account_balance
Investment manager · 13F filer · SEC CIK 1056581
Gendell Jeffrey L
Reported value$11.1Bas of Jun 30, 2026
Positions103 7 new, 5 sold out
Top 10 weight80%IESC alone is 68%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IESC
Ies Holdings INC
68.4%
SNDK
Sandisk Corp
3.1%
OC
Owens Corning
1.4%Added
MU
1.4%
TPC
1.2%
ORCL
1.1%
WTM
1.1%
APH
0.9%
AMR
0.9%
WDC
0.9%
93 others
19.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed