GENDELL JEFFREY L: 13F holdings
CIK 10565812026Q2
| Positions | 103 |
|---|
| Reported value | $11.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 103 (+2 vs prior quarter) |
|---|
| Reported value | $11.3bn (+54.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IESC IES HOLDINGS INC | 10,293,528 | $7.6bn | 66.8% |
| SNDK SANDISK CORP | 150,000 | $341.1m | 3.0% |
| OC OWENS CORNING | 1,007,315 | $160.1m | 1.4% |
| MU MICRON TECHNOLOGY INC | 130,000 | $150.1m | 1.3% |
| TPC TUTOR PERINI CORP | 1,539,141 | $127.7m | 1.1% |
| ORCL ORACLE CORP | 861,500 | $126.3m | 1.1% |
| WHITE MOUNTAINS INSURANCE GP | 59,243 | $122.8m | 1.1% |
| APH AMPHENOL CORP-CL A | 590,500 | $104.1m | 0.9% |
| AMR ALPHA METALLURGICAL RESOURCE | 601,255 | $99.2m | 0.9% |
| WDC WESTERN DIGITAL CORP | 150,009 | $95.8m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1056581")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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