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| Happy Holidays!! thanks for using AUM13F!! |
| JCP Investment Management LLC
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| CRD # | 150635 |
| SEC # | 801-115037 |
| CIK # | 0001461945 |
| AUM | $252.6 M (2025-03-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 713-333-5540 |
| Address | 1177 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Restaurant Brands International Inc | 19.3 | ||
| Generac Holdings Inc | 19.2 | ||
| Dollar General Corp | 19.1 | ||
| Dominos Pizza Inc | 13.3 | ||
| Fidelity National Financial Inc | 11.8 | ||
| United Natural Foods Inc | 11.0 | ||
| Red Robin Gourmet Burgers Inc | 10.8 | ||
| Wendy's/Arby's Group Inc | 8.6 | ||
| BJS Restaurants Inc | 5.6 | ||
| Joint Corp | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | JCP Asset Partnership VII LP | [2023-03-10] | 15.5 | 32.4 |
| HF | JCP Asset Partnership VI LP | [2022-01-28] | 6.0 | 4.2 |
| HF | JCP Drawdown Partnership III LP | [2018-02-28] | 9.8 | 7.7 |
| HF | JCP Drawdown Partnership IV LP | [2018-02-28] | 9.9 | 9.8 |
| HF | JCP Investment Partnership II Master Fund LP | 2018-02-28 | 10.3 | |
| HF | JCP Investment Partnership LP | [2018-02-28] | 135.5 | 116.5 |
| HF | JCP Single-Asset Partnership LP | [2018-02-28] | 11.4 | 9.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 1.5 |
| (b) Individuals (high net worth individuals) | 8 | 125.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 125.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 252.6 |
| By Discretionary | ||
| Discretionary | 28 | 252.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 252.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.6 | |
| Total | 28 | 252.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Pappas | 23 | ||
| JCP Investment Management LLC | 10 | ||
| JCP Investment Partners LP | 10 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001461945] | |
| 3 | [0001461945] | |
| 4 | [0001461945] | |
| SC 13D | [0001461945] | |
| SC 13G | [0001461945] |
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|
0.3 | |
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MS | 0.2 |