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JCP INVESTMENT MANAGEMENT, LLC
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HOUSTON TX
Investment Advisor
Hedge Fund
Activist Investor
JCP Investment Management is based out of Houston. JCP Investment Management is a hedge fund with 11 clients and discretionary assets under management (AUM) of $252,640,784 (Form ADV from 2025-03-28). Their last reported 13F filing for Q1 2025 included $162,153,977 in managed 13F securities
and a top 10 holdings concentration of 82.56%. JCP Investment Management's largest holding is Markel Group Inc with shares held of 9,435. Whalewisdom has at least 14 13F filings, 98 13D filings, 3 13G filings, and 11 Form 4 filings
Business Description
JCP Investment Management, LLC ("JCP," the "Firm," or the "Investment Manager") has been in business since April 9, 2009. The principal owner is James Christopher Pappas.
Currently, JCP provides investment advisory services on a discretionary basis to pooled investment vehicles (“the Fund(s)”), sub-advised funds for investment managers, and Separately Managed Accounts (“SMA(s)”) for high net worth individuals – collectively (“investment account(s)”). Investment advisory services provided to sub-advised funds include: (i) defining an investment strategy within the stated investment objectives, (ii) buying or selling portfolio securities on behalf of the account and (iii) periodic reporting per the sub-advisory agreement between JCP and the sub-advised fund. Investment advisory services provided to SMA clients include: (i) defining an investment strategy within the stated investment objectives, (ii) buying or selling portfolio securities on behalf of the client, and (iii) reporting to each client in accordance with the managed account agreement.
Owners
- PAPPAS, JAMES, CHRISTOPHER - MANAGING MEMBER AND PORTFOLIO MANAGER
- POWALSKI, MATTHEW, SCOTT - CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| DPZ Dominos Pizza Inc | 7.65% |
| FNF Fidelity National Fi | 7.23% |
| GNRC Generac Holdings Inc | 5.08% |
| QSR Restaurant Brands In | 3.34% |
| MKL Markel Group Inc | 1.33% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CAKE Cheesecake Factory I | 18.65% |
| ALCO Alico Inc | 3.32% |
| PARR Par Pacific Holdings | 2.39% |
| CRH CRH Plc | 2.13% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MKL Markel Group Inc | 10.88% |
| SPY SPDR S&P 500 ETF TRU | 10.61% |
| QSR Restaurant Brands In | 9.89% |
| BRK.B Berkshire Hathaway I | 8.34% |
| UNFI United Natural Foods | 7.94% |
2025-03-31
13F Activity
| Market Value | $162m, Prior: $170m |
| Inflows (Outflows) as % of Total MV | (-2.475)% |
| New Purchases | 3 stocks |
| Added To | 6 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 3 stocks |
| Top 10 Holdings % | 82.56% |
| Turnover %[1] | 30% |
| Turnover Alt %[2] | 24.38% |
| Time Held Top 20 | 4.7059 quarters |
| Time Held Top 10 | 3.8 quarters |
| Time Held All | 4.82 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.
2025-03-31
13F Sector Allocation Over Time
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2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31