JCP Investment Management, LLC
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$150.3M
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
22.6%
02
$UNFI
UNITED NAT FOODS INC
Held since at least Q1 2024
15.2%
03
$FNF
FIDELITY NATIONAL FINANCIAL
Held since at least Q1 2024
11.9%
04
$HHH
HOWARD HUGHES HOLDINGS INC
Held since at least Q1 2024
10.1%
05
$SRE
SEMPRA
Held since at least Q1 2024
7.1%
06
$KMI
KINDER MORGAN INC DEL
Held since at least Q1 2024
6.4%
07
$GNRC
GENERAC HLDGS INC
Held since at least Q1 2024
5.1%
08
$RRGB
RED ROBIN GOURMET BURGERS IN
Held since at least Q1 2024
3.7%
09
$JYNT
JOINT CORP
Held since at least Q1 2024
3.6%
10
$MCD
MCDONALDS CORP
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:32 UTC.