GENDELL JEFFREY L OCC — OPTICAL CABLE CORP

Ownership history in GENDELL JEFFREY L  ·  6 quarters on record

AI Ownership Summary

GENDELL JEFFREY L reported OPTICAL CABLE CORP (OCC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows OCC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GENDELL JEFFREY L's position in OPTICAL CABLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OCC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OCC stock page GENDELL JEFFREY L fund profile GENDELL JEFFREY L full holdings
How GENDELL JEFFREY L held OCC — position size vs. price
% of Fund (quarterly)    OCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 417,440 +2,100 +0.5% 0.05% $3.4M 2026-05-15 $11.78
2025 Q4 ADDED — — — 415,340 +133,510 +47.4% 0.03% $1.8M 2026-02-13 $5.98
2025 Q3 ADDED — — — 281,830 +213,878 +314.7% 0.04% $2.3M 2025-11-14 (Est.) $6.77
2025 Q2 ADDED — — — 67,952 +22,952 +51.0% 0.01% $197K 2025-08-14 $5.10
2025 Q1 ADDED — — — 45,000 +30,000 +200.0% 0.01% $126K 2025-05-15 $3.15
2024 Q4 INITIATED — — — 15,000 — — 0.00% $54K 2025-02-14 $4.43

🏢 Other funds also holding OCC

As of 2026 Q1 — sorted by position size

Informed Momentum Co LLC 3Y 7Y 0.07% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.07% Round Rock Advisors LLC 3Y 0.04% Legacy Financial Advisors, Inc. 3Y 7Y 0.04% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02% Hilltop Holdings Inc. 3Y 7Y 0.01% RBF Capital, LLC 3Y 7Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% Virtu Financial LLC 3Y 7Y 0.0% Clearstead Advisors, LLC 3Y 7Y 0.0%

FAQ About GENDELL JEFFREY L and OCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has GENDELL JEFFREY L reported owning OCC?

GENDELL JEFFREY L reported OCC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OCC position in GENDELL JEFFREY L's portfolio?

The largest reported portfolio weight for OCC was 0.05% in 2026 Q1.

What is the latest reported OCC position on this page?

The most recent filing on this page is 2026 Q1, when GENDELL JEFFREY L reported 417,440 shares, equal to 0.05% of portfolio, with an estimated market value of $3.4M.

What does the chart on this OCC ownership page compare?

The chart compares GENDELL JEFFREY L's quarterly OCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GENDELL JEFFREY L time their OCC position?

Based on 13F filing dates vs. subsequent OCC price moves, GENDELL JEFFREY L correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on OCC relative to SPY over the holding period was +85.7%.

← Back to GENDELL JEFFREY L Holdings