AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
FJ Investments, LLC has executed a drastic restructuring of its portfolio during the quarter ending September 30, 2025. The firm reduced its total assets under management (AUM) by approximately 88.7%, plummeting from $1.41 billion to $158.39 million. This de-risking event was accompanied by a sharp reduction in diversification, as the number of holdings dropped to just two securities. The portfolio has shifted from a broad, index-like allocation to an extremely concentrate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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