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JCA
Juniper Capital Advisors Portfolio holdings
AUM
$218M
1-Year Est. Return
120.09%
This Fund
S&P 500
This Quarter
Est. Return
-24.72%
1 Year Est. Return
+120.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$394M
Cap. Flow
% of AUM
116.69%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Baytex Energy
BTE
|
+$394M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Baytex Energy
BTE
$3.31B
| $338M | 100% |
+101,751,995
| New | +$394M |
|
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CA
Juniper Capital Advisors's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Juniper Capital Advisors, which disclosed 1 position worth $338M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Baytex Energy: 101,751,995 shares worth $338M.
By sector, the portfolio is most concentrated in Energy at 100% of assets.
- Juniper Capital Advisors's largest Q4 2023 buy was Baytex Energy: 101,751,995 shares worth $338M.
- Juniper Capital Advisors's ten largest holdings make up 100% of its $338M portfolio in Q4 2023.
- Juniper Capital Advisors disclosed 1 position in Q4 2023, its first 13F filing on record.
Based on Juniper Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.