GENDELL JEFFREY L
Top Portfolio Positions
94 positions ·
$6,977,318,923 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IESC |
IES Holdings, Inc.
Industrials
|
10,340,248 | $4,926,817,963 | 70.61% | |
| AMR |
Alpha Metallurgical Resources, Inc.
Basic Materials
|
544,148 | $111,697,259 | 1.60% | |
| OC |
Owens Corning
Industrials
|
940,522 | $101,783,290 | 1.46% | |
| TPC |
Tutor Perini Corp
Industrials
|
1,250,727 | $96,543,616 | 1.38% | |
| SNDK |
Sandisk Corp
Technology
|
150,000 | $95,301,000 | 1.37% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
37,814 | $83,075,845 | 1.19% | |
| RIG |
Transocean Ltd.
Energy
|
11,700,000 | $77,571,000 | 1.11% | |
| BW |
Babcock & Wilcox Enterprises, Inc.
Industrials
|
5,126,068 | $75,301,938 | 1.08% | |
| GNW |
Genworth Financial Inc
Financial Services
|
7,698,913 | $62,515,173 | 0.90% | |
| GLW |
Corning Inc /Ny
Technology
|
400,900 | $54,510,372 | 0.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LUMN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,090,450 | 4,761,216 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,994,648 | 4,761,216 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $25,836,772 | 4,221,695 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,409,000 | 550,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,156,000 | 550,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,124,000 | 400,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||