JNE Partners as of Sept. 30, 2021
Portfolio Holdings for JNE Partners
JNE Partners holds 13 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amer (UHAL) | 18.5 | $33M | 51k | 646.03 | |
| Comcast Corp Cl A (CMCSA) | 17.7 | $31M | 562k | 55.93 | |
| Canadian Pacific Railway | 11.2 | $20M | 306k | 65.07 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.4 | $17M | 113k | 148.05 | |
| Msd Acquisition Corp Unit 03/25/2026 | 8.5 | $15M | 1.5M | 10.01 | |
| Orion Biotech Opportuntes Unit 04/15/2025 | 8.4 | $15M | 1.5M | 9.90 | |
| Novagold Res Com New (NG) | 7.6 | $14M | 2.0M | 6.88 | |
| Elliott Opportunity Ii Corp Unit 99/99/9999 | 6.3 | $11M | 1.1M | 10.12 | |
| Waldencast Acquisition Corp Class A Ord Shs | 5.5 | $9.8M | 1.0M | 9.80 | |
| Liberty Media Corp Del Com C Braves Grp | 3.0 | $5.3M | 202k | 26.42 | |
| Rocket Internet Grwt Oprt Unit 99/99/9999 | 2.4 | $4.3M | 430k | 9.98 | |
| Kkr Acquisition Holding I Unit 99/99/9999 | 1.3 | $2.3M | 230k | 9.98 | |
| Waldencast Acquisition Corp *w Exp 03/11/202 | 0.2 | $287k | 333k | 0.86 |
