JB CAPITAL PARTNERS LP
13F Reported Value
ⓘ$580.5M
Holdings
85
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
JB CAPITAL PARTNERS LP disclosed 85 positions worth $580.5M in its Form 13F-HR for Q1 2026, led by $RDNT (RadNet, Inc.) at 13.7% of the equity portfolio, followed by $RYZ and $CNR. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $SCSC and a full exit from $ZEUS. The portfolio is most concentrated in Consumer Discretionary (22.6% of disclosed assets). All figures are sourced directly from JB CAPITAL PARTNERS LP’s Form 13F-HR filing with the SEC under CIK 1138532.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 51.4#1,399
Quality
$79.6M1,424,061 sh - 43.2#1,822
Quality
$63.8M2,839,059 sh - 51.8#1,377
Quality
$48.9M466,779 sh - 60.9
Quality
$46.5M1,852,293 sh - 46.6
Quality
$44.9M503,954 sh - 61.9
Quality
$32.8M424,554 sh - —
Quality
$28.8M4,411,625 sh - 48.4
Quality
$24.1M292,265 sh - 36.8
Quality
$21.3M393,649 sh - 59.0
Quality
$16.0M845,210 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 RadNet, Inc.$RDNT | 51.4#1,399 | $79.6M | 1,424,061 |
 Ryerson Holding Corp$RYZ | 43.2#1,822 | $63.8M | 2,839,059 |
 Core Natural Resources, Inc.$CNR | 51.8#1,377 | $48.9M | 466,779 |
 DANA Inc$DAN | 60.9 | $46.5M | 1,852,293 |
 OPPENHEIMER HOLDINGS INC$OPY | 46.6 | $44.9M | 503,954 |
 TUTOR PERINI CORP$TPC | 61.9 | $32.8M | 424,554 |
 Nexxen International Ltd.$NEXN | — | $28.8M | 4,411,625 |
 Builders FirstSource, Inc.$BLDR | 48.4 | $24.1M | 292,265 |
 BlueLinx Holdings Inc.$BXC | 36.8 | $21.3M | 393,649 |
 CoreCivic, Inc.$CXW | 59.0 | $16.0M | 845,210 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JB CAPITAL PARTNERS LP's 85 positions.
Showing top 10 of 85 holdings.
Sector Allocation
Consumer Discretionary
$131.0M
Industrials
$127.6M
Healthcare
$79.6M
Financials
$63.4M
Energy
$63.2M
Technology
$47.3M
Materials
$31.9M
Real Estate
$25.9M
Full Holdings — JB CAPITAL PARTNERS LP (Q1 2026)
All 85 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RDNT | RadNet, Inc. | $79.6M | 13.7% | +0% | 51.4 |
| 2 | $RYZ | Ryerson Holding Corp | $63.8M | 11.0% | +21% | 43.2 |
| 3 | $CNR | Core Natural Resources, Inc. | $48.9M | 8.4% | +0% | 51.8 |
| 4 | $DAN | DANA Inc | $46.5M | 8.0% | +0% | 60.9 |
| 5 | $OPY | OPPENHEIMER HOLDINGS INC | $44.9M | 7.7% | +0% | 46.6 |
| 6 | $TPC | TUTOR PERINI CORP | $32.8M | 5.7% | -17% | 61.9 |
| 7 | $NEXN | Nexxen International Ltd. | $28.8M | 5.0% | +1% | — |
| 8 | $BLDR | Builders FirstSource, Inc. | $24.1M | 4.1% | +0% | 48.4 |
| 9 | $BXC | BlueLinx Holdings Inc. | $21.3M | 3.7% | +0% | 36.8 |
| 10 | $CXW | CoreCivic, Inc. | $16.0M | 2.8% | +0% | 59 |
| 11 |  $VCTR | Victory Capital Holdings, Inc. | $15.8M | 2.7% | +0% | 75.5 |
| 12 |  $MT | ArcelorMittal | $10.7M | 1.8% | +0% | — |
| 13 |  $LCUT | LIFETIME BRANDS, INC | $9.3M | 1.6% | +0% | 31.3 |
| 14 |  $FET | FORUM ENERGY TECHNOLOGIES, INC. | $7.1M | 1.2% | +0% | 44 |
| 15 |  $FLNT | Fluent, Inc. | $6.9M | 1.2% | +0% | 23.7 |
| 16 |  $KELYA | KELLY SERVICES INC | $6.7M | 1.2% | +266% | 36.4 |
| 17 |  $MAGN | Magnera Corp | $6.2M | 1.1% | +27% | 53.2 |
| 18 |  $DCH | Dauch Corp | $6.0M | 1.0% | +0% | 49.4 |
| 19 |  $CVEO | Civeo Corp | $5.1M | 0.9% | +0% | 27.9 |
| 20 |  $MEC | Mayville Engineering Company, Inc. | $4.5M | 0.8% | +0% | 34 |
| 21 |  $CIGI | Colliers International Group Inc. | $4.5M | 0.8% | +0% | — |
| 22 |  $AXR | AMREP CORP. | $4.0M | 0.7% | +0% | 48.1 |
| 23 |  $ASTL | Algoma Steel Group Inc. | $3.6M | 0.6% | +0% | — |
| 24 |  $VREX | Varex Imaging Corp | $3.5M | 0.6% | +0% | 31.4 |
| 25 |  $METC | Ramaco Resources, Inc. | $3.2M | 0.6% | +0% | 24.1 |
| 26 |  $CSV | CARRIAGE SERVICES INC | $3.2M | 0.6% | +0% | 59.7 |
| 27 |  $LRN | Stride, Inc. | $3.1M | 0.5% | +75% | 71.1 |
| 28 |  $KOP | Koppers Holdings Inc. | $3.0M | 0.5% | +12% | 39 |
| 29 |  $MG | Mistras Group, Inc. | $3.0M | 0.5% | +0% | 42.3 |
| 30 |  $PKOH | PARK OHIO HOLDINGS CORP | $2.9M | 0.5% | +4% | 42.5 |
| 31 |  $GSM | Ferroglobe PLC | $2.7M | 0.5% | +0% | — |
| 32 |  $HNRG | HALLADOR ENERGY CO | $2.6M | 0.5% | +0% | 50.4 |
| 33 | — | Sinclair Broadcast Group Inc | $2.5M | 0.4% | +0% | — |
| 34 |  $TSQ | Townsquare Media, Inc. | $2.5M | 0.4% | +0% | 39.3 |
| 35 |  $BBCP | Concrete Pumping Holdings, Inc. | $2.4M | 0.4% | +0% | 37 |
| 36 |  $SPWH | SPORTSMAN'S WAREHOUSE HOLDINGS, INC. | $2.4M | 0.4% | +0% | 30.4 |
| 37 |  $SND | Smart Sand, Inc. | $2.3M | 0.4% | +0% | 40 |
| 38 |  $OEC | Orion S.A. | $2.2M | 0.4% | +0% | — |
| 39 |  $TDW | TIDEWATER INC | $2.1M | 0.4% | +0% | 64.6 |
| 40 |  $III | Information Services Group Inc. | $1.9M | 0.3% | +0% | 44.4 |
| 41 |  $MLCI | Mount Logan Capital Inc. | $1.8M | 0.3% | +43% | — |
| 42 |  $HDSN | HUDSON TECHNOLOGIES INC /NY | $1.8M | 0.3% | +0% | 43.8 |
| 43 |  $GTX | Garrett Motion Inc. | $1.7M | 0.3% | +0% | 59.6 |
| 44 |  $OI | O-I Glass, Inc. /DE/ | $1.6M | 0.3% | +0% | 38.4 |
| 45 |  $LMB | Limbach Holdings, Inc. | $1.6M | 0.3% | +0% | 56.5 |
| 46 |  $ATKR | Atkore Inc. | $1.5M | 0.3% | +0% | 34 |
| 47 |  $CNDT | CONDUENT Inc | $1.4M | 0.3% | +0% | 30 |
| 48 |  $ORN | Orion Group Holdings Inc | $1.4M | 0.2% | +0% | 48.5 |
| 49 |  $FSV | FirstService Corp | $1.4M | 0.2% | +0% | — |
| 50 |  $RICK | RCI HOSPITALITY HOLDINGS, INC. | $1.4M | 0.2% | +0% | 34.8 |
| 51 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $1.3M | 0.2% | +0% | 52.7 |
| 52 |  $GEO | GEO GROUP INC | $1.3M | 0.2% | +0% | 63 |
| 53 | $RUSHA | RUSH ENTERPRISES INC \TX\ | $1.3M | 0.2% | +0% | 52.7 |
| 54 |  $BCIC | BCP Investment Corp | $1.2M | 0.2% | +0% | — |
| 55 |  $RYAM | RAYONIER ADVANCED MATERIALS INC. | $1.1M | 0.2% | +0% | 31.1 |
| 56 |  $XPEL | XPEL, Inc. | $1.1M | 0.2% | +0% | 65.3 |
| 57 |  $POWW | Outdoor Holding Co | $1.1M | 0.2% | +0% | 32.4 |
| 58 |  $LXU | LSB INDUSTRIES, INC. | $1.0M | 0.2% | +0% | 52.7 |
| 59 |  $BALY | Bally's Corp | $994,115 | 0.2% | +106% | 31.6 |
| 60 |  $OIS | OIL STATES INTERNATIONAL, INC | $989,400 | 0.2% | +0% | 42.2 |
| 61 |  $NOA | North American Construction Group Ltd. | $943,600 | 0.2% | +250% | — |
| 62 |  $TRS | TRIMAS CORP | $799,967 | 0.1% | +0% | 47.8 |
| 63 |  $SMC | Summit Midstream Corp | $791,230 | 0.1% | +14% | 30 |
| 64 |  $EZPW | EZCORP INC | $761,400 | 0.1% | +0% | 65.7 |
| 65 |  $SAJ | SARATOGA INVESTMENT CORP. | $760,881 | 0.1% | +0% | — |
| 66 |  $SCSC | SCANSOURCE, INC. | $726,000 | 0.1% | NEW | 49.9 |
| 67 |  $ABX | Abacus Global Management, Inc. | $630,400 | 0.1% | +0% | 69.6 |
| 68 |  $RNGR | Ranger Energy Services, Inc. | $624,718 | 0.1% | +0% | 39.6 |
| 69 | $METC | Ramaco Resources, Inc. | $607,226 | 0.1% | +1% | 24.1 |
| 70 |  $VFF | Village Farms International, Inc. | $511,200 | 0.1% | +0% | 45 |
| 71 |  $RDNW | RideNow Group, Inc. | $494,200 | 0.1% | +0% | 31.2 |
| 72 |  $INSE | Inspired Entertainment, Inc. | $463,450 | 0.1% | +0% | 33.5 |
| 73 |  $IESC | IES Holdings, Inc. | $400,711 | 0.1% | +0% | 73.5 |
| 74 |  $FSK | FS KKR Capital Corp | $381,750 | 0.1% | +0% | — |
| 75 |  $TWI | TITAN INTERNATIONAL INC | $345,500 | 0.1% | +0% | 37.1 |
| 76 |  $CURV | Torrid Holdings Inc. | $267,000 | 0.1% | +0% | 32.1 |
| 77 |  $BV | BrightView Holdings, Inc. | $235,800 | 0.0% | +0% | 41.7 |
| 78 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $231,343 | 0.0% | +0% | 48 |
| 79 |  $CVGI | Commercial Vehicle Group, Inc. | $229,568 | 0.0% | +0% | 32.7 |
| 80 |  $RMNI | Rimini Street, Inc. | $194,153 | 0.0% | +0% | 56.6 |
| 81 |  $GSIT | GSI TECHNOLOGY INC | $169,620 | 0.0% | +0% | 24.9 |
| 82 |  $WRLD | WORLD ACCEPTANCE CORP | $144,358 | 0.0% | +0% | 60.8 |
| 83 |  $CLF | CLEVELAND-CLIFFS INC. | $95,908 | 0.0% | +0% | 35.7 |
| 84 |  $CNTY | CENTURY CASINOS INC /CO/ | $53,213 | 0.0% | +0% | 34.6 |
| 85 |  $FTHM | Fathom Holdings Inc. | $37,037 | 0.0% | +0% | 33.6 |
New Positions (1)
$SCSC SCANSOURCE, INC.$726,000
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