JCP INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RRGB | 1.87M | $5.48M |
 | TLF | 876K | $2.02M |
 | JYNT | 594K | $5.26M |
 | UNFI | 494K | $22.28M |
 | FNF | 377K | $17.46M |
 | KMI | 279K | $9.36M |
 | HHH | 234K | $14.81M |
KENNEDY-WILSON HOLDINGS INC | KW | 151K | $1.65M |
 | SRE | 106K | $10.37M |
 | BJRI | 47K | $1.67M |
 | GNRC | 39K | $7.52M |
JANUS HENDERSON GROUP PLC | JHG | 28K | $1.44M |
 | SLF | 13K | $798.39K |
 | KR | 12K | $889.52K |
 | MCD | 12K | $3.67M |
 | BRK-B | 7K | $3.20M |
 | DASH | 7K | $990.99K |
Red Robin Gourmet Burgers, Inc.
RRGB
Shares Held
1.87M
Value
$5.48M
Tandy Leather Factory, Inc.
TLF
Shares Held
876K
Value
$2.02M
The Joint Corp.
JYNT
Shares Held
594K
Value
$5.26M
United Natural Foods, Inc.
UNFI
Shares Held
494K
Value
$22.28M
Fidelity National Financial, Inc.
FNF
Shares Held
377K
Value
$17.46M
Kinder Morgan, Inc.
KMI
Shares Held
279K
Value
$9.36M
Howard Hughes Holdings Inc.
HHH
Shares Held
234K
Value
$14.81M
KENNEDY-WILSON HOLDINGS INC
KW
Shares Held
151K
Value
$1.65M
Sempra
SRE
Shares Held
106K
Value
$10.37M
BJ's Restaurants, Inc.
BJRI
Shares Held
47K
Value
$1.67M
Generac Holdings Inc.
GNRC
Shares Held
39K
Value
$7.52M
JANUS HENDERSON GROUP PLC
JHG
Shares Held
28K
Value
$1.44M
Sun Life Financial Inc.
SLF
Shares Held
13K
Value
$798.39K
The Kroger Co.
KR
Shares Held
12K
Value
$889.52K
McDonald's Corporation
MCD
Shares Held
12K
Value
$3.67M
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.20M
DoorDash, Inc.
DASH
Shares Held
7K
Value
$990.99K