GENDELL JEFFREY L Information

1 SOUND SHORE DRIVE, GREENWICH, Connecticut, 06830-7251,

Report Date: 06/30/2014

Position Statistics

Total Positions 51
New Positions 6
Increased Positions 23
Decreased Positions 19
Positions with Activity 42
Sold Out Positions 5
Total Mkt Value (in $ millions) 511

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 8.64%
Capital Goods 41.82%
Conglomerates
Consumer Cyclical 4.63%
Consumer/Non-Cyclical 1.79%
Energy 16.2%
Financial 14.76%
Healthcare 0.13%
Services 10.64%
Technology 0.35%
Transportation
Utilities

51 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PATRICK INDS INC COM 103,861 -1,049 (1) 2,476,430
INTEGRATED ELECTRICAL SVC COM 81,167 New 10,779,124
BARNES & NOBLE INC COM 37,062 19,773 114.38 1,648,644
WESTMORELAND COAL CO COM 30,707 -8,324 (21.33) 780,758
LSB INDS INC COM 24,434 3,940 19.23 657,532
NAVISTAR INTL CORP NEW COM 23,641 1,542 6.98 613,100
WILLBROS GROUP INC DEL COM 21,718 180 .83 2,187,090
ARCH COAL INC COM 17,422 2,878 19.79 6,222,228
BROADWIND ENERGY INC COM NEW 12,249 101 .83 1,458,201
WINNEBAGO INDS INC COM 11,316 6,725 146.47 451,925
OFFICE DEPOT INC COM 11,035 11,035 New 1,915,862
BANK AMER CORP COM 10,731 -8,722 (44.84) 639,919
FREEPORT-MCMORAN INC CL B 9,485 -9,253 (49.38) 274,837
STAPLES INC COM 9,138 9,138 New 700,800
PEOPLES BANCORP N C INC COM 8,642 New 512,965
CITIGROUP INC COM NEW 7,288 -7,254 (49.88) 139,115
PBF ENERGY INC CL A 6,964 5,026 259.41 290,400
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 5,805 271 4.91 204,262
HAWTHORN BANCSHARES INC COM 5,593 6 .11 410,941
AMERICAN AIRLS GROUP INC COM 5,317 5,317 New 141,950