JCP Investment Management, LLC — 13F holdings

JCP Investment Management, LLC reported 26 holdings worth $187M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $38.8M (20.8%)
2. UNFI UNITED NAT FOODS INC — $22.6M (12.1%)
3. HHH HOWARD HUGHES HOLDINGS INC — $22.5M (12.0%)
4. FNF FIDELITY NATIONAL FINANCIAL — $17.8M (9.5%)
5. RRGB RED ROBIN GOURMET BURGERS IN — $15.3M (8.2%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $13.2M (7.0%)
7. AMRC AMERESCO INC — $9.36M (5.0%)
8. ABM ABM INDS INC — $6.23M (3.3%)
9. JYNT JOINT CORP — $5.21M (2.8%)
10. KMI KINDER MORGAN INC DEL — $4.47M (2.4%)