Gendell Jeffrey L Top Holdings and 13F Report (2026) About Gendell Jeffrey LInvestment ActivityGendell Jeffrey L has $7.34 billion in total holdings as of March 31, 2026.Gendell Jeffrey L owns shares of 102 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 10.09% of the portfolio was purchased this quarter.About 4.84% of the portfolio was sold this quarter.This quarter, Gendell Jeffrey L has purchased 94 new stocks and bought additional shares in 34 stocks.Gendell Jeffrey L sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings IES $4,926,817,965iShares Russell 2000 ETF $236,608,864Alpha Metallurgical Resources $111,697,260Owens Corning $101,783,291Tutor Perini $96,543,617 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $236,608,864 Holding032095101 - Amphenol $45,549,175 Holding45579U109 - INDIVIOR PHARMACEUTICALS INC $33,416,535 Holding682189105 - onsemi $29,102,400 HoldingG0585R106 - Assured Guaranty $19,996,984 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 954,068 shares (about $236.61M)Owens Corning 710,162 shares (about $76.85M)Amphenol 360,500 shares (about $45.55M)Avantor 4,372,270 shares (about $34.28M)INDIVIOR PHARMACEUTICALS INC 1,096,343 shares (about $33.42M) Largest Sales this Quarter NOV 299,367 shares (about $101.59M)Flex 276,448 shares (about $18.10M)Oil States International 1,266,952 shares (about $14.75M)SANDISK CORP 15,449 shares (about $9.82M)IES 8,159 shares (about $3.89M) 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$4,926,817,965$3,887,519 â–¼-0.1%10,340,24867.1%Computer and TechnologyIWMiShares Russell 2000 ETF$236,608,864$236,608,864 â–²New Holding954,0683.2%FinanceAMRAlpha Metallurgical Resources$111,697,260$10,279,101 â–²10.1%544,1481.5%Basic MaterialsOCOwens Corning$101,783,291$76,853,732 â–²308.3%940,5221.4%ConstructionTPCTutor Perini$96,543,617$27,851,078 â–²40.5%1,250,7271.3%ConstructionSANDISK CORP$95,301,000$9,815,368 â–¼-9.3%150,0001.3%COMWTMWhite Mountains Insurance Group$83,075,845$11,630,706 â–²16.3%37,8141.1%FinanceRIGTransocean$77,571,000$6,034,407 â–²8.4%11,700,0001.1%EnergyBWBabcock$75,301,939$1,175,200 â–²1.6%5,126,0681.0%Computer and TechnologyGNWGenworth Financial$62,515,173$9,849,763 â–²18.7%7,698,9130.9%FinanceOIHVanEck Oil Services ETF$60,631,500$1,401,800 â–²2.4%150,0000.8%ETFGLWCorning$54,510,373$13,597,000 â–²33.2%400,9000.7%Computer and TechnologyWDCWestern Digital$54,100,434$2,753,588 â–¼-4.8%200,0090.7%Computer and TechnologyMUMicron Technology$47,297,600$1,139,534 â–¼-2.4%140,0000.6%Computer and TechnologySLBSLB$46,251,000$1,541,700 â–²3.4%900,0000.6%EnergyAPHAmphenol$45,549,175$45,549,175 â–²New Holding360,5000.6%Computer and TechnologyMHKMohawk Industries$41,879,665$2,000,904 â–¼-4.6%425,3470.6%Consumer DiscretionaryAMDAdvanced Micro Devices$40,686,001$19,325,850 â–²90.5%200,0000.6%Computer and TechnologyBXCBlueLinx$40,067,356$1,112,315 â–²2.9%739,5230.5%ConstructionAVTRAvantor$38,551,396$34,278,596 â–²802.3%4,917,2700.5%MedicalHALHalliburton$38,112,296$2,198,607 â–²6.1%977,4890.5%EnergyUFPIUFP Industries$34,609,299$3,224,200 â–²10.3%375,6980.5%ConstructionXBISPDR S&P Biotech ETF$33,500,7690.0%262,2780.5%ETFINDIVIOR PHARMACEUTICALS INC$33,416,535$33,416,535 â–²New Holding1,096,3430.5%COMLUMNLumen Technologies$33,090,4520.0%4,761,2160.5%UtilitiesNBRNabors Industries$29,501,2820.0%342,7990.4%EnergyONonsemi$29,102,400$29,102,400 â–²New Holding470,0000.4%Computer and TechnologyFCGFirst Trust Natural Gas ETF$28,521,000$1,390,367 â–¼-4.6%900,0000.4%ETFBAXBaxter International$26,284,323$18,789,423 â–²250.7%1,564,5430.4%MedicalFLEXFlex$26,184,000$18,096,286 â–¼-40.9%400,0000.4%Computer and TechnologyFMCFMC$24,021,900$8,523,900 â–²55.0%1,395,0000.3%Consumer StaplesTTITetra Technologies$23,652,270$932,565 â–¼-3.8%2,776,0880.3%EnergySKYChampion Homes$23,582,5040.0%317,0970.3%ConstructionATKRAtkore$23,576,606$766,596 â–²3.4%400,2140.3%IndustrialsFTITechnipFMC$22,121,6000.0%320,0000.3%EnergyBABoeing$21,893,300$5,610,457 â–²34.5%110,0000.3%AerospaceLBRTLiberty Energy$21,600,000$613,123 â–¼-2.8%750,0000.3%EnergyIOSPInnospec$21,504,682$668,352 â–²3.2%294,5040.3%Basic MaterialsEQTEQT$20,364,800$2,027,761 â–¼-9.1%320,0000.3%EnergyAGOAssured Guaranty$19,996,984$19,996,984 â–²New Holding245,4220.3%FinanceGTGoodyear Tire & Rubber$19,624,873$14,184,501 â–²260.7%2,960,0110.3%Auto/Tires/TrucksAAPLApple$17,765,300$8,882,650 â–²100.0%70,0000.2%Computer and TechnologyAAAlcoa$16,787,327$14,572,303 â–²657.9%253,0880.2%IndustrialsBTUPeabody Energy$16,692,9310.0%506,6140.2%EnergyBHCBausch Health Cos$16,037,136$9,026,451 â–²128.8%2,969,8400.2%MedicalSNDSmart Sand$16,009,8050.0%3,126,9150.2%EnergyCORE NATURAL RESOURCES INC$15,709,500$3,220,343 â–¼-17.0%150,0000.2%COMMTRXMatrix Service$14,135,405$1,994,604 â–²16.4%1,231,3070.2%EnergyNOVNOV$13,685,986$101,590,195 â–¼-88.1%40,3300.2%EnergySXCSunCoke Energy$13,522,012$3,939,032 â–²41.1%2,077,1140.2%EnergyTSEMTower Semiconductor$13,161,0000.0%75,0000.2%Computer and TechnologyGE VERNOVA INC$13,093,500$13,093,500 â–²New Holding15,0000.2%COMORNOrion Group$12,036,8700.0%1,104,3000.2%ConstructionCMICummins$11,965,5650.0%22,2400.2%Auto/Tires/TrucksCOMMCommScope$11,921,000$11,921,000 â–²New Holding655,0000.2%Computer and TechnologyPATKPatrick Industries$11,672,1240.0%105,0880.2%ConstructionWTTRSelect Water Solutions$10,943,616$2,585,088 â–²30.9%715,2690.1%Business ServicesCLBCore Laboratories$10,887,6440.0%648,4600.1%EnergyPSECProspect Capital$10,465,844$734,932 â–²7.6%4,009,9020.1%FinanceDTIDrilling Tools International$10,431,225$132,836 â–¼-1.3%2,409,0590.1%EnergyMTRNMaterion$10,312,9660.0%71,2960.1%Basic MaterialsRBCAARepublic Bancorp$10,082,7240.0%142,9160.1%FinanceALKSAlkermes$9,321,037$9,321,037 â–²New Holding263,6040.1%MedicalINNOVEX INTERNATIONAL INC$8,694,060$874,406 â–¼-9.1%356,4600.1%COMPEBKPeoples Bancorp of North Carolina$8,527,5990.0%217,7630.1%FinanceSCLStepan$8,272,690$7,818,622 â–²1,721.9%165,5200.1%Basic MaterialsCOHRCoherent$6,581,0280.0%27,6270.1%Business ServicesOCTAVE SPECIALTY GROUP INC$6,571,436$726,609 â–¼-10.0%1,413,2120.1%COMFUNCFirst United$6,534,8170.0%178,3520.1%FinanceNINE ENERGY SERVICE, INC.$6,432,908$6,432,908 â–²New Holding784,5010.1%COMFRIEDMAN INDUSTRIES$6,283,0860.0%354,5760.1%COMFUSBFirst Us Bancsh$6,081,0460.0%397,4540.1%FinanceASRVAmeriServ Financial$5,921,1510.0%1,635,6770.1%FinanceFMBHFirst Mid Bancshares$5,662,5130.0%137,4730.1%FinanceENSEnersys$5,591,352$5,591,352 â–²New Holding32,1860.1%IndustrialsALRSAlerus Financial$5,541,0270.0%233,7000.1%FinanceBOOMDMC Global$5,224,536$523,522 â–²11.1%1,002,7900.1%IndustrialsWGOWinnebago Industries$5,072,567$213,862 â–¼-4.0%163,6840.1%Auto/Tires/TrucksCZWICitizens Community Bancorp$4,916,7160.0%248,3190.1%FinanceINSEEGO CORP$4,773,8280.0%429,3010.1%COMKLXEKLX Energy Services$4,604,881$46,800 â–²1.0%1,771,1080.1%EnergyCOFSChoiceOne Financial Services$4,177,1700.0%148,5480.1%FinancePSCEInvesco S&P SmallCap Energy ETF$4,174,6440.0%68,4690.1%ETFHUMHumana$4,171,243$2,070,797 â–¼-33.2%24,0570.1%MedicalNOVNOV$3,762,000$2,627,701 â–¼-41.1%200,0000.1%EnergyGSMFerroglobe$3,758,771$3,355,023 â–²831.0%912,3230.1%Basic MaterialsMPBMid Penn Bancorp$3,481,995$3,481,995 â–²New Holding108,2710.0%FinanceOISOil States International$3,472,410$14,747,322 â–¼-80.9%298,3170.0%EnergyOCCOptical Cable$3,443,880$17,325 â–²0.5%417,4400.0%Computer and TechnologyUTIUniversal Technical Institute$3,306,2190.0%91,5850.0%Consumer DiscretionaryALKERMES PLC$3,107,048$3,107,048 â–²New Holding87,8690.0%COMSLNDSouthland$2,964,334$494,412 â–²20.0%2,280,2570.0%ConstructionCACCamden National$2,907,2140.0%61,2690.0%FinanceBV FINANCIAL INC$2,703,7550.0%141,2620.0%COMSHBIShore Bancshares$2,556,1710.0%136,8400.0%FinanceSBFGSB Financial Group$972,0060.0%46,2860.0%FinanceBRBSBlue Ridge Bankshares$901,3540.0%214,6080.0%FinanceFRBAFirst Bank$783,0240.0%48,9390.0%FinanceTGENTecogen$628,585$128,000 â–¼-16.9%245,5410.0%ConstructionTILEInterface$623,0000.0%25,0000.0%Consumer DiscretionaryShowing largest 100 holdings. 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