Mork Capital Management, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Mork Capital Management, LLC maintained a portfolio of 133 distinct positions. They heavily accumulated shares in DINE BRANDS GLOBAL I, increasing their position by 72.7%. Conversely, Mork Capital Management, LLC completely exited their position in PREMIER INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
133
Quarter
2025 Q4
Top Holding
ANF (3.5%)
Top 10 Concentration
21.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 133
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ANF
ABERCROMBIE & F...
Consumer Cyclical 3.46% 2.65% #1
Prev: #1
4.4 no change no change
P
S
45,000 $5,664,150 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.68% 2.35% #2 1
Prev: #3
3.6 no change no change
P
S
14,000 $4,382,000 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNC
LINCOLN NATL CO...
Financial Services 2.36% 2.41% #3 1
Prev: #2
2.9 no change no change
P
S
86,680 $3,859,860 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Healthcare 2.00% 2.13% #4 1
Prev: #5
2.3 no change no change
P
S
4,000 $3,281,160 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 1.90% 1.61% #5 10
Prev: #15
2.3 no change no change
P
S
38,300 $3,114,556 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNR
CORE NATURAL RE...
Energy 1.89% 2.01% #6
Prev: #6
1.8 no change no change
P
S
34,890 $3,088,114 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DIN
DINE BRANDS GLO...
Consumer Cyclical 1.86% 0.94% #7 31
Prev: #38
3.7 40,000 72.7%
P
S
95,000 $3,053,300 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AL
AIR LEASE CORP
Industrials 1.76% 1.97% #8 1
Prev: #7
1.7 no change no change
P
S
45,000 $2,890,350 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP
Industrials 1.76% 1.62% #9 5
Prev: #14
1.7 no change no change
P
S
10,000 $2,888,600 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGA
MAGNA INTL INC
Consumer Cyclical 1.76% 1.76% #10 2
Prev: #8
1.7 no change no change
P
S
54,000 $2,878,200 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACU
ACME UTD CORP
Consumer Defensive 1.48% 1.70% #11
Prev: #11
1.6 no change no change
P
S
60,000 $2,418,600 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
Financial Services 1.45% 1.70% #12 2
Prev: #10
1.6 no change no change
P
S
30,000 $2,368,200 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AN
AUTONATION INC
Consumer Cyclical 1.39% 1.66% #13 1
Prev: #12
1.6 no change no change
P
S
11,000 $2,271,280 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KBH
KB HOME
Consumer Cyclical 1.38% 1.75% #14 5
Prev: #9
1.6 no change no change
P
S
40,000 $2,256,400 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BGC
BGC GROUP INC
Financial Services 1.36% 1.63% #15 2
Prev: #13
1.5 no change no change
P
S
250,000 $2,232,500 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 1.28% 1.52% #16
Prev: #16
1.5 no change no change
P
S
70,230 $2,099,175 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UTHR
UNITED THERAPEU...
Healthcare 1.22% 1.18% #17 5
Prev: #22
1.5 no change no change
P
S
4,100 $1,997,725 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SON
SONOCO PRODS CO
Consumer Cyclical 1.20% 0.59% #18 62
Prev: #80
3.5 25,130 125.6%
P
S
45,130 $1,969,473 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MT
ARCELORMITTAL S...
Basic Materials 1.20% 1.08% #19 12
Prev: #31
1.5 no change no change
P
S
43,200 $1,968,624 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVZ
INVESCO LTD
Financial Services 1.18% 1.16% #20 7
Prev: #27
1.5 no change no change
P
S
73,400 $1,928,218 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OI
O-I GLASS INC
Consumer Cyclical 1.17% 1.16% #21 5
Prev: #26
1.5 no change no change
P
S
130,200 $1,921,752 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABG
ASBURY AUTOMOTI...
Consumer Cyclical 1.16% 1.38% #22 4
Prev: #18
1.5 no change no change
P
S
8,200 $1,906,746 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 1.16% 1.17% #23 1
Prev: #24
1.5 no change no change
P
S
10,670 $1,894,245 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEX
TEREX CORP NEW
Industrials 1.14% 1.24% #24 4
Prev: #20
1.5 no change no change
P
S
35,000 $1,868,300 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CI
THE CIGNA GROUP
Healthcare 1.09% 1.29% #25 6
Prev: #19
1.4 no change no change
P
S
6,500 $1,788,995 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 2.29%
Sold All 😨
(Was: #4)
0.0 -119,560 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ODP
THE ODP CORP
Consumer Cyclical 0.00% 1.44%
Sold All 😨
(Was: #17)
0.0 -75,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 0.00% 1.15%
Sold All 😨
(Was: #28)
0.0 -15,000 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UWMC
UWM HOLDINGS CO...
Financial Services 0.00% 0.73%
Sold All 😨
(Was: #62)
0.0 -173,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IGT
BRIGHTSTAR LOTT...
Unknown 0.00% 0.70%
Sold All 😨
(Was: #64)
0.0 -58,600 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.67%
Sold All 😨
(Was: #72)
0.0 -89,930 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PII
POLARIS INC
Consumer Cyclical 0.00% 0.60%
Sold All 😨
(Was: #77)
0.0 -15,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.60%
Sold All 😨
(Was: #78)
0.0 -105,800 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TAP
MOLSON COORS BE...
Consumer Defensive 0.00% 0.54%
Sold All 😨
(Was: #87)
0.0 -17,300 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.54%
Sold All 😨
(Was: #88)
0.0 -34,030 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HY
HYSTER-YALE INC
Industrials 0.00% 0.51%
Sold All 😨
(Was: #89)
0.0 -19,900 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAN
MANPOWERGROUP I...
Industrials 0.00% 0.47%
Sold All 😨
(Was: #94)
0.0 -17,810 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTK
PLAYTIKA HLDG C...
Communication Services 0.00% 0.40%
Sold All 😨
(Was: #101)
0.0 -147,700 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPWH
SPORTSMANS WHSE...
Consumer Cyclical 0.00% 0.34%
Sold All 😨
(Was: #102)
0.0 -180,000 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WPP
WPP PLC NEW
Communication Services 0.00% 0.33%
Sold All 😨
(Was: #103)
0.0 -19,200 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSQ
TOWNSQUARE MEDI...
Communication Services 0.00% 0.28%
Sold All 😨
(Was: #105)
0.0 -60,000 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFE
NEW FORTRESS EN...
Energy 0.00% 0.11%
Sold All 😨
(Was: #108)
0.0 -69,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 133 holdings

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