29 is the total number of securities JNE Partners LLP has owned. The longest JNE Partners LLP has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NG | NOVAGOLD RES INC | 16 | 16 | 5.31% | 13.40% | 34.95% | Q4 2019 | Q3 2023 | 16 |
| UHAL | AMERCO | 11 | 11 | 1.81% | 17.08% | 39.99% | Q1 2020 | Q3 2022 | 11 |
| EOCWU | ELLIOTT OPPORTUNITY II... | 9 | 9 | 5.14% | 8.44% | 19.78% | Q2 2021 | Q2 2023 | 9 |
| CMCSA | COMCAST CORP NEW | 8 | 8 | 12.45% | 18.30% | 23.52% | Q2 2020 | Q1 2022 | 8 |
| ORIAU | ORION BIOTECH OPPORTUN... | 8 | 8 | 6.94% | 9.43% | 11.07% | Q2 2021 | Q1 2023 | 8 |
| MSDAU | MSD ACQUISITION CORP | 8 | 8 | 7.02% | 9.37% | 11.12% | Q1 2021 | Q4 2022 | 8 |
| BATRK | LIBERTY MEDIA CORP DEL | 8 | 8 | 2.67% | 4.92% | 13.92% | Q3 2021 | Q2 2023 | 8 |
| RKTAU | ROCKET INTERNET GRWT O... | 8 | 8 | 2.01% | 2.66% | 3.16% | Q1 2021 | Q4 2022 | 8 |
| KAHCU | KKR ACQUISITION HOLDIN... | 7 | 7 | 1.08% | 1.40% | 1.69% | Q1 2021 | Q3 2022 | 7 |
| MU | MICRON TECHNOLOGY INC | 5 | 5 | 20.52% | 34.64% | 56.86% | Q3 2022 | Q3 2023 | 5 |
| ATVI | ACTIVISION BLIZZARD INC | 5 | 5 | 23.07% | 29.81% | 37.89% | Q1 2022 | Q1 2023 | 5 |
| BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 3.80% | 8.61% | 13.46% | Q3 2021 | Q3 2022 | 5 |
| WALD | WALDENCAST ACQUISITION... | 5 | 5 | 4.69% | 6.10% | 7.30% | Q2 2021 | Q2 2022 | 5 |
| WALDW | WALDENCAST ACQUISITION... | 5 | 5 | 0.15% | 0.20% | 0.27% | Q2 2021 | Q2 2022 | 5 |
| COTY | COTY INC | 4 | 4 | 6.35% | 21.95% | 32.64% | Q4 2019 | Q3 2020 | 4 |
| W | WAYFAIR INC | 4 | 4 | 1.28% | 2.08% | 3.56% | Q1 2022 | Q4 2022 | 4 |
| SCHW | SCHWAB CHARLES CORP | 3 | 3 | 6.31% | 12.62% | 17.74% | Q3 2020 | Q1 2021 | 3 |
| CP | CANADIAN PAC RY LTD | 3 | 3 | 11.24% | 12.55% | 14.44% | Q3 2021 | Q1 2022 | 3 |
| WALDENCAST PLC | 3 | 3 | 0.15% | 0.29% | 0.38% | Q1 2023 | Q3 2023 | 3 | |
| FOX | FOX CORP | 2 | 2 | 23.17% | 23.32% | 23.47% | Q4 2019 | Q1 2020 | 2 |
| NSIT | INSIGHT ENTERPRISES INC | 2 | 2 | 10.63% | 11.60% | 12.57% | Q2 2022 | Q3 2022 | 2 |
| BUD | ANHEUSER BUSCH INBEV S... | 2 | 2 | 0.38% | 0.40% | 0.43% | Q4 2019 | Q1 2020 | 2 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 31.35% | 31.35% | 31.35% | Q3 2023 | Q3 2023 | 1 | |
| ATLANTA BRAVES HLDGS INC | 1 | 1 | 21.23% | 21.23% | 21.23% | Q3 2023 | Q3 2023 | 1 | |
| WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 19.28% | 19.28% | 19.28% | Q4 2019 | Q4 2019 | 1 |
| TSLA | TESLA INC | 1 | 1 | 18.94% | 18.94% | 18.94% | Q1 2021 | Q1 2021 | 1 |
| HST | HOST HOTELS & RESORTS INC | 1 | 1 | 16.97% | 16.97% | 16.97% | Q3 2020 | Q3 2020 | 1 |
| WALDU | WALDENCAST ACQUISITION... | 1 | 1 | 6.30% | 6.30% | 6.30% | Q1 2021 | Q1 2021 | 1 |
| LMACA | LIBERTY MEDIA ACQUISIT... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including NOVAGOLD RES INC, AMERCO, and ELLIOTT OPPORTUNITY II CORP, are the highest-conviction holdings of JNE Partners LLP.
The conviction is calculated by counting the number of quarters a security has been reported by JNE Partners LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that JNE Partners LLP owns currently or has owned in the past.