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Portfolio (Quarterly) Guide ↗

JONES ROAD CAPITAL MANAGEMENT, L.P.

· CIK 0001842361
13F Portfolio $55M AUM 14 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 7 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKLN PUT INVESCO EXCH TRADED FD TR II 200,000.0 $4.1M 7.38% NEW $20.41 +0.4%

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 37.4%
Technology 31.0%
Communication Services 25.9%
Real Estate 4.0%
Healthcare 1.3%
Utilities 0.4%