Past Periods — ValueWorks

Capital Appreciation

Cap app 1q 2024

cap app 4q 2023

cap app 3q 2023

Cap app 2q 2023

Cap App 1Q 2023

Cap app 4q 2022

cap app 3q 2022

Cap app 2q 2022

Cap app 1Q 2022

Cap App 4Q 2021

Cap App 3Q 2021

Cap app 2q 2021

Cap app 1q 2021

Cap app 4q 2020

cap app 3q 2020

cap app 2q 2020

cap app 1q 2020

cap app 4q 2019

Cap app 2q 2019

Cap app 1q 2019

Cap app q4 2018

cap app q3 2018

cap app q2 2018

cap app q1 2018

Cap app q4 2017

CAP APP Q3 2017

CAP APP Q2 2017

CAP APP Q1 2017

CAP APP Q4 2016

CAP APP Q3 2016

CAP APP Q2 2016

CAP APP Q1 2016

CAP APP Q4 2015

CAP APP Q3 2015

CAP APP Q2 2015

CAP APP Q1 2015

CAP APP Q4 2014

CAP APP Q3 2014

CAP APP Q2 2014

Cap App Q1 2014

Cap App q4 2013

Cap App Q3 2013

Cap App Q2 2013

Cap App Q1 2013

Cap App Q4 2012

Cap App Q3 2012

Cap App Q2 2012

Cap App Q1 2012

Cap app q4 2011

Cap App q3 2011

Cap App q2 2011

Cap App q1 2011

Cap App Q4 2010

Cap App Q3 2010

Cap App q2 2010

Cap App Q1 2010

Cap App q4 2009

Cap App q3 2009

Cap App q2 2009

Cap App q1 2009

Cap App q4 2008

Cap App q3 2008

Cap App q2 2008

Cap app q1 2008

Cap App q4 2007

Cap App q3 2007

Cap App q2 2007

Cap App q1 2007

Cap App q4 2006

Cap App q3 2006

Cap App q2 2006

Cap App q1 2006

Cap App q4 2005

Cap App q3 2005

Cap App q2 2005

Cap App q1 2005

Cap App q4 2004

Cap App q3 2004

Cap App q2 2004

Cap App q1 2004

Cap App q4 2003

Cap App q3 2003

Cap App Q2 2003

Cap App q1 2003

Cap App q4 2002

Cap App q3 2002

Balanced

balanced 1q 2024

balanced 4q 2023

balanced 3q 2023

balanced 2q 2023

Balanced 1Q 2023

balanced 4q 2022

balanced 3q 2022

balanced 2q 2022

Balanced 1Q 2022

Balanced 4q 2021

Balanced 3q 2021

Balanced 2Q 2021

Balanced 1q 2021

balanced 4q 2020

balanced 3q 2020

balanced 2q 2020

balanced 1q 2020

Balanced 4q 2019

balanced 3q 2019

balanced 2q 2019

balanced q1 2019

balanced q4 2018

balanced q3 2018

balanced q2 2018

balanced q1 2018

balanced q4 2017

BALANCED Q3 2017

BALANCED Q2 2017

BALANCED Q1 2017

BALANCED Q4 2016

BALANCED Q3 2016

BALANCED Q2 2016

BALANCED Q1 2016

BALANCED Q4 2015

BALANCED Q3 2015

BALANCED Q2 2015

BALANCED Q1 2015

BALANCED Q4 2014

BALANCED Q3 2014

BALANCED Q2 2014

Balanced Q1 2014

Balanced Q4 2013

Balanced Q3 2013

Balanced q2 2013

Balanced Q1 2013

Balanced q4 2012

Balanced q3 2012

Balanced q2 2012

Balanced q1 2012

Balanced q4 2011

Balanced q3 2011

Balanced q2 2011

Balanced q1 2011

Balanced q4 2010

Balanced q3 2010

Balanced q2 2010

Balanced q1 2010

Balanced q4 2009

Balanced q3 2009

Balanced q2 2009

Balanced q1 2009

Balanced q4 2008

Balanced q3 2008

Balanced q2 2008

Balanced q1 2008

Balanced q4 2007

Balanced q3 2007

Balanced q2 2007

Balanced q1 2007

Balanced q4 2006

Balanced q3 2006

Balanced q2 2006

Balanced Q1 2006

Balanced q4 2005

Balanced q3 2005

Balanced q2 2005

Balanced q1 2005

Balanced q4 2004

Balanced q3 2004

Balanced q2 2004

Balanced q1 2004

Balanced q4 2003

Balanced q3 2003

Balanced q2 2003

Balanced q1 2003

balanced q4 2002

Balanced q3 2002

Newsletter

newsletter 1q 2024

newsletter 4q 2023

newsletter 3q 2023

newsletter 2q 2023

Newsletter 1Q 2023

Newsletter 4q 2022

Newsletter 3q 2022

newsletter 2q 2022

Newsletter 1Q 2022

Newsletter 4q 2021

newsletter 3q 2021

Newsletter 2Q 2021

Newsletter 1Q 2021

newsletter 4q 2020

newsletter 3q 2020

newsletter 2q 2020

newsletter 1q 2020

newsletter q4 2019

newsletter q3 2019

newsletter q2 2019

newsletter q1 2019

special market bulletin - 3/5/19

newsletter q4 2018

newsletter q3 2018

newsletter q2 2018

newsletter q1 2018

newsletter q4 2017

NEWSLETTER q3 2017

NEWSLETTER Q2 2017

NEWSLETTer Q1 2017

NEWSLETTER Q4 2016

NEWSLETTER Q3 2016

NEWSLETTER Q2 2016

NEWSLETTER Q1 2016

special market bulletin 3-16-16

NEWSLETTER Q4 2015

NEWSLETTER Q3 2015

NEWSLETTER Q2 2015

NEWSLETTER Q1 2015

NEWSLETTER Q4 2014

NEWSLETTER Q3 2014

NEWSLETTER Q2 2014

Newsletter Q1 2014

Newsletter Q4 2013

Newsletter q3 2013

Newsletter q2 2013

Newsletter q1 2013

Newsletter q4 2012

Newsletter q3 2012

Newsletter q2 2012

Newsletter q1 2012

Newslett q4 2011

Newslett q3 2011

Newslett q2 2011

Newslett q1 2011

Newslett q4 2010

Newslett q3 2010

Newslett q2 2010

Newslett q1 2010

Newslett q4 2009

NEwslett q3 2009

Newslett q2 2009

Newslett q1 2009

Newslett q4 2008

special market bulletin 10-16-08

Newslett q3 2008

special market bulletin 9-15-08

Newslett q2 2008

Newslett q1 2008

Newslett q4 2007

NEwslett q3 2007

Newslett q2 2007

Newslett q1 2007

Newslett q4 2006

Newslett q3 2006

Newslett q2 2006

Newslett q1 2006

Newslett q4 2005

Newslett q3 2005

NEwslett q2 2005

Newslett q1 2005

Newslett q4 2004

Newslett q3 2004

NEwslett q2 2004

Newslett q1 2004

Newslett q4 2003

Newslett q3 2003

NEwslett q2 2003

Newslett q1 2003

Newslett q4 2002

Newslett q3 2002

Long-Biased

Long bsd jun 2024

Long Bsd May 2024

Long bsd apr 2024

Long bsd mar 2024

Long bsd feb 2024

long bsd jan 2024

long bsd dec 2023

Long bsd nov 2023

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Long Bsd Sep 2023

long bsd aug 2023

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long bsd jun 2023

Long bsd may 2023

Long bsd apr 2023

Long bsd mar 2023

long bsd feb 2023

long bsd jan 2023

Long bsd dec 2022

long bsd nov 2022

Long bsd oct 2022

long bsd sep 2022

Long bsd Aug 2022

Long bsd Jul 2022

Long bsd Jun 2022

long bsd may 2022

Long bsd apr 2022

Long Bsd Mar 2022

Long bsd Feb 2022

Long bsd Jan 2022

Long Bsd Dec 2021

Long bsd nov 2021

Long BSD Oct 2021

Long bsd sep 2021

Long Bsd Aug 2021

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long bsd jun 2021

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Long BSD APR 2021

Long bsd mar 2021

long bsd feb 2021

long bsd jan 2021

long bsd dec 2020

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long bsd July 2020

long bsd June 2020

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long bsd apr 2020

long bsd mar 2020

long bsd feb 2020

long bsd jan 2020

long bsd dec 2019

long bsd nov 2019

long bsd oct 2019

long bsd sep 2019

long bsd aug 2019

long bsd July 2019

long bsd June 2019

long bsd may 2019

long bsd apr 2019

long bsd mar 2019

long bsd feb 2019

long bsd jan 2019

long bsd dec 2018

long bsd nov 2018

long bsd oct 2018

long bsd sep 2018

long bsd aug 2018

long BSD July 2018

LONG BSD June 2018

long bsd may 2018

long bsd apr 2018

long bsd mar 2018

long bsd feb 2018

LONG BSD JAN 2018

LONG BSD DEC 2017

LONG BSD NOV 2017

LONG BSD OCT 2017

LONG BSD SEP 2017

LONG BSD AUG 2017

LONG BSD JUL '17

LONG BSD JUN '17

LONG BSD MAY '17

LONG BSD APR '17

long bsd mar '17

LONG BSD FEB '17

LONG BSD JAN '17

LONG BSD DEC '16

LONG BSD NOV '16

LONG BSD OCT '16

LONG BSD SEP '16

Long BSD Aug '16

LONG BSD JUL '16

LONG BSD JUN '16

LONG BSD MAY '16

LONG BSD APR '16

LONG BSD MAR '16

LONG BSD FEB '16

LONG BSD JAN '16

LONG BSD DEC '15

LONG BSD NOV '15

LONG BSD OCT '15

LONG BSD SEP '15

LONG BSD AUG '15

LONG BSD JUL '15

LONG BSD JUN '15

LONG BSD MAY '15

LONG BSD APR '15

LONG BSD MAR '15

LONG BSD FEB '15

LONG BSD JAN '15

Long Bsd DEC '14

LONG BSD NOV '14

LONG BSD OCT '14

LONG BSD SEP '14

Long Bsd Aug '14

Long Bsd Jul '14

Long Bsd Jun '14

Long bsd May '14

Long bsd Aug '12

Long bsd Jul '12

Long BSD Jun '12

Long bsd May '12

Long bsd Apr '12

Long bsd Mar '12

Long bsd Jan '12

Long bsd Dec '11

Long Bsd Nov '11

Long bsd Sep '11

Long bsd Apr '11

Long bsd Mar '11

Long BSD Feb '11

Long BSD Jan '11

Long BSD Nov '10

Long BSD Sep '10

Long BSD Aug '10

Long BSD July '10

Long BSD May '10

Long BSD Apr '10

Long BSD Mar '10

Long BSD Feb '10

Long BSD Jan '10