Equal-WT
WhaleScore 2.0
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JBF Capital is based out of Aspen. JBF Capital is a hedge fund Their last reported 13F filing for Q4 2024 included $584,746,833 in managed 13F securities
and a top 10 holdings concentration of 84.63%. JBF Capital's largest holding is Vanguard S&P 500 ETF with shares held of 509,121. Whalewisdom has at least 63 13F filings, and 2 13G filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| GSK GSK Plc | 1.16% |
| IBIT iShares Bitcoin Trus | 1.12% |
| BITX 2x Bitcoin Strategy | 0.66% |
| BITU ProShares Ultra Bitc | 0.63% |
| NOW ServiceNow Inc | 0.58% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CNQ Canadian Natural Res | 2.62% |
| MU Micron Technology, I | 2.41% |
| CVE Cenovus Energy Inc | 1.46% |
| URI United Rentals, Inc | 1.21% |
| VAL Valaris Ltd | 1.16% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 46.91% |
| MSFT Microsoft Corporatio | 12.9% |
| AMZN Amazon.com Inc | 10.21% |
| GRBK Green Brick Partners | 4.22% |
| IBIT iShares Bitcoin Trus | 2.24% |
2024-12-31
13F Activity
| Market Value | $0.58b, Prior: $0.67b |
| Inflows (Outflows) as % of Total MV | (-13.6303)% |
| New Purchases | 16 stocks |
| Added To | 5 stocks |
| Sold out of | 27 stocks |
| Reduced holdings in | 14 stocks |
| Top 10 Holdings % | 84.63% |
| Turnover %[1] | 42.16% |
| Turnover Alt %[2] | 4.75% |
| Time Held Top 20 | 8.85 quarters |
| Time Held Top 10 | 13.3 quarters |
| Time Held All | 8.72 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31