SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Price Jennifer C.

CIK 0001930102

Reported Value
$291M
Q2 2023
Positions
72
Filings on Record
11
2019–present window
Filed
Aug 14, 2023
original filing

Summary

Price Jennifer C. reported $291M in U.S.-listed holdings across 72 positions for Q2 2023.

Its largest position, Bunge Limited, represents 11.3% of the portfolio.

Compared with Q1 2023, the fund opened 13 new positions and exited 16.

Portfolio Metrics

Turnover
+19.3%
vs prior filed quarter
Top-10 Concentration
+48.5%
share of reported value
Largest Position
+11.3%
Bunge Limited
New / Exited
13 / 16
positions this quarter

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: 62.1%Other: 33.7%MLP: 3.2%Ltd Part: 0.5%Royalty Trst: 0.4%ADR: 0.2%
  • Common Stock · 62.1% · $181M
  • Other · 33.7% · $98M
  • MLP · 3.2% · $9M
  • Ltd Part · 0.5% · $1M
  • Royalty Trst · 0.4% · $1M
  • ADR · 0.2% · $498,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CALUMET SPECIALTY PRODS PARTNEW+571.2K571.2K+$9M$9M
GTLSChart Industries Inc.NEW+35.0K35.0K+$6M$6M
MSGEMadison Square Garden EntertainmentNEW+150.0K150.0K+$5M$5M
KKRKKR & CO INCNEW+86.2K86.2K+$5M$5M
ENETI INCNEW+376.0K376.0K+$5M$5M
ESABESAB CORPORATIONNEW+48.8K48.8K+$3M$3M
FTREFortrea Holdings IncNEW+80.0K80.0K+$3M$3M
DHTDHT HOLDINGS INCNEW+318.3K318.3K+$3M$3M

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

Holdings — Q2 2023

70 positions
#IssuerClass% PortfolioValueShares
1Bunge LimitedCOM11.35%$33M350.0K
2S&W Seed CompanyCOM7.31%$21M17.45M
3Laboratory Corporation of AmericaCOM5.70%$17M80.0K
4ATEXAnterix Inchistory →COM4.36%$13M400.0K
5MGMistras Grouphistory →COM3.93%$11M1.48M
6DLBDolby Laboratories Inc.history →COM CL A3.50%$10M121.7K
7EATBrinker International, Inc.history →COM3.40%$10M270.2K
8CALUMET SPECIALTY PRODS PARTUT LTD PARTNER3.11%$9M571.2K
9WFCWells Fargo & Co.history →COM2.93%$9M200.0K
10GLDDGreat Lakes Dredge & Dockhistory →COM2.90%$8M1.03M
11AMZNAmazon.Com Inc.history →COM2.69%$8M60.0K
12ALKSAlkermes PLChistory →COM2.62%$8M243.8K
13Clarivate PLCORD SHS2.29%$7M700.0K
14Northeast BancorpCOM2.27%$7M158.2K
15SCHLScholastic Corporationhistory →COM2.24%$7M167.4K
16NODKNI Holdings Inc.history →COM2.18%$6M428.2K
17TRCTejon Ranch Co.history →COM2.10%$6M355.6K
18GTLSChart Industries Inc.history →COM1.92%$6M35.0K
19IRWDIronwood Pharmaceuticalshistory →COM1.90%$6M520.0K
20MSGEMadison Square Garden Entertainmenthistory →COM CL A1.73%$5M150.0K
21TPHSTrinity Place Holdings Inc.history →COM1.71%$5M9.23M
22MSGSMadison Square Garden Sportshistory →CL A1.71%$5M26.5K
23KKRKKR & CO INChistory →COM1.66%$5M86.2K
24TBBKThe Bancorp Bankhistory →COM1.57%$5M139.8K
25ENETI INCCOM1.56%$5M376.0K
26INTCIntel Corp.history →Common Stock1.34%$4M117.0K
27HPHelmerich & Payne Inc.history →COM1.22%$4M100.0K
28BCBPBCB Bancorp, Inc.history →COM1.21%$4M300.0K
29ESABESAB CORPORATIONhistory →COM1.12%$3M48.8K
30CLVT PRFD 5.255.25% PFD CONV A1.06%$3M75.0K
31AVBHAvidbank Holdings, Inc.history →COM1.05%$3M185.3K
32GOOGLAlphabet Inc.CAP STK CL A0.99%$3M24.0K
33FTREFortrea Holdings IncCOMMON STOCK0.93%$3M80.0K
34DHTDHT HOLDINGS INCSHS NEW0.93%$3M318.3K
35Amarin Corporation PLCCOM0.91%$3M2.22M
36PPLIIAC INCCOM NEW0.84%$2M39.1K
37ESBSES Bancshares, IncCOM0.80%$2M656.2K
38SIGASIGA TechnologiesCOM0.80%$2M458.7K
39MSVBMid-Southern BancorpCOM0.76%$2M169.5K
40FFBWFFBW Inc.COM0.72%$2M184.1K
41BSFOBank of San FranciscoCOM0.65%$2M102.7K
42ENOVENOVIS CORPORATIONCOM0.65%$2M29.6K
43LABStandard Biotools Inc.COM0.65%$2M980.1K
44VCTRVictory Capital Holdings, Inc.COM CL A0.53%$2M49.0K
45PAGPPlains GP Holdings LPLTD PARTNR INT A0.48%$1M94.4K
46LICTLICT Corp.COM0.46%$1M73
47GNKGENCO SHIPPING & TRADING LTDSHS0.44%$1M91.3K
48Traditions Bancorp IncCOM0.44%$1M74.1K
49FMBLFarmers & Merchants BankCOM0.38%$1M203
50ICC Holdings, Inc.COM0.31%$891,20456.3K
51SPNTSiriusPoint LtdCOM0.26%$767,55085.0K
52SJTSan Juan Basin Realty Trust UnitUNIT BEN INT0.26%$744,783100.2K
53BKF Capital Group, Inc.COM0.24%$712,46529.4K
54Sarcos Technology and RoboticsCOM0.18%$533,6061.66M
55BTIBritish American Tobacco - ADRSPONSORED ADR0.17%$498,00015.0K
56PBTPermian Basin Rlty TrustUNIT BEN INT0.12%$345,05613.8K
57DCGODocGoCOM0.11%$328,25935.0K
58CRMSalesforce, Inc.COM0.07%$211,2601.0K
59HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.06%$171,396190.4K
60AMTBAmerant Bancorp Inc.CL A0.05%$158,3899.2K
61PAAPlains All American PipelineUNIT LTD PARTN0.05%$156,24211.1K
62DISThe Walt Disney CompanyCOM0.03%$89,2801.0K
63GYROGyrodyne, LLCCOM0.01%$41,3623.7K
64Cellebrite DI Warrant*W EXP 08/30/2020.01%$24,80020.0K
65EQRx, Inc. Warrant*W EXP 12/17/2020.01%$16,830100.0K
66SomaLogic, Inc. Warrant*W EXP 03/01/2020.01%$15,00060.0K
67GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.00%$11,298721.9K
68PPHIPositive Phyisicians Holdings IncCOM0.00%$5,985900
69Sharecare Inc Warrants*W EXP 07/01/2020.00%$5,05926.7K
70FLFGFederal Life Group, Inc.COM0.00%$1,058100

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 ↗.