Jcp Investment Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Markel Corp with a value of $17.6M, Spdr S&P 500 ETF Trust with a value of $17.2M, Restaurant Brands International Inc. with a value of $16M, Berkshire Hathaway Inc Class B with a value of $13.5M, and United Natural Foods Inc with a value of $12.9M.

Examining the 13F form we can see an decrease of $3.77M in the current position value, from $157M to 154M.

Below you can find more details about Jcp Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Million
Consumer Cyclical: $45.3 Million
Financial Services: $42.9 Million
Consumer Defensive: $27.1 Million
ETFs: $17.2 Million
Energy: $12.7 Million
Industrials: $8.4 Million
Basic Materials: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $154 Million
  • Prior Value $157 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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