GENDELL JEFFREY L
CIK 1056581 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- IESC70.24%
- OC1.80%
- AVDL1.79%
- AMR1.72%
- WTM1.18%
- TPC1.04%
- GNW1.02%
- MHK0.85%
- RIG0.78%
- BXC0.77%
Share classes counted separately81.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IESCWeight decreased · -6.78 pp77.02% → 70.24%Shares -182.09K (-1.73%)
- OCWeight increased · +1.27 pp0.53% → 1.80%Shares +716.84K (+349.30%)
- GNWWeight increased · +0.62 pp0.40% → 1.02%Shares +4.07M (+167.99%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IESCIES HOLDINGS INC View history and evidence | $4.03B | 70.24% | 10.35M shares | 77.02% → 70.24%-6.78 pp -182.09K (-1.73%) | Reduced | ↗▾ |
| 02 | OCOWENS CORNING View history and evidence | $103.19M | 1.80% | 922.06K shares | 0.53% → 1.80%+1.27 pp +716.84K (+349.30%) | Added | ↗▾ |
| 03 | AVDLAVADEL PHARMACEUTICALS View history and evidence | $102.78M | 1.79% | 4.77M shares | 1.49% → 1.79%+0.30 pp -545.45K (-10.26%) | Reduced | ↗▾ |
| 04 | AMRALPHA METALLURGICAL RESOURCE View history and evidence | $98.76M | 1.72% | 494.07K shares | 1.43% → 1.72%+0.29 pp +19.03K (+4.01%) | Added | ↗▾ |
| 05 | WTMWHITE MOUNTAINS INSURANCE GP View history and evidence | $67.58M | 1.18% | 32.52K shares | Prior unavailable +32.52K | New | ↗▾ |
| 06 | TPCTUTOR PERINI CORP View history and evidence | $59.64M | 1.04% | 889.91K shares | 0.55% → 1.04%+0.49 pp +433.56K (+95.00%) | Added | ↗▾ |
| 07 | GNWGENWORTH FINANCIAL INC View history and evidence | $58.57M | 1.02% | 6.49M shares | 0.40% → 1.02%+0.62 pp +4.07M (+167.99%) | Added | ↗▾ |
| 08 | MHKMOHAWK INDUSTRIES INC View history and evidence | $48.71M | 0.85% | 445.67K shares | 0.45% → 0.85%+0.40 pp +257.10K (+136.34%) | Added | ↗▾ |
| 09 | RIGTRANSOCEAN LTD View history and evidence | $44.56M | 0.78% | 10.79M shares | 0.46% → 0.78%+0.32 pp +2.77M (+34.48%) | Added | ↗▾ |
| 10 | BXCBLUELINX HOLDINGS INC View history and evidence | $44.17M | 0.77% | 718.99K shares | 0.89% → 0.77%-0.12 pp +59.66K (+9.05%) | Added | ↗▾ |
Options overlay 1
$24.38M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
AVDLAVADEL PHARMACEUTICALS View history and evidence | Call | 1.13M | $24.38M | +1.13M | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -99,493 | -$24.07M | SEC filing ↗ | SEC filing ↗ |
| AMRZ AMRIZE LTD | Non-derivative | -242,091 | -$11.75M | SEC filing ↗ | SEC filing ↗ |
| XLE SS ENERGY SELECT SECTOR | Non-derivative | -104,052 | -$9.30M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1056581 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5755830704
}Research all 94 reported holdings.
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