Arkolith/Funds/GENDELL JEFFREY L

GENDELL JEFFREY L

CIK: 1056581Q1 2026
Active Filer
Portfolio Value
$7.3B
Positions
180
New Buys
20
4 sold
Changes
84 ↑ / 32 ↓

Top HoldingsQ1 2026

180 total positions
#SecurityValueShares% PortChangeΔ Shares
1IES HOLDINGS INC
COM
$2.6B5.52M35.9%
REDUCED
-8,159
2IES HOLDINGS INC
COM
$2.0B4.11M26.6%
REDUCED
-1,426,321
3IES HOLDINGS INC
COM
$338.1M709.6K4.6%
REDUCED
-4,822,922
4ISHARES RUSSELL 2000 ETF
COM
$177.5M715.6K2.4%
NEW
—
5ALPHA METALLURGICAL RESOURCE
COM
$78.1M380.7K1.1%
ADDED
+227.0K
6OWENS CORNING
COM
$76.4M705.5K1.0%
ADDED
+475.2K
7SANDISK CORP
COM
$76.2M120.0K1.0%
ADDED
+86.4K
8TUTOR PERINI CORP
COM
$69.0M894.4K0.9%
ADDED
+619.8K
9ISHARES RUSSELL 2000 ETF
COM
$59.2M238.5K0.8%
NEW
—
10
TRANSOCEAN LTD
COM
$58.3M8.80M0.8%
ADDED
+6.30M
11BABCOCK & WILCOX ENTERPR
COM
$57.3M3.90M0.8%
ADDED
+2.76M
12
WHITE MOUNTAINS INSURANCE GP
COM
$55.8M25.4K0.8%
ADDED
+14.3K
13GENWORTH FINANCIAL INC
COM
$46.9M5.77M0.6%
ADDED
+4.36M
14VANECK OIL SERVICES ETF
COM
$45.5M112.5K0.6%
ADDED
+75.5K
15WESTERN DIGITAL CORP
COM
$40.6M150.0K0.6%
ADDED
+97.8K
16MICRON TECHNOLOGY INC
COM
$35.5M105.0K0.5%
ADDED
+69.2K
17AMPHENOL CORP-CL A
COM
$34.2M270.4K0.5%
NEW
—
18ALPHA METALLURGICAL RESOURCE
COM
$33.5M163.4K0.5%
ADDED
+9.7K
19CORNING INC
COM
$32.7M240.7K0.4%
ADDED
+105.5K
20SLB LTD
COM
$32.4M630.0K0.4%
ADDED
+291.0K
21MOHAWK INDUSTRIES INC
COM
$31.3M318.1K0.4%
ADDED
+213.3K
22ADVANCED MICRO DEVICES
COM
$31.3M153.8K0.4%
ADDED
+131.3K
23AVANTOR INC
COM
$28.9M3.69M0.4%
ADDED
+3.55M
24HALLIBURTON CO
COM
$28.6M733.1K0.4%
ADDED
+502.8K
25LUMEN TECHNOLOGIES INC
COM
$28.0M4.02M0.4%
ADDED
+3.28M
Showing top 25 of 180 positions

Filing History

Q1 2026176 pos
$7.3B
Q4 2025160 pos
$5.8B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 15, 2026