GENDELL JEFFREY L

Q2 2023 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
6/30/2023
Date filed
8/11/2023
Form type
13F-HR
Num holdings
63
Total value ($000)
$1,289,621
Net value change ($000)
+221,429 (20.7%)
New positions
6
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IESC 157,346 32.0%
AVDL 40,361 83.1%
BTU 24,751 161.6%
BXC 8,074 21.8%
AMR 5,651 6.1%
TTI 4,684 39.4%
PSCE 3,511 NEW
MHK 3,347 17.2%
HP 2,685 29.2%
SEELOS THERAPEUTICS, INC. 2,673 76.3%
Top Reduces (Value $000, Stocks/ETFs)
LXU -11,431 -53.6%
CORE LABORATORIES N V -4,841 -100.0%
VATE -4,671 -41.2%
Invesco Exchange-Traded Fund Trust II -3,841 -100.0%
LBRT -2,986 -24.2%
PEBK -2,851 -42.1%
CMT -2,277 -55.6%
RIG -2,226 -100.0%
ASTL -1,940 -11.9%
XAIR -1,344 -26.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,501 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type