JCP Investment Management, LLC
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.
Notable Campaigns
| Year | Ticker | Target | Type |
|---|---|---|---|
| 2026 | RRGB | Red Robin Gourmet Burgers Inc | Cooperation agreement |
| 2024 | RRGB | Red Robin Gourmet Burgers Inc | Cooperation agreement |
| 2023 | UNFI | United Natural Foods Inc | Cooperation agreement |
| 2023 | KEX | Kirby Corp | Cooperation agreement |
| 2022 | FARM | Farmer Brothers Co | Cooperation agreement |
| 2015 | CWST | Casella Waste Systems Inc | Proxy fight |
Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →
Top Holdings
Full portfolio, position changes by quarter, and overlap with JCP’s likely next targets inside the platform →
The full JCP Investment Management, LLC profile
- →Daily-rescored target prediction from the activist's current 13F overlap
- →Full detail on every activist board nominee and the election or settlement result
- →Per-campaign effectiveness scoring across vote outcomes and concessions
- →Composite influence, vote-strength, and negotiating-leverage scoring
- →Preferred legal counsel, proxy solicitor, and IR/PR provider history