Jewett Cameron Trading
JCTC on Nasdaq. Market value $10m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 15 funds in all.
Largest holders overall
- Parthenon$525,268
- Renaissance Technologies$228,758
- Vanguard Capital Management$88,645
- De Lisle Partners LLP$65,932
- HRT Financial LP$54,000New
- Osaic Holdings$41,624Added
- Geode Capital Management$40,470Cut
- Vanguard Fiduciary Trust$40,392
- Citadel Advisors$37,483New
- XTX Topco$31,049New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Kotarba Partners Fund I, LPPassive investorat least 21.0%0.0 pts(filed with 2 related holders)Since 30 September 2026
What they said
The Reporting Persons acquired the rights described in Item 3 for investment purposes. Scott Kotarba was appointed to the Issuer's board of directors (the "Board") effective August 10, 2026. Mr. Kotarba serves on the Board in his personal capacity and not as a representative,…
Read the filing - OREGON COMMUNITY FOUNDATION16.0%−5.0 ptsSince 30 September 2026
What they said
On August 6, 2026, the Reporting Person entered into a Purchase and Sale Agreement (the "Agreement") with Kotarba Partners Fund I, LP, a Delaware limited partnership (the "Purchaser"), pursuant to which the Reporting Person agreed to sell to the Purchaser up to 738,534 shares of…
Read the filing - Bradley Adam JamesPassive investorat least 14.5%+1.2 pts(filed with 3 related holders)Since 24 September 2026
What they said
The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. The Reporting Persons may communicate with members of management of the Issuer and the board…
Read the filing - Adam BradleyPassive investorat least 9.4%+1.2 pts(filed with 2 related holders)Since 11 May 2026
What they said
The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the…
Read the filing - Fort Nelson Partners, LPPassive investor6.2%Since 31 December 2024
- Comprehensive Financial Planning, Inc.Passive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Kotarba Partners Fund I, LP Passive investor | at least 21.0%0.0 pts (filed with 2 related holders) | 30 September 2026 | What they saidThe Reporting Persons acquired the rights described in Item 3 for investment purposes. Scott Kotarba was appointed to the Issuer's board of directors (the "Board") effective August 10, 2026. Mr. Kotarba serves on the Board in his personal capacity and not as a representative,… Read the filing |
OREGON COMMUNITY FOUNDATION | 16.0%−5.0 pts | 30 September 2026 | What they saidOn August 6, 2026, the Reporting Person entered into a Purchase and Sale Agreement (the "Agreement") with Kotarba Partners Fund I, LP, a Delaware limited partnership (the "Purchaser"), pursuant to which the Reporting Person agreed to sell to the Purchaser up to 738,534 shares of… Read the filing |
Bradley Adam James Passive investor | at least 14.5%+1.2 pts (filed with 3 related holders) | 24 September 2026 | What they saidThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. The Reporting Persons may communicate with members of management of the Issuer and the board… Read the filing |
Adam Bradley Passive investor | at least 9.4%+1.2 pts (filed with 2 related holders) | 11 May 2026 | What they saidThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the… Read the filing |
Fort Nelson Partners, LP Passive investor | 6.2% | 31 December 2024 | |
Comprehensive Financial Planning, Inc. Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 1 Dec 2025, plus the 10-Q filed 14 Jul 2026 and 3 later 8-Ks.
One big customer
Worth knowingOne customer brings in a big share of sales: 39% last year. Losing that customer would hurt.
“Our single largest customer was responsible for 39% of our total sales and our two largest customers were responsible for 74% of total sales in 2025.”
From the 10-K filed 1 December 2025, Item 1A. Risk Factors. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.