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Filers›Hedge Fund›GENDELL JEFFREY L
DOSSIER · 13F-HR · Q1 2026

GENDELL JEFFREY L

GENDELL JEFFREY L's hedge fund based in Chicago, IL — $7.3B in tracked AUM across 176 positions as of Q1 2026.

GJ
GENDELL JEFFREY L·Chicago, IL·Hedge Fund
CIK 0001056581 · last filed Mar 31, 2026
Total AUM
$7.3B
▲ 4.3%
vs prior
Holdings
176
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

The portfolio managed by Jeffrey L. Gendell exhibits a highly concentrated, high-conviction investment strategy with a primary focus on the industrials sector. As of the reporting period ending September 30, 2025, the total portfolio value stands at approximately $4.77 billion, representing a significant growth of 26.6% from the previous quarter's $3.77 billion. This increase in value is attributable to a combination of market performance and strategic capital allocation. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IESC
IES HOLDINGS INC
$4.9B10.3M67.1%
02
IWM
ISHARES RUSSELL 2000 ETF
$237M954K3.2%
03
AMR
ALPHA METALLURGICAL RESOURCE
$112M544K1.5%
04
OC
OWENS CORNING
$102M941K1.4%
05
TPC
TUTOR PERINI CORP
$97M1.3M1.3%
06
SNDK
SANDISK CORP
$95M150K1.3%
07
G9618E107
WHITE MOUNTAINS INSURANCE GP
$83M38K1.1%
08
H8817H100
TRANSOCEAN LTD
$78M11.7M1.1%
09
BW
BABCOCK & WILCOX ENTERPR
$75M5.1M1.0%
10
GNW
GENWORTH FINANCIAL INC
$63M7.7M0.9%

Filing history

Filing history loading…
AI Agent · grounded in GENDELL
haiku-4-5 · 176 positions indexed
Sector mix
  • Financials12%
  • Health Care15%
  • Communications7%
  • Industrials28%
  • Energy36%
  • Other2%
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