13F

Position

VALUEWORKS LLC in Chord Energy Corp

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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 $8.24M$92.70$142.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025167.4K$15.5M4.1%
Q1 2026166.6K$23.7M$142.18$8.24M−$74.5K6.5%