Arkolith/Funds/JCP Investment Management, LLC

JCP Investment Management, LLC

CIK 1461945
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

JCP Investment Management, LLC holds a concentrated book of 24 stocks worth $150.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sempra and trimmed BJ'S Restaurants Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 22% of the equity book.

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Use Arkolith to show JCP Investment Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
5
existing
Trimmed
2
reduced
Sold out
4
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
65%
Top 10 holdings
86%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

ETF / fund or unclassified
25%
Financials
21%
Industrials
15%
Utilities
13%
Real Estate
11%
Consumer Discretionary
7%
Information Technology
5%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

24 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF TR
TR UNIT
$33.2M50.9K
22.1%
+46%
Added · +16K sh
2United Nat Foods Inc
COM
$22.3M494.4K
14.8%
+6.7%
Added · +31K sh
3Fidelity National Financial
COM SHS
$17.5M376.5K
11.6%
+10%
Added · +35K sh
4Howard Hughes Holdings Inc
COM
$14.8M234.1K
9.9%
+29%
Added · +53K sh
5Sempra
COM
$10.4M106.4K
6.9%
New
New position
6Kinder Morgan Inc Del
COM
$9.4M279.2K
6.2%
Held
7Generac Hldgs Inc
COM
$7.5M38.5K
5.0%
+75%
Added · +17K sh
8Red Robin Gourmet Burgers In
COM
$5.5M1.87M
3.6%
Held
9Joint Corp
COM
$5.3M593.9K
3.5%
Held
10McDonalds Corp
COM
$3.7M11.8K
2.4%
New
New position
11Futurecrest Acquisition Corp
UNIT 99/99/9999
$3.4M330.7K
2.2%
Held
12Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.7K
2.1%
New
New position
13Air Lease Corp
CL A
$2.6M40.0K
1.7%
New
New position
14Tandy Leather Factory Inc
COM
$2.0M876.1K
1.3%
Held
15BJS Restaurants Inc
COM
$1.7M47.4K
1.1%
−62%
Reduced · −78K sh
16Kennedy-Wilson Holdings Inc
COM
$1.6M151.3K
1.1%
New
New position
17Janus Henderson Group PLC
ORD SHS
$1.4M28.0K
1.0%
New
New position
18Farmer Bros Co
COM
$1.2M979.6K
0.8%
Held
19Doordash Inc
CL A
$991K6.6K
0.7%
New
New position
20Kroger Co
COM
$890K12.3K
0.6%
−20%
Reduced · −3K sh
21Sun Life Financial Inc.
COM
$798K12.8K
0.5%
New
New position
22Vanguard Index FDS
TOTAL STK MKT
$500K1.6K
0.3%
New
New position
23Barnwell Inds Inc
COM
$442K409.2K
0.3%
New
New position
24Rice Acquisition Corp 3
UNIT 99/99/9999
$106K10.0K
0.1%
Held
Showing all 24 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202624$150.3M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202618$126.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202518$152.6M13F-HR
Q2 2025Jun 30, 2025Aug 15, 202520$173.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.