GENDELL JEFFREY L 13F Portfolio
GENDELL JEFFREY L runs GENDELL JEFFREY L and currently holds 104 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $11.32B. Their top holdings are IESC, SNDK, OC, MU, TPC. The top five represent 73.7% of reported portfolio weight. GENDELL JEFFREY L ranks #18 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GENDELL JEFFREY L initiated 6 new positions. They added to 32 existing positions. They trimmed 10 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$11.32B
Alpha Score
304.8
#18 of 1000
Holdings
104
GENDELL JEFFREY L Current 13F Holdings
Reported holdings from GENDELL JEFFREY L's latest SEC 13F filing, ranked by portfolio weight.
104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IESC IES HOLDINGS INC | 66.79% | $12.42 | $297.52 | +2,295.49% | Trimmed -0.45% |
 SNDK SANDISK CORP | 3.01% | $77.45 | $1,581.82 | +1,942.38% | Held |
 OC OWENS CORNING | 1.41% | $120.40 | $114.15 | -5.19% | Added +7.10% |
 MU MICRON TECHNOLOGY INC | 1.33% | $123.26 | $1,029.00 | +734.82% | Trimmed -7.14% |
 TPC TUTOR PERINI CORP | 1.13% | $71.97 | $83.32 | +15.77% | Added +23.06% |
 ORCL ORACLE CORP | 1.12% | $146.55 | $141.53 | -3.43% | New Buy |
 WTM WHITE MOUNTAINS INSURANCE GP | 1.08% | $2,086.98 | $2,064.89 | -1.06% | Added +56.67% |
 APH AMPHENOL CORP-CL A | 0.92% | $145.81 | $87.23 | -40.18% | Added +63.80% |
 AMR ALPHA METALLURGICAL RESOURCE | 0.88% | $137.90 | $181.48 | +31.60% | Added +10.49% |
 WDC WESTERN DIGITAL CORP | 0.85% | $96.43 | $397.28 | +311.99% | Trimmed -25.00% |
Showing 1-10 of 104