAPLEBEAR INC — $22.2M (4.6%)
6. MLP MAUI LD & PINEAPPLE INC — $22.0M (4.6%)
7. RIVN RIVIAN AUTOMOTIVE INC — $21.6M (4.5%)
8. TDW TIDEWATER INC NEW — $19.8M (4.1%)
9. OPI OFFICE PPTYS INCOME TR — $19.8M (4.1%)
10. JEF JEFFERIES FINL GROUP INC — $18.4M (3.8%)