GENDELL JEFFREY L

13F filer, CIK 1056581, Greenwich, CT

GENDELL JEFFREY L reported $3,194,167,322 across 88 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 82.58% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001214659-25-002861

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period: 2024-12-31
Reported value: $3.19B
Holdings: 88
Top 10 weight: 82.58%
New: 8
Sold out: 5

Part of the filer group GENDELL JEFFREY L

Tontine Asset Management, LLC Tontine Associates, LLC +7 others

Tontine Asset Management, LLC
Tontine Associates, LLC
TONTINE CAPITAL ASSOCIATES, L.P.
Tontine Asset Associates, L.L.C.
Tontine Capital Management, L.L.C.
Tontine Capital Overseas GP, L.L.C.
Tontine Capital Overseas Master Fund II, L.P.
Tontine Capital Partners, L.P.
Tontine Management, L.L.C.

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IWMadded	+238,388	$52.7M
OIHadded	+89,421	$24.3M
RIGadded	+5,904,999	$22.1M
HPadded	+283,157	$9.07M
CMInew	+24,251	$8.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SLBreduced	-736,160	-$28.2M
KREreduced	-425,341	-$25.7M
HALreduced	-475,679	-$12.9M
HMN FINL INCexited	-323,577	-$9.03M
EQTreduced	-158,549	-$7.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-002861, largest first. % of portfolio is the value over $3,194,167,322, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
IESCIES HOLDINGS INC	10,717,968	$2.15B	67.43%	-17,184	2026-10-05, 13D/A: 20,813,118 shares, 51.7% of the class, 13D/A filed 2026-10-06 The filing omitted confidential holdings, a later amendment may add them.	Timeline
AMRALPHA METALLURGICAL RESOUR I	360,787	$72.2M	2.26%	+13,614	The filing omitted confidential holdings, a later amendment may add them.	Timeline
OIHVANECK ETF TRUST	254,646	$69.1M	2.16%	+89,421	The filing omitted confidential holdings, a later amendment may add them.	Timeline
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS	6,330,435	$66.5M	2.08%	+524,995	The filing omitted confidential holdings, a later amendment may add them.
IWMISHARES TR	288,388	$63.7M	1.99%	+238,388	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BTUPEABODY ENGR CORP	2,498,531	$52.3M	1.64%	-91,742	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BXCBLUELINX HLDGS INC	487,883	$49.8M	1.56%	-6,461	The filing omitted confidential holdings, a later amendment may add them.	Timeline
RIGTRANSOCEAN LTD	12,512,831	$46.9M	1.47%	+5,904,999	The filing omitted confidential holdings, a later amendment may add them.	Timeline
HALHALLIBURTON CO	1,334,203	$36.3M	1.14%	-475,679	The filing omitted confidential holdings, a later amendment may add them.	Timeline
HPHELMERICH & PAYNE INC	841,063	$26.9M	0.84%	+283,157	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ARCH RESOURCES INCARCH RESOURCES INC	180,852	$25.5M	0.8%	-44,046	The filing omitted confidential holdings, a later amendment may add them.
NBRNABORS INDUSTRIES LTD	446,209	$25.5M	0.8%	-50,585	The filing omitted confidential holdings, a later amendment may add them.	Timeline
MHKMOHAWK INDS INC	202,456	$24.1M	0.76%	+27,676	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CCITIGROUP INC	339,137	$23.9M	0.75%	-79,514	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SDRLSEADRILL LTD	562,170	$21.9M	0.69%	+162,353	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ATKRATKORE INC	254,967	$21.3M	0.67%	-66,236	The filing omitted confidential holdings, a later amendment may add them.	Timeline
LXULSB INDS INC	2,727,358	$20.7M	0.65%	+149,072	The filing omitted confidential holdings, a later amendment may add them.	Timeline
IWNISHARES TR	121,876	$20M	0.63%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
TTITETRA TECHNOLOGIES INC DEL	5,234,514	$18.7M	0.59%	-9,860	The filing omitted confidential holdings, a later amendment may add them.	Timeline
WDCWESTERN DIGITAL CORP	292,605	$17.4M	0.55%	+30,000	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SLBSLB LIMITED	412,693	$15.8M	0.5%	-736,160	The filing omitted confidential holdings, a later amendment may add them.	Timeline
KRESPDR SERIES TRUST	258,409	$15.6M	0.49%	-425,341	The filing omitted confidential holdings, a later amendment may add them.	Timeline
EQTEQT CORP	303,954	$14M	0.44%	-158,549	The filing omitted confidential holdings, a later amendment may add them.	Timeline
OISOIL STS INTL INC	2,639,288	$13.4M	0.42%	-1,761	The filing omitted confidential holdings, a later amendment may add them.	Timeline
WTTRSELECT WATER SOLUTIONS INC	900,000	$11.9M	0.37%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ODPTHE ODP CORP	498,570	$11.3M	0.35%	+140,000	The filing omitted confidential holdings, a later amendment may add them.	Timeline
LBRTLIBERTY ENERGY INC	540,029	$10.7M	0.34%	-16,024	The filing omitted confidential holdings, a later amendment may add them.	Timeline
IOSPINNOSPEC INC	95,317	$10.5M	0.33%	-18,010	The filing omitted confidential holdings, a later amendment may add them.	Timeline
RBCAAREPUBLIC BANCORP INC KY	146,709	$10.3M	0.32%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
PATKPATRICK INDS INC	105,088	$8.73M	0.27%	+15,029	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CMICUMMINS INC	24,251	$8.45M	0.26%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
KLXEKLX ENERGY SERVICES HOLDINGS	1,673,219	$8.33M	0.26%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BORRBORR DRILLING LTD	2,083,628	$8.13M	0.25%	+1,233,628	The filing omitted confidential holdings, a later amendment may add them.	Timeline
TLNTALEN ENERGY CORP	39,208	$7.9M	0.25%	-10,792	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FMBHFIRST MID BANCSHARES INC	213,922	$7.88M	0.25%	-1,197	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ALRSALERUS FINL CORP	404,471	$7.78M	0.24%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
IF BANCORP INCIF BANCORP INC	326,382	$7.6M	0.24%	0	The filing omitted confidential holdings, a later amendment may add them.
CLBCORE LABORATORIES INC	430,161	$7.45M	0.23%	-30,561	The filing omitted confidential holdings, a later amendment may add them.	Timeline
MTRXMATRIX SVC CO	597,118	$7.15M	0.22%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FRDFRIEDMAN INDS INC	456,824	$6.98M	0.22%	+3,695	The filing omitted confidential holdings, a later amendment may add them.	Timeline
PEBKPEOPLES BANCORP N C INC	217,763	$6.81M	0.21%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
OSGOCTAVE SPECIALTY GROUP INC	527,538	$6.67M	0.21%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FCGFIRST TR EXCHANGE-TRADED FD	269,376	$6.63M	0.21%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FUNCFIRST UTD CORP	178,352	$6.01M	0.19%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
MUMICRON TECHNOLOGY INC	67,000	$5.64M	0.18%	+27,000	The filing omitted confidential holdings, a later amendment may add them.	Timeline
NINE ENERGY SERVICE INCNINE ENERGY SERVICE INC	4,184,044	$4.69M	0.15%	+785,620	The filing omitted confidential holdings, a later amendment may add them.
FUSBFIRST US BANCSHARES INC	362,440	$4.56M	0.14%	+1,356	The filing omitted confidential holdings, a later amendment may add them.	Timeline
XOPSPDR SERIES TRUST	34,033	$4.5M	0.14%	+4,033	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ORNORION GROUP HLDGS INC	613,795	$4.5M	0.14%	-133,153	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SHBISHORE BANCSHARES INC	283,410	$4.49M	0.14%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ASRVAMERISERV FINL INC	1,635,677	$4.38M	0.14%	+62,690	The filing omitted confidential holdings, a later amendment may add them.	Timeline
QXOQXO INC	273,734	$4.35M	0.14%	-18,897	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW	40,000	$4.27M	0.13%	0	The filing omitted confidential holdings, a later amendment may add them.
TILEINTERFACE INC	171,850	$4.18M	0.13%	-18,795	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CIENCIENA CORP	49,096	$4.16M	0.13%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CZWICITIZENS CMNTY BANCORP INC M	250,959	$4.09M	0.13%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
COHRCOHERENT CORP	41,350	$3.92M	0.12%	+6,435	The filing omitted confidential holdings, a later amendment may add them.	Timeline
PSCEINVESCO EXCH TRADED FD TR II	78,869	$3.82M	0.12%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
INDIVIOR PLCINDIVIOR PLC	303,263	$3.77M	0.12%	new	The filing omitted confidential holdings, a later amendment may add them.
TSEMTOWER SEMICONDUCTOR LTD	72,999	$3.76M	0.12%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
AGOASSURED GUARANTY LTD	39,846	$3.59M	0.11%	-5,256	The filing omitted confidential holdings, a later amendment may add them.	Timeline
XBISPDR SERIES TRUST	38,846	$3.5M	0.11%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SNDSMART SAND INC	1,367,973	$3.08M	0.1%	+149,571	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SXCSUNCOKE ENERGY INC	272,591	$2.92M	0.09%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
DTIDRILLING TOOLS INTL CORP	887,091	$2.9M	0.09%	+452,157	The filing omitted confidential holdings, a later amendment may add them.	Timeline
AMDADVANCED MICRO DEVICES INC	20,578	$2.49M	0.08%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BVFLBV FINL INC	141,262	$2.43M	0.08%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ENSENERSYS	25,000	$2.31M	0.07%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
UBSUBS GROUP AG	75,000	$2.27M	0.07%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
LUMNLUMEN TECHNOLOGIES INC	400,000	$2.12M	0.07%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BWBABCOCK & WILCOX ENTERPRISES	1,222,146	$2M	0.06%	+822,090	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SLNDSOUTHLAND HLDGS INC	606,737	$1.97M	0.06%	+292,002	The filing omitted confidential holdings, a later amendment may add them.	Timeline
VATEINNOVATE CORP	313,783	$1.55M	0.05%	-93,100	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FENCFENNEC PHARMACEUTICALS INC	199,275	$1.26M	0.04%	-32,566	The filing omitted confidential holdings, a later amendment may add them.	Timeline
SBFGSB FINL GROUP INC	48,823	$1.02M	0.03%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CMTCORE MOLDING TECHNOLOGIES IN	61,266	$1.01M	0.03%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
FRBAFIRST BK WILLIAMSTOWN NEW JE	70,404	$991K	0.03%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
BRBSBLUE RIDGE BANKSHARES INC VA	280,973	$905K	0.03%	-250	The filing omitted confidential holdings, a later amendment may add them.	Timeline
DIXIE GROUP INCDIXIE GROUP INC	1,344,543	$876K	0.03%	-17,000	The filing omitted confidential holdings, a later amendment may add them.
INTCINTEL CORP	30,000	$602K	0.02%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION	21,957	$597K	0.02%	0	The filing omitted confidential holdings, a later amendment may add them.
HBTHBT FINL INC.	25,883	$567K	0.02%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
PEBOPEOPLES BANCORP INC	10,589	$336K	0.01%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
HWBKHAWTHORN BANCSHARES INC	10,000	$284K	0.01%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CWHCAMPING WORLD HLDGS INC	12,355	$260K	0.01%	-62,373	The filing omitted confidential holdings, a later amendment may add them.	Timeline
CIVBCIVISTA BANCSHARES INC	10,000	$210K	0.01%	0	The filing omitted confidential holdings, a later amendment may add them.	Timeline
ALGOMA STL GROUP INCALGOMA STL GROUP INC	93,408	$140K	<0.01%	0	The filing omitted confidential holdings, a later amendment may add them.
OCCOPTICAL CABLE CORP	15,000	$54.1K	<0.01%	new	The filing omitted confidential holdings, a later amendment may add them.	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HMN FINL INCHMN FINL INC	323,577	$9.03M	shares
RNGRRANGER ENERGY SVCS INC	579,131	$6.9M	shares
AMATAPPLIED MATLS INC	26,700	$5.39M	shares
ASTLALGOMA STL GROUP INC	213,262	$2.18M	shares
FSTRFOSTER L B CO	22,152	$453K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-002861	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC