Boardroom Alpha
Activist profile

JCP Investment Management, LLC

Campaigns
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Proxy fights
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Settlements
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Directors placed
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Style
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JCP Investment Management, LLC, founded in 2009 by James Christopher Pappas, is an investment advisory firm based in Houston, Texas. Key figures in the firm include James Christopher Pappas, who serves as the Founder and Managing Member, and Matthew Powalski, who holds multiple roles including Chief Compliance Officer, Chief Financial Officer, and Chief Operating Officer. Known for its activist investment strategies, JCP Investment Management has been particularly active in the restaurant and retail sectors. Notable campaigns include pushing for strategic changes at The Cheesecake Factory, advocating for improvements at Red Robin Gourmet Burgers alongside Jumana Capital, and urging Dine Brands Global to spin off its IHOP business. These efforts are aimed at influencing corporate strategy, improving operational efficiency, and enhancing shareholder value.

Recent activity

Notable Campaigns

2026RRGBRed Robin Gourmet Burgers IncCooperation agreement
2024RRGBRed Robin Gourmet Burgers IncCooperation agreement
2023UNFIUnited Natural Foods IncCooperation agreement
2023KEXKirby CorpCooperation agreement
2022FARMFarmer Brothers CoCooperation agreement
2015CWSTCasella Waste Systems IncProxy fight

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
TLFTandy Leather Factory Inc
$2M
RRGBRed Robin Gourmet Burgers Inc
$5M
JYNTJoint Corp
$5M
BRNBarnwell Industries Inc
$442K
UNFIUnited Natural Foods Inc
$22M

Full portfolio, position changes by quarter, and overlap with JCP’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)
Voting (N-PX)
Other

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
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The full JCP Investment Management, LLC profile

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