GENDELL JEFFREY L

CIK 0001056581 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

GENDELL JEFFREY L reported 104 positions worth $11.32B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IESC (66.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$11.32B
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.0%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IESCIES HOLDINGS INCSH$7.56B66.79%10,293,528
2SNDKSANDISK CORPSH$341.1M3.01%150,000
3AAPLAPPLE INCCALL$260.4M2.30%900,000
4OCOWENS CORNINGSH$160.1M1.41%1,007,315
5MUMICRON TECHNOLOGY INCSH$150.1M1.33%130,000
6TPCTUTOR PERINI CORPSH$127.7M1.13%1,539,141
7ORCLORACLE CORPSH$126.3M1.12%861,500
8WTMWHITE MOUNTAINS INSURANCE GPSH$122.8M1.08%59,243
9APHAMPHENOL CORP-CL ASH$104.1M0.92%590,500
10AMRALPHA METALLURGICAL RESOURCESH$99.2M0.88%601,255

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GENDELL JEFFREY L hold as of Q2 2026?

GENDELL JEFFREY L reported 104 positions worth $11.32B in its Q2 2026 13F filing. Largest positions: IESC (66.8%), SNDK (3.0%), AAPL (2.3%), OC (1.4%) and MU (1.3%).

What did GENDELL JEFFREY L buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GENDELL JEFFREY L sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.