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Asset Manager ← All Institutions

Mork Capital Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$136M
+7.5%
Holdings
108
-18
New Purchases
0
Added To
13
Closed
0
Reduced
1
Top 10 Concentration
20.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LNC 2.20% 1.04% +1.16% $3M
ANF 2.74% 1.81% +0.93% $4M
SIRO 1.23% 0.62% +0.61% $2M
CNR 1.79% 1.21% +0.58% $2M
MGA 1.53% 0.97% +0.57% $2M
GM 1.38% 0.87% +0.52% $2M
DLX 1.04% 0.56% +0.49% $1M
XRX 0.97% 0.57% +0.40% $1M
BLMN 0.63% 0.28% +0.35% $861K
SPWH 0.46% 0.14% +0.31% $621K
AOSL 0.85% 0.59% +0.26% $1M
OI 1.41% 1.18% +0.23% $2M
AL 1.93% 1.72% +0.22% $3M
AN 1.61% 1.41% +0.20% $2M
DELL 0.90% 0.72% +0.18% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ODP 1.00% 1.70% -0.70% $1M
BMY 1.02% 1.44% -0.42% $1M
MAN 0.53% 0.81% -0.29% $720K
NFE 0.17% 0.45% -0.29% $230K
KBH 1.56% 1.84% -0.28% $2M
FDX 1.67% 1.92% -0.25% $2M
ENR 0.42% 0.67% -0.25% $570K
CAL 0.45% 0.68% -0.23% $611K
TAP 0.61% 0.83% -0.22% $832K
UWMC 0.53% 0.75% -0.22% $716K
WU 0.62% 0.84% -0.22% $842K
CMCSA 1.84% 2.05% -0.20% $3M
CVX 0.73% 0.92% -0.19% $998K
LYB 0.58% 0.76% -0.18% $790K
IMXI 0.52% 0.70% -0.18% $706K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $10M 7.5%
Large Cap 35 $48M 35.6%
Mid Cap 32 $47M 34.3%
Small Cap 25 $23M 16.6%
Micro Cap 9 $8M 6.1%

Portfolio Analytics

Avg Market Cap
$118.6B
Median Market Cap
$5.3B
Avg P/E
21.5
Median P/E
15.2
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
108
# ETFs / Funds
0

Top Holdings (108 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ANF 2.74% 45,000 $4M $82.85 $1M +15,000 +50.0%
2 LNC 2.20% 86,680 $3M $34.60 $2M +50,000 +136.3%
3 MCK 2.15% 4,000 $3M $732.78 $239K
4 AL 1.93% 45,000 $3M $58.49 $458K
5 PINC 1.93% 119,560 $3M $21.93 $317K
6 BGC 1.88% 250,000 $3M $10.23 $265K
7 CMCSA 1.84% 70,230 $3M $35.69 -$85K
8 ACU 1.83% 60,000 $2M $41.45 $110K
9 GOOGL 1.81% 14,000 $2M $176.23 $302K
10 CNR 1.79% 34,890 $2M $69.74 $900K +15,000 +75.4%
11 MET 1.77% 30,000 $2M $80.42 $4K
12 FDX 1.67% 10,000 $2M $227.31 -$165K
13 AN 1.61% 11,000 $2M $198.65 $404K
14 CI 1.58% 6,500 $2M $330.58 $10K
15 KBH 1.56% 40,000 $2M $52.97 -$206K
16 MGA 1.53% 54,000 $2M $38.61 $861K +18,000 +50.0%
17 ABG 1.44% 8,200 $2M $238.54 $145K
18 OI 1.41% 130,200 $2M $14.74 $426K
19 GM 1.38% 38,300 $2M $49.21 $789K +15,000 +64.4%
20 ARW 1.31% 14,000 $2M $127.43 $330K
21 SIRO 1.23% 105,600 $2M $15.88 $888K +52,800 +100.0%
22 GILD 1.22% 15,000 $2M $110.87 -$18K
23 TEX 1.20% 35,000 $2M $46.69 $312K
24 ALK 1.19% 32,600 $2M $49.48 $8K
25 QCOM 1.17% 10,000 $2M $159.26 $56K
26 PRU 1.15% 14,600 $2M $107.44 -$62K
27 CVS 1.14% 22,500 $2M $68.98 $28K
28 MS 1.10% 10,670 $2M $140.86 $258K
29 DLX 1.04% 89,200 $1M $15.91 $714K +44,600 +100.0%
30 BMY 1.02% 30,000 $1M $46.29 -$441K
31 MT 1.00% 43,200 $1M $31.58 $118K
32 ODP 1.00% 75,000 $1M $18.13 -$790K -75,000 -50.0%
33 DIN 0.98% 55,000 $1M $24.33 $58K
34 GES 0.98% 110,000 $1M $12.09 $112K
35 XRX 0.97% 250,000 $1M $5.27 $593K +100,000 +66.7%
36 MCFT 0.96% 70,000 $1M $18.58 $267K +10,000 +16.7%
37 UGI 0.96% 35,700 $1M $36.42 $120K
38 HAS 0.95% 17,600 $1M $73.82 $217K
39 HSBC 0.91% 20,300 $1M $60.79 $68K
40 AAPL 0.90% 6,000 $1M $205.17 -$102K
41 DELL 0.90% 10,000 $1M $122.60 $314K
42 ADT 0.89% 143,500 $1M $8.47 $47K
43 TKR 0.88% 16,600 $1M $72.55 $11K
44 CRD-A 0.88% 100,000 $1M $11.93
45 HOG 0.87% 50,000 $1M $23.60 -$82K
46 UTHR 0.87% 4,100 $1M $287.35 -$86K
47 CNHI 0.86% 89,930 $1M $12.96 $61K
48 BFH 0.86% 20,400 $1M $57.12 $144K
49 IVZ 0.85% 73,400 $1M $15.77 $44K
50 VZ 0.85% 26,720 $1M $43.27 -$56K
51 AOSL 0.85% 45,000 $1M $25.66 $409K +15,000 +50.0%
52 BEN 0.85% 48,400 $1M $23.85 $223K
53 MO 0.82% 19,100 $1M $58.63 -$27K
54 ESCA 0.82% 80,000 $1M $13.98 -$106K
55 ES 0.81% 17,400 $1M $63.62 $26K
56 BC 0.81% 20,000 $1M $55.24 $28K
57 CNA 0.80% 23,510 $1M $46.53 -$100K
58 F-PD 0.79% 99,700 $1M $10.85 $82K
59 AMGN 0.79% 3,870 $1M $279.21 -$125K
60 LEVI 0.79% 58,200 $1M $18.49 $169K
61 HBB 0.79% 60,000 $1M $17.89 -$92K
62 GPC 0.76% 8,500 $1M $121.31 $18K
63 OTEX 0.76% 35,300 $1M $29.20 $139K
64 WHR 0.75% 10,000 $1M $101.42 $113K
65 CVX 0.73% 6,970 $998K $143.19 -$168K
66 SIRI 0.73% 43,200 $992K $22.97 $18K
67 RELL 0.71% 100,000 $965K $9.65 -$151K
68 IGT 0.68% 58,600 $926K $15.81 -$26K
69 TWI 0.68% 90,000 $924K $10.27 $169K
70 DXC 0.68% 60,200 $920K $15.29 -$106K
71 DOW 0.66% 34,030 $901K $26.48 $14K +8,620 +33.9%
72 ASO 0.66% 20,000 $896K $44.81 -$16K
73 VTRS 0.66% 100,000 $893K $8.93 $22K
74 DENN 0.65% 215,000 $882K $4.10 $258K +45,000 +26.5%
75 SON 0.64% 20,000 $871K $43.56 -$74K
76 BLMN 0.63% 100,000 $861K $8.61 $502K +50,000 +100.0%
77 COLB 0.63% 36,800 $860K $23.38 -$57K
78 RCII 0.63% 34,200 $858K $25.10 $39K
79 BBY 0.63% 12,690 $852K $67.13 -$82K
80 WU 0.62% 100,000 $842K $8.42 -$216K
81 KHC 0.62% 32,600 $842K $25.82 -$150K
82 TAP 0.61% 17,300 $832K $48.09 -$221K
83 SWKS 0.61% 11,100 $827K $74.52 $110K
84 EMN 0.61% 11,050 $825K $74.66 -$149K
85 AES 0.61% 78,400 $825K $10.52 -$149K
86 CXT 0.59% 15,000 $808K $53.90 $38K
87 HPQ 0.59% 33,010 $807K $24.46 -$107K
88 UPS 0.59% 7,900 $797K $100.94 -$71K
89 HY 0.58% 19,900 $792K $39.78 -$35K
90 LYB 0.58% 13,660 $790K $57.86 -$171K
91 MAN 0.53% 17,810 $720K $40.40 -$311K
92 UWMC 0.53% 173,000 $716K $4.14 -$228K
93 IMXI 0.52% 70,000 $706K $10.09 -$177K
94 PLTK 0.51% 147,700 $699K $4.73 -$65K
95 WPP 0.49% 19,200 $672K $35.01 -$57K
96 SGA 0.48% 50,000 $650K $13.00 $26K
97 HOFT 0.47% 60,000 $635K $10.58 $32K
98 SPWH 0.46% 180,000 $621K $3.45 $442K
99 CAL 0.45% 50,000 $611K $12.22 -$250K
100 PII 0.45% 15,000 $610K $40.65 -$4K
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