GENDELL JEFFREY L Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$5.4B

Holdings

87

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
IESCIES HOLDINGS INC
10,530,501$4.2T77024.77%
2
AVDLAVADEL PHARMACEUTICALS
5,314,810$81.2B1492.82%
3
AMRALPHA METALLURGICAL RESOURCE
475,039$77.9B1433.81%
4
BXCBLUELINX HOLDINGS INC
659,336$48.2B886.31%
5
HUMHUMANA INC
154,638$40.2B740.04%
6
BTUPEABODY ENERGY CORP
1,478,332$39.2B721.15%
7
MUMICRON TECHNOLOGY INC
217,000$36.3B667.86%
8
FLEXFLEX LTD
623,472$36.1B664.81%
9
SNDKSANDISK CORP
314,839$35.3B649.77%
10
TPCTUTOR PERINI CORP
456,356$29.9B550.58%
11
OCOWENS CORNING
205,224$29.0B534.00%
12
WDCWESTERN DIGITAL CORP
240,000$28.8B530.02%
13
ATKRATKORE INC
418,146$26.2B482.56%
14
BABOEING CO/THE
120,000$25.9B476.40%
15
LUMNLUMEN TECHNOLOGIES INC
4,221,695$25.8B475.25%
16
INDIVIOR PLC
1,046,481$25.2B464.10%
17
RIGTRANSOCEAN LTD
8,023,351$25.0B460.46%
18
GLWCORNING INC
300,900$24.7B454.02%
19
MHKMOHAWK INDUSTRIES INC
188,569$24.3B447.17%
20
NBRNABORS INDUSTRIES LTD
594,716$24.3B447.09%
21
IWMISHARES RUSSELL 2000 ETF
99,493$24.1B442.81%
22
XBISPDR S&P BIOTECH ETF
232,278$23.3B428.11%
23
AMDADVANCED MICRO DEVICES
140,578$22.7B418.36%
24
UFPIUFP INDUSTRIES INC
240,884$22.5B414.24%
25
SLBSCHLUMBERGER NV
650,000$22.3B410.94%
26
TTITETRA TECHNOLOGIES INC
3,817,255$21.9B403.74%
27
GNWGENWORTH FINANCIAL INC
2,420,204$21.5B396.21%
28
OIHVANECK OIL SERVICES ETF
81,448$21.2B389.39%
29
LXULSB INDUSTRIES INC
2,058,807$16.2B298.42%
30
SKYCHAMPION HOMES INC
205,349$15.7B288.47%
31
OSGAMBAC FINANCIAL GROUP INC
1,864,512$15.6B286.03%
32
BWBABCOCK & WILCOX ENTERPR
4,752,823$13.8B253.53%
33
IOSPINNOSPEC INC
174,949$13.5B248.30%
34
CNRCORE NATURAL RESOURCES INC
151,906$12.7B233.26%
35
MTRXMATRIX SERVICE CO
946,474$12.4B227.72%
36
AMRZAMRIZE LTD
242,091$11.7B216.11%
37
LBRTLIBERTY ENERGY INC
888,605$11.0B201.70%
38
PATKPATRICK INDUSTRIES INC
105,088$10.9B199.93%
39
RBCAAREPUBLIC BANCORP INC-CLASS A
142,916$10.3B189.93%
40
OISOIL STATES INTERNATIONAL INC
1,637,718$9.9B182.55%
41
CMICUMMINS INC
22,240$9.4B172.79%
42
EQTEQT CORP
171,863$9.4B172.07%
43
XLEENERGY SELECT SECTOR SPDR
104,052$9.3B170.99%
44
AAPLAPPLE INC
35,000$8.9B163.93%
45
PSECPROSPECT CAPITAL CORP
3,166,215$8.7B160.16%
46
ORNORION GROUP HOLDINGS INC
1,037,177$8.6B158.73%
47
MTRNMATERION CORP
71,296$8.6B158.43%
48
IROQIF BANCORP INC
326,179$8.4B155.24%
49
FRDFRIEDMAN INDUSTRIES
354,576$7.8B142.80%
50
ODP1ODP CORP/THE
266,489$7.4B136.52%
51
CLBCORE LABORATORIES INC
569,471$7.0B129.47%
52
TSEMTOWER SEMICONDUCTOR LTD
93,099$6.7B123.81%
53
WGOWINNEBAGO INDUSTRIES
199,843$6.7B122.92%
54
PEBKPEOPLES BANCORP OF NC
217,763$6.7B122.81%
55
COHRCOHERENT CORP
61,350$6.6B121.56%
56
SXCSUNCOKE ENERGY INC
807,512$6.6B121.20%
57
FUNCFIRST UNITED CORP
178,352$6.6B120.63%
58
LVLNSPDR S&P REGIONAL BANKING
100,000$6.3B116.44%
59
WTTRSELECT WATER SOLUTIONS INC
546,309$5.8B107.42%
60
SNDSMART SAND INC
2,696,408$5.8B106.14%
61
SLNDSOUTHLAND HOLDINGS INC
1,246,629$5.3B98.37%
62
FMBHFIRST MID BANCSHARES INC
137,473$5.2B95.79%
63
ALRSALERUS FINANCIAL CORP
233,700$5.2B95.17%
64
FUSBFIRST US BANCSHARES INC
397,454$4.8B87.88%
65
INSGINSEEGO CORP
319,048$4.8B87.85%
66
ASRVAMERISERV FINANCIAL INC
1,635,677$4.7B87.25%
67
NOVNOV INC
339,697$4.5B82.79%
68
FCGFIRST TRUST NATURAL GAS ETF
190,000$4.5B82.10%
69
DTIDRILLING TOOLS INTERNATIONAL
1,887,691$4.3B79.86%
70
COFSCHOICEONE FINANCIAL SVCS INC
148,548$4.3B79.13%
71
CZWICITIZENS COMMUNITY BANCORP I
248,319$4.0B73.40%
72
INVXINNOVEX INTERNATIONAL INC
193,212$3.6B65.89%
73
KLXEKLX ENERGY SERVICES HOLDING
1,713,108$3.3B60.50%
74
PSCEINVESCO S&P SMALLCAP ENERGY
68,469$2.9B53.68%
75
NINEQNINE ENERGY SERVICE INC
4,178,566$2.6B48.57%
76
CACCAMDEN NATIONAL CORP
61,269$2.4B43.49%
77
OCCOPTICAL CABLE CORP
281,830$2.3B42.09%
78
BVFLBV FINANCIAL INC
141,262$2.3B41.89%
79
SHBISHORE BANCSHARES INC
136,840$2.2B41.30%
80
TGENTECOGEN INC/WALTHAM MA
243,622$2.1B39.48%
81
BRBSBLUE RIDGE BANKSHARES INC
312,221$1.3B24.29%
82
FRXFENNEC PHARMACEUTICALS INC
139,559$1.3B24.03%
83
SBFGSB FINANCIAL GROUP INC
46,286$892.9M16.42%
84
FRBAFIRST BANK/HAMILTON NJ
48,939$797.2M14.66%
85
TILEINTERFACE INC
25,000$723.5M13.31%
86
CIVBCIVISTA BANCSHARES INC
10,000$203.1M3.74%
87
ASTLWALGOMA STEEL GROUP INC -CW26
93,408$14.3M0.26%