GENDELL JEFFREY L Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$721.0B

Holdings

59

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
IESCIES HLDGS INC
12,100,332$215.0B29.82%
2
PATKPATRICK INDS INC
864,825$39.2B5.44%
3
TRVCCITIGROUP INC
523,543$32.6B4.52%
4
BACBANK AMER CORP
1,163,201$32.1B4.45%
5
CCITIGROUP INC
505,000$31.4B4.36%Call
6
SKYSKYLINE CHAMPION CORPORATION
1,530,374$29.1B4.03%
7
BACBANK AMER CORP
1,025,000$28.3B3.92%Call
8
DALDELTA AIR LINES INC DEL
467,500$24.1B3.35%
9
CONTURA ENERGY INC
400,638$23.2B3.22%
10
AALAMERICAN AIRLS GROUP INC
724,300$23.0B3.19%
11
UALUNITED CONTL HLDGS INC
243,132$19.4B2.69%
12
LVLNSPDR SERIES TRUST
350,000$18.0B2.49%
13
CVCOCAVCO INDS INC DEL
138,280$16.3B2.25%
14
OSGAMBAC FINL GROUP INC
801,739$14.5B2.01%
15
PEBKPEOPLES BANCORP NC INC
534,641$14.2B1.97%
16
LXULSB INDS INC
2,257,775$14.1B1.95%
17
BXCBLUELINX HLDGS INC
454,852$12.1B1.68%
18
LVLNSPDR SERIES TRUST
210,000$10.8B1.50%Call
19
SXCSUNCOKE ENERGY INC
1,107,297$9.4B1.30%
20
CITUSDCIT GROUP INC
160,544$7.7B1.07%
21
WGOWINNEBAGO INDS INC
240,000$7.5B1.04%
22
FUNCFIRST UTD CORP
429,402$7.4B1.03%
23
UBOHUNITED BANCSHARES INC OHIO
303,888$7.0B0.97%
24
RBCAAREPUBLIC BANCORP KY
142,962$6.4B0.89%
25
HMN FINL INC
278,884$6.0B0.83%
26
CIT GROUP INC
120,000$5.8B0.80%Call
27
HWBKHAWTHORN BANCSHARES INC
195,567$4.5B0.63%
28
CZWICITIZENS CMNTY BANCORP INC M
342,061$4.1B0.57%
29
MACKINAC FINL CORP
259,189$4.1B0.57%
30
CBANCOLONY BANKCORP INC
231,252$4.0B0.55%
31
MPBMID PENN BANCORP INC
156,841$3.8B0.53%
32
7S3US XPRESS ENTERPRISES INC
472,653$3.1B0.43%
33
OCOWENS CORNING NEW
64,300$3.0B0.42%
34
TROXTRONOX HOLDINGS PLC
222,197$2.9B0.41%
35
SEVERN BANCORP ANNAPOLIS MD
296,082$2.8B0.39%
36
CMTCORE MOLDING TECHNOLOGIES IN
361,713$2.7B0.37%
37
RIVERVIEW FINL CORP NEW
229,419$2.6B0.37%
38
ESSAESSA BANCORP INC
160,839$2.5B0.34%
39
CITIZENS FIRST CORP
90,258$2.2B0.31%
40
COUNTY BANCORP INC
125,364$2.2B0.31%
41
UNIVERSAL FST PRODS INC
73,735$2.2B0.31%
42
ASRVAMERISERV FINL INC
545,028$2.2B0.30%
43
SUMMIT FINANCIAL GROUP INC
81,471$2.2B0.30%
44
WVS FINL CORP
108,585$1.9B0.26%
45
LPXLOUISIANA PAC CORP
75,000$1.8B0.25%
46
WHRWHIRLPOOL CORP
13,500$1.8B0.25%
47
IROQIF BANCORP INC
81,720$1.6B0.23%
48
PREMIER FINL BANCORP INC
94,699$1.5B0.21%
49
ENTEGRA FINL CORP
54,145$1.2B0.17%
50
CBFVCB FINL SVCS INC
43,862$1.0B0.14%
51
FRBAFIRST BANK WILLIAMSTOWN NJ
89,716$1.0B0.14%
52
SHBISHORE BANCSHARES INC
61,643$919.0M0.13%
53
SBFGSB FINL GROUP INC
29,649$534.0M0.07%
54
LIONFIDELITY SOUTHERN CORP NEW
17,795$487.0M0.07%
55
MVBFMVB FINANCIAL CORP
25,544$390.0M0.05%
56
FUSBFIRST US BANCSHARES INC
37,802$378.0M0.05%
57
BWENBROADWIND ENERGY INC
155,741$262.0M0.04%
58
DBDEUTSCHE BANK AG
32,225$262.0M0.04%
59
EMCLAIRE FINL CORP
6,687$206.0M0.03%