GENDELL JEFFREY L — 13F Holdings & Portfolio

CIK 1056581 · latest 13F-HR filed 2026-08-14

GENDELL JEFFREY L manages $11.32B in 13F-reported U.S. long-equity assets across 184 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IESC (35.54%), IESC (26.64%), IESC (4.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 5, added to 73, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 SOUND SHORE DRIVE
SUITE 304
GREENWICH, CT 06830-7251
Phone
(203) 769-2000
Filing Manager
GENDELL JEFFREY L
Greenwich, CT
Signatory
Jeffrey L. Gendell
Authorized Signatory
Loading holdings…
AUM

$11.32B

Long-equity book

Holdings

184

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+7 / −5 / ↑73 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IES HOLDINGS INC$2.64B +53.5%
  • SANDISK CORP$245.8M +257.9%
  • MICRON TECHNOLOGY INC$102.8M +217.3%
  • APPLE INC$73.4M +413.1%
  • AMPHENOL CORP-CL A$58.6M +128.6%
Show all 73

Top Trims

  • NOV INC-$13.7M -78.7%
  • ALPHA METALLURGICAL RESOURCE-$12.5M -11.2%
  • TRANSOCEAN LTD-$9.8M -12.7%
  • FMC CORP-$8.0M -33.2%
  • DRILLING TOOLS INTERNATIONAL-$5.9M -56.6%
Show all 17

New Positions

  • ORACLE CORP$126.3M
  • LITTELFUSE INC$29.0M
  • MILLERKNOLL INC$16.4M
  • GENERAL MILLS INC$10.0M
  • CONAGRA BRANDS INC$6.9M
Show all 7

Exited Positions

  • ISHARES RUSSELL 2000 ETF$236.6M
  • DMC GLOBAL INC$5.2M
  • HUMANA INC$4.2M
  • ALKERMES PLC$3.1M
  • FENNEC PHARMACEUTICALS INC$510.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 IES HOLDINGS INC IESC 44951W106 $4.02B 35.54% 5,477,671 SH
2 IES HOLDINGS INC IESC 44951W106 $3.02B 26.64% 4,106,229 SH
3 IES HOLDINGS INC IESC 44951W106 $521.3M 4.60% 709,628 SH
4 SANDISK CORP SNDK 80004C200 $272.8M 2.41% 120,000 SH
5 APPLE INC Call AAPL 037833100 $195.3M 1.73% 675,000 SH
6 OWENS CORNING OC 690742101 $120.1M 1.06% 755,635 SH
7 MICRON TECHNOLOGY INC MU 595112103 $112.5M 0.99% 97,500 SH
8 TUTOR PERINI CORP TPC 901109108 $95.6M 0.84% 1,152,463 SH
9 ORACLE CORP ORCL 68389X105 $94.7M 0.84% 646,075 SH
10 WHITE MOUNTAINS INSURANCE GP WTM G9618E107 $86.0M 0.76% 41,464 SH
11 AMPHENOL CORP-CL A APH 032095101 $78.1M 0.69% 442,875 SH
12 WESTERN DIGITAL CORP WDC 958102105 $71.9M 0.63% 112,509 SH
13 ALPHA METALLURGICAL RESOURCE AMR 020764106 $71.7M 0.63% 434,831 SH
14 VANECK OIL SERVICES ETF OIH 92189H607 $69.4M 0.61% 186,445 SH
15 APPLE INC AAPL 037833100 $68.4M 0.60% 236,250 SH
16 SANDISK CORP SNDK 80004C200 $68.2M 0.60% 30,000 SH
17 APPLE INC Call AAPL 037833100 $65.1M 0.58% 225,000 SH
18 ADVANCED MICRO DEVICES AMD 007903107 $61.0M 0.54% 105,000 SH
19 AVANTOR INC AVTR 05352A100 $56.5M 0.50% 5,705,473 SH
20 BABCOCK & WILCOX ENTERPR BW 05614L209 $55.2M 0.49% 3,915,067 SH
21 CORNING INC GLW 219350105 $53.6M 0.47% 210,000 SH
22 UFP INDUSTRIES INC UFPI 90278Q108 $51.1M 0.45% 563,505 SH
23 TRANSOCEAN LTD RIG H8817H100 $50.8M 0.45% 10,389,749 SH
24 GENWORTH FINANCIAL INC GNW 37247D106 $50.7M 0.45% 5,356,264 SH
25 MOHAWK INDUSTRIES INC MHK 608190104 $48.9M 0.43% 402,968 SH
26 FLEX LTD FLEX Y2573F102 $45.0M 0.40% 277,500 SH
27 ASSURED GUARANTY LTD AGO G0585R106 $43.7M 0.39% 544,603 SH
28 ON SEMICONDUCTOR ON 682189105 $40.4M 0.36% 427,500 SH
29 OWENS CORNING OC 690742101 $40.0M 0.35% 251,680 SH
30 MICRON TECHNOLOGY INC MU 595112103 $37.5M 0.33% 32,500 SH
31 WHITE MOUNTAINS INSURANCE GP WTM G9618E107 $36.9M 0.33% 17,779 SH
32 GOODYEAR TIRE & RUBBER CO GT 382550101 $33.1M 0.29% 5,018,019 SH
33 BLUELINX HOLDINGS INC BXC 09624H208 $32.8M 0.29% 529,293 SH
34 LUMEN TECHNOLOGIES INC LUMN 550241103 $32.2M 0.28% 4,191,580 SH
35 TUTOR PERINI CORP TPC 901109108 $32.1M 0.28% 386,678 SH
36 ORACLE CORP ORCL 68389X105 $31.6M 0.28% 215,425 SH
37 SS SPDR S&P BIOTECH ETF XBI 78464A870 $30.5M 0.27% 192,500 SH
38 CORNING INC GLW 219350105 $29.4M 0.26% 115,000 SH
39 SLB LTD SLB 806857108 $29.3M 0.26% 630,000 SH
40 LITTELFUSE INC LFUS 537008104 $28.3M 0.25% 62,157 SH
41 CHAMPION HOMES INC SKY 830830105 $28.1M 0.25% 319,020 SH
42 BAXTER INTERNATIONAL INC BAX 071813109 $28.1M 0.25% 1,316,923 SH
43 NABORS INDUSTRIES LTD NBR G6359F137 $27.5M 0.24% 326,875 SH
44 ALPHA METALLURGICAL RESOURCE AMR 020764106 $27.4M 0.24% 166,424 SH
45 PEABODY ENERGY CORP BTU 704551100 $26.7M 0.24% 1,153,093 SH
46 AMPHENOL CORP-CL A APH 032095101 $26.0M 0.23% 147,625 SH
47 INDIVIOR PHARMACEUTICALS INC INDV 45579U109 $26.0M 0.23% 633,295 SH
48 HALLIBURTON CO HAL 406216101 $24.9M 0.22% 733,117 SH
49 CORE NATURAL RESOURCES INC CNR 218937100 $24.8M 0.22% 310,178 SH
50 WESTERN DIGITAL CORP WDC 958102105 $24.0M 0.21% 37,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $11.32B 184 0001214659-26-010404
2026-03-31 2026-05-15 $7.34B 176 0001214659-26-006484
2025-12-31 2026-02-13 $5.76B 160 0001214659-26-001719
2025-09-30 2025-11-14 $5.44B 148 0001214659-25-016654