SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Price Jennifer C.

CIK 0001930102

Reported Value
$106M
Q1 2024
Positions
40
Filings on Record
11
2019–present window
Filed
May 15, 2024
original filing

Summary

Price Jennifer C. reported $106M in U.S.-listed holdings across 40 positions for Q1 2024.

The portfolio is heavily concentrated: Bunge Limited alone accounts for 21.3% of reported value.

Compared with Q4 2023, the fund opened 2 new positions and exited 12.

Portfolio Metrics

Turnover
+12.5%
vs prior filed quarter
Top-10 Concentration
+70.2%
share of reported value
Largest Position
+21.3%
Bunge Limited
New / Exited
2 / 12
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: 62.7%Other: 32.4%MLP: 3.9%Royalty Trst: 0.5%ADR: 0.4%
  • Common Stock · 62.7% · $66M
  • Other · 32.4% · $34M
  • MLP · 3.9% · $4M
  • Royalty Trst · 0.5% · $580,764
  • ADR · 0.4% · $457,500

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DHTDHT Holdings IncNEW+185.5K185.5K+$2M$2M
VCTRVictory Capital Holding - ANEW+49.4K49.4K+$2M$2M
PAAPlains All American PipelineADDED+224.7K235.8K+$4M$4M
CALUMET SPECIALTY PRODS PARTSOLD OUT549.7K0$10M$0
Laboratory Corporation of AmericaSOLD OUT25.0K0$6M$0
CDLRCADELER A SSOLD OUT289.7K0$5M$0
KKRKKR & CO INCSOLD OUT54.4K0$5M$0
EATBrinker International, Inc.SOLD OUT100.0K0$4M$0

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

Holdings — Q1 2024

39 positions
#IssuerClass% PortfolioValueShares
1Bunge LimitedCOM21.27%$23M220.0K
2MGMistras Grouphistory →COM8.66%$9M960.0K
3S&W Seed CompanyCOM7.96%$8M17.45M
4ATEXAnterix Inchistory →COM7.93%$8M250.0K
5MSGEMadison Square Garden Entertainmenthistory →COM CL A5.55%$6M150.0K
6MSGSMadison Square Garden Sportshistory →CL A4.61%$5M26.5K
7GLDDGreat Lakes Dredge & Dockhistory →COM4.13%$4M500.0K
8PAAPlains All American Pipelinehistory →UNIT LTD PARTN3.90%$4M235.8K
9SIGASIGA Technologieshistory →COM3.39%$4M420.0K
10INTCIntel Corp.history →COM2.79%$3M67.0K
11ALKSAlkermes PLChistory →SHS2.55%$3M100.0K
12PYPLPayPal Holdingshistory →COM2.53%$3M40.0K
13LABStandard Biotools Inc.history →COM2.51%$3M980.1K
14MSVBMid-Southern Bancorphistory →COM2.30%$2M169.5K
15GTLSChart Industries Inc.history →COM2.25%$2M14.5K
16DHTDHT Holdings Inchistory →SHS NEW2.01%$2M185.5K
17Amarin Corporation PLCCOM2.00%$2M2.38M
18HPHelmerich & Payne Inc.history →COM1.98%$2M50.0K
19VCTRVictory Capital Holding - Ahistory →COM CL A1.98%$2M49.4K
20AMZNAmazon.Com Inc.history →COM1.70%$2M10.0K
21TPHSTrinity Place Holdings Inc.history →COM1.31%$1M9.23M
22AVBHAvidbank Holdings, Inc.history →COM1.26%$1M69.7K
23FMBLFarmers & Merchants BankCOM0.92%$974,400203
24GOOGLAlphabet Inc.CAP STK CL A0.85%$905,5806.0K
25TRCTejon Ranch Co.COM0.78%$822,84853.4K
26BKF Capital Group, Inc.COM0.67%$712,46529.4K
27Palladyne AI CorpCOM NEW0.47%$500,686276.6K
28BTIBritish American Tobacco - ADRSPONSORED ADR0.43%$457,50015.0K
29DISThe Walt Disney CompanyCOM0.35%$367,0803.0K
30SJTSan Juan Basin Realty Trust UnitUNIT BEN INT0.29%$305,03757.7K
31MRNAModernaCOM0.20%$213,1202.0K
32PBTPermian Basin Rlty TrustUNIT BEN INT0.16%$167,47613.8K
33DCGODocGoCOM0.13%$141,53335.0K
34HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.09%$99,714190.4K
35Mural Oncology PLCORD SHS0.05%$56,23511.5K
36GYROGyrodyne, LLCCOM0.01%$13,2471.6K
37GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.01%$8,537721.9K
38PPHIPositive Phyisicians Holdings IncCOM0.01%$5,850900
39FLFGFederal Life Group Inc.COM0.00%$875100

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 ↗.