JCF IV JCAP Holding L.P. (10% owner) sells 11,000,000 shares of JCAP at $19.63; holdings drop to 32,721,808 from 43,721,808 (-25.2%)
A major 10% shareholder liquidated 11,000,000 shares (11.00M shares) for $215,916,800.00 on 2026-01-09, reducing its stake by 25.2% to 32,721,808 shares. The sale occurred at $19.63, significantly below the current price of $23.37 and 15.9% below the 52-week high, even as the stock has posted a 90-day gain of 28.7%. This large, non-trivial reduction in a meaningful ownership position warrants investor scrutiny, particularly given the divergence between the transaction price and recent price momentum. The company's underlying fundamentals show revenue of $150,842,000.00 (latest quarter) and net income of $38,362,000.00, supporting a market cap of $1,362,248,354.01.