Gendell Jeffrey L holds a concentrated book of 101 stocks worth $7.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Russell 2000 ETF and trimmed Ies Holdings Inc. Their largest long position is Ies Holdings Inc at 67% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1056581/holdings"
Use Arkolith to show GENDELL JEFFREY L's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ies Holdings Inc COM | $4.9B | 10.34M | 67.1% | ▼−0.1% Reduced · −8K sh | |
| 2 | Ishares Russell 2000 ETF COM | $236.6M | 954.1K | 3.2% | ▲New New position | |
| 3 | Alpha Metallurgical Resource COM | $111.7M | 544.1K | 1.5% | ▲+10% Added · +50K sh | |
| 4 | Owens Corning COM | $101.8M | 940.5K | 1.4% | ▲+2.0% Added · +18K sh | |
| 5 | Tutor Perini Corp COM | $96.5M | 1.25M | 1.3% | ▲+41% Added · +361K sh | |
| 6 | Sandisk Corp COM | $95.3M | 150.0K | 1.3% | ▼−9.3% Reduced · −15K sh | |
| 7 | White Mountains Insurance GP COM | $83.1M | 37.8K | 1.1% | ▲+16% Added · +5K sh | |
| 8 | Transocean Ltd COM | $77.6M | 11.70M | 1.1% | ▲+8.4% Added · +910K sh | |
| 9 | Babcock & Wilcox Enterpr COM | $75.3M | 5.13M | 1.0% | ▲+1.6% Added · +80K sh | |
| 10 | Genworth Financial Inc COM | $62.5M | 7.70M | 0.9% | ▲+19% Added · +1.2M sh | |
| 11 | Vaneck Oil Services ETF COM | $60.6M | 150.0K | 0.8% | ▲+2.4% Added · +3K sh | |
| 12 | Corning Inc COM | $54.5M | 400.9K | 0.7% | ▲+33% Added · +100K sh | |
| 13 | Western Digital Corp COM | $54.1M | 200.0K | 0.7% | ▼−4.8% Reduced · −10K sh | |
| 14 | Micron Technology Inc COM | $47.3M | 140.0K | 0.6% | ▼−2.4% Reduced · −3K sh | |
| 15 | SLB Ltd COM | $46.3M | 900.0K | 0.6% | ▲+3.4% Added · +30K sh | |
| 16 | Amphenol Corp-CL A COM | $45.5M | 360.5K | 0.6% | ▲New New position | |
| 17 | Mohawk Industries Inc COM | $41.9M | 425.3K | 0.6% | ▼−4.5% Reduced · −20K sh | |
| 18 | Advanced Micro Devices COM | $40.7M | 200.0K | 0.6% | ▲+90% Added · +95K sh | |
| 19 | Bluelinx Holdings Inc COM | $40.1M | 739.5K | 0.5% | ▲+2.9% Added · +21K sh | |
| 20 | Avantor Inc COM | $38.6M | 4.92M | 0.5% | ▲+802% Added · +4.4M sh | |
| 21 | Halliburton Co COM | $38.1M | 977.5K | 0.5% | ▲+6.1% Added · +56K sh | |
| 22 | Ufp Industries Inc COM | $34.6M | 375.7K | 0.5% | ▲+10% Added · +35K sh | |
| 23 | SS SPDR S&P Biotech ETF COM | $33.5M | 262.3K | 0.5% | —Held | |
| 24 | Indivior Pharmaceuticals Inc COM | $33.4M | 1.10M | 0.5% | ▲New New position | |
| 25 | Lumen Technologies Inc COM | $33.1M | 4.76M | 0.5% | —Held | |
| 26 | Nabors Industries Ltd COM | $29.5M | 342.8K | 0.4% | —Held | |
| 27 | On Semiconductor COM | $29.1M | 470.0K | 0.4% | ▲New New position | |
| 28 | First Trust Natural Gas ETF COM | $28.5M | 900.0K | 0.4% | ▼−4.6% Reduced · −44K sh | |
| 29 | Baxter International Inc COM | $26.3M | 1.56M | 0.4% | ▲+251% Added · +1.1M sh | |
| 30 | Flex Ltd COM | $26.2M | 400.0K | 0.4% | ▼−41% Reduced · −276K sh | |
| 31 | FMC Corp COM | $24.0M | 1.40M | 0.3% | ▲+55% Added · +495K sh | |
| 32 | Tetra Technologies Inc COM | $23.7M | 2.78M | 0.3% | ▼−3.8% Reduced · −109K sh | |
| 33 | Champion Homes Inc COM | $23.6M | 317.1K | 0.3% | —Held | |
| 34 | Atkore Inc COM | $23.6M | 400.2K | 0.3% | ▲+3.4% Added · +13K sh | |
| 35 | Technipfmc PLC COM | $22.1M | 320.0K | 0.3% | —Held | |
| 36 | Boeing Co COM | $21.9M | 110.0K | 0.3% | ▲+34% Added · +28K sh | |
| 37 | Liberty Energy Inc COM | $21.6M | 750.0K | 0.3% | ▼−2.8% Reduced · −21K sh | |
| 38 | Innospec Inc COM | $21.5M | 294.5K | 0.3% | ▲+3.2% Added · +9K sh | |
| 39 | Eqt Corp COM | $20.4M | 320.0K | 0.3% | ▼−9.1% Reduced · −32K sh | |
| 40 | Assured Guaranty Ltd COM | $20.0M | 245.4K | 0.3% | ▲New New position | |
| 41 | Goodyear Tire & Rubber Co COM | $19.6M | 2.96M | 0.3% | ▲+261% Added · +2.1M sh | |
| 42 | Apple Inc COM | $17.8M | 70.0K | 0.2% | ▲+100% Added · +35K sh | |
| 43 | Littelfuse Inc COM | $17.4M | 240.3K | 0.2% | ▼−29% Reduced · −99K sh | |
| 44 | Alcoa Corp COM | $16.8M | 253.1K | 0.2% | ▲+658% Added · +220K sh | |
| 45 | Peabody Energy Corp COM | $16.7M | 506.6K | 0.2% | —Held | |
| 46 | Bausch Health Cos Inc COM | $16.0M | 2.97M | 0.2% | ▲+129% Added · +1.7M sh | |
| 47 | Smart Sand Inc COM | $16.0M | 3.13M | 0.2% | —Held | |
| 48 | Core Natural Resources Inc COM | $15.7M | 150.0K | 0.2% | ▼−17% Reduced · −31K sh | |
| 49 | Matrix Service Co COM | $14.1M | 1.23M | 0.2% | ▲+16% Added · +174K sh | |
| 50 | Suncoke Energy Inc COM | $13.5M | 2.08M | 0.2% | ▲+41% Added · +605K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 176 | $7.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 160 | $5.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 148 | $5.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 118 | $3.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 116 | $2.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 130 | $3.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 125 | $3.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 150 | $2.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 131 | $2.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 113 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 113 | $1.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 92 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 92 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 86 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 79 | $763.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 79 | $865.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 89 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 74 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 79 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 78 | $1.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 66 | $937.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 57 | $740.1M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 46 | $475.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 63 | $392.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.