Terminal · Institutions

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

Price Jennifer C. 13F Holdings -- Portfolio & Top Positions (2024-12-31)

Price Jennifer C. (CIK 1930102) reported $75.5M across 30 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: QXO ($26.1M, 34.58%), MTGAX ($8.9M, 11.85%), ATEX ($6.4M, 8.54%), SANW ($5.7M, 7.61%), PAA ($3.9M, 5.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QXOQXO Inc.$26.1M34.58%1.6MHold
2MTGAXBunge Limited$8.9M11.85%115,000Hold
3ATEXAnterix Inc$6.4M8.54%210,000Trimmed
4SANWS&W Seed Company$5.7M7.61%718,328Trimmed
5PAAPlains All American Pipeline$3.9M5.11%225,752Hold
6MGMistras Group$3.2M4.28%356,819Trimmed
7GLDDGreat Lakes Dredge & Dock$2.9M3.79%253,525Trimmed
8MSVBMid-Southern Bancorp$2.5M3.37%169,485Hold
9AMZNAmazon.Com Inc.$2.2M2.91%10,000Hold
10CDLRCadeler A/S-ADR$1.9M2.49%84,251Hold
11HPHelmerich & Payne Inc.$1.6M2.12%50,000Hold
12LABStandard Biotools Inc.$1.4M1.86%803,282Trimmed
13INTCIntel Corp.$1.3M1.78%67,025Hold
14FMBLFarmers & Merchants Bank$1.2M1.53%203Hold
15GOOGLAlphabet Inc.$1.1M1.51%6,000Hold
16SOLVSolventum Corporation$1.1M1.45%16,600Trimmed
17PDYNPalladyne AI Corp$983,6251.30%80,165New
18BKFGBKF Capital Group, Inc.$589,0690.78%29,380Hold
19TPHSTrinity Place Holdings Inc.$570,8320.76%8.5MHold
20DISThe Walt Disney Company$334,0500.44%3,000Hold
21SJTSan Juan Basin Realty Trust Unit$220,8490.29%57,663Hold
22JBGSJBG SMITH Properties$196,1980.26%12,765Hold
23MUMicron Technology Inc$168,3200.22%2,000New
24MRNAModerna$166,3200.22%4,000Trimmed
25NKENike Inc.$151,3400.20%2,000New

Source: SEC Form 13F filings · as of 2024-12-31