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GENDELL JEFFREY L

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GREENWICH CT
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Gendell Jeffrey L is based out of Greenwich. Their last reported 13F filing for Q4 2023 included $1,839,223,490 in managed 13F securities and a top 10 holdings concentration of 79.72%. Gendell Jeffrey L's largest holding is IES Holdings Inc. (Integrated Electrical Services Inc.) with shares held of 11,317,450. Whalewisdom has at least 96 13F filings, and 37 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.84b, Prior: $1.76b
New Purchases 9 stocks
Added To 24 stocks
Sold out of 7 stocks
Reduced holdings in 21 stocks
Top 10 Holdings % 79.72%
Turnover %[1] 20.78%
Turnover Alt %[2] 7.41%
Time Held Top 20 9.05 quarters
Time Held Top 10 8.6 quarters
Time Held All 13.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance