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Portfolio (Quarterly) Guide ↗

JBF Capital, Inc.

· CIK 0001483864
13F Portfolio $693M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INC Healthcare 900.0 $297K 0.04% NEW $330.11 +19.3%
62 FISV FISERV INC Technology 4,000.0 $269K 0.04% NEW $67.17 -17.6%
63 LBRDA LIBERTY BROADBAND-A Communication Services 5,500.0 $266K 0.04% NEW $48.28 -32.2%
64 BBWI BATH & BODY WORKS INC Consumer Cyclical 13,000.0 $261K 0.04% NEW $20.08 -19.3%
65 AMP AMERIPRISE FINANCIAL INC Financial Services 525.0 $257K 0.04% NEW $490.34 -3.9%
66 FOR FORESTAR GROUP INC Real Estate 10,000.0 $246K 0.04% NEW $24.63 +3.6%
67 SOTHERLY HOTELS INC 100,000.0 $215K 0.03% NEW $2.15
68 ELV ELEVANCE HEALTH INC Healthcare 600.0 $210K 0.03% NEW $350.55 +12.0%
69 CMCSA COMCAST CORP-CLASS A Communication Services 7,000.0 $209K 0.03% NEW $29.89 -16.6%
70 CROX CROCS INC Consumer Cyclical 2,400.0 $205K 0.03% NEW $85.52 +11.0%
71 AMG AFFILIATED MANAGERS GROUP Financial Services 700.0 $202K 0.03% NEW $288.28 +3.0%
72 EC ECOPETROL SA-SPONSORED ADR Energy 20,000.0 $200K 0.03% NEW $10.02 +30.6%
73 SRG SERITAGE GROWTH PROP- A REIT Real Estate 60,000.0 $195K 0.03% NEW $3.25 -22.5%
74 BOOM DMC GLOBAL INC Energy 20,000.0 $134K 0.02% NEW $6.69 +6.4%
75 NOAH NOAH HOLDINGS LTD-SPON ADS Financial Services 11,000.0 $110K 0.02% NEW $10.04 +3.6%
76 TKC TURKCELL ILETISIM HIZMET-ADR Communication Services 15,000.0 $82K 0.01% NEW $5.47 +10.6%
77 CRNT CERAGON NETWORKS LTD CMN Technology 36,458.0 $77K 0.01% NEW $2.10 +19.5%
78 FPH FIVE POINT HOLDINGS LLC-CL A Real Estate 10,000.0 $56K 0.01% NEW $5.59 -15.7%
Page 4 of 4  ·  78 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 31.6%
Technology 30.7%
Communication Services 15.3%
Financial Services 14.5%
Healthcare 3.8%
Industrials 2.9%
Energy 0.5%
Real Estate 0.4%
Consumer Defensive 0.3%