GENDELL JEFFREY L Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$3.8T

Holdings

77

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (77 positions)

#StockSharesValue% PortfolioType
1
IESCIES HOLDINGS INC
10,676,338$3.2T83.97%
2
AVDLAVADEL PHARMACEUTICALS
5,176,611$45.8B1.22%
3
BXCBLUELINX HOLDINGS INC
563,730$41.9B1.11%
4
IWMISHARES RUSSELL 2000 ETF
170,000$36.7B0.97%
5
AMRALPHA METALLURGICAL RESOURCE
296,396$33.3B0.89%
6
OIHVANECK OIL SERVICES ETF
135,197$31.1B0.83%
7
MUMICRON TECHNOLOGY INC
167,000$20.6B0.55%
8
OCOWENS CORNING
148,741$20.5B0.54%
9
SLBSCHLUMBERGER LTD
450,000$15.2B0.40%
10
LXULSB INDUSTRIES INC
1,944,465$15.2B0.40%
11
INDIVIOR PLC
856,481$12.6B0.34%
12
TTITETRA TECHNOLOGIES INC
3,642,453$12.2B0.32%
13
MHKMOHAWK INDUSTRIES INC
115,000$12.1B0.32%
14
SKYCHAMPION HOMES INC
170,349$10.7B0.28%
15
ATKRATKORE INC
150,105$10.6B0.28%
16
RBCAAREPUBLIC BANCORP INC-CLASS A
142,916$10.4B0.28%
17
AAPLAPPLE INC
50,000$10.3B0.27%
18
PATKPATRICK INDUSTRIES INC
105,088$9.7B0.26%
19
OISOIL STATES INTERNATIONAL INC
1,607,718$8.6B0.23%
20
OSGAMBAC FINANCIAL GROUP INC
1,198,420$8.5B0.23%
21
MTRXMATRIX SERVICE CO
614,409$8.3B0.22%
22
NBRNABORS INDUSTRIES LTD
294,716$8.3B0.22%
23
IROQIF BANCORP INC
326,179$7.9B0.21%
24
XBISPDR S&P BIOTECH ETF
92,278$7.7B0.20%
25
CNRCORE NATURAL RESOURCES INC
107,602$7.5B0.20%
26
SNDKSANDISK CORP
164,839$7.5B0.20%
27
CMICUMMINS INC
22,240$7.3B0.19%
28
AMDADVANCED MICRO DEVICES
50,578$7.2B0.19%
29
LBRTLIBERTY ENERGY INC
588,758$6.8B0.18%
30
IOSPINNOSPEC INC
79,781$6.7B0.18%
31
ODP1ODP CORP/THE
365,113$6.6B0.18%
32
CLBCORE LABORATORIES INC
569,471$6.6B0.17%
33
UFPIUFP INDUSTRIES INC
65,000$6.5B0.17%
34
GLWCORNING INC
120,000$6.3B0.17%
35
PEBKPEOPLES BANCORP OF NC
217,763$6.3B0.17%
36
WDCWESTERN DIGITAL CORP
95,000$6.1B0.16%
37
FRDFRIEDMAN INDUSTRIES
354,576$5.9B0.16%
38
FUNCFIRST UNITED CORP
178,352$5.5B0.15%
39
FMBHFIRST MID BANCSHARES INC
137,473$5.2B0.14%
40
ALRSALERUS FINANCIAL CORP
233,700$5.1B0.13%
41
ASRVAMERISERV FINANCIAL INC
1,635,677$5.0B0.13%
42
FUSBFIRST US BANCSHARES INC
377,741$4.9B0.13%
43
MTRNMATERION CORP
61,296$4.9B0.13%
44
NOVNOV INC
387,891$4.8B0.13%
45
WTTRSELECT WATER SOLUTIONS INC
546,309$4.7B0.13%
46
BTUPEABODY ENERGY CORP
346,043$4.6B0.12%
47
COFSCHOICEONE FINANCIAL SVCS INC
148,548$4.3B0.11%
48
WGOWINNEBAGO INDUSTRIES
145,531$4.2B0.11%
49
SNDSMART SAND INC
2,039,861$4.1B0.11%
50
TSEMTOWER SEMICONDUCTOR LTD
93,099$4.0B0.11%
51
DTIDRILLING TOOLS INTERNATIONAL
1,414,027$4.0B0.11%
52
FCGFIRST TRUST NATURAL GAS ETF
160,000$3.7B0.10%
53
RIGTRANSOCEAN LTD
1,400,000$3.6B0.10%
54
TILEINTERFACE INC
168,713$3.5B0.09%
55
CZWICITIZENS COMMUNITY BANCORP I
248,319$3.4B0.09%
56
NINEQNINE ENERGY SERVICE INC
4,178,566$3.2B0.09%
57
KLXEKLX ENERGY SERVICES HOLDING
1,693,219$3.2B0.08%
58
SLNDSOUTHLAND HOLDINGS INC
741,563$3.1B0.08%
59
PSCEINVESCO S&P SMALLCAP ENERGY
74,869$2.9B0.08%
60
COHRCOHERENT CORP
31,350$2.8B0.07%
61
SXCSUNCOKE ENERGY INC
291,736$2.5B0.07%
62
FLEXFLEX LTD
50,000$2.5B0.07%
63
CACCAMDEN NATIONAL CORP
61,269$2.5B0.07%
64
BWBABCOCK & WILCOX ENTERPR
2,574,848$2.5B0.07%
65
LUMNLUMEN TECHNOLOGIES INC
550,000$2.4B0.06%
66
BVFLBV FINANCIAL INC
141,262$2.2B0.06%
67
SHBISHORE BANCSHARES INC
136,840$2.2B0.06%
68
ORNORION GROUP HOLDINGS INC
191,791$1.7B0.05%
69
FRXFENNEC PHARMACEUTICALS INC
139,706$1.2B0.03%
70
BRBSBLUE RIDGE BANKSHARES INC
312,221$1.1B0.03%
71
SBFGSB FINANCIAL GROUP INC
46,286$884.1M0.02%
72
FRBAFIRST BANK/HAMILTON NJ
48,939$757.1M0.02%
73
INVXINNOVEX INTERNATIONAL INC
39,330$614.3M0.02%
74
TGENTECOGEN INC/WALTHAM MA
41,700$283.6M0.01%
75
CIVBCIVISTA BANCSHARES INC
10,000$232.0M0.01%
76
OCCOPTICAL CABLE CORP
67,952$197.4M0.01%
77
ASTLWALGOMA STEEL GROUP INC -CW26
93,408$47.6M0.00%