Price Jennifer C.

CIK 1930102 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$75.1M
13F 가치 기준 9,443개 중 #8,534위 · 상위 90.4%
포지션
30
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
84.95%
상위 25개 보유 비중
99.27%
1% 초과 포지션
16
유효 포지션 수
6.3

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
30
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

Industrials
46.2%
Telecommunication
8.6%
Energy
7.8%
Healthcare
3.6%
Retail
2.9%
Technology
2.0%
Communication Services
2.0%
Real Estate
0.3%
Consumer Discretionary
0.2%
Consumer products
0.2%
Materials
0.2%
기타/미분류
26.2%

전체 포트폴리오 30 포지션

유형 연속 8분기 추세
QXO QXO, Inc. Common Stock $26,094,094 34.75% 1,641,138 상승 ×1
알 수 없는 발행자 (CUSIP: 616962105) $8,942,400 11.91% 115,000 상승 ×1
ATEX Anterix Inc. - Common Stock $6,440,700 8.58% 210,000 상승 ×1
SANW $5,739,441 7.64% 718,328 상승 ×1
PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests $3,855,844 5.13% 225,752 상승 ×1
MG Mistras Group Inc Common Stock $3,232,780 4.31% 356,819 상승 ×1
GLDD Great Lakes Dredge & Dock Corporation - Common Stock $2,862,297 3.81% 253,525 상승 ×1
MSVB $2,545,665 3.39% 169,485 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $2,193,900 2.92% 10,000 상승 ×1
CDLR Cadeler A/S American Depositary Share (each representing four (4) Ordinary Shares) $1,881,325 2.51% 84,251 상승 ×1
HP Helmerich & Payne, Inc. Common Stock $1,601,000 2.13% 50,000 상승 ×1
LAB Standard BioTools Inc. - Common Stock $1,405,744 1.87% 803,282 상승 ×1
INTC Intel Corporation - Common Stock $1,343,851 1.79% 67,025 상승 ×1
FMBL $1,157,100 1.54% 203 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $1,135,800 1.51% 6,000 상승 ×1
SOLV Solventum Corporation Common Stock $1,096,596 1.46% 16,600 상승 ×1
PDYN Palladyne AI Corp. - Common stock $613,500 0.82% 50,000 상승 ×1
BKFG $589,069 0.78% 29,380 상승 ×1
TPHS $570,832 0.76% 8,532,617 상승 ×1
DIS Walt Disney Company (The) Common Stock $334,050 0.44% 3,000 상승 ×1
SJT San Juan Basin Royalty Trust Common Stock $220,849 0.29% 57,663 상승 ×1
JBGS JBG SMITH Properties Common Shares $196,198 0.26% 12,765 상승 ×1
MU Micron Technology, Inc. - Common Stock $168,320 0.22% 2,000 상승 ×1
MRNA Moderna, Inc. - Common Stock $166,320 0.22% 4,000 상승 ×1
PBT Permian Basin Royalty Trust Common Stock $153,358 0.20% 13,841 상승 ×1
NKE Nike, Inc. Common Stock $151,340 0.20% 2,000 상승 ×1
EL Estee Lauder Companies, Inc. (The) Common Stock $149,960 0.20% 2,000 상승 ×1
IFF International Flavors & Fragrances, Inc. Common Stock $126,825 0.17% 1,500 상승 ×1
HGTXU $100,933 0.13% 190,440 상승 ×1
GULTU $20,864 0.03% 721,942 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
QXO $26,094,094 1,641,138 34.75%
알 수 없는 발행자 (CUSIP: 616962105) $8,942,400 115,000 11.91%
ATEX $6,440,700 210,000 8.58%
SANW $5,739,441 718,328 7.64%
PAA $3,855,844 225,752 5.13%
MG $3,232,780 356,819 4.31%
GLDD $2,862,297 253,525 3.81%
MSVB $2,545,665 169,485 3.39%
AMZN $2,193,900 10,000 2.92%
CDLR $1,881,325 84,251 2.51%
HP $1,601,000 50,000 2.13%
LAB $1,405,744 803,282 1.87%
INTC $1,343,851 67,025 1.79%
FMBL $1,157,100 203 1.54%
GOOGL $1,135,800 6,000 1.51%