Equal-WT
WhaleScore 2.0
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JBF Capital is based out of Aspen. JBF Capital is a hedge fund Their last reported 13F filing for Q4 2023 included $511,187,024 in managed 13F securities
and a top 10 holdings concentration of 82.64%. JBF Capital's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 509,121. Whalewisdom has at least 59 13F filings, and 2 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ORCL Oracle Corp | 1.44% |
TM Toyota Motors Corp. | 1.21% |
MU Micron Technology, I | 0.62% |
C Citigroup, Inc. | 0.5% |
CROX Crocs Inc | 0.38% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
GRBK Green Brick Partners | 1.92% |
VAL Valaris Ltd | 1.32% |
VVI Viad Corp | 0.65% |
LEE Lee Enterprises Inc | 0.26% |
AAIC Arlington Asset Inv | 0.09% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VOO VANGUARD 500 INDEX F | 43.5% |
MSFT Microsoft Corp. | 13.17% |
AMZN Amazon.com Inc. | 8.08% |
GRBK Green Brick Partners | 6.47% |
CNQ Canadian Natural Res | 3.26% |
2023-12-31
13F Activity
Market Value | $0.51b, Prior: $453m |
New Purchases | 16 stocks |
Added To | 11 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 11 stocks |
Top 10 Holdings % | 82.64% |
Turnover %[1] | 29.33% |
Turnover Alt %[2] | 4.25% |
Time Held Top 20 | 9.45 quarters |
Time Held Top 10 | 12.8 quarters |
Time Held All | 8.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31