Position
VALUEWORKS LLC in Cheniere Energy, Inc.
Back to the book · All holders of LNG
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 $680.6K$194.39 → $283.74
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 18.3K | $3.56M | — | — | — | 0.9% |
| Q1 2026 | 7.62K | $2.16M | $283.74 | $680.6K | −$2.08M | 0.6% |