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Asset Manager ← All Institutions

Mork Capital Management, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$141M
-14.0%
Holdings
119
-13
New Purchases
3
Added To
2
Closed
16
Reduced
6
Top 10 Concentration
21.7%
Turnover
16.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CROX 1.47% 0.00% +1.47% $2M
MOH 1.42% 0.00% +1.42% $2M
FI 1.39% 0.00% +1.39% $2M
FDX 2.53% 1.76% +0.77% $4M
ACU 2.23% 1.48% +0.76% $3M
CNR 2.59% 1.89% +0.71% $4M
APA 1.34% 0.66% +0.68% $2M
SON 1.73% 1.20% +0.53% $2M
UTHR 1.73% 1.22% +0.51% $2M
TS 1.17% 0.66% +0.51% $2M
ARW 1.43% 0.94% +0.48% $2M
MCK 2.46% 2.00% +0.45% $3M
LYB 0.78% 0.36% +0.42% $1M
EOG 1.07% 0.67% +0.40% $2M
DELL 1.17% 0.77% +0.40% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 0.82% 2.68% -1.86% $1M
AL 0.00% 1.76% -1.76% $0
MT 0.00% 1.20% -1.20% $0
MS 0.00% 1.16% -1.16% $0
LNC 1.26% 2.36% -1.10% $2M
BMY 0.00% 0.99% -0.99% $0
HSBC 0.00% 0.97% -0.97% $0
MGA 0.81% 1.76% -0.95% $1M
HAS 0.00% 0.88% -0.88% $0
F-PD 0.00% 0.80% -0.80% $0
LEVI 0.00% 0.74% -0.74% $0
ES 0.00% 0.72% -0.72% $0
ADT 0.00% 0.71% -0.71% $0
BEN 0.00% 0.71% -0.71% $0
OTEX 0.00% 0.70% -0.70% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $5M 3.8%
Large Cap 48 $61M 43.4%
Mid Cap 34 $48M 34.1%
Small Cap 24 $19M 13.8%
Micro Cap 6 $7M 4.9%

Portfolio Analytics

Avg Market Cap
$113.8B
Median Market Cap
$8.3B
Avg P/E
24.2
Median P/E
15.4
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
119
# ETFs / Funds
0

Top Holdings (119 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ANF 2.92% 45,000 $4M $91.37 -$2M
2 CNR 2.59% 34,890 $4M $104.73 $566K
3 FDX 2.53% 10,000 $4M $356.18 $673K
4 MCK 2.46% 4,000 $3M $865.36 $180K
5 ACU 2.23% 70,000 $3M $44.91 $725K +10,000 +16.7%
6 GM 2.03% 38,300 $3M $74.50 -$261K
7 DIN 1.77% 95,000 $2M $26.24 -$560K
8 BGC 1.74% 250,000 $2M $9.78 $212K
9 SON 1.73% 45,130 $2M $54.09 $472K
10 UTHR 1.73% 4,100 $2M $592.98 $433K
11 AN 1.52% 11,000 $2M $195.26 -$123K
12 MET 1.51% 30,000 $2M $70.72 -$247K
13 CROX 1.47% 25,000 $2M $83.02 +25,000 NEW
14 KBH 1.47% 40,000 $2M $51.75 -$186K
15 TEX 1.47% 35,000 $2M $59.10 $200K
16 CMCSA 1.43% 70,230 $2M $28.71 -$83K
17 ARW 1.43% 14,000 $2M $143.41 $465K
18 MOH 1.42% 15,000 $2M $133.30 +15,000 NEW
19 FI 1.39% 35,000 $2M $55.80 +35,000 NEW
20 APA 1.34% 44,530 $2M $42.44 $801K
21 IVZ 1.27% 73,400 $2M $24.29 -$145K
22 LNC 1.26% 50,000 $2M $35.50 -$2M -36,680 -42.3%
23 CI 1.23% 6,500 $2M $266.75 -$55K
24 TKR 1.19% 16,600 $2M $100.57 $273K
25 TS 1.17% 28,320 $2M $58.18 $559K
26 DELL 1.17% 10,000 $2M $164.13 $382K
27 ABG 1.14% 8,200 $2M $195.41 -$304K
28 BFH 1.08% 20,400 $2M $74.89 $18K
29 AAPL 1.08% 6,000 $2M $253.79 -$108K
30 EOG 1.07% 10,410 $2M $144.57 $412K
31 SLB 1.04% 28,530 $1M $51.39 $371K
32 BC 1.03% 20,000 $1M $72.76 -$30K
33 MCFT 1.02% 70,000 $1M $20.51 $112K
34 PRU 1.01% 14,600 $1M $97.69 -$222K
35 ESCA 0.98% 80,000 $1M $17.17 $294K
36 OI 0.97% 130,200 $1M $10.51 -$553K
37 VZ 0.96% 27,030 $1M $50.20 $256K
38 VTRS 0.96% 100,000 $1M $13.51 $106K
39 OKE 0.96% 14,900 $1M $90.39 $252K
40 DLX 0.95% 48,540 $1M $27.54 $253K
41 NTR 0.94% 17,600 $1M $75.46 $242K
42 EMN 0.93% 17,100 $1M $76.32 $214K
43 QCOM 0.91% 10,000 $1M $128.78 -$423K
44 MO 0.89% 19,100 $1M $65.99 $159K
45 SIRI 0.89% 54,400 $1M $23.08 $168K
46 PFE 0.88% 44,020 $1M $28.08 $140K
47 VAC 0.87% 18,830 $1M $65.12 $140K
48 ALK 0.85% 32,600 $1M $36.78 -$441K
49 AMGN 0.84% 3,350 $1M $351.85 -$88K -520 -13.4%
50 SMG 0.82% 19,060 $1M $60.81 $47K
51 TOTB.DE 0.82% 16,690 $1M $69.21 $63K
52 D 0.82% 18,620 $1M $61.82 $60K
53 GOOGL 0.82% 4,000 $1M $287.56 -$3M -10,000 -71.4%
54 MGA 0.81% 20,330 $1M $55.81 -$2M -33,670 -62.4%
55 RCII 0.80% 62,610 $1M $18.05 $31K
56 ASO 0.80% 20,000 $1M $56.45 $130K
57 STRA 0.80% 13,560 $1M $82.96 $37K
58 SIRO 0.79% 96,490 $1M $11.60 $16K
59 G 0.79% 30,000 $1M $37.25 -$286K
60 PFG 0.79% 12,370 $1M $90.11 $24K
61 IMXI 0.79% 70,000 $1M $15.80 $31K
62 LYB 0.78% 13,660 $1M $80.56 $509K
63 ASB 0.78% 42,420 $1M $25.86 $4K
64 RELL 0.78% 100,000 $1M $10.95 $7K
65 ACI 0.77% 63,750 $1M $17.04 -$8K
66 UPS 0.77% 11,040 $1M $98.38 -$9K
67 CNA 0.77% 23,510 $1M $45.92 -$43K
68 UGI 0.76% 29,360 $1M $36.42 -$267K -6,340 -17.8%
69 COLB 0.76% 38,940 $1M $27.43 -$20K
70 USB 0.75% 20,250 $1M $52.01 -$27K
71 BBY 0.74% 16,220 $1M $64.20 -$44K
72 SWK 0.74% 14,630 $1M $71.06 -$47K
73 KDP 0.73% 39,080 $1M $26.33 -$66K
74 OMC 0.73% 13,630 $1M $75.31 -$74K
75 KHC 0.72% 45,030 $1M $22.49 -$79K
76 HOG 0.72% 50,000 $1M $20.22 -$14K
77 CVS 0.71% 13,960 $1M $71.82 -$783K -8,540 -38.0%
78 AOSL 0.71% 45,000 $997K $22.16 $106K
79 CRD-A 0.71% 100,000 $997K $9.97 -$128K
80 NXST 0.69% 5,360 $969K $180.83 -$119K
81 SLVM 0.68% 22,780 $962K $42.24 -$135K
82 TROW 0.68% 10,610 $956K $90.14 -$130K
83 LAZ 0.67% 22,250 $945K $42.48 -$135K
84 GPC 0.67% 8,870 $938K $105.75 -$153K
85 HPQ 0.66% 48,030 $923K $19.21 -$147K
86 SWKS 0.65% 17,060 $914K $53.55 -$168K
87 WU 0.62% 100,000 $873K $8.73 -$58K
88 MLKN 0.61% 59,560 $861K $14.46 -$228K
89 HOFT 0.55% 60,000 $773K $12.88 $95K
90 DXC 0.54% 60,200 $757K $12.57 -$125K
91 GPRK 0.47% 70,000 $665K $9.50 $146K
92 TWI 0.44% 90,000 $622K $6.91 -$83K
93 SGA 0.42% 50,000 $585K $11.70 $13K
94 HELE 0.41% 40,000 $577K $14.42 -$273K
95 WHR 0.38% 10,000 $539K $53.92 -$182K
96 CAL 0.37% 50,000 $527K $10.54 -$82K
97 SCVL 0.35% 32,000 $499K $15.59 -$41K
98 XRX 0.34% 375,000 $484K $1.29 -$109K +125,000 +50.0%
99 ENR 0.33% 28,260 $464K $16.42 -$98K
100 ACCO 0.21% 100,000 $300K $3.00 -$73K

New Positions

SymbolValue% Port
CROX $2M 1.47%
MOH $2M 1.42%
FI $2M 1.39%

Sold Out Positions

SymbolValue% Port
CVX —%
BMY —%
BEN —%
MS —%
AES —%
LEVI —%
MT —%
ES —%
HSBC —%
ADT —%
HAS —%
OTEX —%
HBB —%
F-PD —%
AL —%
View SEC EDGAR Filings for Mork Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms