Funds › Gendell Jeffrey L
Gendell Jeffrey L
13F for Q3 2026, filed Nov 13, 2026. 100 positions worth $9.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$9.6B
−$1.7B (14.8%) vs Q2 2026
Positions
100
103 in Q2 2026
Top 10 share
79.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | IESC IES Holdings, Inc. | 20.59M | $6.6B | 68.5% | Unchanged | 13F ↗ |
| 2 | SNDK Sandisk Corporation | 115,000 | $200.1M | 2.1% | -23.3% | 13F ↗ |
| 3 | WTM White Mountains Insurance Group, Ltd. | 75,346 | $151.2M | 1.6% | +27.2% | 13F ↗ |
| 4 | ORCL Oracle Corporation | 983,547 | $135.0M | 1.4% | +14.2% | 13F ↗ |
| 5 | TPC Tutor Perini Corporation | 1.51M | $124.5M | 1.3% | -1.9% | 13F ↗ |
| 6 | OC Owens Corning Inc | 987,501 | $115.3M | 1.2% | -2.0% | 13F ↗ |
| 7 | MU Micron Technology, Inc. | 100,000 | $106.5M | 1.1% | -23.1% | 13F ↗ |
| 8 | AMR Alpha Metallurgical Resources, Inc. · Common Stocks | 621,358 | $104.5M | 1.1% | +3.3% | 13F ↗ |
| 9 | AGO Assured Guaranty Ltd. | 1.18M | $80.1M | 0.8% | +62.9% | 13F ↗ |
| 10 | Vaneck ETF Trust Oil Services Etf | 205,050 | $77.6M | 0.8% | -17.5% | 13F ↗ |
| 11 | MHK Mohawk Industries, Inc. | 596,750 | $74.4M | 0.8% | +7.1% | 13F ↗ |
| 12 | RIG Transocean Ltd · Common Stocks | 14.13M | $74.0M | 0.8% | +2.0% | 13F ↗ |
| 13 | UFPI UFP Industries, Inc. | 906,636 | $70.0M | 0.7% | +20.7% | 13F ↗ |
| 14 | GNW Genworth Financial Inc | 7.14M | $64.1M | 0.7% | Unchanged | 13F ↗ |
| 15 | AAPL Apple Inc. | 190,000 | $63.3M | 0.7% | -39.7% | 13F ↗ |
| 16 | APH Amphenol Corporation | 720,000 | $60.7M | 0.6% | -39.0% | 13F ↗ |
| 17 | AVTR Avantor, Inc. | 4.00M | $60.2M | 0.6% | -47.4% | 13F ↗ |
| 18 | BXC Bluelinx Holdings Inc. | 764,406 | $54.4M | 0.6% | Unchanged | 13F ↗ |
| 19 | BTU Peabody Energy Corporation | 2.13M | $51.8M | 0.5% | +6.1% | 13F ↗ |
| 20 | GLW Corning Incorporated | 325,000 | $50.0M | 0.5% | Unchanged | 13F ↗ |
| 21 | AMD Advanced Micro Devices, Inc. | 80,000 | $48.9M | 0.5% | -42.9% | 13F ↗ |
| 22 | WDC Western Digital Corporation | 100,000 | $45.4M | 0.5% | -33.3% | 13F ↗ |
| 23 | Spdr Series Trust St Str Sp Biot | 262,278 | $41.4M | 0.4% | Unchanged | 13F ↗ |
| 24 | INDV Supernus, Inc. | 1.15M | $41.1M | 0.4% | +4.6% | 13F ↗ |
| 25 | SLB SLB Limited | 837,079 | $40.8M | 0.4% | -4.9% | 13F ↗ |
| 26 | FLEX Flex Ltd. | 369,631 | $40.7M | 0.4% | -0.1% | 13F ↗ |
| 27 | iShares Tr Etf | 140,000 | $38.9M | 0.4% | New | 13F ↗ |
| 28 | AA Alcoa Corporation | 920,285 | $38.7M | 0.4% | +109% | 13F ↗ |
| 29 | BAX Baxter International Inc. | 1.56M | $37.5M | 0.4% | -11.0% | 13F ↗ |
| 30 | SKY Champion Homes, Inc. | 425,360 | $36.5M | 0.4% | Unchanged | 13F ↗ |
| 31 | HAL Halliburton Company | 1.11M | $35.3M | 0.4% | +13.6% | 13F ↗ |
| 32 | GT The Goodyear Tire & Rubber Company | 7.09M | $35.2M | 0.4% | +6.0% | 13F ↗ |
| 33 | ON ON Semiconductor Corporation | 451,743 | $34.7M | 0.4% | -20.7% | 13F ↗ |
| 34 | CNR Core Natural Resources, Inc. · Common Stocks | 403,570 | $34.6M | 0.4% | -2.4% | 13F ↗ |
| 35 | BW Babcock & Wilcox Enterprises, Inc. | 5.37M | $31.3M | 0.3% | +4.4% | 13F ↗ |
| 36 | IOSP Innospec Inc. | 324,504 | $30.9M | 0.3% | Unchanged | 13F ↗ |
| 37 | Atkore Inc | 315,350 | $29.9M | 0.3% | -21.2% | 13F ↗ |
| 38 | LUMN Lumen Technologies, Inc. | 4.99M | $27.9M | 0.3% | Unchanged | 13F ↗ |
| 39 | NBR Nabors Industries Ltd. · Common Stocks | 348,234 | $27.2M | 0.3% | Unchanged | 13F ↗ |
| 40 | LFUS Littelfuse, Inc. | 63,658 | $27.0M | 0.3% | Unchanged | 13F ↗ |
| 41 | SXC SunCoke Energy, Inc. | 2.78M | $26.2M | 0.3% | Unchanged | 13F ↗ |
| 42 | First Tr Exchange-Traded Fd Nat Gas Etf | 900,000 | $25.7M | 0.3% | Unchanged | 13F ↗ |
| 43 | VISN Vistance Networks, Inc. | 4.22M | $25.2M | 0.3% | +124% | 13F ↗ |
| 44 | ARW Arrow Electronics, Inc. | 109,847 | $24.9M | 0.3% | New | 13F ↗ |
| 45 | BHC Bausch Health Companies Inc. | 4.19M | $24.4M | 0.3% | +3.8% | 13F ↗ |
| 46 | EQT EQT Corporation | 490,000 | $23.8M | 0.2% | +32.4% | 13F ↗ |
| 47 | FTI TechnipFMC plc | 320,000 | $21.7M | 0.2% | Unchanged | 13F ↗ |
| 48 | BA Boeing Company | 110,000 | $20.5M | 0.2% | Unchanged | 13F ↗ |
| 49 | MTRN Materion Corporation | 71,296 | $19.2M | 0.2% | Unchanged | 13F ↗ |
| 50 | SND Smart Sand, Inc. | 3.64M | $18.7M | 0.2% | +6.0% | 13F ↗ |
Showing the top 50 of 100 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 23 added to, 30 trimmed, 9 exited, 41 unchanged. By estimated dollars.
New positions (6)
Added to (23)
| WTM White Mountains Insurance Group, Ltd. | 75,346 | +27.2% | $32.3M |
| AGO Assured Guaranty Ltd. | 1.18M | +62.9% | $30.9M |
| AA Alcoa Corporation | 920,285 | +109% | $20.2M |
| ORCL Oracle Corporation | 983,547 | +14.2% | $16.8M |
| VISN Vistance Networks, Inc. | 4.22M | +124% | $14.0M |
| UFPI UFP Industries, Inc. | 906,636 | +20.7% | $12.0M |
| EQT EQT Corporation | 490,000 | +32.4% | $5.8M |
| MHK Mohawk Industries, Inc. | 596,750 | +7.1% | $4.9M |
| HAL Halliburton Company | 1.11M | +13.6% | $4.2M |
| GSM Ferroglobe PLC · Common Stocks | 2.61M | +58.9% | $3.8M |
Trimmed (30)
| SNDK Sandisk Corporation | 115,000 | -23.3% | -$60.9M |
| AVTR Avantor, Inc. | 4.00M | -47.4% | -$54.3M |
| AAPL Apple Inc. | 190,000 | -39.7% | -$41.6M |
| APH Amphenol Corporation | 720,000 | -39.0% | -$38.9M |
| AMD Advanced Micro Devices, Inc. | 80,000 | -42.9% | -$36.7M |
| MU Micron Technology, Inc. | 100,000 | -23.1% | -$32.0M |
| WDC Western Digital Corporation | 100,000 | -33.3% | -$22.7M |
| Vaneck ETF Trust Oil Services Etf | 205,050 | -17.5% | -$16.5M |
| FMC FMC Corporation | 27,221 | -98.0% | -$12.2M |
| ON ON Semiconductor Corporation | 451,743 | -20.7% | -$9.1M |
Exited (9)
| ORN Orion Group Holdings, Inc. | 1.10M | Exited | -$18.6M |
| MTRX Matrix Service Company | 1.19M | Exited | -$16.3M |
| GIS General Mills, Inc. | 288,000 | Exited | -$10.0M |
| CAG ConAgra Brands, Inc. | 512,000 | Exited | -$6.9M |
| KLXE KLX Energy Services Holdings, Inc. | 1.87M | Exited | -$4.8M |
| UTI Universal Technical Institute Inc | 91,585 | Exited | -$3.9M |
| OSG Octave Specialty Group, Inc. | 494,092 | Exited | -$3.1M |
| CIVB Civista Bancshares, Inc. | 10,000 | Exited | -$282.2K |
| TGEN Tecogen Inc. | 49,823 | Exited | -$260.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 100 | $9.6B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 104 | $11.3B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 101 | $7.3B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 94 | $5.8B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 87 | $5.4B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 77 | $3.8B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 79 | $2.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer