MORK CAPITAL MANAGEMENT
MORK CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for MORK CAPITAL MANAGEMENT last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
132 MILL STREETSUITE 204
HEALDSBURG
CA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 707-431-1057, Fax: 707-431-7562
Websites
Chief Compliance Officer
PETER MORK
PORTFOLIO MANAGER
132 MILL STREET
SUITE 204
HEALDSBURG
CA
United States
Tel:
707-385-1112
P****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MCAPM, LP | LONG ONLY FUND | $146.1M | $0.5M | 78 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORK, MICHAEL, PAUL | Individual | – | OWNER & MANAGING MEMBER | 05/2015 | > 75% |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| FEDEX CORP | COM | 3M | 10K | – |
| KB HOME | COM | 3M | 40K | – |
| ALPHABET INC | CAP STK CL A | 3M | 14K | – |
| TAPESTRY INC | COM | 2M | 55K | – |
| MCKESSON CORP | COM | 2M | 4K | – |
| PREMIER INC | CL A | 2M | 120K | – |
| THE CIGNA GROUP | COM | 2M | 7K | – |
| AIR LEASE CORP | CL A | 2M | 45K | – |
| ACME UTD CORP | COM | 2M | 60K | – |
| BGC GROUP INC | CL A | 2M | 250K | – |
| QUALCOMM INC | COM | 2M | 10K | – |
| THE ODP CORP | COM | 2M | 50K | – |
| TEREX CORP NEW | COM | 2M | 35K | – |
| ASBURY AUTOMOTIVE GROUP INC | COM | 2M | 8K | – |
| ALPHA & OMEGA SEMICONDUCTOR | SHS | 2M | 50K | – |
| AUTONATION INC | COM | 2M | 11K | – |
| PRUDENTIAL FINL INC | COM | 2M | 15K | – |
| ARROW ELECTRS INC | COM | 2M | 14K | – |
| CALERES INC | COM | 2M | 50K | – |
| BLOOMIN BRANDS INC | COM | 2M | 85K | – |
| METLIFE INC | COM | 2M | 22K | – |
| ARCH RESOURCES INC | CL A | 2M | 10K | – |
| NRG ENERGY INC | COM NEW | 1M | 19K | – |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 1M | 9K | – |
| BRUNSWICK CORP | COM | 1M | 20K | – |
| O-I GLASS INC | COM | 1M | 130K | – |
| DINE BRANDS GLOBAL INC | COM | 1M | 40K | – |
| DELL TECHNOLOGIES INC | CL C | 1M | 10K | – |
| TIMKEN CO | COM | 1M | 17K | – |
| ALASKA AIR GROUP INC | COM | 1M | 33K | – |
| UNITED THERAPEUTICS CORP DEL | COM | 1M | 4K | – |
| DT MIDSTREAM INC | COMMON STOCK | 1M | 18K | – |
| CORNING INC | COM | 1M | 33K | – |
| APPLE INC | COM | 1M | 6K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 30K | – |
| RICHARDSON ELECTRS LTD | COM | 1M | 100K | – |
| SHOE CARNIVAL INC | COM | 1M | 32K | – |
| POLARIS INC | COM | 1M | 15K | – |
| ONEOK INC NEW | COM | 1M | 14K | – |
| HP INC | COM | 1M | 33K | – |
| MAIN STR CAP CORP | COM | 1M | 23K | – |
| DXC TECHNOLOGY CO | COM | 1M | 60K | – |
| LINCOLN NATL CORP IND | COM | 1M | 37K | – |
| MASTERCRAFT BOAT HLDGS INC | COM | 1M | 60K | – |
| VISTA OUTDOOR INC | COM | 1M | 30K | – |
| TRAVEL PLUS LEISURE CO | COM | 1M | 25K | – |
| JANUS HENDERSON GROUP PLC | ORD SHS | 1M | 33K | – |
| ESCALADE INC | COM | 1M | 80K | – |
| VERIZON COMMUNICATIONS INC | COM | 1M | 27K | – |
| INVESCO LTD | SHS | 1M | 73K | – |
| AMGEN INC | COM | 1M | 3K | – |
| CNA FINL CORP | COM | 1M | 24K | – |
| EASTMAN CHEM CO | COM | 1M | 11K | – |
| GENERAL MTRS CO | COM | 1M | 23K | – |
| BEST BUY INC | COM | 1M | 13K | – |
| ACADEMY SPORTS & OUTDOORS IN | COM | 1M | 20K | – |
| VIATRIS INC | COM | 1M | 100K | – |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 1M | 34K | – |
| CHEVRON CORP NEW | COM | 1M | 7K | – |
| MORGAN STANLEY | COM NEW | 1M | 11K | – |
| HAMILTON BEACH BRANDS HLDG C | COM CL A | 1M | 60K | – |
| GILEAD SCIENCES INC | COM | 1M | 15K | – |
| WESTERN UN CO | COM | 1M | 84K | – |
| WHIRLPOOL CORP | COM | 1M | 10K | – |
| NEWMONT CORP | COM | 1M | 24K | – |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 1M | 10K | – |
| CONAGRA BRANDS INC | COM | 992K | 35K | – |
| KEYCORP | COM | 979K | 69K | – |
| SPIRE INC | COM | 975K | 16K | – |
| PFIZER INC | COM | 971K | 35K | – |
| DOW INC | COM | 961K | 18K | – |
| COMCAST CORP NEW | CL A | 945K | 24K | – |
| CISCO SYS INC | COM | 940K | 20K | – |
| 3M CO | COM | 931K | 9K | – |
| ENERGIZER HLDGS INC NEW | COM | 929K | 31K | – |
| CRANE NXT CO | COM | 921K | 15K | – |
| KENNAMETAL INC | COM | 913K | 39K | – |
| BREAD FINANCIAL HOLDINGS INC | COM | 909K | 20K | – |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 901K | 47K | – |
| SONOCO PRODS CO | COM | 900K | 18K | – |
| COPA HOLDINGS SA | CL A | 898K | 9K | – |
| INTERPUBLIC GROUP COS INC | COM | 885K | 30K | – |
| MANPOWERGROUP INC WIS | COM | 873K | 13K | – |
| HOOKER FURNISHINGS CORPORATI | COM | 869K | 60K | – |
| CRAWFORD & CO | CL A | 864K | 100K | – |
| BAXTER INTL INC | COM | 862K | 26K | – |
| PATTERSON COS INC | COM | 844K | 35K | – |
| BHP GROUP LTD | SPONSORED ADS | 835K | 15K | – |
| CNH INDL N V | SHS | 827K | 82K | – |
| CARTERS INC | COM | 822K | 13K | – |
| KOHLS CORP | COM | 805K | 35K | – |
| MSC INDL DIRECT INC | CL A | 779K | 10K | – |
| BUCKLE INC | COM | 778K | 21K | – |
| GEOPARK LTD | USD SHS | 767K | 70K | – |
| MAGNA INTL INC | COM | 754K | 18K | – |
| GUESS INC | COM | 714K | 35K | – |
| TITAN INTL INC ILL | COM | 667K | 90K | – |
| TOWNSQUARE MEDIA INC | CL A | 658K | 60K | – |
| DENNYS CORP | COM | 497K | 70K | – |
| ACCO BRANDS CORP | COM | 470K | 100K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 455K | 38K | – |
| B. RILEY FINANCIAL INC | COM | 441K | 25K | – |
| SPORTSMANS WHSE HLDGS INC | COM | 434K | 180K | – |
| SAGA COMMUNICATIONS INC | CL A NEW | 394K | 25K | – |
| AMC NETWORKS INC | CL A | 338K | 35K | – |
| NEW YORK CMNTY BANCORP INC | COM | 316K | 98K | – |