SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Price Jennifer C.

CIK 0001930102

Reported Value
$418M
Q4 2022
Positions
88
Filings on Record
11
2019–present window
Filed
Feb 14, 2023
original filing

Summary

Price Jennifer C. reported $418M in U.S.-listed holdings across 88 positions for Q4 2022.

Its largest position, Bunge Limited, represents 8.3% of the portfolio.

Compared with Q3 2022, the fund opened 0 new positions and exited 18.

Portfolio Metrics

Turnover
+8.5%
vs prior filed quarter
Top-10 Concentration
+46.1%
share of reported value
Largest Position
+8.3%
Bunge Limited

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $585MQ2 ’22Q3 ’22: $485MQ4 ’22: $418MQ4 ’22Q1 ’23: $314MQ2 ’23: $291MQ2 ’23Q3 ’23: $173MQ4 ’23: $150MQ4 ’23Q1 ’24: $106MQ2 ’24: $86MQ2 ’24Q3 ’24: $90MQ4 ’24: $75MQ4 ’24filingsflow.com

Portfolio Composition

By security type
Common Stock: 71.7%Other: 24.8%REIT: 1.4%MLP: 1.2%Royalty Trst: 0.5%Other: 0.4%
  • Common Stock · 71.7% · $300M
  • Other · 24.8% · $104M
  • REIT · 1.4% · $6M
  • MLP · 1.2% · $5M
  • Royalty Trst · 0.5% · $2M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FCNCAFirst Citizens BancSharesSOLD OUT20.0K0$16M$0
WSBFWaterstone Financial Inc.SOLD OUT574.3K0$9M$0
CWGLCrimson Wine Group Ltd.SOLD OUT1.14M0$7M$0
Nielsen Holdings PLCSOLD OUT184.2K0$5M$0
BENFranklin Resources Inc.SOLD OUT217.5K0$5M$0
Chord Energy CorpSOLD OUT32.5K0$4M$0
SONOSonos, Inc.SOLD OUT260.0K0$4M$0
TwitterSOLD OUT75.0K0$3M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

82 positions
#IssuerClass% PortfolioValueShares
1Bunge LimitedCOM8.35%$35M350.0K
2S&W Seed CompanyCOM6.22%$26M17.45M
3Laboratory Corporation of AmericaCOM4.50%$19M80.0K
4BANCBanc of California, Inc.history →COM4.33%$18M1.14M
5TCBITexas Capital Bancshares, Inc.history →COM4.33%$18M300.0K
6BPOPPopular, Inc.history →COM NEW4.25%$18M268.1K
7BCBPBCB Bancorp, Inc.history →COM3.96%$17M920.0K
8DLBDolby Laboratories Inc.history →COM CL A3.64%$15M215.8K
9INTCIntel Corp.history →COM3.43%$14M542.0K
10ATEXAnterix Inchistory →COM3.08%$13M400.0K
11AMTBAmerant Bancorp Inc.history →CL A2.83%$12M440.7K
12Northeast BancorpCOM2.33%$10M231.6K
13ALKSAlkermes PLChistory →SHS2.25%$9M360.6K
14RNRRenaissanceRe Holdingshistory →COM2.20%$9M50.0K
15TBBKThe Bancorp Bankhistory →COM2.16%$9M318.3K
16EATBrinker International, Inc.history →COM2.06%$9M270.2K
17WFCWells Fargo & Co.history →COM1.97%$8M200.0K
18SCHLScholastic Corporationhistory →COM1.89%$8M200.0K
19MGMistras Grouphistory →COM1.75%$7M1.48M
20NODKNI Holdings Inc.history →COM1.75%$7M550.0K
21TRCTejon Ranch Co.history →COM1.74%$7M385.2K
22TPHSTrinity Place Holdings Inc.history →COM1.63%$7M9.23M
23SPHRMadison Square Garden Entertainmenthistory →CL A1.62%$7M150.6K
24MRBKMeridian Corp.history →COM1.59%$7M219.3K
25IRWDIronwood Pharmaceuticalshistory →COM1.54%$6M520.0K
26William Penn BancorpCOM1.39%$6M480.7K
27OLPOne Liberty Properties, Inc.history →COM1.36%$6M255.1K
28MSGSMadison Square Garden Sportshistory →CL A1.30%$5M29.6K
29AMZNAmazon.Com Inc.history →COM1.21%$5M60.0K
30HPHelmerich & Payne Inc.history →COM1.19%$5M100.0K
31PAAPlains All American Pipelinehistory →UNIT LTD PARTN1.18%$5M418.6K
32GLDDGreat Lakes Dredge & Dockhistory →COM1.12%$5M787.5K
33BLFYBlue Foundry Bancorphistory →COM1.04%$4M337.3K
34SPNTSiriusPoint Ltdhistory →COM1.03%$4M732.5K
35LICTLICT Corp.COM0.91%$4M191
36Activision Blizzard, Inc.COM0.88%$4M48.0K
37FFBWFFBW Inc.COM0.81%$3M293.0K
38SIGASIGA TechnologiesCOM0.81%$3M458.7K
39Diamond Offshore Drilling IncCOM0.76%$3M307.3K
40CRBGCorebridge Financial IncCOM0.72%$3M150.0K
41ESBSES Bancshares, IncCOM0.67%$3M658.2K
42BSFOBank of San FranciscoCOM0.67%$3M102.7K
43First BankCOM0.66%$3M200.1K
44Traditions Bancorp IncCOM0.64%$3M144.1K
45Atlas Corp.SHARES0.63%$3M172.5K
46Amarin Corporation PLCCOM0.58%$2M2.00M
47MSVBMid-Southern BancorpCOM0.53%$2M169.5K
48GOOGLAlphabet Inc.CAP STK CL A0.51%$2M24.0K
49PDLBPonce Financial Group IncCOM0.48%$2M215.0K
50FMBLFarmers & Merchants BankCOM0.36%$2M203
51METAMETA Platforms Inc. (Facebook)COM0.36%$1M12.4K
52PAGPPlains GP Holdings LPLTD PARTNR INT A0.28%$1M94.4K
53SJTSan Juan Basin Realty Trust UnitUNIT BEN INT0.27%$1M100.2K
54LABStandard Biotools Inc.COM0.27%$1M972.8K
55PGCPeapack-Gladstone Financial Corp.COM0.25%$1M27.9K
56Pioneer Merger Corp.CL A SHS0.24%$1M100.0K
57ICC Holdings, Inc.COM0.21%$886,42656.3K
58Continental Resources Inc.COM NEW0.18%$742,70010.0K
59BKF Capital Group, Inc.COM0.17%$712,46529.4K
60Sarcos Technology and RoboticsCOM0.16%$661,6281.18M
61BTIBritish American Tobacco - ADRSPONSORED ADR0.14%$599,70015.0K
62GYROGyrodyne, LLCCOM0.13%$552,06468.2K
63SADLWilliam H. Sadlier, Inc.COM0.11%$472,07821.2K
64HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.09%$365,645190.4K
65PBTPermian Basin Rlty TrustUNIT BEN INT0.08%$348,79313.8K
66GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.05%$223,1565.72M
67SWKSSkyworks Solutions Inc.COM0.04%$176,4281.9K
68BKRBaker Hughes CompanyCOM0.04%$147,5255.0K
69CRMSalesforce, Inc.COM0.03%$132,5901.0K
70DISThe Walt Disney CompanyCOM0.02%$86,8801.0K
71CLSTCatalyst Bancorp IncCOM0.02%$71,4125.6K
72AVBHAvidbank Holdings, Inc.COM0.01%$41,4002.0K
73EQRx, Inc. Warrant*W EXP 12/17/2020.01%$26,820100.0K
74SomaLogic, Inc. Warrant*W EXP 03/01/2020.01%$24,00060.0K
75Tidewater Warrant Exp 11/24/24*W EXP 11/24/2020.00%$17,8667.4K
76Cellebrite DI Warrant*W EXP 08/30/2020.00%$12,36220.0K
77Tastemaker ACQ WNTCOM0.00%$4,56930.4K
78Sharecare Inc Warrants*W EXP 07/01/2020.00%$3,73326.7K
79PPHIPositive Phyisicians Holdings IncCOM0.00%$3,150450
80Carbon Energy CorpCOM0.00%$2,63952.8K
81FLFGFederal Life Group, Inc.COM0.00%$1,149100
82Pioneer Merger Corp Warrant 1/7/26*W EXP 01/07/2020.00%$1733.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$75M31Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$90M30Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$86M37Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$106M40May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$150M50Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$173M50Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$291M72Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$314M78May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$418M88Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$485M112Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$585M125Aug 15, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • MFP INVESTORS LLC028-05359

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.