GENDELL JEFFREY L Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$1.2T
Holdings
57
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IESCIES HOLDINGS INC | 11,410,152 | $577.8B | 46.90% | |
| 2 | CLFCLEVELAND-CLIFFS INC | 5,521,740 | $120.2B | 9.76% | |
| 3 | USX1UNITED STATES STEEL CORP | 3,550,000 | $84.5B | 6.86% | |
| 4 | THOTHOR INDUSTRIES INC | 601,165 | $62.4B | 5.06% | |
| 5 | AMRALPHA METALLURGICAL RESOURCE | 895,799 | $54.7B | 4.44% | |
| 6 | CWHCAMPING WORLD HOLDINGS INC-A | 809,267 | $32.7B | 2.65% | |
| 7 | BXCBLUELINX HOLDINGS INC | 340,724 | $32.6B | 2.65% | |
| 8 | ARCH1USDARCH RESOURCES INC | 294,087 | $26.9B | 2.18% | |
| 9 | TRVCCITIGROUP INC | 395,000 | $23.9B | 1.94% | |
| 10 | LXULSB INDUSTRIES INC | 2,155,118 | $23.8B | 1.93% | |
| 11 | AVDLAVADEL PHARMACEUTICALS-ADR | 2,446,299 | $19.8B | 1.60% | |
| 12 | HCHCEURINNOVATE CORP | 3,352,667 | $12.4B | 1.01% | |
| 13 | UBOHUNITED BANCSHARES INC/OHIO | 294,327 | $9.0B | 0.73% | |
| 14 | RBCAAREPUBLIC BANCORP INC-CLASS A | 168,356 | $8.6B | 0.69% | |
| 15 | SXCSUNCOKE ENERGY INC | 1,298,210 | $8.6B | 0.69% | |
| 16 | DXYNDIXIE GROUP INC | 1,399,547 | $8.0B | 0.65% | |
| 17 | —HMN FINANCIAL INC | 314,748 | $7.8B | 0.63% | |
| 18 | CEIXEURCONSOL ENERGY INC | 332,290 | $7.5B | 0.61% | |
| 19 | PATKPATRICK INDUSTRIES INC | 90,059 | $7.3B | 0.59% | |
| 20 | CMICUMMINS INC | 32,100 | $7.0B | 0.57% | |
| 21 | PEBKPEOPLES BANCORP OF NC | 242,275 | $6.7B | 0.54% | |
| 22 | IROQIF BANCORP INC | 251,679 | $6.5B | 0.53% | |
| 23 | SHBISHORE BANCSHARES INC | 297,700 | $6.2B | 0.50% | |
| 24 | COHRII-VI INC | 84,562 | $5.8B | 0.47% | |
| 25 | BRBSBLUE RIDGE BANKSHARES INC | 274,999 | $4.9B | 0.40% | |
| 26 | XAIRBEYOND AIR INC | 481,887 | $4.5B | 0.37% | |
| 27 | CFCF INDUSTRIES HOLDINGS INC | 59,400 | $4.2B | 0.34% | Call |
| 28 | ASRVAMERISERV FINANCIAL INC | 1,054,816 | $4.1B | 0.33% | |
| 29 | —SEELOS THERAPEUTICS INC | 2,449,267 | $4.0B | 0.32% | |
| 30 | —CANO HEALTH INC | 431,736 | $3.8B | 0.31% | |
| 31 | ASTLALGOMA STEEL GROUP INC | 329,703 | $3.6B | 0.29% | |
| 32 | CZWICITIZENS COMMUNITY BANCORP I | 250,904 | $3.5B | 0.28% | |
| 33 | FUNCFIRST UNITED CORP | 160,991 | $3.0B | 0.25% | |
| 34 | FUSBFIRST US BANCSHARES INC | 282,015 | $3.0B | 0.24% | |
| 35 | ESSAESSA BANCORP INC | 166,946 | $2.9B | 0.23% | |
| 36 | FSLRFIRST SOLAR INC | 30,000 | $2.6B | 0.21% | |
| 37 | CMTCORE MOLDING TECHNOLOGIES IN | 291,386 | $2.5B | 0.20% | |
| 38 | ENSENERSYS | 30,000 | $2.4B | 0.19% | |
| 39 | FRBAFIRST BANK/HAMILTON NJ | 149,702 | $2.2B | 0.18% | |
| 40 | —WVS FINANCIAL CORP | 129,936 | $2.0B | 0.16% | |
| 41 | CIKCREDIT SUISSE GROUP-SPON ADR | 192,100 | $1.9B | 0.15% | |
| 42 | BACBANK OF AMERICA CORP | 40,000 | $1.8B | 0.14% | |
| 43 | PEBOPEOPLES BANCORP INC | 54,614 | $1.7B | 0.14% | |
| 44 | MTARCELORMITTAL-NY REGISTERED | 51,427 | $1.6B | 0.13% | |
| 45 | CBANCOLONY BANKCORP | 95,151 | $1.6B | 0.13% | |
| 46 | TROXTRONOX HOLDINGS PLC- A | 65,000 | $1.6B | 0.13% | |
| 47 | HWBKHAWTHORN BANCSHARES INC | 58,931 | $1.5B | 0.12% | |
| 48 | KLXEKLX ENERGY SERVICES HOLDING | 450,852 | $1.4B | 0.11% | |
| 49 | BZHBEAZER HOMES USA INC | 52,725 | $1.2B | 0.10% | |
| 50 | WFGWEST FRASER TIMBER CO LTD | 6,738 | $643.0M | 0.05% | |
| 51 | SBFGSB FINANCIAL GROUP INC | 31,045 | $611.0M | 0.05% | |
| 52 | —ARMSTRONG FLOORING INC | 306,693 | $607.0M | 0.05% | |
| 53 | RYAMRAYONIER ADVANCED MATERIALS | 101,273 | $578.0M | 0.05% | |
| 54 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 50,000 | $563.0M | 0.05% | |
| 55 | —EMCLAIRE FINANCIAL CORP | 17,762 | $513.0M | 0.04% | |
| 56 | CIVBCIVISTA BANCSHARES INC | 18,862 | $460.0M | 0.04% | |
| 57 | NINEQNINE ENERGY SERVICE INC | 80,743 | $81.0M | 0.01% |