SEC 13F Intelligence

Managers / Q4 2024

Price Jennifer C.

CIK 0001930102

Reported Value
$75M
Q4 2024
Positions
31
Filings on Record
11
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Price Jennifer C. reported $75M in U.S.-listed holdings across 31 positions for Q4 2024.

The portfolio is heavily concentrated: QXO alone accounts for 34.6% of reported value.

Compared with Q3 2024, the fund opened 5 new positions and exited 3.

Portfolio Metrics

Turnover
+6.5%
vs prior filed quarter
Top-10 Concentration
+84.5%
share of reported value
Largest Position
+34.6%
Qxo
New / Exited
5 / 3
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: 71.2%Other: 20.2%MLP: 5.1%ADR: 2.5%Royalty Trst: 0.7%REIT: 0.3%
  • Common Stock · 71.2% · $54M
  • Other · 20.2% · $15M
  • MLP · 5.1% · $4M
  • ADR · 2.5% · $2M
  • Royalty Trst · 0.7% · $496,004
  • REIT · 0.3% · $196,198

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PDYNPalladyne AI CorpNEW+80.2K80.2K+$983,625$983,625
MUMicron Technology IncNEW+2.0K2.0K+$168,320$168,320
NKENike Inc.NEW+2.0K2.0K+$151,340$151,340
ELEstee Lauder Companies - Class ANEW+2.0K2.0K+$149,960$149,960
IFFInternational Flavors & FragrancesNEW+1.5K1.5K+$126,825$126,825
GTLSChart Industries Inc.SOLD OUT31.0K0$4M$0
DHTDHT Holdings IncSOLD OUT197.5K0$2M$0
Palladyne AI CorpSOLD OUT276.6K0$495,153$0

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

Holdings — Q4 2024

30 positions
#IssuerClass% PortfolioValueShares
1QXOQXO Inc.history →COM NEW34.58%$26M1.64M
2Bunge LimitedCOM11.85%$9M115.0K
3ATEXAnterix Inchistory →COM8.54%$6M210.0K
4S&W Seed CompanyCOM7.61%$6M718.3K
5PAAPlains All American Pipelinehistory →UNIT LTD PARTN5.11%$4M225.8K
6MGMistras Grouphistory →COM4.28%$3M356.8K
7GLDDGreat Lakes Dredge & Dockhistory →COM3.79%$3M253.5K
8MSVBMid-Southern Bancorphistory →COM3.37%$3M169.5K
9AMZNAmazon.Com Inc.history →COM2.91%$2M10.0K
10CDLRCadeler A/S-ADRhistory →SPON ADR2.49%$2M84.3K
11HPHelmerich & Payne Inc.history →COM2.12%$2M50.0K
12LABStandard Biotools Inc.history →COM1.86%$1M803.3K
13INTCIntel Corp.history →COM1.78%$1M67.0K
14FMBLFarmers & Merchants Bankhistory →COM1.53%$1M203
15GOOGLAlphabet Inc.history →CAP STK CL A1.51%$1M6.0K
16SOLVSolventum Corporationhistory →COM SHS1.45%$1M16.6K
17PDYNPalladyne AI Corphistory →COM NEW1.30%$983,62580.2K
18BKF Capital Group, Inc.COM0.78%$589,06929.4K
19TPHSTrinity Place Holdings Inc.COM0.76%$570,8328.53M
20DISThe Walt Disney CompanyCOM0.44%$334,0503.0K
21SJTSan Juan Basin Realty Trust UnitUNIT BEN INT0.29%$220,84957.7K
22JBGSJBG SMITH PropertiesCOM0.26%$196,19812.8K
23MUMicron Technology IncCOM0.22%$168,3202.0K
24MRNAModernaCOM0.22%$166,3204.0K
25PBTPermian Basin Rlty TrustUNIT BEN INT0.20%$153,35813.8K
26NKENike Inc.CL B0.20%$151,3402.0K
27ELEstee Lauder Companies - Class AClL A0.20%$149,9602.0K
28IFFInternational Flavors & FragrancesCOM0.17%$126,8251.5K
29HGTXUHugoton Realty Trust TEX Unit Ben IntUNIT BEN INT0.13%$100,933190.4K
30GULTUGulf Coast Ultra Deep Rty Trust UnitUNIT BEN INT0.03%$20,864721.9K

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 ↗.