GENDELL JEFFREY L
GENDELL JEFFREY L runs GENDELL JEFFREY L and currently holds 104 stock positions, which is fewer than the average of 230 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 #4 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%.
104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IESC IES HOLDINGS INC | 66.79% | $12.42 | $685.04 | +5,415.62% | Trimmed -0.45% |
SNDK SANDISK CORP | 3.01% | $77.45 | $1,596.10 | +1,960.81% | Held |
OC OWENS CORNING | 1.41% | $120.40 | $148.11 | +23.01% | Added +7.10% |
MU MICRON TECHNOLOGY INC | 1.33% | $123.26 | $966.78 | +684.34% | Trimmed -7.14% |
TPC TUTOR PERINI CORP | 1.13% | $71.97 | $91.17 | +26.68% | Added +23.06% |
ORCL ORACLE CORP | 1.12% | $146.55 | $146.49 | -0.04% | New Buy |
WTM WHITE MOUNTAINS INSURANCE GP | 1.08% | $2,086.98 | $2,108.90 | +1.05% | Added +56.67% |
APH AMPHENOL CORP-CL A | 0.92% | $145.81 | $157.00 | +7.67% | Added +63.80% |
AMR ALPHA METALLURGICAL RESOURCE | 0.88% | $137.90 | $210.12 | +52.37% | Added +10.49% |
WDC WESTERN DIGITAL CORP | 0.85% | $96.43 | $459.44 | +376.45% | Trimmed -25.00% |
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