JCP INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1461945
Location

HOUSTON, TX

24
Positions
$150.34M
Total AUM (reported)
6.97M
Total Shares

Allocation by class

TOTAL AUM$150.34M24 positions
COM$87.45M58.2%
TR UNIT$33.22M22.1%
COM SHS$17.46M11.6%
CL A$3.59M2.4%
UNIT 99/99/9999$3.47M2.3%
CL B NEW$3.20M2.1%
ORD SHS$1.44M1.0%

Portfolio Concentration

Top 348.5%4–1037.6%11–2513.9%TOP 1086.1%0%100%
Top 3$72.96M48.5%
4–10$56.47M37.6%
11–25$20.91M13.9%

Top 3 weight

48.5%

Top 10 weight

86.1%

Voting Authority Distribution

Total shares with voting rights: 6.97M

Sole

Full voting authority

6.97M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares50.94K
TypeSH
Market value$33.22M
22.10%
Sole
50.94K
Shared
0.00
None
0.00

UNITED NAT FOODS INC

SOLE
COM
Shares494.37K
TypeSH
Market value$22.28M
14.82%
Sole
494.37K
Shared
0.00
None
0.00

FIDELITY NATIONAL FINANCIAL

SOLE
COM SHS
Shares376.53K
TypeSH
Market value$17.46M
11.62%
Sole
376.53K
Shared
0.00
None
0.00

HOWARD HUGHES HOLDINGS INC

SOLE
COM
Shares234.10K
TypeSH
Market value$14.81M
9.85%
Sole
234.10K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares106.40K
TypeSH
Market value$10.37M
6.90%
Sole
106.40K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares279.24K
TypeSH
Market value$9.36M
6.23%
Sole
279.24K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares38.51K
TypeSH
Market value$7.52M
5.00%
Sole
38.51K
Shared
0.00
None
0.00

RED ROBIN GOURMET BURGERS IN

SOLE
COM
Shares1.87M
TypeSH
Market value$5.48M
3.65%
Sole
1.87M
Shared
0.00
None
0.00

JOINT CORP

SOLE
COM
Shares593.91K
TypeSH
Market value$5.26M
3.50%
Sole
593.91K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares11.80K
TypeSH
Market value$3.67M
2.44%
Sole
11.80K
Shared
0.00
None
0.00

FUTURECREST ACQUISITION CORP

SOLE
UNIT 99/99/9999
Shares330.68K
TypeSH
Market value$3.37M
2.24%
Sole
330.68K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares6.67K
TypeSH
Market value$3.20M
2.13%
Sole
6.67K
Shared
0.00
None
0.00

AIR LEASE CORP

SOLE
CL A
Shares40K
TypeSH
Market value$2.60M
1.73%
Sole
40K
Shared
0.00
None
0.00

TANDY LEATHER FACTORY INC

SOLE
COM
Shares876.06K
TypeSH
Market value$2.02M
1.35%
Sole
876.06K
Shared
0.00
None
0.00

BJS RESTAURANTS INC

SOLE
COM
Shares47.44K
TypeSH
Market value$1.67M
1.11%
Sole
47.44K
Shared
0.00
None
0.00

KENNEDY-WILSON HOLDINGS INC

SOLE
COM
Shares151.33K
TypeSH
Market value$1.65M
1.09%
Sole
151.33K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
ORD SHS
Shares28K
TypeSH
Market value$1.44M
0.96%
Sole
28K
Shared
0.00
None
0.00

FARMER BROS CO

SOLE
COM
Shares979.65K
TypeSH
Market value$1.24M
0.83%
Sole
979.65K
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares6.60K
TypeSH
Market value$991.0K
0.66%
Sole
6.60K
Shared
0.00
None
0.00

KROGER CO

SOLE
COM
Shares12.29K
TypeSH
Market value$889.5K
0.59%
Sole
12.29K
Shared
0.00
None
0.00

SUN LIFE FINANCIAL INC.

SOLE
COM
Shares12.76K
TypeSH
Market value$798.4K
0.53%
Sole
12.76K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares1.56K
TypeSH
Market value$500.5K
0.33%
Sole
1.56K
Shared
0.00
None
0.00

BARNWELL INDS INC

SOLE
COM
Shares409.22K
TypeSH
Market value$442.0K
0.29%
Sole
409.22K
Shared
0.00
None
0.00

RICE ACQUISITION CORP 3

SOLE
UNIT 99/99/9999
Shares10K
TypeSH
Market value$106.0K
0.07%
Sole
10K
Shared
0.00
None
0.00