You're signed outSign in or to get full access.
JCP Investment Management, LLC
JCP Investment Management, LLC is a hedge fund based in Houston, Texas. Founded in 2009, it manages investment portfolios for institutional and high-net-worth clients, specializing in small and mid-cap equity strategies. With approximately 6 employees, the firm is registered with the SEC and is known for its activist approach in public equities.
Investment Strategy
JCP Investment Management, LLC focuses primarily on small to mid-cap public equities, employing an activist and value-oriented approach. The firm identifies undervalued companies where proactive engagement, corporate governance improvements, and strategic operational changes can unlock value for shareholders. Their philosophy includes deep fundamental research, constructive engagement with company management and boards, and a long-term investment horizon.
Latest 13F Filing Activity
JCP Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $173M. The fund increased holdings in Dollar Gen Corp. New, Generac HLDGS Inc., Wendys Co. among other positions. JCP Investment Management, LLC reduced exposure to Markel Group Inc., Kroger Co., Energy Transfer L P among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.59% | $20.1M | 32,512 | $546.61 | $617.85 | +$2.9M |
Q QSR | RESTAURANT BRANDS INTL INC | 11.11% | $19.3M | 290,438 | $72.12 | $66.29 | +$3.2M |
G GNRC | GENERAC HLDGS INC | 11.06% | $19.2M | 133,787 | $135.16 | $143.21 | +$10.9M |
D DG | DOLLAR GEN CORP NEW | 11.02% | $19.1M | 166,935 | $114.38 | $114.38 | +$19.1M |
D DPZ | DOMINOS PIZZA INC | 7.65% | $13.3M | 29,417 | $458.72 | $450.60 | +$850.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more