GENDELL JEFFREY L 13F Holdings
CIK 0001056581 · Greenwich, CT
As of Sep 30, 2025, GENDELL JEFFREY L reported 87 positions worth $5.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| IES HOLDINGS INC | IESC | Industrials | 10,530,501 | $4.2B | 77.02% |
| AVADEL PHARMACEUTICALS PLC | AVDL | Healthcare | 5,314,810 | $81.2M | 1.49% |
| ALPHA METALLURGICAL RESOURCES INC | AMR | Basic Materials | 475,039 | $77.9M | 1.43% |
| BLUELINX HOLDINGS INC | BXC | Industrials | 659,336 | $48.2M | 0.89% |
| HUMANA INC | HUM | Healthcare | 154,638 | $40.2M | 0.74% |
| PEABODY ENERGY CORP | BTU | Basic Materials | 1,478,332 | $39.2M | 0.72% |
| MICRON TECHNOLOGY INC | MU | Technology | 217,000 | $36.3M | 0.67% |
| FLEX LTD | FLEX | Technology | 623,472 | $36.1M | 0.66% |
| SANDISK CORP | SNDK | Technology | 314,839 | $35.3M | 0.65% |
| TUTOR PERINI CORP | TPC | Industrials | 456,356 | $29.9M | 0.55% |
| OWENS CORNING | OC | Basic Materials | 205,224 | $29.0M | 0.53% |
| WESTERN DIGITAL CORP | WDC | Technology | 240,000 | $28.8M | 0.53% |
| ATKORE INC | ATKR | Industrials | 418,146 | $26.2M | 0.48% |
| BOEING CO | BA | Industrials | 120,000 | $25.9M | 0.48% |
| LUMEN TECHNOLOGIES INC | LUMN | Communication Services | 4,221,695 | $25.8M | 0.48% |
| INDIVIOR PLC | INDV | Healthcare | 1,046,481 | $25.2M | 0.46% |
| TRANSOCEAN LTD | RIG | Energy | 8,023,351 | $25.0M | 0.46% |
| CORNING INC | GLW | Technology | 300,900 | $24.7M | 0.45% |
| MOHAWK INDUSTRIES INC | MHK | Consumer Cyclical | 188,569 | $24.3M | 0.45% |
| NABORS INDUSTRIES LTD | NBR | Energy | 594,716 | $24.3M | 0.45% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 99,493 | $24.1M | 0.44% |
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF | XBI | — | 232,278 | $23.3M | 0.43% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 140,578 | $22.7M | 0.42% |
| UFP INDUSTRIES INC | UFPI | Basic Materials | 240,884 | $22.5M | 0.41% |
| SLB LIMITED | SLB | Equity | 650,000 | $22.3M | 0.41% |