Matthew Powalski

Jcp Investment Management, Llc

Assets Managed

$150.335M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

18.8%(2Q avg: 0.87%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jcp Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of Jcp Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 150.335M in assets, with a quarterly growth rate of 18.8% and a 2-quarter average growth rate of 0.87%. The portfolio is managed by Matthew Powalski, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 45.58%	22.1%	$33.223M 50,944 shares@ $652.14 avg price	Increased 45.58%
UNFI United Natural Foods Inc Recent Activity Increased 6.71%	14.82%	$22.276M 494,371 shares@ $45.06 avg price	Increased 6.71%
FNF Fidelity National Financial Recent Activity Increased 10.25%	11.62%	$17.463M 376,527 shares@ $46.38 avg price	Increased 10.25%
HHH Howard Hughes Holdings Inc Recent Activity Increased 29.27%	9.86%	$14.809M 234,100 shares@ $63.26 avg price	Increased 29.27%
SRE Sempra Recent Activity New Position	6.9%	$10.367M 106,400 shares@ $97.44 avg price	New Position
KMI Kinder Morgan Inc Recent Activity	6.23%	$9.363M 279,239 shares@ $33.54 avg price
GNRC Generac Holdings Inc Recent Activity Increased 75.05%	5.01%	$7.522M 38,510 shares@ $195.33 avg price	Increased 75.05%
RRGB Red Robin Gourmet Burgers Recent Activity	3.65%	$5.483M 1.871M shares@ $2.94 avg price
JYNT Joint Corp The Recent Activity	3.5%	$5.256M 593,906 shares@ $8.85 avg price
MCD Mcdonald's Corp Recent Activity New Position	2.44%	$3.667M 11,800 shares@ $310.79 avg price	New Position

1-10 of 24