Gendell Jeffrey L
$11.3B
98
78.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IESC | $7.56B | 66.79% | 51.66% | -0.5% | Q2 2016 |
 SNDK | $341M | 3.01% | 0.10% | Not reported | Q1 2025 |
 OC | $160M | 1.41% | 1.28% | +7.1% | Q3 2018 |
 MU | $150M | 1.33% | 0.01% | -7.1% | Q3 2024 |
 TPC | $128M | 1.13% | 2.93% | +23.1% | Q3 2025 |
 ORCL | $126M | 1.12% | 0.03% | New | Q2 2026 |
 WTM | $123M | 1.08% | 2.48% | +56.7% | Q4 2025 |
 APH | $104M | 0.92% | 0.05% | +63.8% | Q1 2026 |
 AMR | $99.2M | 0.88% | 4.74% | +10.5% | Q1 2021 |
 WDC | $95.8M | 0.85% | 0.04% | -25.0% | Q2 2024 |
 AAPL | $91.1M | 0.81% | 0.00% | +350.0% | Q2 2025 |
 GLW | $83M | 0.73% | 0.04% | -18.9% | Q2 2024 |
 AMD | $81.3M | 0.72% | 0.01% | -30.0% | Q3 2023 |
 AVTR | $75.3M | 0.67% | 1.11% | +54.7% | Q4 2025 |
 BW | $72.5M | 0.64% | 3.45% | +0.3% | Q2 2023 |
 UFPI | $68.2M | 0.60% | 1.36% | +100.0% | Q2 2020 |
 RIG | $67.7M | 0.60% | 1.24% | +18.4% | Q1 2023 |
 GNW | $67.6M | 0.60% | 1.89% | -7.2% | Q3 2025 |
 MHK | $67.6M | 0.60% | 0.91% | +31.0% | Q2 2018 |
 FLEX | $60M | 0.53% | 0.10% | -7.5% | Q2 2025 |
 AGO | $58.2M | 0.51% | 1.65% | +195.9% | Q4 2023 |
 ON | $53.9M | 0.48% | 0.15% | +21.3% | Q1 2026 |
 BXC | $47.3M | 0.42% | 9.82% | +3.4% | Q1 2018 |
 BTU | $46.3M | 0.41% | 1.65% | +295.6% | Q4 2017 |
 INDV | $45M | 0.40% | 0.90% | Not reported | Q4 2024 |
 GT | $44.2M | 0.39% | 2.32% | +126.0% | Q4 2025 |
 SLB | $40.9M | 0.36% | 0.06% | -2.2% | Q1 2024 |
 LUMN | $38.3M | 0.34% | 0.48% | +4.7% | Q4 2024 |
| SKY | $37.5M | 0.33% | 0.77% | +34.1% | Q1 2014 |
 BAX | $37.4M | 0.33% | 0.34% | +12.2% | Q4 2025 |
 HAL | $33.2M | 0.29% | 0.12% | Not reported | Q2 2013 |
 CNR | $33.1M | 0.29% | 0.83% | +175.7% | Q1 2025 |
 ATKR | $30.4M | 0.27% | 1.19% | Not reported | Q3 2024 |
 NBR | $29.3M | 0.26% | 2.18% | +1.6% | Q1 2022 |
 LFUS | $29M | 0.26% | 0.25% | New | Q2 2026 |
 TTI | $28.7M | 0.25% | 1.71% | -8.7% | Q1 2022 |
 IOSP | $26.4M | 0.23% | 1.32% | +10.2% | Q2 2013 |
 VISN | $24.1M | 0.21% | 0.84% | +187.8% | Q1 2026 |
 BA | $23.8M | 0.21% | 0.01% | Not reported | Q3 2025 |
 AA | $22.9M | 0.20% | 0.17% | +73.9% | Q4 2013 |
 SXC | $22.4M | 0.20% | 3.27% | +33.7% | Q1 2016 |
 FTI | $21.2M | 0.19% | 0.08% | Not reported | Q4 2025 |
 MTRN | $21.2M | 0.19% | 0.34% | Not reported | Q2 2013 |
 ALKS | $20.7M | 0.18% | 0.24% | +50.2% | Q1 2026 |
 BHC | $19.9M | 0.18% | 1.08% | +35.9% | Q4 2025 |
 EQT | $19.7M | 0.17% | 0.06% | +15.6% | Q2 2024 |
 LBRT | $19.6M | 0.17% | Not reported | Not reported | Q4 2022 |
 TSEM | $19.5M | 0.17% | 0.07% | Not reported | Q4 2024 |
 ORN | $18.6M | 0.16% | 2.73% | Not reported | Q1 2023 |
 GEV | $17.6M | 0.16% | 0.01% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| IESC | $4.93B | 67.11% | 51.90% | -0.1% | Q2 2016 |
| AMR | $112M | 1.52% | 4.27% | +10.1% | Q1 2021 |
| OC | $102M | 1.39% | 1.17% | +2.0% | Q3 2018 |
| TPC | $96.5M | 1.32% | 2.38% | +40.5% | Q3 2025 |
| SNDK | $95.3M | 1.30% | 0.10% | -9.3% | Q1 2025 |
| WTM | $83.1M | 1.13% | 1.53% | +16.3% | Q4 2025 |
| RIG | $77.6M | 1.06% | 1.06% | +8.4% | Q1 2023 |
| BW | $75.3M | 1.03% | 3.78% | +1.6% | Q2 2023 |
| GNW | $62.5M | 0.85% | 2.00% | +18.7% | Q3 2025 |
| GLW | $54.5M | 0.74% | 0.05% | +33.2% | Q2 2024 |
| WDC | $54.1M | 0.74% | 0.06% | -4.8% | Q2 2024 |
| MU | $47.3M | 0.64% | 0.01% | -2.4% | Q3 2024 |
| SLB | $46.3M | 0.63% | 0.06% | +3.5% | Q1 2024 |
| APH | $45.5M | 0.62% | 0.03% | New | Q1 2026 |
| MHK | $41.9M | 0.57% | 0.69% | -4.6% | Q2 2018 |
| AMD | $40.7M | 0.55% | 0.01% | +90.5% | Q3 2023 |
| BXC | $40.1M | 0.55% | 9.40% | +2.9% | Q1 2018 |
| AVTR | $38.6M | 0.53% | 0.72% | +802.3% | Q4 2025 |
| HAL | $38.1M | 0.52% | 0.12% | +6.1% | Q2 2013 |
| UFPI | $34.6M | 0.47% | 0.67% | +10.3% | Q2 2020 |
| INDV | $33.4M | 0.46% | 0.88% | Not reported | Q4 2024 |
| LUMN | $33.1M | 0.45% | 0.46% | Not reported | Q4 2024 |
| NBR | $29.5M | 0.40% | 2.16% | Not reported | Q1 2022 |
| ON | $29.1M | 0.40% | 0.12% | New | Q1 2026 |
| BAX | $26.3M | 0.36% | 0.30% | +250.7% | Q4 2025 |
| FLEX | $26.2M | 0.36% | 0.11% | -40.9% | Q2 2025 |
 FMC | $24M | 0.33% | 1.12% | +55.0% | Q4 2025 |
| TTI | $23.7M | 0.32% | 2.05% | -3.8% | Q1 2022 |
| SKY | $23.6M | 0.32% | 0.57% | Not reported | Q1 2014 |
| ATKR | $23.6M | 0.32% | 1.19% | +3.4% | Q3 2024 |
| FTI | $22.1M | 0.30% | 0.08% | Not reported | Q4 2025 |
| BA | $21.9M | 0.30% | 0.01% | +34.5% | Q3 2025 |
| LBRT | $21.6M | 0.29% | Not reported | -2.8% | Q4 2022 |
| IOSP | $21.5M | 0.29% | 1.19% | +3.2% | Q2 2013 |
| EQT | $20.4M | 0.28% | 0.05% | -9.1% | Q2 2024 |
| AGO | $20M | 0.27% | 0.55% | Not reported | Q4 2023 |
| GT | $19.6M | 0.27% | 1.03% | +260.7% | Q4 2025 |
| AAPL | $17.8M | 0.24% | 0.00% | +100.0% | Q2 2025 |
 NOV | $17.4M | 0.24% | 0.07% | -29.3% | Q1 2025 |
| AA | $16.8M | 0.23% | 0.10% | +657.9% | Q4 2013 |
| BTU | $16.7M | 0.23% | 0.42% | Not reported | Q4 2017 |
| BHC | $16M | 0.22% | 0.80% | +128.8% | Q4 2025 |
 SND | $16M | 0.22% | 7.94% | Not reported | Q2 2024 |
| CNR | $15.7M | 0.21% | 0.30% | -17.0% | Q1 2025 |
 MTRX | $14.1M | 0.19% | 4.38% | +16.4% | Q1 2023 |
| SXC | $13.5M | 0.18% | 2.45% | +41.1% | Q1 2016 |
| TSEM | $13.2M | 0.18% | 0.07% | Not reported | Q4 2024 |
| GEV | $13.1M | 0.18% | 0.01% | New | Q1 2026 |
| ORN | $12M | 0.16% | 2.73% | Not reported | Q1 2023 |
 CMI | $12M | 0.16% | 0.02% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| IESC | $4.03B | 69.94% | 51.93% | -1.7% | Q2 2016 |
| OC | $103M | 1.79% | 1.15% | +349.3% | Q3 2018 |
| AVDL | $103M | 1.79% | 4.88% | -10.3% | Q3 2019 |
| AMR | $98.8M | 1.72% | 3.86% | +4.0% | Q1 2021 |
| WTM | $67.6M | 1.17% | 1.31% | New | Q4 2025 |
| TPC | $59.6M | 1.04% | 1.69% | +95.0% | Q3 2025 |
| GNW | $58.6M | 1.02% | 1.66% | +168.0% | Q3 2025 |
| MHK | $48.7M | 0.85% | 0.72% | +136.3% | Q2 2018 |
| RIG | $44.6M | 0.77% | 0.98% | +34.5% | Q1 2023 |
| BXC | $44.2M | 0.77% | 9.14% | +9.1% | Q1 2018 |
| MU | $40.9M | 0.71% | 0.01% | -33.9% | Q3 2024 |
| FLEX | $40.9M | 0.71% | 0.18% | +8.5% | Q2 2025 |
| INDV | $39.3M | 0.68% | 0.88% | +4.8% | Q4 2024 |
| SNDK | $39.3M | 0.68% | 0.11% | -47.5% | Q1 2025 |
| LUMN | $37M | 0.64% | 0.46% | +12.8% | Q4 2024 |
| WDC | $36.2M | 0.63% | 0.06% | -12.4% | Q2 2024 |
| SLB | $33.4M | 0.58% | 0.06% | +33.9% | Q1 2024 |
| BW | $32M | 0.56% | 3.87% | +6.2% | Q2 2023 |
| UFPI | $31M | 0.54% | 0.60% | +41.4% | Q2 2020 |
| TTI | $27M | 0.47% | 2.15% | -24.4% | Q1 2022 |
| SKY | $26.8M | 0.47% | 0.57% | +54.4% | Q1 2014 |
| GLW | $26.3M | 0.46% | 0.04% | Not reported | Q2 2024 |
| HAL | $26M | 0.45% | 0.11% | Not reported | Q2 2013 |
| ATKR | $24.5M | 0.43% | 1.15% | -7.4% | Q3 2024 |
| AMD | $22.5M | 0.39% | 0.01% | -25.3% | Q3 2023 |
| IOSP | $21.8M | 0.38% | 1.15% | +63.1% | Q2 2013 |
| EQT | $18.9M | 0.33% | 0.06% | +104.7% | Q2 2024 |
| NBR | $18.6M | 0.32% | 2.18% | -42.4% | Q1 2022 |
 LXU | $18.1M | 0.32% | 2.97% | +3.7% | Q2 2013 |
| BA | $17.8M | 0.31% | 0.01% | -31.8% | Q3 2025 |
| CNR | $16M | 0.28% | 0.35% | +19.0% | Q1 2025 |
| BTU | $15M | 0.26% | 0.42% | -65.7% | Q4 2017 |
| FTI | $14.3M | 0.25% | 0.08% | New | Q4 2025 |
| LBRT | $14.2M | 0.25% | Not reported | -13.2% | Q4 2022 |
| SND | $12.5M | 0.22% | 8.03% | +16.0% | Q2 2024 |
| FMC | $12.5M | 0.22% | 0.72% | New | Q4 2025 |
| MTRX | $12.4M | 0.21% | 3.76% | +11.7% | Q1 2023 |
 OSG | $12.2M | 0.21% | 3.49% | -15.8% | Q3 2013 |
 PATK | $11.4M | 0.20% | 0.32% | Not reported | Q2 2013 |
| CMI | $11.4M | 0.20% | 0.02% | Not reported | Q4 2021 |
| ORN | $11M | 0.19% | 2.77% | +6.5% | Q1 2023 |
| SXC | $10.6M | 0.18% | 1.74% | +82.3% | Q1 2016 |
 OIS | $10.6M | 0.18% | 2.62% | -4.4% | Q1 2022 |
 CLB | $10.4M | 0.18% | 1.41% | +13.9% | Q4 2022 |
 RBCAA | $9.86M | 0.17% | Not reported | Not reported | Q2 2017 |
 PSEC | $9.66M | 0.17% | 0.78% | +17.8% | Q3 2025 |
| AAPL | $9.52M | 0.17% | 0.00% | Not reported | Q2 2025 |
 HUM | $9.22M | 0.16% | 0.03% | -76.7% | Q3 2025 |
| BHC | $9.02M | 0.16% | 0.35% | New | Q4 2025 |
| MTRN | $8.86M | 0.15% | 0.34% | Not reported | Q2 2013 |
| Q3 2025 | |||||
| IESC | $4.19B | 77.02% | 53.04% | -1.4% | Q2 2016 |
| AVDL | $81.2M | 1.49% | 5.47% | +2.7% | Q3 2019 |
| AMR | $77.9M | 1.43% | 3.68% | +60.3% | Q1 2021 |
| BXC | $48.2M | 0.89% | 8.38% | +17.0% | Q1 2018 |
| HUM | $40.2M | 0.74% | 0.13% | New | Q3 2025 |
| BTU | $39.2M | 0.72% | 1.22% | +327.2% | Q4 2017 |
| MU | $36.3M | 0.67% | 0.02% | +29.9% | Q3 2024 |
| FLEX | $36.1M | 0.66% | 0.17% | +1146.9% | Q2 2025 |
| SNDK | $35.3M | 0.65% | 0.22% | +91.0% | Q1 2025 |
| TPC | $29.9M | 0.55% | 0.87% | New | Q3 2025 |
| OC | $29M | 0.53% | 0.25% | +38.0% | Q3 2018 |
| WDC | $28.8M | 0.53% | 0.07% | +152.6% | Q2 2024 |
| ATKR | $26.2M | 0.48% | 1.24% | +178.6% | Q3 2024 |
| BA | $25.9M | 0.48% | 0.02% | New | Q3 2025 |
| LUMN | $25.8M | 0.48% | 0.41% | +667.6% | Q4 2024 |
| INDV | $25.2M | 0.46% | 0.84% | +22.2% | Q4 2024 |
| RIG | $25M | 0.46% | 0.73% | +473.1% | Q1 2023 |
| GLW | $24.7M | 0.45% | 0.04% | +150.8% | Q2 2024 |
| MHK | $24.3M | 0.45% | 0.30% | +64.0% | Q2 2018 |
| NBR | $24.3M | 0.45% | 4.08% | +101.8% | Q1 2022 |
| AMD | $22.7M | 0.42% | 0.01% | +177.9% | Q3 2023 |
| UFPI | $22.5M | 0.41% | 0.41% | +270.6% | Q2 2020 |
| SLB | $22.3M | 0.41% | 0.04% | +44.4% | Q1 2024 |
| TTI | $21.9M | 0.40% | 2.86% | +4.8% | Q1 2022 |
| GNW | $21.5M | 0.40% | 0.60% | New | Q3 2025 |
| LXU | $16.2M | 0.30% | 2.86% | +5.9% | Q2 2013 |
| SKY | $15.7M | 0.29% | 0.36% | +20.6% | Q1 2014 |
| OSG | $15.6M | 0.29% | 3.99% | +55.6% | Q3 2013 |
| BW | $13.8M | 0.25% | 4.28% | +84.6% | Q2 2023 |
| IOSP | $13.5M | 0.25% | 0.70% | +119.3% | Q2 2013 |
| CNR | $12.7M | 0.23% | 0.30% | +41.2% | Q1 2025 |
| MTRX | $12.4M | 0.23% | 3.37% | +54.1% | Q1 2023 |
 AMRZ | $11.7M | 0.22% | 0.04% | New | Q3 2025 |
| LBRT | $11M | 0.20% | Not reported | +50.9% | Q4 2022 |
| PATK | $10.9M | 0.20% | 0.32% | Not reported | Q2 2013 |
| RBCAA | $10.3M | 0.19% | Not reported | Not reported | Q2 2017 |
| OIS | $9.92M | 0.18% | 2.74% | +1.9% | Q1 2022 |
| CMI | $9.39M | 0.17% | 0.02% | Not reported | Q4 2021 |
| EQT | $9.35M | 0.17% | 0.03% | Not reported | Q2 2024 |
| AAPL | $8.91M | 0.16% | 0.00% | -30.0% | Q2 2025 |
| PSEC | $8.71M | 0.16% | 0.68% | New | Q3 2025 |
| ORN | $8.63M | 0.16% | 2.60% | +440.8% | Q1 2023 |
| MTRN | $8.61M | 0.16% | 0.34% | +16.3% | Q2 2013 |
| IROQ | $8.44M | 0.16% | 9.73% | Not reported | Q1 2017 |
 FRD | $7.76M | 0.14% | 5.02% | Not reported | Q1 2022 |
| CLB | $7.04M | 0.13% | 1.24% | Not reported | Q4 2022 |
| TSEM | $6.73M | 0.12% | 0.08% | Not reported | Q4 2024 |
 WGO | $6.68M | 0.12% | 0.71% | +37.3% | Q2 2013 |
 PEBK | $6.68M | 0.12% | 3.99% | Not reported | Q2 2013 |
 COHR | $6.61M | 0.12% | 0.04% | +95.7% | Q1 2024 |