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Asset Manager ← All Institutions

Mork Capital Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$144M
+6.0%
Holdings
110
+2
New Purchases
2
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
21.2%
Turnover
3.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
G 0.87% 0.00% +0.87% $1M
HELE 0.70% 0.00% +0.70% $1M
GOOGL 2.36% 1.81% +0.55% $3M
ODP 1.45% 1.00% +0.45% $2M
PINC 2.30% 1.93% +0.38% $3M
UTHR 1.19% 0.87% +0.33% $2M
IVZ 1.17% 0.85% +0.32% $2M
MGA 1.77% 1.53% +0.24% $3M
GM 1.62% 1.38% +0.23% $2M
CNR 2.02% 1.79% +0.23% $3M
LNC 2.42% 2.20% +0.22% $3M
KBH 1.76% 1.56% +0.21% $3M
UWMC 0.73% 0.53% +0.20% $1M
IMXI 0.68% 0.52% +0.16% $978K
OTEX 0.91% 0.76% +0.16% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GES 0.00% 0.98% -0.98% $0
CXT 0.00% 0.59% -0.59% $0
XRX 0.65% 0.97% -0.32% $940K
CMCSA 1.53% 1.84% -0.31% $2M
SIRO 0.93% 1.23% -0.30% $1M
CI 1.30% 1.58% -0.28% $2M
BGC 1.64% 1.88% -0.24% $2M
OI 1.17% 1.41% -0.24% $2M
TWI 0.47% 0.68% -0.21% $680K
WHR 0.54% 0.75% -0.20% $786K
HBB 0.60% 0.79% -0.19% $862K
CNHI 0.68% 0.86% -0.18% $976K
WPP 0.33% 0.49% -0.16% $481K
ARW 1.17% 1.31% -0.14% $2M
BLMN 0.50% 0.63% -0.14% $717K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $12M 8.3%
Large Cap 35 $51M 35.2%
Mid Cap 33 $51M 35.3%
Small Cap 26 $23M 16.0%
Micro Cap 9 $8M 5.3%

Portfolio Analytics

Avg Market Cap
$116.5B
Median Market Cap
$5.3B
Avg P/E
21.3
Median P/E
15.1
Avg Dividend Yield
0.04%
Avg Beta
0.99
# Stocks
110
# ETFs / Funds
0

Top Holdings (110 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ANF 2.67% 45,000 $4M $85.55 $122K
2 LNC 2.42% 86,680 $3M $40.33 $497K
3 GOOGL 2.36% 14,000 $3M $243.10 $936K
4 PINC 2.30% 119,560 $3M $27.80 $702K
5 MCK 2.14% 4,000 $3M $772.54 $159K
6 CNR 2.02% 34,890 $3M $83.48 $479K
7 AL 1.99% 45,000 $3M $63.65 $232K
8 MGA 1.77% 54,000 $3M $47.38 $474K
9 KBH 1.76% 40,000 $3M $63.64 $427K
10 MET 1.71% 30,000 $2M $82.37 $58K
11 ACU 1.71% 60,000 $2M $41.18 -$16K
12 AN 1.67% 11,000 $2M $218.77 $221K
13 BGC 1.64% 250,000 $2M $9.46 -$192K
14 FDX 1.63% 10,000 $2M $235.81 $85K
15 GM 1.62% 38,300 $2M $60.97 $450K
16 CMCSA 1.53% 70,230 $2M $31.42 -$300K
17 ODP 1.45% 75,000 $2M $27.85 $729K
18 ABG 1.39% 8,200 $2M $244.45 $48K
19 CI 1.30% 6,500 $2M $288.25 -$275K
20 TEX 1.24% 35,000 $2M $51.30 $161K
21 DLX 1.20% 89,200 $2M $19.36 $308K
22 UTHR 1.19% 4,100 $2M $419.21 $541K
23 CVS 1.18% 22,500 $2M $75.39 $144K
24 MS 1.18% 10,670 $2M $158.96 $193K
25 ARW 1.17% 14,000 $2M $121.00 -$90K
26 OI 1.17% 130,200 $2M $12.97 -$230K
27 IVZ 1.17% 73,400 $2M $22.94 $526K
28 GILD 1.15% 15,000 $2M $111.00 $2K
29 QCOM 1.15% 10,000 $2M $166.36 $71K
30 ALK 1.12% 32,600 $2M $49.78 $10K
31 MT 1.08% 43,200 $2M $36.15 $197K
32 AAPL 1.06% 6,000 $2M $254.63 $297K
33 PRU 1.05% 14,600 $2M $103.74 -$54K
34 MCFT 1.04% 70,000 $2M $21.46 $202K
35 HSBC 1.00% 20,300 $1M $70.98 $207K
36 DELL 0.98% 10,000 $1M $141.77 $192K
37 HOG 0.97% 50,000 $1M $27.90 $215K
38 DIN 0.94% 55,000 $1M $24.72 $21K
39 LEVI 0.94% 58,200 $1M $23.30 $280K
40 BMY 0.94% 30,000 $1M $45.10 -$36K
41 SIRO 0.93% 105,600 $1M $12.69 -$337K
42 HAS 0.93% 17,600 $1M $75.85 $36K
43 OTEX 0.91% 35,300 $1M $37.38 $289K
44 BC 0.88% 20,000 $1M $63.24 $160K
45 MO 0.87% 19,100 $1M $66.06 $142K
46 AOSL 0.87% 45,000 $1M $27.96 $104K
47 G 0.87% 30,000 $1M $41.89 +30,000 NEW
48 ADT 0.87% 143,500 $1M $8.71 $34K
49 TKR 0.87% 16,600 $1M $75.18 $44K
50 ES 0.86% 17,400 $1M $71.14 $131K
51 F-PD 0.83% 99,700 $1M $11.96 $111K
52 UGI 0.82% 35,700 $1M $33.26 -$113K
53 GPC 0.82% 8,500 $1M $138.60 $147K
54 VZ 0.81% 26,720 $1M $43.95 $18K
55 BFH 0.79% 20,400 $1M $55.77 -$28K
56 DENN 0.78% 215,000 $1M $5.23 $243K
57 BEN 0.78% 48,400 $1M $23.13 -$35K
58 CNA 0.76% 23,510 $1M $46.46 -$2K
59 AMGN 0.76% 3,870 $1M $282.20 $12K
60 CVX 0.75% 6,970 $1M $155.29 $84K
61 CRD-A 0.74% 100,000 $1M $10.70 -$123K
62 UWMC 0.73% 173,000 $1M $6.09 $337K
63 AES 0.72% 78,400 $1M $13.16 $207K
64 IGT 0.70% 58,600 $1M $17.25 $84K
65 HELE 0.70% 40,000 $1M $25.20 +40,000 NEW
66 ESCA 0.70% 80,000 $1M $12.57 -$113K
67 SIRI 0.70% 43,200 $1M $23.28 $13K
68 ASO 0.69% 20,000 $1M $50.02 $104K
69 VTRS 0.69% 100,000 $990K $9.90 $97K
70 RELL 0.68% 100,000 $979K $9.79 $14K
71 IMXI 0.68% 70,000 $978K $13.97 $272K
72 CNHI 0.68% 89,930 $976K $10.85 -$190K
73 BBY 0.67% 12,690 $960K $75.62 $108K
74 COLB 0.66% 36,800 $947K $25.74 $87K
75 XRX 0.65% 250,000 $940K $3.76 -$378K
76 HPQ 0.62% 33,010 $899K $27.23 $91K
77 PII 0.60% 15,000 $872K $58.13 $262K
78 HBB 0.60% 60,000 $862K $14.37 -$211K
79 SON 0.60% 20,000 $862K $43.09 -$9K
80 SWKS 0.59% 11,100 $854K $76.98 $27K
81 KHC 0.59% 32,600 $849K $26.04 $7K
82 DXC 0.57% 60,200 $821K $13.63 -$100K
83 RCII 0.56% 34,200 $808K $23.63 -$50K
84 WU 0.55% 100,000 $799K $7.99 -$43K
85 WHR 0.54% 10,000 $786K $78.60 -$228K
86 TAP 0.54% 17,300 $783K $45.25 -$49K
87 DOW 0.54% 34,030 $780K $22.93 -$121K
88 HY 0.51% 19,900 $734K $36.86 -$58K
89 BLMN 0.50% 100,000 $717K $7.17 -$144K
90 ENR 0.49% 28,260 $703K $24.89 $134K
91 EMN 0.48% 11,050 $697K $63.05 -$128K
92 TWI 0.47% 90,000 $680K $7.56 -$244K
93 MAN 0.47% 17,810 $675K $37.90 -$45K
94 LYB 0.46% 13,660 $670K $49.04 -$120K
95 SCVL 0.46% 32,000 $665K $20.79 $67K
96 UPS 0.46% 7,900 $660K $83.53 -$138K
97 CAL 0.45% 50,000 $652K $13.04 $41K
98 SGA 0.43% 50,000 $622K $12.44 -$28K
99 HOFT 0.42% 60,000 $609K $10.15 -$26K
100 PLTK 0.40% 147,700 $575K $3.89 -$124K

New Positions

SymbolValue% Port
G $1M 0.87%
HELE $1M 0.70%

Sold Out Positions

SymbolValue% Port
CXT —%
GES —%
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