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Funds / Jcp Investment Management, LLC
Institutional Fund

Jcp Investment Management, LLC

Houston, TXCIK 14619455 filings on record

Portfolio Value
$150.34M
Q1 2026
Holdings
24
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+18.8%
from $126.55M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr22.1%
  • United Nat Foods Inc14.8%
  • Fidelity National Financial11.6%
  • Howard Hughes Holdings Inc9.9%
  • Sempra6.9%
  • Kinder Morgan Inc Del6.2%
  • Other28.5%

Portfolio Holdings

24 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr50.9K$33.22M22.1%+15.9KAdded
2United Nat Foods Inc494.4K$22.28M14.8%+31.1KAdded
3Fidelity National Financial376.5K$17.46M11.6%+35.0KAdded
4Howard Hughes Holdings Inc234.1K$14.81M9.9%+53.0KAdded
5Sempra106.4K$10.37M6.9%+106.4KNew
6Kinder Morgan Inc Del279.2K$9.36M6.2%0Held
7Generac Hldgs Inc38.5K$7.52M5.0%+16.5KAdded
8Red Robin Gourmet Burgers In1.87M$5.48M3.6%0Held
9Joint Corp593.9K$5.26M3.5%0Held
10Mcdonalds Corp11.8K$3.67M2.4%+11.8KNew

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