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Portfolio (Quarterly) Guide ↗

JBF Capital, Inc.

· CIK 0001483864
13F Portfolio $676.4B AUM 123 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 14 Added 9 Reduced 8 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EM SMART SHARE GLOBAL LIMITED Consumer Cyclical 51,855.0 $59K 0.01% NEW $1.13 +5.8%
42 TMQ TRILOGY METALS INC NEW Basic Materials 14,932.0 $54K 0.01% NEW $3.59 +23.7%
43 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 19,903.0 $47K 0.01% NEW $2.36 +5.9%
44 HPQ CALL CALL/HPQ @ 32 EXP 12/18/2026 Technology 190.0 $6K 0.00% NEW $31.00 -33.0%
45 XRX XEROX HOLDINGS CORP Technology 17,638.0 $2K NEW $0.09 +2585.5%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 30.6%
Technology 28.0%
Communication Services 15.8%
Financial Services 14.8%
Healthcare 4.8%
Industrials 2.8%
Energy 2.0%
Real Estate 0.5%
Consumer Defensive 0.4%
Basic Materials 0.3%