GENDELL JEFFREY L Q4 2018 Filing

Filed February 15, 2019

Portfolio Value

$543.4B

Holdings

56

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (56 positions)

#StockSharesValue% PortfolioType
1
IESCIES HOLDINGS INC
12,319,064$191.6B35.25%
2
PATKPATRICK INDUSTRIES INC
864,825$25.6B4.71%
3
CONTURA ENERGY INC
344,982$22.7B4.17%
4
AALAMERICAN AIRLS GROUP INC
571,613$18.4B3.38%
5
SKYSKYLINE CHAMPION CORP
1,225,930$18.0B3.31%
6
DALDELTA AIR LINES INC
327,530$16.3B3.01%
7
CCITIGROUP INC
308,000$16.0B2.95%Call
8
DBDEUTSCHE BANK AG-REGISTERED
1,960,400$16.0B2.94%Call
9
OSGAMBAC FINL GROUP INC
859,732$14.8B2.73%
10
LXULSB INDUSTRIES INC
2,441,816$13.5B2.48%
11
PEBKPEOPLES BANCORP OF NC
532,411$13.0B2.40%
12
LVLNSPDR S&P REGIONAL BANKING
260,000$12.2B2.24%
13
UALUNITED CONTINENTAL HOLDINGS
145,132$12.2B2.24%
14
BACBANK OF AMERICA CORP
483,201$11.9B2.19%
15
WGOWINNEBAGO INDUSTRIES
465,832$11.3B2.08%
16
BXCBLUELINX HOLDINGS INC
437,152$10.8B1.99%
17
CVCOCAVCO INDUSTRIES INC
77,984$10.2B1.87%
18
TRVCCITIGROUP INC
182,743$9.5B1.75%
19
SXCSUNCOKE ENERGY INC
936,853$8.0B1.47%
20
CIT GROUP INC
160,400$6.1B1.13%Call
21
UBOHUNITED BANCSHARES INC/OHIO
303,888$6.1B1.12%
22
RBCAAREPUBLIC BANCORP INC-CLASS A
140,962$5.5B1.00%
23
HMN FINANCIAL INC
273,282$5.4B0.99%
24
BACBANK OF AMERICA CORP
200,000$4.9B0.91%Call
25
FUNCFIRST UNITED CORP
295,826$4.7B0.87%
26
HWBKHAWTHORN BANCSHARES INC
213,033$4.5B0.82%
27
OCOWENS CORNING
99,340$4.4B0.80%
28
CZWICITIZENS COMMUNITY BANCORP I
338,341$3.7B0.68%
29
MPBMID PENN BANCORP INC
156,841$3.6B0.66%
30
MACKINAC FINANCIAL CORP
259,189$3.5B0.65%
31
CBANCOLONY BANKCORP
231,252$3.4B0.62%
32
ESSAESSA BANCORP INC
160,839$2.5B0.46%
33
RIVERVIEW FINANCIAL CORP NEW
227,401$2.5B0.46%
34
CMTCORE MOLDING TECHNOLOGIES IN
343,565$2.4B0.45%
35
UNIVERSAL FOREST PRODUCTS
85,156$2.2B0.41%
36
CITUSDCIT GROUP INC
56,744$2.2B0.40%
37
LPXLOUISIANA-PACIFIC CORP
96,536$2.1B0.39%
38
SEVERN BANCORP INC/MD
254,745$2.0B0.37%
39
CITIZENS FIRST CORP
90,778$1.9B0.36%
40
ASRVAMERISERV FINL INC
440,605$1.8B0.33%
41
WHRWHIRLPOOL CORP
16,500$1.8B0.32%
42
TRONOX LTD-CL A
226,461$1.8B0.32%
43
SUMMIT FINANCIAL GROUP INC
83,394$1.6B0.30%
44
IROQIF BANCORP INC
77,561$1.6B0.29%
45
WVS FINANCIAL CORP
105,652$1.6B0.29%
46
PREMIER FINANCIAL BANCORP
87,998$1.3B0.24%
47
THOTHOR INDUSTRIES INC
21,792$1.1B0.21%
48
FRBAFIRST BANK/HAMILTON NJ
89,716$1.1B0.20%
49
CBFVCB FINANCIAL SERVICES INC
41,995$1.0B0.19%
50
ENTEGRA FINANCIAL CORP
34,145$709.0M0.13%
51
SHBISHORE BANCSHARES INC
37,201$541.0M0.10%
52
SBFGSB FINANCIAL GROUP INC
29,649$488.0M0.09%
53
LIONFIDELITY SOUTHERN CORP
17,795$463.0M0.09%
54
MVBFMVB FINANCIAL CORP
25,544$461.0M0.08%
55
FUSBFIRST US BANCSHARES INC
43,489$345.0M0.06%
56
BWENBROADWIND ENERGY INC
155,741$202.0M0.04%