GENDELL JEFFREY L Q3 2017 Filing

Filed November 13, 2017

Portfolio Value

$1.3T

Holdings

71

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (71 positions)

#StockSharesValue% PortfolioType
1
TRVCCITIGROUP INC
3,225,565$234.6B18.75%Call
2
IESCIES HLDGS INC
12,355,145$213.7B17.09%
3
PATKPATRICK INDS INC
872,497$73.4B5.87%
4
AALAMERICAN AIRLS GROUP INC
1,493,753$70.9B5.67%Call
5
UALUNITED CONTL HLDGS INC
1,159,601$70.6B5.64%
6
BACBANK AMER CORP
2,763,997$70.0B5.60%Call
7
COFCAPITAL ONE FINL CORP
619,108$52.4B4.19%Call
8
LVLNSPDR SERIES TRUST
888,832$50.5B4.03%
9
DBDEUTSCHE BANK AG
2,321,965$40.1B3.21%
10
CLFCLEVELAND-CLIFFS INC
3,066,644$21.9B1.75%
11
LXULSB INDS INC
2,690,323$21.4B1.71%
12
SXCSUNCOKE ENERGY INC
2,184,241$20.0B1.60%
13
PEBKPEOPLES BANCORP N C INC
516,925$18.4B1.47%
14
SXCPUSDSUNCOKE ENERGY PARTNERS L P
965,457$16.6B1.33%
15
DALDELTA AIR LINES INC DEL
331,764$16.0B1.28%
16
WILLBROS GROUP INC DEL
4,954,742$16.0B1.28%
17
SKYSKYLINE CORP
1,133,039$13.7B1.09%
18
RFREGIONS FINL CORP NEW
880,749$13.4B1.07%
19
CVCOCAVCO INDS INC DEL
89,011$13.1B1.05%
20
HWBKHAWTHORN BANCSHARES INC
572,127$11.8B0.95%
21
OSGAMBAC FINL GROUP INC
603,083$10.4B0.83%
22
CLOUD PEAK ENERGY INC
2,744,127$10.0B0.80%
23
FUNCFIRST UTD CORP
545,007$9.1B0.73%
24
BNEDBARNES & NOBLE INC
1,131,518$8.6B0.69%
25
UNIVERSAL FOREST PRODUCTS
84,940$8.3B0.67%
26
JPMJPMORGAN CHASE & CO
86,655$8.3B0.66%Call
27
FITBFIFTH THIRD BANCORP
280,000$7.8B0.63%
28
HMN FINL INC
431,295$7.7B0.62%
29
CBANCOLONY BANKCORP INC
549,869$7.6B0.60%
30
CZWICITIZENS CMNTY BANCORP INC M
523,139$7.3B0.58%
31
UBOHUNITED BANCSHARES INC OHIO
320,875$7.2B0.58%
32
KEYKEYCORP NEW
380,000$7.2B0.57%
33
PEOPLES FINL CORP MISS
428,286$6.3B0.50%
34
SUMMIT FINANCIAL GROUP INC
240,350$6.2B0.49%
35
ARCH COAL INC
66,881$4.8B0.38%
36
HOPFED BANCORP INC
327,728$4.8B0.38%
37
MVC CAPITAL INC
461,661$4.6B0.37%
38
RBCAAREPUBLIC BANCORP KY
114,276$4.4B0.36%
39
UNITED CMNTY FINL CORP OHIO
452,463$4.3B0.35%
40
SBFGSB FINL GROUP INC
239,619$4.1B0.33%
41
SPLPSTEEL PARTNERS HLDGS L P
209,369$3.8B0.31%
42
ESSAESSA BANCORP INC
237,836$3.7B0.30%
43
WGOWINNEBAGO INDS INC
78,188$3.5B0.28%
44
CITIZENS FIRST CORP
140,711$3.4B0.27%
45
WLB1EURWESTMORELAND COAL CO
1,312,938$3.3B0.27%
46
BWENBROADWIND ENERGY INC
1,019,821$3.3B0.26%
47
TBBKBANCORP INC DEL
323,413$2.7B0.21%
48
FIRST SOUTH BANCORP INC VA
115,179$2.1B0.17%
49
SHBISHORE BANCSHARES INC
128,095$2.1B0.17%
50
OCFCOCEANFIRST FINL CORP
70,952$1.9B0.16%
51
ENTEGRA FINL CORP
71,947$1.8B0.14%
52
MACKINAC FINL CORP
109,566$1.7B0.14%
53
UNITED CMNTY BANCORP IND
86,696$1.7B0.13%
54
WVS FINL CORP
96,236$1.6B0.13%
55
IROQIF BANCORP INC
81,565$1.6B0.13%
56
LIONFIDELITY SOUTHERN CORP NEW
66,236$1.6B0.13%
57
POAGE BANKSHARES INC
75,676$1.4B0.11%
58
FRBAFIRST BANK/WILLIAMSTOWN NJ
101,670$1.4B0.11%
59
SMBKSMARTFINANCIAL INC
54,130$1.3B0.10%
60
ASRVAMERISERV FINL INC
307,018$1.2B0.10%
61
APCANADARKO PETE CORP
25,000$1.2B0.10%
62
CBFVCB FINL SVCS INC
41,408$1.2B0.10%
63
PREMIER FINL BANCORP INC
47,399$1.0B0.08%
64
CIVBCIVISTA BANCSHARES INC
44,354$991.0M0.08%
65
THOTHOR INDS INC
7,006$882.0M0.07%
66
MBCNMIDDLEFIELD BANC CORP
18,653$860.0M0.07%
67
SEVERN BANCORP ANNAPOLIS MD
101,109$708.0M0.06%
68
CAROLINA TR BANCSHARES INC
76,268$624.0M0.05%
69
TRAVELCENTERS AMER LLC
68,003$289.0M0.02%
70
EQSEQUUS TOTAL RETURN INC
99,830$243.0M0.02%
71
FUSBFIRST US BANCSHARES INC
16,600$191.0M0.02%