Universe · entity
GENDELL JEFFREY L
Institutional manager (13F) · CIK 1056581
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $7.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | IES HOLDINGS INC | $4.9B | 10,340,248 |
| 2 | ISHARES RUSSELL 2000 ETF | $237M | 954,068 |
| 3 | ALPHA METALLURGICAL RESOURCE | $112M | 544,148 |
| 4 | OWENS CORNING | $102M | 940,522 |
| 5 | TUTOR PERINI CORP | $97M | 1,250,727 |
| 6 | SANDISK CORP | $95M | 150,000 |
| 7 | WHITE MOUNTAINS INSURANCE GP | $83M | 37,814 |
| 8 | TRANSOCEAN LTD | $78M | 11,700,000 |
| 9 | BABCOCK & WILCOX ENTERPR | $75M | 5,126,068 |
| 10 | GENWORTH FINANCIAL INC | $63M | 7,698,913 |
| 11 | VANECK OIL SERVICES ETF | $61M | 150,000 |
| 12 | CORNING INC | $55M | 400,900 |
| 13 | WESTERN DIGITAL CORP | $54M | 200,009 |
| 14 | MICRON TECHNOLOGY INC | $47M | 140,000 |
| 15 | SLB LTD | $46M | 900,000 |
| 16 | AMPHENOL CORP-CL A | $46M | 360,500 |
| 17 | MOHAWK INDUSTRIES INC | $42M | 425,347 |
| 18 | ADVANCED MICRO DEVICES | $41M | 200,000 |
| 19 | BLUELINX HOLDINGS INC | $40M | 739,523 |
| 20 | AVANTOR INC | $39M | 4,917,270 |
| 21 | HALLIBURTON CO | $38M | 977,489 |
| 22 | UFP INDUSTRIES INC | $35M | 375,698 |
| 23 | SS SPDR S&P BIOTECH ETF | $34M | 262,278 |
| 24 | INDIVIOR PHARMACEUTICALS INC | $33M | 1,096,343 |
| 25 | LUMEN TECHNOLOGIES INC | $33M | 4,761,216 |
| 26 | NABORS INDUSTRIES LTD | $30M | 342,799 |
| 27 | ON SEMICONDUCTOR | $29M | 470,000 |
| 28 | FIRST TRUST NATURAL GAS ETF | $29M | 900,000 |
| 29 | BAXTER INTERNATIONAL INC | $26M | 1,564,543 |
| 30 | FLEX LTD | $26M | 400,000 |
| 31 | FMC CORP | $24M | 1,395,000 |
| 32 | TETRA TECHNOLOGIES INC | $24M | 2,776,088 |
| 33 | CHAMPION HOMES INC | $24M | 317,097 |
| 34 | ATKORE INC | $24M | 400,214 |
| 35 | TECHNIPFMC PLC | $22M | 320,000 |
| 36 | BOEING CO/THE | $22M | 110,000 |
| 37 | LIBERTY ENERGY INC | $22M | 750,000 |
| 38 | INNOSPEC INC | $22M | 294,504 |
| 39 | EQT CORP | $20M | 320,000 |
| 40 | ASSURED GUARANTY LTD | $20M | 245,422 |
| 41 | GOODYEAR TIRE & RUBBER CO | $20M | 2,960,011 |
| 42 | APPLE INC | $18M | 70,000 |
| 43 | LITTELFUSE INC | $17M | 240,330 |
| 44 | ALCOA CORP | $17M | 253,088 |
| 45 | PEABODY ENERGY CORP | $17M | 506,614 |
| 46 | BAUSCH HEALTH COS INC | $16M | 2,969,840 |
| 47 | SMART SAND INC | $16M | 3,126,915 |
| 48 | CORE NATURAL RESOURCES INC | $16M | 150,000 |
| 49 | MATRIX SERVICE CO | $14M | 1,231,307 |
| 50 | SUNCOKE ENERGY INC | $14M | 2,077,114 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.