Jeffrey L Gendell Holdings in 1st Quarter: 13F Alert

The following is an analysis of Jeffrey L Gendell as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/13/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Goodyear Tire & Rubber Co    GT US        106,154,272    7,086,400     -868,492
Exide Technologies           XIDE US      105,997,447    9,489,476     -805,784
Innospec Inc                 IOSP US       96,096,313    3,008,651            0
Delta Air Lines Inc          DAL US        65,916,466    6,726,170    2,803,170
OM Group Inc                 OMG US        63,157,709    1,728,454      358,285
Louisiana-Pacific Corp       LPX US        48,921,548    4,659,195     -948,740
Janus Capital Group Inc      JNS US        44,995,102    3,608,268         -132
Willbros Group Inc           WG US         43,961,856    4,025,811      -93,138
Ensco Plc-Spon ADR           ESV US        39,108,285      676,146     -118,052
Materion Corp                MTRN US       38,750,371      949,764       59,560
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Cloud Peak Energy Inc        CLD US        35,380,828    1,638,760    1,638,760
United Continental Holdings  UAL US        34,353,129    1,494,264    1,494,264
Citigroup Inc                C US           3,536,000       80,000       80,000
First Merchants Corp         FRME US        1,950,046      236,083      236,083
Comerica Inc                 CMA US         1,101,600       30,000       30,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Aspen Insurance Holdings Ltd AHL US       -17,979,885            0     -628,228
Owens Corning                OC US         -4,264,435            0     -136,900
Tutor Perini Corp            TPC US        -3,322,875            0     -155,202
Montpelier Re Holdings Ltd   MRH US        -2,691,900            0     -135,000
Furmanite Corp               FRM US        -1,122,184            0     -162,400
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Westmoreland Coal Co         WLB US        28,391,440    2,634,627    1,779,866
Patriot Coal Corp            PCX US        26,123,257    1,161,334      961,334
Delta Air Lines Inc          DAL US        16,486,666    6,726,170    2,803,170
Bank of America Corp         BAC US        13,048,525    2,467,500      980,000
OM Group Inc                 OMG US        10,392,501    1,728,454      358,285
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Marshall & Ilsley Corp       MI US        -56,547,971      911,273   -8,312,577
Broadwind Energy Inc         BWEN US      -20,523,183   19,612,736     -394,133
LSB Industries Inc           LXU US       -11,776,612      223,242     -626,961
Cliffs Natural Resources Inc CLF US        -8,458,300      160,000     -150,000
Dycom Industries Inc         DY US         -8,241,780      110,621     -578,189
 
 
SOURCE: SEC 13F-HR 
FILER: Jeffrey L Gendell 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/13/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.