DOSSIER · 13F-HR · Q1 2026
TFJ Management, LLC
TFJ's family office based in Chicago, IL — $141M in tracked AUM across 14 positions as of Q1 2026.
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TFJ·Chicago, IL·Family Office
CIK 0002056069 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: TFJ Management, LLC
Portfolio Overview
TFJ Management, LLC manages a concentrated portfolio with a total value of $142.00 million as of September 30, 2025. The firm employs a high-conviction strategy, holding only 9 positions, which indicates a preference for focused bets on specific companies rather than broad diversification. Over the quarter, the portfolio saw significant growth, increasing in value by 17.6% (up from $120.79 million). This performance was driven...
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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