ValueWorks reports 4.96% stake in Mammoth Energy (TUSK)

ValueWorks affiliates and Charles Lemonides report ownership stakes in Mammoth Energy Services, Inc. (TUSK).

Rhea-AI Filing Summary

ValueWorks affiliates and Charles Lemonides report ownership stakes in Mammoth Energy Services, Inc. (TUSK). ValueWorks Limited Partners, LP and ValueWorks Capital, LLC each report shared voting and dispositive power over 1,891,521 shares, representing 3.93% of the class. ValueWorks LLC and Charles Lemonides each report shared voting and dispositive power over 2,389,031 shares, representing 4.96% of the class.

The filing states these securities are directly owned by advisory clients of ValueWorks LLC and that no advisory client beneficially owns more than 5% of the common stock. All reporting persons disclaim beneficial ownership except for pecuniary interest.

Positive

• Transparent disclosure of share counts and percentage ownership for multiple related reporting persons
• All holdings reported under 5%, indicating no controlling stake per the filing
• Filers state shares are held by advisory clients, clarifying the nature of beneficial ownership

Negative

• None.

Insights

Securities Analyst

TL;DR: Report discloses sub-5% shared holdings by ValueWorks entities and Charles Lemonides, indicating no controlling position.

The Schedule 13G/A shows shared voting and dispositive power only, with the largest reported stake at 4.96% (2,389,031 shares). The filing explicitly notes the shares are owned by advisory clients and that none of those clients exceed a 5% beneficial-ownership threshold. From an investor-disclosure perspective, this is a routine passive reporting of holdings under the 13G regime and does not indicate an activist or control intent.

Corporate Governance Expert

TL;DR: Filers disclaim beneficial ownership and report passive, shared authority—typical governance disclosure without control implications.

The signatures from ValueWorks entities and Charles Lemonides certify the accuracy and include exhibits for joint filing and control-person identification. The explicit disclaimer and the advisory-client ownership statement limit governance implications; shared voting power is reported, but no sole voting or dispositive powers are asserted. This suggests no change to board-control dynamics as disclosed.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares of TUSK does ValueWorks LLC report owning?

ValueWorks LLC reports shared voting and dispositive power over 2,389,031 shares, equal to 4.96% of the class.

What percentage of Mammoth Energy (TUSK) does Charles Lemonides report?

Charles Lemonides reports shared voting and dispositive power over 2,389,031 shares, representing 4.96% of the common stock.

Do any advisory clients reported in this filing own more than 5% of TUSK?

No. The filing states that none of the advisory clients may be deemed to beneficially own more than 5% of the common stock.

Do the reporting persons claim sole voting or dispositive power over the shares?

No. All reporting persons report 0 shares as sole voting or sole dispositive power and report only shared voting and dispositive power.

What exhibits are attached to this Schedule 13G/A?

The filing lists Exhibit A - Joint Filing Agreement and Exhibit B - Control Person Identification.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/14/2025 - 07:02 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Mammoth Energy Services, Inc.

(Name of Issuer)

Common Stock, $0.01 par value

(Title of Class of Securities)

56155L108

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 56155L108

1

Names of Reporting Persons

VALUEWORKS LIMITED PARTNERS, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,891,521.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,891,521.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,891,521.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.93 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 56155L108

1

Names of Reporting Persons

VALUEWORKS CAPITAL, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,891,521.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,891,521.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,891,521.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.93 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 56155L108

1

Names of Reporting Persons

VALUEWORKS LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,389,031.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,389,031.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,389,031.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.96 %

12

Type of Reporting Person (See Instructions)

IA, OO

SCHEDULE 13G

CUSIP No. 56155L108

1

Names of Reporting Persons

CHARLES LEMONIDES

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,389,031.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,389,031.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,389,031.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.96 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Mammoth Energy Services, Inc.
(b)	Address of issuer's principal executive offices: 14201 Caliber Drive, Suite 300, Oklahoma City, Oklahoma 73134
Item 2.
(a)	Name of person filing: ValueWorks Limited Partners, LP ValueWorks Capital, LLC ValueWorks LLC Charles Lemonides
(b)	Address or principal business office or, if none, residence: ValueWorks Limited Partners, LP One World Trade Center, Suite 84-G New York, New York 10007 ValueWorks Capital, LLC One World Trade Center, Suite 84-G New York, New York 10007 ValueWorks LLC One World Trade Center, Suite 84-G New York, New York 10007 Charles Lemonides c/o ValueWorks LLC One World Trade Center, Suite 84-G New York, New York 10007
(c)	Citizenship: ValueWorks Limited Partners, LP - Delaware ValueWorks Capital, LLC - Delaware ValueWorks LLC - Delaware Charles Lemonides - United States
(d)	Title of class of securities: Common Stock, $0.01 par value
(e)	CUSIP No.: 56155L108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: ValueWorks Limited Partners, LP - 1,891,521 ValueWorks Capital, LLC - 1,891,521 ValueWorks LLC - 2,389,031 Charles Lemonides - 2,389,031
(b)	Percent of class: ValueWorks Limited Partners, LP - 3.93% ValueWorks Capital, LLC - 3.93% ValueWorks LLC - 4.96% Charles Lemonides - 4.96%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: ValueWorks Limited Partners, LP - 0 ValueWorks Capital, LLC - 0 ValueWorks LLC - 0 Charles Lemonides - 0
	(ii) Shared power to vote or to direct the vote: ValueWorks Limited Partners, LP - 1,891,521 ValueWorks Capital, LLC - 1,891,521 ValueWorks LLC - 2,389,031 Charles Lemonides - 2,389,031
	(iii) Sole power to dispose or to direct the disposition of: ValueWorks Limited Partners, LP - 0 ValueWorks Capital, LLC - 0 ValueWorks LLC - 0 Charles Lemonides - 0
	(iv) Shared power to dispose or to direct the disposition of: ValueWorks Limited Partners, LP - 1,891,521 ValueWorks Capital, LLC - 1,891,521 ValueWorks LLC - 2,389,031 Charles Lemonides - 2,389,031
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. All of the securities reported in this Schedule 13G Amendment No. 3 are directly owned by advisory clients of ValueWorks LLC. None of those advisory clients may be deemed to beneficially own more than 5% of the Common Stock, $0.01 par value
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Please see Exhibit B attached hereto
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

VALUEWORKS LIMITED PARTNERS, LP

Signature:	By: ValueWorks Capital, LLC, its general partner, By: /s/ Charles Lemonides
Name/Title:	Charles Lemonides, Managing Member
Date:	08/14/2025

VALUEWORKS CAPITAL, LLC

Signature:	By: /s/ Charles Lemonides
Name/Title:	Charles Lemonides, Managing Member
Date:	08/14/2025

VALUEWORKS LLC

Signature:	By: /s/ Charles Lemonides
Name/Title:	Charles Lemonides, Managing Member
Date:	08/14/2025

CHARLES LEMONIDES

Signature:	By: /s/ Charles Lemonides
Name/Title:	Charles Lemonides
Date:	08/14/2025

Comments accompanying signature: * Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.

Exhibit Information

[Exhibit A - Joint Filing Agreement] [Exhibit B - Control Person Identification]