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JCP Investment Management, LLC 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

JCP Investment Management, LLC disclosed 15 US equity positions worth $120.6m in its Q3 2024 13F filing. The largest position was SPY at 14.6% of the reported book, followed by CRH and BRK/B.

· Q4 2024 →

What did JCP Investment Management, LLC own in Q3 2024? Top 15 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 SPY SPDR S&P 500 ETF TR 14.6%$17.6m30,669 –
2 CRH CRH PLC Basic Materials 11.0%$13.2m142,829 –
3 BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%$12.1m26,224 –
4 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 9.4%$11.3m157,283 –
5 ET ENERGY TRANSFER L P Energy 9.0%$10.9m677,000 –
6 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 8.0%$9.6m237,210 –
7 KR KROGER CO Consumer Defensive 7.9%$9.5m166,300 –
8 UNFI UNITED NAT FOODS INC Consumer Defensive 6.6%$7.9m470,322 –
9 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 4.6%$5.5m446,830 –
10 EXPE EXPEDIA GROUP INC Consumer Cyclical 4.5%$5.5m37,000 –
11 ALCO ALICO INC 4.3%$5.2m187,091 –
12 PARR PAR PAC HOLDINGS INC Energy 3.6%$4.4m247,943 –
13 TLF TANDY LEATHER FACTORY INC 3.0%$3.7m876,059 –
14 RRGB RED ROBIN GOURMET BURGERS IN Consumer Cyclical 1.8%$2.1m487,591 –
15 FB1 FARMER BROS CO 1.6%$2.0m992,826 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.