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Portfolio (Quarterly) Guide ↗

JONES ROAD CAPITAL MANAGEMENT, L.P.

· CIK 0001842361
13F Portfolio $155M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFE NEW FORTRESS ENERGY INC Utilities 159,700.0 $182K 0.12% NEW $1.14 -49.1%
Page 2 of 2  ·  21 positions

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
Communication Services 40.8%
Industrials 26.8%
Technology 25.7%
Real Estate 5.2%
Healthcare 0.9%
Utilities 0.5%