Position
VALUEWORKS LLC in Mbia Inc
Back to the book · All holders of MBI
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 −$2.41M$7.16 → $5.91
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.06M | $14.8M | — | — | — | 3.9% |
| Q1 2026 | 1.93M | $11.4M | $5.91 | −$2.41M | −$936.6K | 3.1% |