Jeffrey L Gendell Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Jeffrey L Gendell as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/12/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Innospec Inc                 IOSP US       79,442,310    2,363,651     -645,000
Patriot Coal Corp            PCX US        76,563,270    3,439,500    2,278,166
Goodyear Tire & Rubber Co    GT US         75,867,899    4,524,025   -2,562,375
Delta Air Lines Inc          DAL US        73,105,991    7,972,300    1,246,130
Exide Technologies           XIDE US       72,499,597    9,489,476            0
OM Group Inc                 OMG US        71,458,328    1,758,325       29,871
United Continental Holdings  UAL US        61,728,190    2,727,715    1,233,451
Cliffs Natural Resources Inc CLF US        52,193,387      564,558      404,558
Cloud Peak Energy Inc        CLD US        52,129,748    2,447,406      808,646
Ensco Plc-Spon ADR           ESV US        49,441,826      927,614      251,468
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Mastec Inc                   MTZ US       -18,336,843            0     -881,579
Foster Wheeler AG            FWLT US      -11,952,213            0     -317,709
LSB Industries Inc           LXU US        -8,849,313            0     -223,242
Citigroup Inc                C US          -3,536,000            0      -80,000
Dycom Industries Inc         DY US         -1,918,168            0     -110,621
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Patriot Coal Corp            PCX US        46,566,013    3,439,500    2,278,166
Cliffs Natural Resources Inc CLF US        36,468,587      564,558      404,558
United Continental Holdings  UAL US        27,375,061    2,727,715    1,233,451
Cloud Peak Energy Inc        CLD US        16,748,920    2,447,406      808,646
Ensco Plc-Spon ADR           ESV US        10,333,541      927,614      251,468
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US       -30,946,375      177,500   -2,290,000
Goodyear Tire & Rubber Co    GT US        -30,286,373    4,524,025   -2,562,375
Legg Mason Inc               LM US        -26,734,166      103,001     -731,260
Innospec Inc                 IOSP US      -16,654,003    2,363,651     -645,000
TPC Group Inc                TPCG US       -7,683,935      183,958     -332,106
 
 
SOURCE: SEC 13F-HR 
FILER: Jeffrey L Gendell 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/12/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

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