§ 13F · FUND PROFILE
GENDELL JEFFREY L.
AUM · $11.3B (13F)Positions · 184Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$151M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IESC | IES HOLDINGS INC | 5.48M | $4.0B | 35.5% | ±0% |
| 2 | IESC | IES HOLDINGS INC | 4.11M | $3.0B | 26.6% | — |
| 3 | IESC | IES HOLDINGS INC | 710K | $521M | 4.6% | — |
| 4 | SNDK | SANDISK CORP | 120K | $273M | 2.4% | ±0% |
| 5 | AAPL | APPLE INC | 675K | $195M | 1.7% | +1636% |
| 6 | OC | OWENS CORNING | 756K | $120M | 1.1% | +7% |
| 7 | MU | MICRON TECHNOLOGY INC | 98K | $113M | 1.0% | −7% |
| 8 | TPC | TUTOR PERINI CORP | 1.15M | $96M | 0.8% | +23% |
| 9 | ORCL | ORACLE CORP | 646K | $95M | 0.8% | NEW |
| 10 | WTM | WHITE MOUNTAINS INSURANCE GP | 41K | $86M | 0.8% | +57% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENDELL SIGNAL
AC read
GENDELL JEFFREY L is a Other fund managing $11.3 billion in assets. The fund runs a portfolio of 184 positions.
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