GENDELL JEFFREY L — 13F holdings

GENDELL JEFFREY L reported 184 holdings worth $11.3B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. IESC IES HLDGS INC — $7.56B (66.8%)
2. AAPL APPLE INC — $352M (3.1%)
3. SNDK SANDISK CORP — $341M (3.0%)
4. OC OWENS CORNING NEW — $160M (1.4%)
5. MU MICRON TECHNOLOGY INC — $150M (1.3%)
6. TPC TUTOR PERINI CORP — $128M (1.1%)
7. ORCL ORACLE CORP — $126M (1.1%)
8. WTM WHITE MTNS INS GROUP LTD — $123M (1.1%)
9. APH AMPHENOL CORP NEW — $104M (0.9%)
10. AMR ALPHA METALLURGICAL RESOUR I — $99.2M (0.9%)