JCP Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    18

  • Value ($000)

    $126,553

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001461945
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

SPDR S&P 500 ETF TR

TR UNIT
$23.86M
19 %

34,995

FNF

FIDELITY NATIONAL FINANCIAL

COM SHS
$18.64M
15 %

341,527

UNFI

UNITED NAT FOODS INC

COM
$15.6M
12 %

463,300

HHH

HOWARD HUGHES HOLDINGS INC

COM
$14.45M
11 %

181,100

NATL

NCR ATLEOS CORPORATION

COM SHS
$11M
9 %

288,602

KMI

KINDER MORGAN INC DEL

COM
$7.68M
6 %

279,239

RRN

RED ROBIN GOURMET BURGERS IN

COM
$7.58M
6 %

1,871,235

HE

HAWAIIAN ELEC INDUSTRIES

COM
$5.23M
4 %

425,000

JYNT

JOINT CORP

COM
$5.18M
4 %

593,906

BJRI

BJS RESTAURANTS INC

COM
$4.93M
4 %

125,000

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