VALUEWORKS LLC CBL — CBL & Associates Properties Inc.

Ownership history in VALUEWORKS LLC  ·  16 quarters on record

AI Ownership Summary

VALUEWORKS LLC reported CBL & Associates Properties Inc. (CBL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.14% in 2025 Q1. The latest visible filing shows CBL at 3.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALUEWORKS LLC's position in CBL & Associates Properties Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBL was reported at 3.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBL stock page VALUEWORKS LLC fund profile VALUEWORKS LLC full holdings
How VALUEWORKS LLC held CBL — position size vs. price
% of Fund (quarterly)    CBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 310,523 -1,292 -0.4% 3.02% $11.5M 2026-02-14 (Est.) $34.49
2025 Q3 REDUCED — — — 311,815 -1,627 -0.5% 2.78% $9.5M 2025-11-14 $31.49
2025 Q2 REDUCED — — — 313,442 -260 -0.1% 2.62% $8.0M 2025-08-12 $28.39
2025 Q1 ADDED — — — 313,702 +709 +0.2% 3.14% $8.3M 2025-05-14 $23.67
2024 Q4 REDUCED — — — 312,993 -14,644 -4.5% 3.06% $9.2M 2025-02-14 $29.79
2024 Q3 REDUCED — — — 327,637 -440 -0.1% 2.63% $8.3M 2024-11-14 $24.29
2024 Q2 ADDED — — — 328,077 +437 +0.1% 2.38% $7.7M 2024-08-12 $22.43
2024 Q1 REDUCED — — — 327,640 -440 -0.1% 2.44% $7.5M 2024-05-13 $18.85
2023 Q4 REDUCED — — — 328,080 -225 -0.1% 2.72% $8.0M 2024-02-13 $19.35
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBL

As of 2026 Q1 — sorted by position size

Beverly Hills Private Wealth, LLC 3Y 1.45% Avise Financial Cooperative, Inc. 0.65% AM INVESTMENT STRATEGIES LLC 3Y 0.33% Wealthstar Advisors, LLC 3Y 7Y 0.21% MEEDER ASSET MANAGEMENT INC 3Y 7Y 0.05% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.03% NBC SECURITIES, INC. 0.02% AlphaQuest LLC 0.02% OPPENHEIMER & CO INC 3Y 7Y 0.02% Brooklyn Investment Group 0.01%

FAQ About VALUEWORKS LLC and CBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALUEWORKS LLC reported owning CBL?

VALUEWORKS LLC reported CBL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CBL position in VALUEWORKS LLC's portfolio?

The largest reported portfolio weight for CBL was 3.14% in 2025 Q1.

What is the latest reported CBL position on this page?

The most recent filing on this page is 2025 Q4, when VALUEWORKS LLC reported 310,523 shares, equal to 3.02% of portfolio, with an estimated market value of $11.5M.

What does the chart on this CBL ownership page compare?

The chart compares VALUEWORKS LLC's quarterly CBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VALUEWORKS LLC time their CBL position?

Based on 13F filing dates vs. subsequent CBL price moves, VALUEWORKS LLC correctly timed 7 out of 14 reported position changes (50%).

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