GENDELL JEFFREY L
Top Portfolio Positions
73 positions ·
$5,267,463,895 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IESC |
IES Holdings, Inc.
Industrials
|
10,530,501 | $4,187,453,721 | 79.50% | |
| BXC |
BlueLinx Holdings Inc.
Industrials
|
1,318,672 | $96,368,548 | 1.83% | |
| AMR |
Alpha Metallurgical Resources, Inc.
Basic Materials
|
475,039 | $77,949,149 | 1.48% | |
| HUM |
Humana Inc
Healthcare
|
154,638 | $40,232,167 | 0.76% | |
| BTU |
Peabody Energy Corp
Energy
|
1,478,332 | $39,205,364 | 0.74% | |
| MU |
Micron Technology Inc
Technology
|
217,000 | $36,308,440 | 0.69% | |
| FLEX |
Flex Ltd.
Technology
|
623,472 | $36,142,671 | 0.69% | |
| SNDK |
Sandisk Corp
Technology
|
314,839 | $35,324,935 | 0.67% | |
| TPC |
Tutor Perini Corp
Industrials
|
456,356 | $29,932,389 | 0.57% | |
| OC |
Owens Corning
Industrials
|
205,224 | $29,030,987 | 0.55% |
Portfolio Trend
23 quarters · across all stocks
Holdings in OCC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $2,288,459 | 281,830 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $197,740 | 67,952 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $125,550 | 45,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $54,150 | 15,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||