GENDELL JEFFREY L Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$5.8B
Holdings
93
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IESCIES HOLDINGS INC | 10,348,407 | $4.0B | 69.94% | |
| 2 | AVDLAVADEL PHARMACEUTICALS | 5,900,857 | $127.2M | 2.21% | Call |
| 3 | OCOWENS CORNING | 922,063 | $103.2M | 1.79% | |
| 4 | AMRALPHA METALLURGICAL RESOURCE | 494,072 | $98.8M | 1.72% | |
| 5 | WTMWHITE MOUNTAINS INSURANCE GP | 32,520 | $67.6M | 1.17% | |
| 6 | TPCTUTOR PERINI CORP | 889,915 | $59.6M | 1.04% | |
| 7 | GNWGENWORTH FINANCIAL INC | 6,485,888 | $58.6M | 1.02% | |
| 8 | MHKMOHAWK INDUSTRIES INC | 445,669 | $48.7M | 0.85% | |
| 9 | RIGTRANSOCEAN LTD | 10,789,833 | $44.6M | 0.77% | |
| 10 | BXCBLUELINX HOLDINGS INC | 718,993 | $44.2M | 0.77% | |
| 11 | OIHVANECK OIL SERVICES ETF | 146,532 | $41.7M | 0.72% | |
| 12 | MUMICRON TECHNOLOGY INC | 143,373 | $40.9M | 0.71% | |
| 13 | FLEXFLEX LTD | 676,448 | $40.9M | 0.71% | |
| 14 | —INDIVIOR PLC | 1,096,343 | $39.3M | 0.68% | |
| 15 | SNDKSANDISK CORP | 165,449 | $39.3M | 0.68% | |
| 16 | LUMNLUMEN TECHNOLOGIES INC | 4,761,216 | $37.0M | 0.64% | |
| 17 | WDCWESTERN DIGITAL CORP | 210,189 | $36.2M | 0.63% | |
| 18 | SLBSLB LTD | 870,000 | $33.4M | 0.58% | |
| 19 | BWBABCOCK & WILCOX ENTERPR | 5,046,068 | $32.0M | 0.56% | |
| 20 | XBISS SPDR S&P BIOTECH ETF | 262,278 | $32.0M | 0.56% | |
| 21 | UFPIUFP INDUSTRIES INC | 340,698 | $31.0M | 0.54% | |
| 22 | TTITETRA TECHNOLOGIES INC | 2,885,544 | $27.0M | 0.47% | |
| 23 | SKYCHAMPION HOMES INC | 317,097 | $26.8M | 0.47% | |
| 24 | GLWCORNING INC | 300,900 | $26.3M | 0.46% | |
| 25 | HALHALLIBURTON CO | 921,100 | $26.0M | 0.45% | |
| 26 | ATKRATKORE INC | 387,201 | $24.5M | 0.43% | |
| 27 | AMDADVANCED MICRO DEVICES | 105,000 | $22.5M | 0.39% | |
| 28 | FCGFIRST TRUST NATURAL GAS ETF | 943,874 | $22.1M | 0.38% | |
| 29 | IOSPINNOSPEC INC | 285,351 | $21.8M | 0.38% | |
| 30 | EQTEQT CORP | 351,863 | $18.9M | 0.33% | |
| 31 | NBRNABORS INDUSTRIES LTD | 342,799 | $18.6M | 0.32% | |
| 32 | LXULSB INDUSTRIES INC | 2,134,130 | $18.1M | 0.32% | |
| 33 | BABOEING CO/THE | 81,811 | $17.8M | 0.31% | |
| 34 | CNRCORE NATURAL RESOURCES INC | 180,749 | $16.0M | 0.28% | |
| 35 | BTUPEABODY ENERGY CORP | 506,614 | $15.0M | 0.26% | |
| 36 | FTITECHNIPFMC PLC | 320,000 | $14.3M | 0.25% | |
| 37 | LBRTLIBERTY ENERGY INC | 771,289 | $14.2M | 0.25% | |
| 38 | SNDSMART SAND INC | 3,126,915 | $12.5M | 0.22% | |
| 39 | FMCFMC CORP | 900,000 | $12.5M | 0.22% | |
| 40 | MTRXMATRIX SERVICE CO | 1,057,561 | $12.4M | 0.21% | |
| 41 | OSGOCTAVE SPECIALTY GROUP INC | 1,569,472 | $12.2M | 0.21% | |
| 42 | PATKPATRICK INDUSTRIES INC | 105,088 | $11.4M | 0.20% | |
| 43 | CMICUMMINS INC | 22,240 | $11.4M | 0.20% | |
| 44 | ORNORION GROUP HOLDINGS INC | 1,104,300 | $11.0M | 0.19% | |
| 45 | SXCSUNCOKE ENERGY INC | 1,472,040 | $10.6M | 0.18% | |
| 46 | OISOIL STATES INTERNATIONAL INC | 1,565,269 | $10.6M | 0.18% | |
| 47 | CLBCORE LABORATORIES INC | 648,460 | $10.4M | 0.18% | |
| 48 | RBCAAREPUBLIC BANCORP INC-CLASS A | 142,916 | $9.9M | 0.17% | |
| 49 | PSECPROSPECT CAPITAL CORP | 3,728,319 | $9.7M | 0.17% | |
| 50 | AAPLAPPLE INC | 35,000 | $9.5M | 0.17% | |
| 51 | HUMHUMANA INC | 36,000 | $9.2M | 0.16% | |
| 52 | BHCBAUSCH HEALTH COS INC | 1,298,275 | $9.0M | 0.16% | |
| 53 | MTRNMATERION CORP | 71,296 | $8.9M | 0.15% | |
| 54 | TSEMTOWER SEMICONDUCTOR LTD | 75,000 | $8.8M | 0.15% | |
| 55 | IROQIF BANCORP INC | 326,179 | $8.8M | 0.15% | |
| 56 | INVXINNOVEX INTERNATIONAL INC | 392,311 | $8.6M | 0.15% | |
| 57 | BAXBAXTER INTERNATIONAL INC | 446,125 | $8.5M | 0.15% | |
| 58 | PEBKPEOPLES BANCORP OF NC | 217,763 | $7.9M | 0.14% | |
| 59 | FRDFRIEDMAN INDUSTRIES | 354,576 | $7.3M | 0.13% | |
| 60 | GTGOODYEAR TIRE & RUBBER CO | 820,569 | $7.2M | 0.12% | |
| 61 | WGOWINNEBAGO INDUSTRIES | 170,585 | $6.9M | 0.12% | |
| 62 | FUNCFIRST UNITED CORP | 178,352 | $6.7M | 0.12% | |
| 63 | SLNDSOUTHLAND HOLDINGS INC | 1,899,940 | $6.3M | 0.11% | |
| 64 | AVTRAVANTOR INC | 545,000 | $6.2M | 0.11% | |
| 65 | BOOMDMC GLOBAL INC | 902,306 | $6.0M | 0.10% | |
| 66 | DTIDRILLING TOOLS INTERNATIONAL | 2,439,737 | $6.0M | 0.10% | |
| 67 | WTTRSELECT WATER SOLUTIONS INC | 546,309 | $5.7M | 0.10% | |
| 68 | FUSBFIRST US BANCSHARES INC | 397,454 | $5.6M | 0.10% | |
| 69 | FMBHFIRST MID BANCSHARES INC | 137,473 | $5.4M | 0.09% | |
| 70 | NOVNOV INC | 339,697 | $5.3M | 0.09% | |
| 71 | ALRSALERUS FINANCIAL CORP | 233,700 | $5.3M | 0.09% | |
| 72 | ASRVAMERISERV FINANCIAL INC | 1,635,677 | $5.2M | 0.09% | |
| 73 | COHRCOHERENT CORP | 27,627 | $5.1M | 0.09% | |
| 74 | CZWICITIZENS COMMUNITY BANCORP I | 248,319 | $4.4M | 0.08% | |
| 75 | INSGINSEEGO CORP | 429,301 | $4.4M | 0.08% | |
| 76 | COFSCHOICEONE FINANCIAL SVCS INC | 148,548 | $4.4M | 0.08% | |
| 77 | KLXEKLX ENERGY SERVICES HOLDING | 1,753,108 | $3.3M | 0.06% | |
| 78 | PSCEINVESCO S&P SMALLCAP ENERGY | 68,469 | $2.9M | 0.05% | |
| 79 | CACCAMDEN NATIONAL CORP | 61,269 | $2.7M | 0.05% | |
| 80 | BVFLBV FINANCIAL INC | 141,262 | $2.6M | 0.04% | |
| 81 | SHBISHORE BANCSHARES INC | 136,840 | $2.4M | 0.04% | |
| 82 | UTIUNIVERSAL TECHNICAL INSTITUT | 91,585 | $2.4M | 0.04% | |
| 83 | OCCOPTICAL CABLE CORP | 415,340 | $1.8M | 0.03% | |
| 84 | AAALCOA CORP | 33,394 | $1.8M | 0.03% | |
| 85 | TGENTECOGEN INC/WALTHAM MA | 295,541 | $1.5M | 0.03% | |
| 86 | FRXFENNEC PHARMACEUTICALS INC | 139,559 | $1.1M | 0.02% | |
| 87 | SBFGSB FINANCIAL GROUP INC | 46,286 | $1.0M | 0.02% | |
| 88 | BRBSBLUE RIDGE BANKSHARES INC | 214,608 | $916K | 0.02% | |
| 89 | FRBAFIRST BANK/HAMILTON NJ | 48,939 | $805K | 0.01% | |
| 90 | TILEINTERFACE INC | 25,000 | $698K | 0.01% | |
| 91 | GSMFERROGLOBE PLC | 97,997 | $454K | 0.01% | |
| 92 | SCLSTEPAN CO | 9,085 | $429K | 0.01% | |
| 93 | CIVBCIVISTA BANCSHARES INC | 10,000 | $222K | 0.00% |