account_balance
Investment manager · 13F filer · SEC CIK 1056581
Gendell Jeffrey L
Reported value$11.1Bas of Jun 30, 2026
Positions103 7 new, 5 sold out
Top 10 weight80.4%IESC alone is 68%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IESCIes Holdings Inc
68.4%
SNDKSandisk Corp
3.1%
OC1.4%MU1.4%TPC1.2%ORCL1.1%WTM1.1%APH0.9%AMR0.9%WDC0.9%OIH0.8%
AAPL0.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IESC Ies Holdings Inc 68.4% HeldSNDK Sandisk Corp 3.1% HeldOC Owens Corning 1.4% Added +7%MU Micron Technology Inc 1.4% Trimmed −7%TPC Tutor Perini Corp 1.2% Added +23%ORCL Oracle Corp 1.1% NewWTM White Mountains Insurance Gp 1.1% Added +57%APH Amphenol Corp-cl A 0.9% Added +64%AMR Alpha Metallurgical Resource 0.9% Added +10%WDC Western Digital Corp 0.9% Trimmed −25%
OIH Vaneck Oil Services ETF 0.8% Added +66%
AAPL Apple Inc 0.8% Added +350%What changed