SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Price Jennifer C.

CIK 0001930102

Reported Value
$90M
Q3 2024
Positions
30
Filings on Record
11
2019–present window
Filed
Nov 13, 2024
original filing

Summary

Price Jennifer C. reported $90M in U.S.-listed holdings across 30 positions for Q3 2024.

The portfolio is heavily concentrated: QXO alone accounts for 28.8% of reported value.

Compared with Q2 2024, the fund opened 2 new positions and exited 10.

Portfolio Metrics

Turnover
+28.3%
vs prior filed quarter
Top-10 Concentration
+82.0%
share of reported value
Largest Position
+28.8%
Qxo
New / Exited
2 / 10
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: 75.0%Other: 17.2%MLP: 4.4%ADR: 2.6%Royalty Trst: 0.5%REIT: 0.2%
  • Common Stock · 75.0% · $67M
  • Other · 17.2% · $15M
  • MLP · 4.4% · $4M
  • ADR · 2.6% · $2M
  • Royalty Trst · 0.5% · $482,651
  • REIT · 0.2% · $223,132

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
QXOQXO, Inc.NEW+1.64M1.64M+$26M$26M
JBGSJBG Smith PropertiesNEW+12.8K12.8K+$223,132$223,132
MRNAModernaADDED+3.0K5.0K+$175,150$412,650
GTLSChart Industries Inc.ADDED+16.5K31.0K+$2M$4M
SIGASIGA TechnologiesSOLD OUT360.0K0$3M$0
CFRUYCompagnie FinancierSOLD OUT17.5K0$3M$0
ALKSAlkermes PLCSOLD OUT100.0K0$2M$0
Amarin Corporation PLCSOLD OUT2.38M0$2M$0

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

Holdings — Q3 2024

29 positions
#IssuerClass% PortfolioValueShares
1QXOQXO, Inc.history →COM NEW28.81%$26M1.64M
2Bunge LimitedCOM12.37%$11M115.0K
3ATEXAnterix Inchistory →COM9.64%$9M230.0K
4MGMistras Grouphistory →COM6.42%$6M507.2K
5SOLVSolventum Corporationhistory →COM SHS5.67%$5M73.0K
6PAAPlains All American Pipelinehistory →UNIT LTD PARTN4.37%$4M225.8K
7GTLSChart Industries Inc.history →COM4.28%$4M31.0K
8GLDDGreat Lakes Dredge & Dockhistory →COM4.17%$4M355.9K
9S&W Seed CompanyCOM3.59%$3M17.45M
10MSVBMid-Southern Bancorphistory →COM2.69%$2M169.5K
11CDLRCadeler A/S-ADRhistory →SPON ADR2.64%$2M84.3K
12DHTDHT Holdings Inchistory →COM2.43%$2M197.5K
13AMZNAmazon.Com Inc.history →COM2.07%$2M10.0K
14LABStandard Biotools Inc.history →COM1.92%$2M893.3K
15INTCIntel Corp.history →COM1.75%$2M67.0K
16HPHelmerich & Payne Inc.history →COM1.69%$2M50.0K
17FMBLFarmers & Merchants Bankhistory →COM1.21%$1M203
18GOOGLAlphabet Inc.history →CAP STK CL A1.11%$994,9806.0K
19BKF Capital Group, Inc.COM0.66%$589,06929.4K
20Palladyne AI CorpCOM NEW0.55%$495,153276.6K
21TPHSTrinity Place Holdings Inc.COM0.38%$341,3058.53M
22DISThe Walt Disney CompanyCOM0.32%$288,5703.0K
23JBGSJBG Smith PropertiesCommon Stock0.25%$223,13212.8K
24SJTSan Juan Basin Realty Trust UnitUNIT BEN INT0.24%$213,35357.7K
25MRNAMicron Technology IncCOM0.24%$212,1602.0K
26MRNAModernaCOM0.22%$200,4903.0K
27PBTPermian Basin Rlty TrustUNIT BEN INT0.18%$164,56913.8K
28HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.11%$95,163190.4K
29GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.01%$9,566721.9K

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 ↗.