GENDELL JEFFREY L Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$2.6T

Holdings

89

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
IESCIES HOLDINGS INC
11,210,152$1.4T52.68%
2
IWMISHARES RUSSELL 2000 ETF
606,201$127.5B4.92%
3
AMRALPHA METALLURGICAL RESOURCE
350,125$116.0B4.48%
4
OIHVANECK OIL SERVICES ETF
322,103$108.3B4.18%
5
AVDLAVADEL PHARMACEUTICALS-ADR
5,708,118$96.4B3.72%
6
BXCBLUELINX HOLDINGS INC
485,162$63.2B2.44%
7
HALHALLIBURTON CO
1,447,075$57.0B2.20%
8
BTUPEABODY ENERGY CORP
2,067,230$50.2B1.94%
9
ARCH1USDARCH RESOURCES INC
301,039$48.4B1.87%
10
MHKMOHAWK INDUSTRIES INC
333,064$43.6B1.68%
11
NBRNABORS INDUSTRIES LTD
436,442$37.6B1.45%
12
SLBSCHLUMBERGER LTD
510,000$28.0B1.08%
13
HPHELMERICH & PAYNE
518,571$21.8B0.84%
14
LXULSB INDUSTRIES INC
2,450,496$21.5B0.83%
15
TTITETRA TECHNOLOGIES INC
4,811,224$21.3B0.82%
16
OISOIL STATES INTERNATIONAL INC
2,897,405$17.8B0.69%
17
IWNISHARES RUSSELL 2000 VALUE E
111,876$17.8B0.69%
18
LVLNSPDR S&P REGIONAL BANKING
351,727$17.7B0.68%
19
CEIXEURCONSOL ENERGY INC
185,355$15.5B0.60%
20
LBRTLIBERTY ENERGY INC
739,939$15.3B0.59%
21
ASTLALGOMA STEEL GROUP INC
1,750,000$14.9B0.57%
22
KLXEKLX ENERGY SERVICES HOLDING
1,624,096$12.6B0.49%
23
MTRXMATRIX SERVICE CO
870,556$11.3B0.44%
24
PATKPATRICK INDUSTRIES INC
90,059$10.8B0.42%
25
WTTRSELECT WATER SOLUTIONS INC
1,141,189$10.5B0.41%
26
XBISPDR S&P BIOTECH ETF
99,300$9.4B0.36%
27
ENSENERSYS
98,226$9.3B0.36%
28
TRVCCITIGROUP INC
145,000$9.2B0.35%
29
AMDADVANCED MICRO DEVICES
50,000$9.0B0.35%
30
LPXLOUISIANA-PACIFIC CORP
100,000$8.4B0.32%
31
AMATAPPLIED MATERIALS INC
40,000$8.2B0.32%
32
FRDFRIEDMAN INDUSTRIES
435,666$8.2B0.32%
33
CWHCAMPING WORLD HOLDINGS INC-A
284,069$7.9B0.31%
34
RBCAAREPUBLIC BANCORP INC-CLASS A
146,709$7.5B0.29%
35
NINEQNINE ENERGY SERVICE INC
3,313,322$7.4B0.29%
36
CMICUMMINS INC
25,000$7.4B0.28%
37
IOSPINNOSPEC INC
54,990$7.1B0.27%
38
FMBHFIRST MID BANCSHARES INC
215,119$7.0B0.27%
39
HMN FINANCIAL INC
323,577$6.8B0.26%
40
OSGAMBAC FINANCIAL GROUP INC
434,313$6.8B0.26%
41
ORNORION GROUP HOLDINGS INC
819,566$6.7B0.26%
42
SKYSKYLINE CHAMPION CORP
75,000$6.4B0.25%
43
FCGFIRST TRUST NATURAL GAS ETF
222,039$6.1B0.24%
44
RNGRRANGER ENERGY SERVICES INC
538,190$6.1B0.23%
45
PEBKPEOPLES BANCORP OF NC
217,763$6.1B0.23%
46
CLBCORE LABORATORIES INC
326,890$5.6B0.22%
47
IROQIF BANCORP INC
312,151$5.2B0.20%
48
BDCBELDEN INC
53,882$5.0B0.19%
49
PSCEINVESCO S&P SMALLCAP ENERGY
78,869$4.4B0.17%
50
FSLRFIRST SOLAR INC
25,000$4.2B0.16%
51
TILEINTERFACE INC
250,363$4.2B0.16%
52
FUNCFIRST UNITED CORP
178,352$4.1B0.16%
53
ASRVAMERISERV FINANCIAL INC
1,370,023$3.6B0.14%
54
AGOASSURED GUARANTY LTD
40,102$3.5B0.14%
55
FRXFENNEC PHARMACEUTICALS INC
302,478$3.4B0.13%
56
SHBISHORE BANCSHARES INC
283,410$3.3B0.13%
57
FUSBFIRST US BANCSHARES INC
332,957$3.1B0.12%
58
SXCSUNCOKE ENERGY INC
272,591$3.1B0.12%
59
CZWICITIZENS COMMUNITY BANCORP I
250,959$3.0B0.12%
60
COHRCOHERENT CORP
45,000$2.7B0.11%
61
HCHCEURINNOVATE CORP
3,789,153$2.7B0.10%
62
XAIRBEYOND AIR INC
1,461,071$2.5B0.10%
63
BERYEURBERRY GLOBAL GROUP INC
40,000$2.4B0.09%
64
SSNTSILVERSUN TECHNOLOGIES INC
183,263$2.4B0.09%
65
NCMINATIONAL CINEMEDIA INC
456,620$2.4B0.09%
66
UBSUBS GROUP AG-REG
75,000$2.3B0.09%
67
NWPXNORTHWEST PIPE CO
43,572$1.5B0.06%
68
BVFLBV FINANCIAL INC
136,251$1.4B0.05%
69
FSTRFOSTER (LB) CO-A
50,000$1.4B0.05%
70
CMTCORE MOLDING TECHNOLOGIES IN
63,410$1.2B0.05%
71
INTCINTEL CORP
25,000$1.1B0.04%
72
FRBAFIRST BANK/HAMILTON NJ
70,404$967.4M0.04%
73
GTLSCHART INDUSTRIES INC
5,658$932.0M0.04%
74
TANINVESCO SOLAR ETF
20,000$907.4M0.04%
75
DXYNDIXIE GROUP INC
1,391,473$789.1M0.03%
76
BRBSBLUE RIDGE BANKSHARES INC
281,223$756.5M0.03%
77
PHINPHINIA INC
18,465$709.6M0.03%
78
SBFGSB FINANCIAL GROUP INC
48,823$672.8M0.03%
79
SOUNSOUNDHOUND AI INC-A
100,000$589.0M0.02%
80
NXTNEXTRACKER INC-CL A
10,000$562.7M0.02%
81
BWBABCOCK & WILCOX ENTERPR
439,150$496.2M0.02%
82
HBTHBT FINANCIAL INC/DE
25,883$492.8M0.02%
83
TISITEAM INC
67,864$489.3M0.02%
84
HWBKHAWTHORN BANCSHARES INC
16,505$337.2M0.01%
85
PEBOPEOPLES BANCORP INC
10,589$313.5M0.01%
86
SEELSEELOS THERAPEUTICS INC
428,966$253.5M0.01%
87
CIVBCIVISTA BANCSHARES INC
10,000$153.8M0.01%
88
ASTLWALGOMA STEEL GROUP INC -CW26
93,408$128.0M0.00%
89
DTIDRILLING TOOLS INTERNATIONAL
11,785$35.4M0.00%