Position
VALUEWORKS LLC in Hyster-Yale, Inc.
Back to the book · All holders of HY
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $1.11M$29.71 → $32.51
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 399.3K | $11.9M | — | — | — | 3.1% |
| Q1 2026 | 395.4K | $12.9M | $32.51 | $1.11M | −$117.7K | 3.5% |