GENDELL JEFFREY L
CIK 1056581
13F filing for Q2 2026・No. 520
- Holdings
- US$11.32B
- Quarter change
- +US$3.98B
- Entries
- 184
- Net bought (estimate)
- +US$323.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 15
- Added 38
- Corporate actions 0
- Unchanged 43
Largest holdings
103 stocks worth US$11.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IESCIES HOLDINGS INCCOM | Cut | 10,293,528 | US$7.56B | 68.36% |
| SNDKSANDISK CORPCOM | Unchanged | 150,000 | US$341.06M | 3.08% |
| OCOWENS CORNINGCOM | Added | 1,007,315 | US$160.12M | 1.45% |
| MUMicronCOM | Cut | 130,000 | US$150.06M | 1.36% |
| TUTOR PERINI CORPCOM | Added | 1,539,141 | US$127.7M | 1.15% |
| ORCLORACLE CORPCOM | New | 861,500 | US$126.25M | 1.14% |
| WTMWHITE MOUNTAINS INSURANCE GPCOM | Added | 59,243 | US$122.83M | 1.11% |
| APHAMPHENOL CORP-CL ACOM | Added | 590,500 | US$104.12M | 0.94% |
| AMRALPHA METALLURGICAL RESOURCECOM | Added | 601,255 | US$99.17M | 0.90% |
| WDCWESTERN DIGITAL CORPCOM | Cut | 150,009 | US$95.81M | 0.87% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.