JB CAPITAL PARTNERS LP
Sector Allocation
- Industrials26.5%$171.3M
- Consumer Discretionary18.3%$118.3M
- Healthcare13.6%$87.8M
- Financials11.8%$76.4M
- Technology9.6%$62.2M
- Energy7.7%$49.7M
- Materials5.4%$35.1M
- Real Estate5.2%$33.6M
- Other0.8%$5.3M
- Communication Services0.5%$3.2M
AUM History
13fpro.ai/research/fund/jb-capital-partners-lp-1138532
Conviction and streaks
Diversifying · top 10 = 68.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
RDNT
$87.8MRYZ
$69.9MOPY
$53.2MDAN
$50.4MNEXN
$40.4MCNR
$37.4MBLDR
$26.2MTPC
$25.9MCXW
$25.7MBXC
$24.4MVCTR
$20.3MLCUT
$13.8MMT
$12.3MKELYA
$9.4MMEC
$9.4MFLNT
$8.1MMAGN
$7.7MCVEO
$6.8MFET
$6.1MDCH
$5.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jb-capital-partners-lp-1138532
JB CAPITAL PARTNERS LP 13F holdings — Q2 2026
$646.4M portfolio (+11.3% QoQ) · 87 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
$87.8M
13.6% of stocks
No changeThis quarter-8.2%Since filed10+ qtrsHeld$69.9M
10.8% of stocks
No changeThis quarter+1.2%Since filed10+ qtrsHeld$53.2M
8.2% of stocks
No changeThis quarter-8.9%Since filed10+ qtrsHeld$50.4M
7.8% of stocks
No changeThis quarter-11.0%Since filed10+ qtrsHeld$40.4M
6.3% of stocks
+2%This quarter-17.4%Since filed10+ qtrsHeld$37.4M
5.8% of stocks
No changeThis quarter-5.6%Since filed6 qtrsHeld$26.2M
4.0% of stocks
No changeThis quarter-25.1%Since filed10+ qtrsHeld$25.9M
4.0% of stocks
-26%This quarter—Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$25.7M
4.0% of stocks
No changeThis quarter-11.9%Since filed10+ qtrsHeld$24.4M
3.8% of stocks
No changeThis quarter-16.1%Since filed10+ qtrsHeld
All holdings — JB CAPITAL PARTNERS LP (Q2 2026)
87 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Victory Capital Holdings, Inc. | Financials | $20.3M | 3.1% | 242K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | LIFETIME BRANDS, INC | Industrials | $13.8M | 2.1% | 1.63M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ArcelorMittal | Materials | $12.3M | 1.9% | 205K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | KELLY SERVICES INC | Industrials | $9.4M | 1.5% | 769K | +1% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Mayville Engineering Company, Inc. | Industrials | $9.4M | 1.4% | 251K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Fluent, Inc. | Technology | $8.1M | 1.3% | 2.17M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Magnera Corp | Materials | $7.7M | 1.2% | 655K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Civeo Corp | Consumer Discretionary | $6.8M | 1.1% | 194K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | FORUM ENERGY TECHNOLOGIES, INC. | Energy | $6.1M | 0.9% | 121K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Dauch Corp | Industrials | $5.4M | 0.8% | 1.00M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PARK OHIO HOLDINGS CORP | Industrials | $4.7M | 0.7% | 122K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Concrete Pumping Holdings, Inc. | Industrials | $4.1M | 0.6% | 341K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMREP CORP. | Real Estate | $3.6M | 0.6% | 141K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Varex Imaging Corp | Technology | $3.5M | 0.6% | 339K | +4% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Mistras Group, Inc. | Technology | $3.5M | 0.6% | 202K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ASTL | Algoma Steel Group Inc. | Materials | $3.5M | 0.6% | 872K | — | |||
| 27 | $KOP | Koppers Holdings Inc. | Industrials | $3.5M | 0.5% | 78K | — | |||
| 28 | $GTX | Garrett Motion Inc. | Industrials | $3.3M | 0.5% | 91K | — | |||
| 29 | $TSQ | Townsquare Media, Inc. | Communication Services | $3.2M | 0.5% | 468K | — | |||
| 30 | $LRN | Stride, Inc. | Consumer Discretionary | $3.0M | 0.5% | 35K | — | |||
| 31 | $OI | O-I Glass, Inc. /DE/ | Materials | $2.9M | 0.5% | 305K | +97% | |||
| 32 | $CIGI | Colliers International Group Inc. | Real Estate | $2.8M | 0.4% | 30K | — | |||
| 33 | $HNRG | HALLADOR ENERGY CO | Utilities | $2.8M | 0.4% | 160K | — | |||
| 34 | — | Sinclair Broadcast Group Inc - CL A | — | $2.8M | 0.4% | 195K | — | |||
| 35 | $METC | Ramaco Resources, Inc. | Energy | $2.8M | 0.4% | 210K | — | |||
| 36 | $CSV | CARRIAGE SERVICES INC | Consumer Discretionary | $2.7M | 0.4% | 71K | — | |||
| 37 | $GEO | GEO GROUP INC | Industrials | $2.4M | 0.4% | 80K | — | |||
| 38 | $SPWH | SPORTSMAN'S WAREHOUSE HOLDINGS, INC. | Consumer Discretionary | $2.3M | 0.3% | 1.71M | — | |||
| 39 | $SND | Smart Sand, Inc. | Materials | $2.3M | 0.3% | 460K | — | |||
| 40 | $OEC | Orion S.A. | Materials | $2.2M | 0.3% | 335K | — | |||
| 41 | $ORN | Orion Group Holdings Inc | Industrials | $2.2M | 0.3% | 130K | — | |||
| 42 | $GSM | Ferroglobe PLC | Materials | $2.1M | 0.3% | 655K | — | |||
| 43 | $III | Information Services Group Inc. | Technology | $2.0M | 0.3% | 488K | — | |||
| 44 | $ATKR | Atkore Inc. | Technology | $1.9M | 0.3% | 25K | — | |||
| 45 | $MLCI | Mount Logan Capital Inc. | Financials | $1.8M | 0.3% | 535K | +6% | |||
| 46 | $HDSN | HUDSON TECHNOLOGIES INC /NY | Consumer Discretionary | $1.8M | 0.3% | 306K | — | |||
| 47 | $TDW | TIDEWATER INC | Industrials | $1.7M | 0.3% | 25K | — | |||
| 48 | $RICK | RCI HOSPITALITY HOLDINGS, INC. | Consumer Discretionary | $1.6M | 0.3% | 60K | — | |||
| 49 | $CNDT | CONDUENT Inc | Industrials | $1.6M | 0.3% | 1.11M | — | |||
| 50 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $1.6M | 0.2% | 20K | — | |||
| 51 | $LMB | Limbach Holdings, Inc. | Industrials | $1.5M | 0.2% | 20K | — | |||
| 52 | $BALY | Bally's Corp | Consumer Discretionary | $1.5M | 0.2% | 109K | +6% | |||
| 53 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $1.5M | 0.2% | 20K | — | |||
| 54 | $FSV | FirstService Corp | Real Estate | $1.4M | 0.2% | 10K | — | |||
| 55 | $BCIC | BCP Investment Corp | Other | $1.4M | 0.2% | 197K | +18% | |||
| 56 | $POWW | Outdoor Holding Co | Industrials | $1.3M | 0.2% | 550K | — | |||
| 57 | $XPEL | XPEL, Inc. | Industrials | $1.2M | 0.2% | 25K | — | |||
| 58 | $SCSC | SCANSOURCE, INC. | Technology | $1.0M | 0.2% | 20K | — | |||
| 59 | $EZPW | EZCORP INC | Consumer Discretionary | $1.0M | 0.2% | 30K | — | |||
| 60 | $TRS | TRIMAS CORP | Industrials | $1.0M | 0.2% | 22K | — | |||
| 61 | $NOA | North American Construction Group Ltd. | Energy | $931K | 0.1% | 70K | — | |||
| 62 | $ABX | Abacus Global Management, Inc. | Financials | $857K | 0.1% | 80K | — | |||
| 63 | $RYAM | RAYONIER ADVANCED MATERIALS INC. | Materials | $786K | 0.1% | 100K | — | |||
| 64 | $LXU | LSB INDUSTRIES, INC. | Materials | $757K | 0.1% | 70K | — | |||
| 65 | $SMC | Summit Midstream Corp | Energy | $745K | 0.1% | 26K | — | |||
| 66 | $RMNI | Rimini Street, Inc. | Industrials | $739K | 0.1% | 174K | +193% | |||
| 67 | $SAJ | SARATOGA INVESTMENT CORP. | Other | $737K | 0.1% | 34K | — | |||
| 68 | $OIS | OIL STATES INTERNATIONAL, INC | Energy | $681K | 0.1% | 85K | — | |||
| 69 | $IESC | IES Holdings, Inc. | Industrials | $618K | 0.1% | 841 | — | |||
| 70 | $RNGR | Ranger Energy Services, Inc. | Energy | $586K | 0.1% | 37K | — | |||
| 71 | $INSE | Inspired Entertainment, Inc. | Technology | $536K | 0.1% | 65K | — | |||
| 72 | $METC | Ramaco Resources, Inc. | Energy | $515K | 0.1% | 60K | +1% | |||
| 73 | $RDNW | RideNow Group, Inc. | Technology | $466K | 0.1% | 70K | — | |||
| 74 | $JBI | Janus International Group, Inc. | Industrials | $416K | 0.1% | 75K | New | |||
| 75 | $THRY | Thryv Holdings, Inc. | Technology | $398K | 0.1% | 101K | New | |||
| 76 | $FSK | FS KKR Capital Corp | Other | $394K | 0.1% | 38K | — | |||
| 77 | $TWI | TITAN INTERNATIONAL INC | Materials | $386K | 0.1% | 50K | — | |||
| 78 | $VFF | Village Farms International, Inc. | Consumer Staples | $360K | 0.1% | 180K | — | |||
| 79 | $CVGI | Commercial Vehicle Group, Inc. | Industrials | $311K | 0.1% | 67K | — | |||
| 80 | $BV | BrightView Holdings, Inc. | Consumer Staples | $283K | 0.0% | 20K | — | |||
| 81 | $CURV | Torrid Holdings Inc. | Consumer Discretionary | $281K | 0.0% | 150K | — | |||
| 82 | $GSIT | GSI TECHNOLOGY INC | Technology | $255K | 0.0% | 33K | — | |||
| 83 | $WRLD | WORLD ACCEPTANCE CORP | Financials | $239K | 0.0% | 1,069 | — | |||
| 84 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $164K | 0.0% | 3,281 | — | |||
| 85 | $CLF | CLEVELAND-CLIFFS INC. | Materials | $107K | 0.0% | 11K | — | |||
| 86 | $FTHM | Fathom Holdings Inc. | Real Estate | $71K | 0.0% | 70K | — | |||
| 87 | $CNTY | CENTURY CASINOS INC /CO/ | Consumer Discretionary | $49K | 0.0% | 38K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 10 added to, 1 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (10)
$OIO-I Glass, Inc. /DE/+97%
now $2.9M · held 6 qtrs
now $40.4M · held 10+ qtrs, 6 adds in a row
$RMNIRimini Street, Inc.+193%
now $739K · held 10+ qtrs
$BCICBCP Investment Corp+18%
now $1.4M · held 4 qtrs
$VREXVarex Imaging Corp+4%
now $3.5M · held 7 qtrs
now $9.4M · held 4 qtrs, 4 adds in a row
+4 more in the Excel export
Trimmed (1)
now $25.9M · held 10+ qtrs, 4 trims in a row
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F JB CAPITAL PARTNERS LP has filed, 21 earlier quarters. Pick one to see what it held then.
Is it too late to follow JB CAPITAL PARTNERS?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of JB CAPITAL PARTNERS's top 20 holdings: 53/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-9.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
JB CAPITAL PARTNERS LP disclosed 87 positions worth $646.4M in its Form 13F-HR for Q2 2026, led by $RDNT (RadNet, Inc.) at 13.6% of the equity portfolio, followed by $RYZ and $OPY. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $JBI. The portfolio is most concentrated in Industrials (26.5% of disclosed assets). All figures are sourced directly from JB CAPITAL PARTNERS LP’s Form 13F-HR filing with the SEC under CIK 1138532.
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