JCP Investment Management

James Pappas

James Pappas founded JCP Investment Management, an activist fund focused on small-cap companies, particularly in consumer and restaurant businesses. JCP frequently seeks board representation to drive strategic change.

SEC filings, CIK 0001461945

Public rank, Nov 1: #6
13F portfolio value: $187M
13F positions: 26
Recent 13D / Form 4: 1

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

James Pappas: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Oct 23, 2026	Red Robin Gourmet Burgers IncUpdateStake update	RRGB	—	—	13D/AFiled Oct 27, 2026

Red Robin Gourmet Burgers Inc
RRGB
UpdateStake update
Shares
—
Value
—
Date invested
Oct 23, 2026
13D/AFiled Oct 27, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 13, 2026 (holdings as of Jun 30, 2026). Total reported value $187,122,270 across 26 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

United Nat Foods Inc
UNFI
$22,577,92412.1% of portfolio494,371 shunchanged
Howard Hughes Holdings Inc
HHH
$22,455,00912.0% of portfolio314,100 shadded
Fidelity National Financial
FNF
$17,757,0139.5% of portfolio376,527 shunchanged
Red Robin Gourmet Burgers IN
RRGB
$15,281,7868.2% of portfolio1,912,614 shadded
Berkshire Hathaway Inc
BRK-B
$13,172,2667.0% of portfolio26,324 shadded
Ameresco Inc
AMRC
$9,356,4005.0% of portfolio339,000 shnew
ABM Inds Inc
ABM
$6,225,8073.3% of portfolio140,728 shnew
Joint Corp
JYNT
$5,214,4952.8% of portfolio593,906 shunchanged
Kinder Morgan Inc
KMI
$4,467,2002.4% of portfolio139,731 shtrimmed
McDonalds Corp
MCD
$4,000,5882.1% of portfolio14,800 shadded

James Pappas: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
United Nat Foods Inc	UNFI	494,371	$22,577,924	12.1%	unchanged
Howard Hughes Holdings Inc	HHH	314,100	$22,455,009	12.0%	added
Fidelity National Financial	FNF	376,527	$17,757,013	9.5%	unchanged
Red Robin Gourmet Burgers IN	RRGB	1,912,614	$15,281,786	8.2%	added
Berkshire Hathaway Inc	BRK-B	26,324	$13,172,266	7.0%	added
Ameresco Inc	AMRC	339,000	$9,356,400	5.0%	new
ABM Inds Inc	ABM	140,728	$6,225,807	3.3%	new
Joint Corp	JYNT	593,906	$5,214,495	2.8%	unchanged
Kinder Morgan Inc	KMI	139,731	$4,467,200	2.4%	trimmed
McDonalds Corp	MCD	14,800	$4,000,588	2.1%	added

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

Aug 18, 2026Form 4Innovative Food Holdings Inc(IVFH)Form 4EDGAR ↗

All investors

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