GENDELL JEFFREY L Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$1.3B

Holdings

62

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (62 positions)

#StockSharesValue% PortfolioType
1
IESCIES HOLDINGS INC
11,410,152$649.0T50325634.37%
2
AMRALPHA METALLURGICAL RESOURCE
600,064$98.6T7647719.41%
3
AVDLAVADEL PHARMACEUTICALS-ADR
5,396,060$88.9T6895602.50%
4
ARCH1USDARCH RESOURCES INC
502,298$56.6T4391923.43%
5
BXCBLUELINX HOLDINGS INC
481,780$45.2T3503460.63%
6
BTUPEABODY ENERGY CORP
1,849,681$40.1T3106658.63%
7
MHKMOHAWK INDUSTRIES INC
221,225$22.8T1769635.32%
8
OISOIL STATES INTERNATIONAL INC
2,827,981$21.1T1638080.83%
9
NBRNABORS INDUSTRIES LTD
219,366$20.4T1582452.12%
10
TTITETRA TECHNOLOGIES INC
4,906,666$16.6T1286001.38%
11
USX1UNITED STATES STEEL CORP
644,345$16.1T1249598.18%Call
12
ASTLALGOMA STEEL GROUP INC
2,023,891$14.4T1114252.73%
13
KLXEKLX ENERGY SERVICES HOLDING
1,419,052$14.2T1098879.98%
14
HPHELMERICH & PAYNE
334,709$11.9T920072.11%
15
CEIXEURCONSOL ENERGY INC
157,792$10.7T829692.16%
16
NINEQNINE ENERGY SERVICE INC
2,688,270$10.3T798380.45%
17
LXULSB INDUSTRIES INC
1,005,118$9.9T767699.94%
18
LBRTLIBERTY ENERGY INC
700,000$9.4T725717.65%
19
WTTRSELECT WATER SOLUTIONS INC
999,990$8.1T628085.72%
20
ENSENERSYS
73,648$8.0T619739.23%
21
LPXLOUISIANA-PACIFIC CORP
100,000$7.5T581411.58%
22
PATKPATRICK INDUSTRIES INC
90,059$7.2T558670.00%
23
HCHCEURINNOVATE CORP
3,804,153$6.7T516219.35%
24
RBCAAREPUBLIC BANCORP INC-CLASS A
146,709$6.2T483486.07%
25
SEELOS THERAPEUTICS INC
5,168,020$6.2T478884.01%
26
CWHCAMPING WORLD HOLDINGS INC-A
200,000$6.0T466804.17%
27
HMN FINANCIAL INC
308,277$5.8T447970.02%
28
CLFCLEVELAND-CLIFFS INC
325,000$5.4T422372.48%
29
SKYSKYLINE CHAMPION CORP
75,000$4.9T380635.38%
30
MTRXMATRIX SERVICE CO
695,559$4.1T317678.23%
31
FRDFRIEDMAN INDUSTRIES
322,245$4.1T314843.67%
32
PEBKPEOPLES BANCORP OF NC
215,640$3.9T303824.30%
33
XAIRBEYOND AIR INC
863,338$3.7T285186.33%
34
PSCEINVESCO S&P SMALLCAP ENERGY
370,348$3.5T272242.91%
35
IROQIF BANCORP INC
237,709$3.4T266165.07%
36
SXCSUNCOKE ENERGY INC
400,000$3.1T244102.91%
37
ASRVAMERISERV FINANCIAL INC
1,069,202$2.7T210587.07%
38
FSTRFOSTER (LB) CO-A
185,765$2.7T205698.11%
39
FRXFENNEC PHARMACEUTICALS INC
283,413$2.5T194052.28%
40
FUSBFIRST US BANCSHARES INC
289,691$2.5T192061.07%
41
NWPXNORTHWEST PIPE CO
78,649$2.4T184422.23%
42
FUNCFIRST UNITED CORP
149,222$2.1T165002.56%
43
CZWICITIZENS COMMUNITY BANCORP I
223,179$2.0T153157.98%
44
DXYNDIXIE GROUP INC
1,399,547$1.9T144336.94%
45
OSGAMBAC FINANCIAL GROUP INC
130,296$1.9T143873.00%
46
CMTCORE MOLDING TECHNOLOGIES IN
80,000$1.8T141126.84%
47
CLBCORE LABORATORIES INC
75,000$1.7T135214.25%
48
BDCBELDEN INC
16,500$1.6T122379.07%
49
SHBISHORE BANCSHARES INC
123,410$1.4T110623.28%
50
TISITEAM INC
171,041$1.4T110082.04%
51
IWNISHARES RUSSELL 2000 VALUE E
10,000$1.4T109179.45%
52
BRBSBLUE RIDGE BANKSHARES INC
97,862$866.1B67157.69%
53
INTCINTEL CORP
25,000$836.0B64825.30%
54
ORNORION GROUP HOLDINGS INC
290,131$815.3B63217.69%
55
FRBAFIRST BANK/HAMILTON NJ
70,404$730.8B56667.39%
56
HBTHBT FINANCIAL INC/DE
25,883$477.3B37009.58%
57
ODP1ODP CORP/THE
9,095$425.8B33019.65%
58
BWBABCOCK & WILCOX ENTERPR
70,000$413.0B32024.94%
59
SBFGSB FINANCIAL GROUP INC
32,597$411.4B31898.85%
60
HWBKHAWTHORN BANCSHARES INC
15,871$284.9B22090.54%
61
PEBOPEOPLES BANCORP INC
10,589$281.1B21800.07%
62
ASTLWALGOMA STEEL GROUP INC -CW26
93,408$113.0B8764.13%