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Mork Capital Management, LLC 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Mork Capital Management, LLC disclosed 109 US equity positions worth $145.1m in its Q3 2025 13F filing. The largest position was ANF at 2.7% of the reported book, followed by LNC and GOOGL. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 50 holdings.

← Q2 2025 · Q4 2025 →

What did Mork Capital Management, LLC own in Q3 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2.7%$3.8m45,000 0% held
2 LNC LINCOLN NATL CORP IND Financial Services 2.4%$3.5m86,680 0% held
3 GOOGL ALPHABET INC Communication Services 2.3%$3.4m14,000 0% held
4 2655957D PREMIER INC 2.3%$3.3m119,560 0% held
5 MCK MCKESSON CORP Healthcare 2.1%$3.1m4,000 0% held
6 CNR CORE NATURAL RESOURCES INC Energy 2.0%$2.9m34,890 0% held
7 AIR LEASE CORP 2.0%$2.9m45,000 0% held
8 MGA MAGNA INTL INC Consumer Cyclical 1.8%$2.6m54,000 0% held
9 KBH KB HOME Consumer Cyclical 1.8%$2.5m40,000 0% held
10 MET METLIFE INC Financial Services 1.7%$2.5m30,000 0% held
11 ACU ACME UTD CORP 1.7%$2.5m60,000 0% held
12 AN AUTONATION INC Consumer Cyclical 1.7%$2.4m11,000 0% held
13 BGC BGC GROUP INC Financial Services 1.6%$2.4m250,000 0% held
14 FDX FEDEX CORP Industrials 1.6%$2.4m10,000 0% held
15 GM GENERAL MTRS CO Consumer Cyclical 1.6%$2.3m38,300 0% held
16 CMCSA COMCAST CORP NEW Communication Services 1.5%$2.2m70,230 0% held
17 ODP1 THE ODP CORP 1.4%$2.1m75,000 0% held
18 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 1.4%$2.0m8,200 0% held
19 CI THE CIGNA GROUP Healthcare 1.3%$1.9m6,500 0% held
20 TEX TEREX CORP NEW Industrials 1.2%$1.8m35,000 0% held
21 DLX DELUXE CORP Industrials 1.2%$1.7m89,200 0% held
22 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1.2%$1.7m4,100 0% held
23 CVS CVS HEALTH CORP Healthcare 1.2%$1.7m22,500 0% held
24 MS MORGAN STANLEY Financial Services 1.2%$1.7m10,670 0% held
25 ARW ARROW ELECTRS INC Technology 1.2%$1.7m14,000 0% held
26 OI O-I GLASS INC Consumer Cyclical 1.2%$1.7m130,200 0% held
27 IVZ INVESCO LTD Financial Services 1.2%$1.7m73,400 0% held
28 GILD GILEAD SCIENCES INC Healthcare 1.1%$1.7m15,000 0% held
29 QCOM QUALCOMM INC Technology 1.1%$1.7m10,000 0% held
30 ALK ALASKA AIR GROUP INC Industrials 1.1%$1.6m32,600 0% held
31 ARCELORMITTAL SA LUXEMBOURG 1.1%$1.6m43,200 0% held
32 AAPL APPLE INC Technology 1.1%$1.5m6,000 0% held
33 PRU PRUDENTIAL FINL INC Financial Services 1.0%$1.5m14,600 0% held
34 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 1.0%$1.5m70,000 0% held
35 HSBC HSBC HLDGS PLC Financial Services 1.0%$1.4m20,300 0% held
36 DELL DELL TECHNOLOGIES INC Technology 1.0%$1.4m10,000 0% held
37 HOG HARLEY DAVIDSON INC Consumer Cyclical 1.0%$1.4m50,000 0% held
38 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 0.9%$1.4m55,000 0% held
39 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 0.9%$1.4m58,200 0% held
40 BMY BRISTOL-MYERS SQUIBB CO Healthcare 0.9%$1.4m30,000 0% held
41 XRAY DENTSPLY SIRONA INC Healthcare 0.9%$1.3m105,600 0% held
42 HAS HASBRO INC Consumer Cyclical 0.9%$1.3m17,600 0% held
43 OTEX OPEN TEXT CORP Technology 0.9%$1.3m35,300 0% held
44 BC BRUNSWICK CORP Consumer Cyclical 0.9%$1.3m20,000 0% held
45 MO ALTRIA GROUP INC Consumer Defensive 0.9%$1.3m19,100 0% held
46 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 0.9%$1.3m45,000 0% held
47 G GENPACT LIMITED Technology 0.9%$1.3m30,000 – new
48 ADT ADT INC DEL Industrials 0.9%$1.2m143,500 0% held
49 TKR TIMKEN CO Industrials 0.9%$1.2m16,600 0% held
50 ES EVERSOURCE ENERGY Utilities 0.9%$1.2m17,400 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.