MondegarAI
Mork Capital Management, LLC

Q3 2025 · 13F-HR

Mork Capital Management, LLCholdings as filed

Filed 2025-11-14 · accession 0001626494-25-000017

$145.1M
Reported value
109
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Mork Capital Management, LLC · Q3 2025

AI · grounded in 13F

Mork Capital Management, LLC initiated a new position in Abercrombie & Fitch Co ANF valued at $3.8M. The fund also established new stakes in Lincoln Natl Corp Ind LNC for $3.5M and Alphabet Inc GOOGL for $3.4M. Additional new positions include Premier Inc 2655957D and McKesson Corp MCK.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
002896207ANFABERCROMBIE & FITCH CO$3.8M2.65%45,000CommonNONE
534187109LNCLINCOLN NATL CORP IND$3.5M2.41%86,680CommonNONE
02079K305GOOGLALPHABET INC$3.4M2.35%14,000CommonNONE
74051N1022655957DPREMIER INC$3.3M2.29%119,560CommonNONE
58155Q103MCKMCKESSON CORP$3.1M2.13%4,000CommonNONE
218937100CNRCORE NATURAL RESOURCES INC$2.9M2.01%34,890CommonNONE
00912X302ALAIR LEASE CORP$2.9M1.97%45,000CommonNONE
559222401MGAMAGNA INTL INC$2.6M1.76%54,000CommonNONE
48666K109KBHKB HOME$2.5M1.75%40,000CommonNONE
59156R108METMETLIFE INC$2.5M1.70%30,000CommonNONE
004816104ACUACME UTD CORP$2.5M1.70%60,000CommonNONE
05329W102ANAUTONATION INC$2.4M1.66%11,000CommonNONE
088929104BGCBGC GROUP INC$2.4M1.63%250,000CommonNONE
31428X106FDXFEDEX CORP$2.4M1.62%10,000CommonNONE
37045V100GMGENERAL MTRS CO$2.3M1.61%38,300CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.2M1.52%70,230CommonNONE
88337F105ODP1THE ODP CORP$2.1M1.44%75,000CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$2.0M1.38%8,200CommonNONE
125523100CITHE CIGNA GROUP$1.9M1.29%6,500CommonNONE
880779103TEXTEREX CORP NEW$1.8M1.24%35,000CommonNONE
248019101DLXDELUXE CORP$1.7M1.19%89,200CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.7M1.18%4,100CommonNONE
126650100CVSCVS HEALTH CORP$1.7M1.17%22,500CommonNONE
617446448MSMORGAN STANLEY$1.7M1.17%10,670CommonNONE
042735100ARWARROW ELECTRS INC$1.7M1.17%14,000CommonNONE
67098H104OIO-I GLASS INC$1.7M1.16%130,200CommonNONE
G491BT108IVZINVESCO LTD$1.7M1.16%73,400CommonNONE
375558103GILDGILEAD SCIENCES INC$1.7M1.15%15,000CommonNONE
747525103QCOMQUALCOMM INC$1.7M1.15%10,000CommonNONE
011659109ALKALASKA AIR GROUP INC$1.6M1.12%32,600CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$1.6M1.08%43,200CommonNONE
037833100AAPLAPPLE INC$1.5M1.05%6,000CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.5M1.04%14,600CommonNONE
57637H103MCFTMASTERCRAFT BOAT HLDGS INC$1.5M1.04%70,000CommonNONE
404280406HSBCHSBC HLDGS PLC$1.4M0.99%20,300CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.98%10,000CommonNONE
412822108HOGHARLEY DAVIDSON INC$1.4M0.96%50,000CommonNONE
254423106DINDINE BRANDS GLOBAL INC$1.4M0.94%55,000CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$1.4M0.93%58,200CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M0.93%30,000CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$1.3M0.92%105,600CommonNONE
418056107HASHASBRO INC$1.3M0.92%17,600CommonNONE
683715106OTEXOPEN TEXT CORP$1.3M0.91%35,300CommonNONE
117043109BCBRUNSWICK CORP$1.3M0.87%20,000CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.87%19,100CommonNONE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$1.3M0.87%45,000CommonNONE
G3922B107GGENPACT LIMITED$1.3M0.87%30,000CommonNONE
00090Q103ADTADT INC DEL$1.2M0.86%143,500CommonNONE
887389104TKRTIMKEN CO$1.2M0.86%16,600CommonNONE
30040W108ESEVERSOURCE ENERGY$1.2M0.85%17,400CommonNONE
345370860FFORD MTR CO$1.2M0.82%99,700CommonNONE
902681105UGIUGI CORP NEW$1.2M0.82%35,700CommonNONE
372460105GPCGENUINE PARTS CO$1.2M0.81%8,500CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.81%26,720CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$1.1M0.78%20,400CommonNONE
24869P104DENNDENNYS CORP$1.1M0.77%215,000CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.1M0.77%48,400CommonNONE
126117100CNACNA FINL CORP$1.1M0.75%23,510CommonNONE
031162100AMGNAMGEN INC$1.1M0.75%3,870CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.75%6,970CommonNONE
224633206CRD/ACRAWFORD & CO$1.1M0.74%100,000CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$1.1M0.73%173,000CommonNONE
00130H105AESAES CORP$1.0M0.71%78,400CommonNONE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$1.0M0.70%58,600CommonNONE
G4388N106HELEHELEN OF TROY LTD$1.0M0.69%40,000CommonNONE
296056104ESCAESCALADE INC$1.0M0.69%80,000CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$1.0M0.69%43,200CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$1.0M0.69%20,000CommonNONE
92556V106VTRSVIATRIS INC$990,0000.68%100,000CommonNONE
763165107RELLRICHARDSON ELECTRS LTD$979,0000.67%100,000CommonNONE
46005L101IMXIINTERNATIONAL MNY EXPRESS IN$977,9000.67%70,000CommonNONE
N20944109CNHCNH INDL N V$975,7410.67%89,930CommonNONE
086516101BBYBEST BUY INC$959,6180.66%12,690CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$947,2320.65%36,800CommonNONE
98421M106XRXXEROX HOLDINGS CORP$940,0000.65%250,000CommonNONE
40434L105HPQHP INC$898,8620.62%33,010CommonNONE
731068102PIIPOLARIS INC$871,9500.60%15,000CommonNONE
G0250X107AMCRAMCOR PLC$865,4440.60%105,800CommonNONE
40701T104HBBHAMILTON BEACH BRANDS HLDG C$862,2000.59%60,000CommonNONE
835495102SONSONOCO PRODS CO$861,8000.59%20,000CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$854,4780.59%11,100CommonNONE
500754106KHCKRAFT HEINZ CO$848,9040.58%32,600CommonNONE
23355L106DXCDXC TECHNOLOGY CO$820,5260.57%60,200CommonNONE
76009N100UPBDUPBOUND GROUP INC$808,1460.56%34,200CommonNONE
959802109WUWESTERN UN CO$799,0000.55%100,000CommonNONE
963320106WHRWHIRLPOOL CORP$786,0000.54%10,000CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$782,8250.54%17,300CommonNONE
260557103DOWDOW INC$780,3080.54%34,030CommonNONE
449172105HYHYSTER-YALE INC$733,5140.51%19,900CommonNONE
094235108BLMNBLOOMIN BRANDS INC$717,0000.49%100,000CommonNONE
29272W109ENRENERGIZER HLDGS INC NEW$703,3910.48%28,260CommonNONE
277432100EMNEASTMAN CHEM CO$696,7030.48%11,050CommonNONE
88830M102TWITITAN INTL INC ILL$680,4000.47%90,000CommonNONE
56418H100MANMANPOWERGROUP INC WIS$674,9990.47%17,810CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$669,8860.46%13,660CommonNONE
824889109SCVLSHOE CARNIVAL INC$665,2800.46%32,000CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$659,8870.45%7,900CommonNONE
129500104CALCALERES INC$652,0000.45%50,000CommonNONE
786598300SGASAGA COMMUNICATIONS INC$622,0000.43%50,000CommonNONE
439038100HOFTHOOKER FURNISHINGS CORPORATI$609,0000.42%60,000CommonNONE
72815L107PLTKPLAYTIKA HLDG CORP$574,5530.40%147,700CommonNONE
84920Y106SPWHSPORTSMANS WHSE HLDGS INC$498,6000.34%180,000CommonNONE
92937A102WPPWPP PLC NEW$480,9600.33%19,200CommonNONE
G38327105GPRKGEOPARK LTD$445,9000.31%70,000CommonNONE
892231101TSQTOWNSQUARE MEDIA INC$403,2000.28%60,000CommonNONE
00081T108ACCOACCO BRANDS CORP$399,0000.27%100,000CommonNONE
00164V103AMCXAMC NETWORKS INC$288,4000.20%35,000CommonNONE
644393100NFENEW FORTRESS ENERGY INC$152,9320.11%69,200CommonNONE
05580M108RILYB. RILEY FINANCIAL INC$149,3750.10%25,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.