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Portfolio (Quarterly) Guide ↗

JONES ROAD CAPITAL MANAGEMENT, L.P.

· CIK 0001842361
13F Portfolio $49M AUM 25 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 11 Reduced 3 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SATS ECHOSTAR CORP Technology 1,000.0 $102K 0.21% NEW $101.50 -14.3%
22 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 14,000.0 $47K 0.10% -88K -86.3% $3.34 -9.9%
23 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 2,000.0 $30K 0.06% NEW $15.12 +1.6%
24 GSBD GOLDMAN SACHS BDC INC Financial Services 3,000.0 $28K 0.06% NEW $9.48 +3.8%
25 NFE NEW FORTRESS ENERGY INC Utilities 46,665.0 $17K 0.04% -113K -70.8% $0.36 -24.3%
Page 2 of 2  ·  25 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
Industrials 42.7%
Communication Services 31.9%
Utilities 14.0%
Technology 7.6%
Real Estate 2.7%
Financial Services 0.6%
Healthcare 0.5%