Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JONES ROAD CAPITAL MANAGEMENT, L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

JONES ROAD CAPITAL MANAGEMENT, L.P. (CIK 1842361) reported $49.0M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NEE ($21.5M, 43.84%), AAPL ($4.3M, 8.86%), NEE-PK ($3.5M, 7.12%), NVDA ($3.0M, 6.12%), META ($2.9M, 5.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NEENEXTERA ENERGY INC$21.5M43.84%244,800New
2AAPLAPPLE INC$4.3M8.86%15,000New
3NEE-PKNEXTERA ENERGY CAP HLDGS INC$3.5M7.12%0Trimmed
4NVDANVIDIA CORPORATION$3.0M6.12%15,000New
5METAMETA PLATFORMS INC$2.9M5.97%5,198Trimmed
6ORCLORACLE CORP$2.4M4.95%16,568Trimmed
7CRSCARPENTER TECHNOLOGY CORP$2.0M4.15%3,300Trimmed
8FEFIRSTENERGY CORP$1.3M2.59%26,700New
9BABAALIBABA GROUP HLDG LTD$1.2M2.48%0Trimmed
10UBERUBER TECHNOLOGIES INC$1.2M2.44%0New
11FEFIRSTENERGY CORP$1.2M2.36%0New
12ATIATI INC$985,5002.01%5,000Trimmed
13PCGPRXPG&E CORP$895,3441.83%0Trimmed
14ORCLPRDORACLE CORP$606,8251.24%13,500New
15DCODUCOMMUN INC DEL$537,1091.10%2,900New
16BAPRABOEING CO$471,1000.96%7,000Trimmed
17RTXRTX CORPORATION$360,4870.74%1,900New
18AVBAVALONBAY CMNTYS INC$245,2970.50%1,300Trimmed
19CCLCARNIVAL CORP LTD$142,8500.29%5,000New
20SATSECHOSTAR CORP$101,5000.21%1,000New
21CYHCOMMUNITY HEALTH SYS INC NEW$46,7600.10%14,000Trimmed
22MSDLMORGAN STANLEY DIRECT LENDIN$30,2400.06%2,000New
23GSBDGOLDMAN SACHS BDC INC$28,4400.06%3,000New
24NFENEW FORTRESS ENERGY INC$16,9440.03%46,665Trimmed
25MSFTMICROSOFT CORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30