The Analysis of JONES ROAD CAPITAL MANAGEMENT, L.P.'s Holdings & P&L


Currently, JONES ROAD CAPITAL MANAGEMENT, L.P. holds 13 types of securities in its portfolio with a total value $51.2M. In the most recent quarter, they have increased their positions in ORCL (+6.0K shares, valued at $882.7K), CRS (+500 shares, valued at $197.1K); decreased their positions in META (-10.4K shares, valued at $6.0M), N/A (-3.8M shares, valued at $5.2M), N/A (-3.0M shares, valued at $4.2M).


1M P&L
+744.9K+2.92%
3M P&L
+2.2M+9.01%
HY P&L
+2.2M+9.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Metal Fabrication8.7M
32.6%
2Software - Infrastructure6.4M
23.7%
3Internet Content & Information6.1M
22.6%

Top Industries by Stock Count

1Metal Fabrication2 stocks
20.0%
2Software - Infrastructure2 stocks
20.0%
3REIT - Residential1 stocks
10.0%
Stock Holdings
NEXTERA ENERGY CAP HLDGS INC
NEXTERA ENERGY CAP HLDGS INC
-25.24%
Shares11.2M
Event2026-03-31
Filed2026-05-14
CRS
CARPENTER TECHNOLOGY CORP
2.78%
Shares18.5K
Event2026-03-31
Filed2026-05-14
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
-38.80%
Shares4.7M
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
-49.50%
Shares10.6K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
18.24%
Shares38.9K
Event2026-03-31
Filed2026-05-14
BA-PA
BOEING CO
0.00%
Shares52.7K
Event2026-03-31
Filed2026-05-14
PG&E CORP
PG&E CORP
-40.21%
Shares2.2M
Event2026-03-31
Filed2026-05-14
ATI
ATI INC
-66.67%
Shares10.0K
Event2026-03-31
Filed2026-05-14
AVB
AVALONBAY CMNTYS INC
-41.24%
Shares5.7K
Event2026-03-31
Filed2026-05-14
COMM
VISTANCE NETWORKS INC
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
-41.38%
Shares1.7K
Event2026-03-31
Filed2026-05-14
CYH
COMMUNITY HEALTH SYS INC NEW
0.00%
Shares102.4K
Event2026-03-31
Filed2026-05-14
NFE
NEW FORTRESS ENERGY INC
0.00%
Shares159.7K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
BKLN Put
INVESCO EXCH TRADED FD TR II
New
Shares200.0K
Event2026-03-31
Filed2026-05-14