SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Price Jennifer C.

CIK 0001930102

Reported Value
$86M
Q2 2024
Positions
37
Filings on Record
11
2019–present window
Filed
Aug 15, 2024
original filing

Summary

Price Jennifer C. reported $86M in U.S.-listed holdings across 37 positions for Q2 2024.

Its largest position, Bunge Limited, represents 17.2% of the portfolio.

Compared with Q1 2024, the fund opened 4 new positions and exited 7.

Portfolio Metrics

Turnover
+13.1%
vs prior filed quarter
Top-10 Concentration
+69.0%
share of reported value
Largest Position
+17.2%
Bunge Limited
New / Exited
4 / 7
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: 60.8%Other: 27.7%ADR: 6.0%MLP: 4.9%Royalty Trst: 0.6%
  • Common Stock · 60.8% · $52M
  • Other · 27.7% · $24M
  • ADR · 6.0% · $5M
  • MLP · 4.9% · $4M
  • Royalty Trst · 0.6% · $492,338

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SOLVSolventum CorporationNEW+96.0K96.0K+$5M$5M
CFRUYCompagnie FinancierNEW+17.5K17.5K+$3M$3M
CDLRCadeler A/S-ADRNEW+78.1K78.1K+$2M$2M
IFSPFInterfor CorpNEW+100.0K100.0K+$1M$1M
MSGEMadison Square Garden EntertainmentSOLD OUT150.0K0$6M$0
MSGSMadison Square Garden SportsSOLD OUT26.5K0$5M$0
PYPLPayPal HoldingsSOLD OUT40.0K0$3M$0
VCTRVictory Capital Holding - ASOLD OUT49.4K0$2M$0

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

Holdings — Q2 2024

36 positions
#IssuerClass% PortfolioValueShares
1Bunge LimitedCOM17.17%$15M138.2K
2ATEXAnterix Inchistory →COM11.06%$10M240.0K
3MGMistras Grouphistory →COM8.87%$8M919.5K
4S&W Seed CompanyCOM7.31%$6M17.45M
5SOLVSolventum Corporationhistory →COM5.91%$5M96.0K
6PAAPlains All American Pipelinehistory →UNIT LTD PARTN4.90%$4M235.8K
7GLDDGreat Lakes Dredge & Dockhistory →COM4.60%$4M450.0K
8SIGASIGA Technologieshistory →COM3.18%$3M360.0K
9CFRUYCompagnie Financierhistory →COM3.18%$3M17.5K
10ALKSAlkermes PLChistory →COM2.80%$2M100.0K
11MSVBMid-Southern Bancorphistory →COM2.77%$2M169.5K
12DHTDHT Holdings Inchistory →COM2.50%$2M185.5K
13GTLSChart Industries Inc.history →COM2.44%$2M14.5K
14INTCIntel Corp.history →COM2.42%$2M67.0K
15CDLRCadeler A/S-ADRhistory →SPONSORED ADR2.28%$2M78.1K
16AMZNAmazon.Com Inc.history →COM2.25%$2M10.0K
17HPHelmerich & Payne Inc.history →COM2.10%$2M50.0K
18LABStandard Biotools Inc.history →COM2.02%$2M980.1K
19Amarin Corporation PLCCOM1.91%$2M2.38M
20IFSPFInterfor Corphistory →COM1.40%$1M100.0K
21GOOGLAlphabet Inc.history →CAP STK CL A1.27%$1M6.0K
22AVBHAvidbank Holdings, Inc.history →COM1.24%$1M57.7K
23TPHSTrinity Place Holdings Inc.history →COM1.16%$998,3168.53M
24FMBLFarmers & Merchants Bankhistory →COM1.11%$954,100203
25TRCTejon Ranch Co.history →COM1.06%$910,95353.4K
26BKF Capital Group, Inc.COM0.83%$712,46529.4K
27BTIBritish American Tobacco - ADRSPONSORED ADR0.54%$463,95015.0K
28Palladyne AI CorpCOM NEW0.52%$442,595276.6K
29DISThe Walt Disney CompanyCOM0.35%$297,8703.0K
30MRNAModernaCOM0.28%$237,5002.0K
31SJTSan Juan Basin Realty Trust UnitCOM0.27%$234,11257.7K
32PBTPermian Basin Rlty TrustUNIT BEN INT0.18%$155,85013.8K
33HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.11%$93,316190.4K
34GYROGyrodyne, LLCCOM0.02%$12,9751.6K
35GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.01%$9,060721.9K
36PPHIPositive Phyisicians Holdings IncUNIT BEN INT0.00%$2,948450

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 ↗.