Gendell Jeffrey L Top Holdings and 13F Report (2025) About Gendell Jeffrey LInvestment ActivityGendell Jeffrey L has $3.77 billion in total holdings as of June 30, 2025.Gendell Jeffrey L owns shares of 77 different stocks, but just 1 company or ETF makes up 80% of its holdings.Approximately 4.84% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, Gendell Jeffrey L has purchased 79 new stocks and bought additional shares in 29 stocks.Gendell Jeffrey L sold shares of 25 stocks and completely divested from 13 stocks this quarter.Largest Holdings IES $3,162,651,606AVADEL PHARMACEUTICALS $45,813,007BlueLinx $41,930,238iShares Russell 2000 ETF $36,684,300Alpha Metallurgical Resources $33,338,622 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $36,684,300 Holding690742101 - Owens Corning $20,454,862 Holding830830105 - Champion Homes $10,665,551 Holding037833100 - Apple $10,258,500 Holding231021106 - Cummins $7,283,600 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 170,000 shares (about $36.68M)Owens Corning 148,741 shares (about $20.45M)Micron Technology 90,000 shares (about $11.09M)Champion Homes 170,349 shares (about $10.67M)Apple 50,000 shares (about $10.26M) Largest Sales this Quarter Peabody Energy 1,003,276 shares (about $13.46M)IES 41,630 shares (about $12.33M)AVADEL PHARMACEUTICALS 950,545 shares (about $8.41M)Transocean 3,134,441 shares (about $8.12M)Lsb Industries 758,426 shares (about $5.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGendell Jeffrey L Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIESCIES$3,162,651,606$12,332,055 ▼-0.4%10,676,33884.0%Computer and TechnologyAVADEL PHARMACEUTICALS$45,813,007$8,412,323 ▼-15.5%5,176,6111.2%COMBXCBlueLinx$41,930,238$6,017,565 ▲16.8%563,7301.1%ConstructionIWMiShares Russell 2000 ETF$36,684,300$36,684,300 ▲New Holding170,0001.0%FinanceAMRAlpha Metallurgical Resources$33,338,622$7,867,976 ▲30.9%296,3960.9%Basic MaterialsOIHVanEck Oil Services ETF$31,134,517$8,032,515 ▲34.8%135,1970.8%ETFMUMicron Technology$20,582,750$11,092,500 ▲116.9%167,0000.5%Computer and TechnologyOCOwens Corning$20,454,862$20,454,862 ▲New Holding148,7410.5%ConstructionSLBSchlumberger$15,210,000$1,836,151 ▲13.7%450,0000.4%EnergyLXULsb Industries$15,166,827$5,915,723 ▼-28.1%1,944,4650.4%Basic MaterialsINDVIndivior$12,624,530$3,685,000 ▲41.2%856,4810.3%MedicalTTITetra Technologies$12,238,642$1,824,413 ▼-13.0%3,642,4530.3%EnergyMHKMohawk Industries$12,056,600$3,402,687 ▼-22.0%115,0000.3%Consumer DiscretionarySKYChampion Homes$10,665,551$10,665,551 ▲New Holding170,3490.3%ConstructionATKRAtkore$10,589,907$3,484,817 ▼-24.8%150,1050.3%IndustrialsRBCAARepublic Bancorp$10,448,589$277,306 ▼-2.6%142,9160.3%FinanceAAPLApple$10,258,500$10,258,500 ▲New Holding50,0000.3%Computer and TechnologyPATKPatrick Industries$9,696,4700.0%105,0880.3%ConstructionOISOil States International$8,617,368$369,256 ▼-4.1%1,607,7180.2%EnergyAMBCAmbac Financial Group$8,508,782$4,232,551 ▲99.0%1,198,4200.2%FinanceMTRXMatrix Service$8,300,665$233,601 ▲2.9%614,4090.2%EnergyNBRNabors Industries$8,257,943$1,679,715 ▼-16.9%294,7160.2%EnergyIROQIF Bancorp$7,941,317$4,942 ▼-0.1%326,1790.2%FinanceXBISPDR S&P Biotech ETF$7,652,615$4,431,116 ▲137.5%92,2780.2%ETFCORE NATURAL RESOURCES INC$7,504,163$3,506,457 ▲87.7%107,6020.2%COMSANDISK CORP$7,475,449$5,888,199 ▲371.0%164,8390.2%COMCMICummins$7,283,600$7,283,600 ▲New Holding22,2400.2%Auto/Tires/TrucksAMDAdvanced Micro Devices$7,177,018$4,257,000 ▲145.8%50,5780.2%Computer and TechnologyLBRTLiberty Energy$6,758,942$1,284,784 ▲23.5%588,7580.2%EnergyIOSPInnospec$6,708,784$213,084 ▲3.3%79,7810.2%Basic MaterialsODPODP$6,619,499$16,226 ▼-0.2%365,1130.2%Retail/WholesaleCLBCore Laboratories$6,560,306$1,295,712 ▲24.6%569,4710.2%EnergyUFPIUFP Industries$6,458,400$6,458,400 ▲New Holding65,0000.2%ConstructionGLWCorning$6,310,800$5,259,000 ▲500.0%120,0000.2%Computer and TechnologyPEBKPeoples Bancorp of North Carolina$6,282,4630.0%217,7630.2%FinanceWDCWestern Digital$6,079,050$3,199,500 ▲111.1%95,0000.2%Computer and TechnologyFRDFriedman Industries$5,871,778$1,271,742 ▼-17.8%354,5760.2%IndustrialsFUNCFirst United$5,530,6960.0%178,3520.1%FinanceFMBHFirst Mid Bancshares$5,153,8630.0%137,4730.1%FinanceALRSAlerus Financial$5,057,268$3,377,874 ▼-40.0%233,7000.1%FinanceASRVAmeriServ Financial$4,972,4580.0%1,635,6770.1%FinanceFUSBFirst Us Bancsh$4,872,859$197,383 ▲4.2%377,7410.1%FinanceMTRNMaterion$4,865,063$4,865,063 ▲New Holding61,2960.1%Basic MaterialsNOVNOV$4,821,485$1,599,940 ▲49.7%387,8910.1%EnergyWTTRSelect Water Solutions$4,720,110$2,461,415 ▼-34.3%546,3090.1%Business ServicesBTUPeabody Energy$4,643,897$13,463,964 ▼-74.4%346,0430.1%EnergyCOFSChoiceOne Financial Services$4,263,328$2,388,759 ▼-35.9%148,5480.1%FinanceWGOWinnebago Industries$4,220,399$4,220,399 ▲New Holding145,5310.1%ConstructionSNDSmart Sand$4,100,121$628,706 ▲18.1%2,039,8610.1%EnergyTSEMTower Semiconductor$4,035,842$867,000 ▲27.4%93,0990.1%Computer and TechnologyDTIDrilling Tools International$4,029,977$695,847 ▲20.9%1,414,0270.1%EnergyFCGFirst Trust Natural Gas ETF$3,697,600$5,069,779 ▼-57.8%160,0000.1%ETFRIGTransocean$3,626,000$8,118,202 ▼-69.1%1,400,0000.1%EnergyTILEInterface$3,531,1630.0%168,7130.1%Consumer DiscretionaryCZWICitizens Community Bancorp$3,426,802$36,128 ▼-1.0%248,3190.1%FinanceNINENine Energy Service$3,222,093$4,224 ▼-0.1%4,178,5660.1%EnergyKLXEKLX Energy Services$3,166,319$37,400 ▲1.2%1,693,2190.1%EnergySLNDSouthland$3,099,733$195,611 ▲6.7%741,5630.1%ConstructionPSCEInvesco S&P SmallCap Energy ETF$2,909,409$155,440 ▼-5.1%74,8690.1%ETFCOHRCoherent$2,796,7330.0%31,3500.1%Business ServicesSXCSunCoke Energy$2,506,012$164,456 ▲7.0%291,7360.1%EnergyFLEXFlex$2,496,000$2,496,000 ▲New Holding50,0000.1%Computer and TechnologyCACCamden National$2,486,296$2,428,226 ▼-49.4%61,2690.1%FinanceBWBabcock$2,477,261$817,402 ▲49.2%2,574,8480.1%Computer and TechnologyLUMNLumen Technologies$2,409,0000.0%550,0000.1%UtilitiesBV FINANCIAL INC$2,151,4200.0%141,2620.1%COMSHBIShore Bancshares$2,151,125$2,304,081 ▼-51.7%136,8400.1%FinanceORNOrion Group$1,739,544$3,548,546 ▼-67.1%191,7910.0%ConstructionFENCAdherex Technologies$1,159,560$387,253 ▲50.1%139,7060.0%MedicalBRBSBlue Ridge Bankshares$1,120,873$112,180 ▲11.1%312,2210.0%FinanceSBFGSB Financial Group$884,0630.0%46,2860.0%FinanceFRBAFirst Bank$757,086$135,765 ▼-15.2%48,9390.0%FinanceINNOVEX INTERNATIONAL INC$614,335$614,335 ▲New Holding39,3300.0%COMTGENTecogen$283,560$283,560 ▲New Holding41,7000.0%ConstructionCIVBCivista Bancshares$232,0000.0%10,0000.0%FinanceOCCOptical Cable$197,401$66,676 ▲51.0%67,9520.0%Computer and TechnologyASTLWAlgoma Steel Group$47,6380.0%93,4080.0%Basic MaterialsHALHalliburton$0$15,910,770 ▼-100.0%00.0%EnergyEQTEQT$0$7,747,350 ▼-100.0%00.0%EnergyKRESPDR S&P Regional Banking ETF$0$6,822,000 ▼-100.0%00.0%ETFIWNiShares Russell 2000 Value ETF$0$6,558,269 ▼-100.0%00.0%ETFCCitigroup$0$4,614,350 ▼-100.0%00.0%Financial ServicesHPHelmerich & Payne$0$4,382,805 ▼-100.0%00.0%EnergySDRLSeadrill$0$3,333,700 ▼-100.0%00.0%EnergyXLEEnergy Select Sector SPDR Fund$0$3,270,750 ▼-100.0%00.0%ETFCMTCore Molding Technologies$0$931,243 ▼-100.0%00.0%IndustrialsQXO INC$0$884,338 ▼-100.0%00.0%COMBORRBorr Drilling$0$874,382 ▼-100.0%00.0%EnergyHBTHBT Financial$0$340,206 ▼-100.0%00.0%FinanceHWBKHawthorn Bancshares$0$282,300 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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