Price Jennifer C.

data from 31/12/2024

Capitalization

$ 75.461 M -15.99 %

Average holding period

8 ans

Performance

$ -11.069 M -4.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Price Jennifer C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/12/31 QXO QXO Inc. 34.58% 26.094 M $ 1641138 2024/09/30 213.347 K $ 0.82 %
2024/12/31 Bunge Limited 11.85% 8.942 M $ 115000 2022/06/30 -2.171 M $ -19.54 %
2024/12/31 ATEX Anterix Inc 8.54% 6.441 M $ 210000 2022/06/30 -1.608 M $ -18.56 %
2024/12/31 SANW S&W Seed Company 7.61% 5.739 M $ 718328 2022/06/30 4.105 M $ 127.17 %
2024/12/31 PAA Plains All American Pipeline 5.11% 3.856 M $ 225752 2022/06/30 -65.468 K $ -1.67 %
2024/12/31 MG Mistras Group 4.28% 3.233 M $ 356819 2022/06/30 -1.172 M $ -20.32 %
2024/12/31 GLDD Great Lakes Dredge & Dock 3.79% 2.862 M $ 253525 2022/06/30 270.474 K $ 7.22 %
2024/12/31 MSVB Mid-Southern Bancorp 3.37% 2.546 M $ 169485 2022/06/30 130.503 K $ 5.40 %
2024/12/31 AMZN Amazon.Com Inc. 2.91% 2.194 M $ 10000 2022/06/30 330.599 K $ 17.74 %
2024/12/31 CDLR Cadeler A/S-ADR 2.49% 1.881 M $ 84251 2023/12/31 -492.868 K $ -20.76 %
2024/12/31 HP Helmerich & Payne Inc. 2.12% 1.601 M $ 50000 2022/06/30 80.000 K $ 5.26 %
2024/12/31 LAB Standard Biotools Inc. 1.86% 1.406 M $ 803282 2022/06/30 -160.790 K $ -9.33 %
2024/12/31 INTC Intel Corp. 1.78% 1.344 M $ 67025 2022/06/30 -228.555 K $ -14.54 %
2024/12/31 Farmers & Merchants Bank 1.53% 1.157 M $ 203 2022/06/30 71.050 K $ 6.54 %
2024/12/31 GOOGL Alphabet Inc. 1.51% 1.136 M $ 6000 2022/06/30 140.700 K $ 14.14 %
2024/12/31 SOLV Solventum Corporation 1.45% 1.097 M $ 16600 2024/06/30 -267.179 K $ -5.25 %
2024/12/31 PDYN Palladyne AI Corp 1.30% 983.625 K $ 80165 2024/12/31 0.000 $ 0.00 %
2024/12/31 BKF Capital Group, Inc. 0.78% 589.069 K $ 29380 2022/06/30 0.000 $ 0.00 %
2024/12/31 TPHS Trinity Place Holdings Inc. 0.76% 570.832 K $ 8532617 2022/06/30 229.527 K $ 67.25 %
2024/12/31 DIS The Walt Disney Company 0.44% 334.050 K $ 3000 2022/06/30 45.479 K $ 15.76 %
2024/12/31 SJT San Juan Basin Realty Trust Unit 0.29% 220.849 K $ 57663 2022/06/30 7.496 K $ 3.51 %
2024/12/31 JBGS JBG SMITH Properties 0.26% 196.198 K $ 12765 2024/09/30 -26.934 K $ -12.07 %
2024/12/31 MU Micron Technology Inc 0.22% 168.320 K $ 2000 2024/12/31 0.000 $ 0.00 %
2024/12/31 MRNA Moderna 0.22% 166.320 K $ 4000 2023/09/30 -126.250 K $ -30.59 %
2024/12/31 PBT Permian Basin Rlty Trust 0.20% 153.358 K $ 13841 2022/06/30 -11.211 K $ -6.81 %
2024/12/31 NKE Nike Inc. 0.20% 151.340 K $ 2000 2024/12/31 0.000 $ 0.00 %
2024/12/31 EL Estee Lauder Companies - Class A 0.20% 149.960 K $ 2000 2024/12/31 0.000 $ 0.00 %
2024/12/31 IFF International Flavors & Fragrances 0.17% 126.825 K $ 1500 2024/12/31 0.000 $ 0.00 %
2024/12/31 HGTXU Hugoton Realty Trust TEX Unit Ben Int 0.13% 100.933 K $ 190440 2022/06/30 7.227 K $ 7.59 %
2024/12/31 GULTU Gulf Coast Ultra Deep Rty Trust Unit 0.03% 20.864 K $ 721942 2022/06/30 10.432 K $ 109.05 %
2024/12/31 GTLS Chart Industries Inc. 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2024/12/31 DHT DHT Holdings Inc 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2024/12/31 Palladyne AI Corp 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %