EdgeMarket › What Gendell Jeffrey L reported owning
What Gendell Jeffrey L reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.3BPositions
101Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IESC IES Holdings, Inc. | 4.9B | 67.1% | 10.3M | 342.52 | +6.5% |
| IWM iShares Russell 2000 ETF | 236.6M | 3.2% | 954.1K | 299.96 | +33.1% |
| AMR Alpha Metallurgical Resources, Inc. | 111.7M | 1.5% | 544.1K | 210.01 | +50.6% |
| OC Owens Corning | 101.8M | 1.4% | 940.5K | 148.06 | -0.4% |
| TPC TUTOR PERINI CORP | 96.5M | 1.3% | 1.3M | 91.27 | +63.0% |
| SNDK Sandisk Corp | 95.3M | 1.3% | 150.0K | 1,596.08 | +3494.8% |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 83.1M | 1.1% | 37.8K | 2,110.95 | +14.9% |
| RIG Transocean Ltd. | 77.6M | 1.1% | 11.7M | 5.92 | +111.4% |
| BW Babcock & Wilcox Enterprises, Inc. | 75.3M | 1.0% | 5.1M | 8.28 | +459.5% |
| GNW GENWORTH FINANCIAL INC | 62.5M | 0.9% | 7.7M | 9.88 | +16.6% |
| OIH VanEck Oil Services ETF | 60.6M | 0.8% | 150.0K | 415.33 | +75.6% |
| GLW CORNING INC /NY | 54.5M | 0.7% | 400.9K | 149.84 | +132.0% |
| WDC WESTERN DIGITAL CORP | 54.1M | 0.7% | 200.0K | 459.44 | +507.4% |
| MU MICRON TECHNOLOGY INC | 47.3M | 0.6% | 140.0K | 966.78 | +724.8% |
| SLB SLB LIMITED/NV | 46.3M | 0.6% | 900.0K | 53.87 | +61.5% |
| APH AMPHENOL CORP /DE/ | 45.5M | 0.6% | 360.5K | 157.01 | +44.5% |
| MHK MOHAWK INDUSTRIES INC | 41.9M | 0.6% | 425.3K | 136.22 | +9.8% |
| AMD ADVANCED MICRO DEVICES INC | 40.7M | 0.6% | 200.0K | 473.25 | +186.5% |
| BXC BlueLinx Holdings Inc. | 40.1M | 0.5% | 739.5K | 84.60 | +8.9% |
| AVTR Avantor, Inc. | 38.6M | 0.5% | 4.9M | 14.46 | +12.3% |
| HAL HALLIBURTON CO | 38.1M | 0.5% | 977.5K | 35.34 | +67.5% |
| UFPI UFP INDUSTRIES INC | 34.6M | 0.5% | 375.7K | 88.80 | -11.0% |
| XBI State Street SPDR S&P Biotech ETF | 33.5M | 0.5% | 262.3K | 165.73 | +85.8% |
| INDV Indivior Pharmaceuticals, Inc. | 33.4M | 0.5% | 1.1M | 36.87 | +52.7% |
| LUMN Lumen Technologies, Inc. | 33.1M | 0.5% | 4.8M | 5.94 | +34.1% |
| NBR NABORS INDUSTRIES LTD | 29.5M | 0.4% | 342.8K | 92.41 | +156.9% |
| ON ON SEMICONDUCTOR CORP | 29.1M | 0.4% | 470.0K | 74.21 | +50.0% |
| FCG First Trust Natural Gas ETF | 28.5M | 0.4% | 900.0K | 31.50 | +39.2% |
| BAX BAXTER INTERNATIONAL INC | 26.3M | 0.4% | 1.6M | 26.34 | +8.5% |
| FLEX FLEX LTD. | 26.2M | 0.4% | 400.0K | 110.45 | +124.9% |
| FMC FMC CORP | 24.0M | 0.3% | 1.4M | 11.02 | -71.4% |
| TTI TETRA TECHNOLOGIES INC | 23.7M | 0.3% | 2.8M | 7.19 | +74.9% |
| SKY Champion Homes, Inc. | 23.6M | 0.3% | 317.1K | 90.25 | +26.1% |
| ATKR Atkore Inc. | 23.6M | 0.3% | 400.2K | 93.60 | +65.1% |
| FTI TechnipFMC plc | 22.1M | 0.3% | 320.0K | 77.45 | +122.8% |
| BA BOEING CO | 21.9M | 0.3% | 110.0K | 214.20 | -5.1% |
| LBRT Liberty Energy Inc. | 21.6M | 0.3% | 750.0K | 19.36 | +81.8% |
| IOSP INNOSPEC INC. | 21.5M | 0.3% | 294.5K | 93.63 | +11.9% |
| EQT EQT Corp | 20.4M | 0.3% | 320.0K | 53.72 | +4.6% |
| AGO ASSURED GUARANTY LTD | 20.0M | 0.3% | 245.4K | 74.44 | -8.1% |
| GT GOODYEAR TIRE & RUBBER CO /OH/ | 19.6M | 0.3% | 3.0M | 5.97 | -28.0% |
| AAPL Apple Inc. | 17.8M | 0.2% | 70.0K | 309.35 | +36.9% |
| NOV NOV Inc. | 17.4M | 0.2% | 240.3K | 20.42 | +67.5% |
| AA Alcoa Corp | 16.8M | 0.2% | 253.1K | 51.85 | +76.8% |
| BTU PEABODY ENERGY CORP | 16.7M | 0.2% | 506.6K | 27.61 | +72.6% |
| BHC Bausch Health Companies Inc. | 16.0M | 0.2% | 3.0M | 6.44 | -15.0% |
| SND Smart Sand, Inc. | 16.0M | 0.2% | 3.1M | 4.85 | +144.9% |
| CNR Core Natural Resources, Inc. | 15.7M | 0.2% | 150.0K | 95.13 | +37.2% |
| MTRX MATRIX SERVICE CO | 14.1M | 0.2% | 1.2M | 11.07 | -24.1% |
| SXC SunCoke Energy, Inc. | 13.5M | 0.2% | 2.1M | 9.69 | +29.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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