Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GENDELL JEFFREY L (CIK 1056581) reported $7.34B across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IESC ($4.93B, 67.11%), IWM ($236.6M, 3.22%), AMR ($111.7M, 1.52%), OC ($101.8M, 1.39%), TPC ($96.5M, 1.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IESC | IES HOLDINGS INC | $4.93B | 67.11% | 10.3M | Trimmed |
| 2 | IWM | ISHARES RUSSELL 2000 ETF | $236.6M | 3.22% | 954,068 | New |
| 3 | AMR | ALPHA METALLURGICAL RESOURCE | $111.7M | 1.52% | 544,148 | Added |
| 4 | OC | OWENS CORNING | $101.8M | 1.39% | 940,522 | Added |
| 5 | TPC | TUTOR PERINI CORP | $96.5M | 1.32% | 1.3M | Added |
| 6 | SNDK | SANDISK CORP | $95.3M | 1.30% | 150,000 | Trimmed |
| 7 | WTM | WHITE MOUNTAINS INSURANCE GP | $83.1M | 1.13% | 37,814 | Added |
| 8 | RIG | TRANSOCEAN LTD | $77.6M | 1.06% | 11.7M | Added |
| 9 | BW | BABCOCK & WILCOX ENTERPR | $75.3M | 1.03% | 5.1M | Added |
| 10 | GNW | GENWORTH FINANCIAL INC | $62.5M | 0.85% | 7.7M | Added |
| 11 | OIH | VANECK OIL SERVICES ETF | $60.6M | 0.83% | 150,000 | Added |
| 12 | GLW | CORNING INC | $54.5M | 0.74% | 400,900 | Added |
| 13 | WDC | WESTERN DIGITAL CORP | $54.1M | 0.74% | 200,009 | Trimmed |
| 14 | MU | MICRON TECHNOLOGY INC | $47.3M | 0.64% | 140,000 | Trimmed |
| 15 | SLB | SLB LTD | $46.3M | 0.63% | 900,000 | Added |
| 16 | APH | AMPHENOL CORP-CL A | $45.5M | 0.62% | 360,500 | New |
| 17 | MHK | MOHAWK INDUSTRIES INC | $41.9M | 0.57% | 425,347 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES | $40.7M | 0.55% | 200,000 | Added |
| 19 | BXC | BLUELINX HOLDINGS INC | $40.1M | 0.55% | 739,523 | Added |
| 20 | AVTR | AVANTOR INC | $38.6M | 0.53% | 4.9M | Added |
| 21 | HAL | HALLIBURTON CO | $38.1M | 0.52% | 977,489 | Added |
| 22 | UFPI | UFP INDUSTRIES INC | $34.6M | 0.47% | 375,698 | Added |
| 23 | INDIVIOR PHARMACEUTICALS INC | $33.4M | 0.46% | 1.1M | New | |
| 24 | XBI | SS SPDR S&P BIOTECH ETF | $33.5M | 0.46% | 262,278 | Hold |
| 25 | LUMN | LUMEN TECHNOLOGIES INC | $33.1M | 0.45% | 4.8M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31