JB CAPITAL PARTNERS LP
13F Reported Value
ⓘ$646.4M
Holdings
87
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (22.4% 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
Diversifying
$RDNT
$RYZ
$OPY
$DAN
$NEXN
$METC$NEXN
$KELYA
$MLCI
$BALYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 58.6#998
Quality
$87.8M1,424,061 sh - 42.3#2,025
Quality
$69.9M2,839,059 sh - 63.7#595
Quality
$53.2M503,954 sh - 56.7
Quality
$50.4M1,852,293 sh - —
Quality
$40.4M4,478,125 sh - 61.5
Quality
$37.4M466,779 sh - 45.9
Quality
$26.2M292,265 sh - 66.2
Quality
$25.9M312,554 sh - 57.1
Quality
$25.7M845,210 sh - 43.2
Quality
$24.4M393,649 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| RadNet, Inc.$RDNT | 58.6#998 | $87.8M | 1,424,061 |
| Ryerson Holding Corp$RYZ | 42.3#2,025 | $69.9M | 2,839,059 |
| OPPENHEIMER HOLDINGS INC$OPY | 63.7#595 | $53.2M | 503,954 |
| DANA Inc$DAN | 56.7 | $50.4M | 1,852,293 |
| Nexxen International Ltd.$NEXN | — | $40.4M | 4,478,125 |
 Core Natural Resources, Inc.$CNR | 61.5 | $37.4M | 466,779 |
 Builders FirstSource, Inc.$BLDR | 45.9 | $26.2M | 292,265 |
 TUTOR PERINI CORP$TPC | 66.2 | $25.9M | 312,554 |
 CoreCivic, Inc.$CXW | 57.1 | $25.7M | 845,210 |
 BlueLinx Holdings Inc.$BXC | 43.2 | $24.4M | 393,649 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JB CAPITAL PARTNERS LP's 87 positions.
Showing top 10 of 87 holdings.
Sector Allocation
Industrials
$145.1M
Consumer Discretionary
$144.5M
Healthcare
$87.8M
Financials
$76.4M
Technology
$62.2M
Energy
$49.7M
Materials
$35.1M
Real Estate
$33.6M
Full Holdings — JB CAPITAL PARTNERS LP (Q2 2026)
All 87 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. | $87.8M | 13.6% | +0% | 58.6 |
| 2 | $RYZ | Ryerson Holding Corp | $69.9M | 10.8% | +0% | 42.3 |
| 3 | $OPY | OPPENHEIMER HOLDINGS INC | $53.2M | 8.2% | +0% | 63.7 |
| 4 | $DAN | DANA Inc | $50.4M | 7.8% | +0% | 56.7 |
| 5 | $NEXN | Nexxen International Ltd. | $40.4M | 6.3% | +2% | — |
| 6 | $CNR | Core Natural Resources, Inc. | $37.4M | 5.8% | +0% | 61.5 |
| 7 | $BLDR | Builders FirstSource, Inc. | $26.2M | 4.0% | +0% | 45.9 |
| 8 | $TPC | TUTOR PERINI CORP | $25.9M | 4.0% | -26% | 66.2 |
| 9 | $CXW | CoreCivic, Inc. | $25.7M | 4.0% | +0% | 57.1 |
| 10 | $BXC | BlueLinx Holdings Inc. | $24.4M | 3.8% | +0% | 43.2 |
| 11 |  $VCTR | Victory Capital Holdings, Inc. | $20.3M | 3.1% | +0% | 77.9 |
| 12 |  $LCUT | LIFETIME BRANDS, INC | $13.8M | 2.1% | +0% | 49.1 |
| 13 |  $MT | ArcelorMittal | $12.3M | 1.9% | +0% | — |
| 14 | $KELYA | KELLY SERVICES INC | $9.4M | 1.5% | +1% | 34.9 |
| 15 |  $MEC | Mayville Engineering Company, Inc. | $9.4M | 1.4% | +0% | 32.1 |
| 16 |  $FLNT | Fluent, Inc. | $8.1M | 1.3% | +0% | 19.2 |
| 17 |  $MAGN | Magnera Corp | $7.7M | 1.2% | +0% | 50.3 |
| 18 |  $CVEO | Civeo Corp | $6.8M | 1.1% | +0% | 40.4 |
| 19 |  $FET | FORUM ENERGY TECHNOLOGIES, INC. | $6.1M | 0.9% | +0% | 51 |
| 20 |  $DCH | Dauch Corp | $5.4M | 0.8% | +0% | 49.5 |
| 21 |  $PKOH | PARK OHIO HOLDINGS CORP | $4.7M | 0.7% | +0% | 44.5 |
| 22 |  $BBCP | Concrete Pumping Holdings, Inc. | $4.1M | 0.6% | +0% | 42.4 |
| 23 |  $AXR | AMREP CORP. | $3.6M | 0.6% | +0% | 27.3 |
| 24 |  $VREX | Varex Imaging Corp | $3.5M | 0.6% | +4% | 40.3 |
| 25 |  $MG | Mistras Group, Inc. | $3.5M | 0.6% | +0% | 47.6 |
| 26 |  $ASTL | Algoma Steel Group Inc. | $3.5M | 0.6% | +0% | — |
| 27 |  $KOP | Koppers Holdings Inc. | $3.5M | 0.5% | +0% | 39.5 |
| 28 |  $GTX | Garrett Motion Inc. | $3.3M | 0.5% | +0% | 56.8 |
| 29 |  $TSQ | Townsquare Media, Inc. | $3.2M | 0.5% | +0% | 25.7 |
| 30 |  $LRN | Stride, Inc. | $3.0M | 0.5% | +0% | 64.5 |
| 31 |  $OI | O-I Glass, Inc. /DE/ | $2.9M | 0.5% | +97% | 33.5 |
| 32 |  $CIGI | Colliers International Group Inc. | $2.8M | 0.4% | +0% | — |
| 33 |  $HNRG | HALLADOR ENERGY CO | $2.8M | 0.4% | +0% | 41.5 |
| 34 | — | Sinclair Broadcast Group Inc - CL A | $2.8M | 0.4% | +0% | — |
| 35 | $METC | Ramaco Resources, Inc. | $2.8M | 0.4% | +0% | 20.2 |
| 36 |  $CSV | CARRIAGE SERVICES INC | $2.7M | 0.4% | +0% | 49.4 |
| 37 |  $GEO | GEO GROUP INC | $2.4M | 0.4% | +0% | 54.5 |
| 38 |  $SPWH | SPORTSMAN'S WAREHOUSE HOLDINGS, INC. | $2.3M | 0.3% | +0% | 34.7 |
| 39 |  $SND | Smart Sand, Inc. | $2.3M | 0.3% | +0% | 56.5 |
| 40 |  $OEC | Orion S.A. | $2.2M | 0.3% | +0% | — |
| 41 |  $ORN | Orion Group Holdings Inc | $2.2M | 0.3% | +0% | 52.3 |
| 42 |  $GSM | Ferroglobe PLC | $2.1M | 0.3% | +0% | — |
| 43 |  $III | Information Services Group Inc. | $2.0M | 0.3% | +0% | 43 |
| 44 |  $ATKR | Atkore Inc. | $1.9M | 0.3% | +0% | 33.3 |
| 45 | $MLCI | Mount Logan Capital Inc. | $1.8M | 0.3% | +6% | 14.8 |
| 46 |  $HDSN | HUDSON TECHNOLOGIES INC /NY | $1.8M | 0.3% | +0% | 25.4 |
| 47 |  $TDW | TIDEWATER INC | $1.7M | 0.3% | +0% | 64.3 |
| 48 |  $RICK | RCI HOSPITALITY HOLDINGS, INC. | $1.6M | 0.3% | +0% | 41.2 |
| 49 |  $CNDT | CONDUENT Inc | $1.6M | 0.3% | +0% | 29.7 |
| 50 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $1.6M | 0.2% | +0% | 51.7 |
| 51 |  $LMB | Limbach Holdings, Inc. | $1.5M | 0.2% | +0% | 55.7 |
| 52 | $BALY | Bally's Corp | $1.5M | 0.2% | +6% | 36.8 |
| 53 | $RUSHA | RUSH ENTERPRISES INC \TX\ | $1.5M | 0.2% | +0% | 51.7 |
| 54 |  $FSV | FirstService Corp | $1.4M | 0.2% | +0% | — |
| 55 |  $BCIC | BCP Investment Corp | $1.4M | 0.2% | +18% | — |
| 56 |  $POWW | Outdoor Holding Co | $1.3M | 0.2% | +0% | 46.8 |
| 57 |  $XPEL | XPEL, Inc. | $1.2M | 0.2% | +0% | 55.7 |
| 58 |  $SCSC | SCANSOURCE, INC. | $1.0M | 0.2% | +0% | 47.6 |
| 59 |  $EZPW | EZCORP INC | $1.0M | 0.2% | +0% | 63.4 |
| 60 |  $TRS | TRIMAS CORP | $1.0M | 0.2% | +0% | 43.2 |
| 61 |  $NOA | North American Construction Group Ltd. | $931,000 | 0.1% | +0% | — |
| 62 |  $ABX | Abacus Global Management, Inc. | $856,800 | 0.1% | +0% | 63.6 |
| 63 |  $RYAM | RAYONIER ADVANCED MATERIALS INC. | $786,000 | 0.1% | +0% | 31.5 |
| 64 |  $LXU | LSB INDUSTRIES, INC. | $756,700 | 0.1% | +0% | 58.9 |
| 65 |  $SMC | Summit Midstream Corp | $745,179 | 0.1% | +0% | 51 |
| 66 |  $RMNI | Rimini Street, Inc. | $739,447 | 0.1% | +193% | 47.5 |
| 67 |  $SAJ | SARATOGA INVESTMENT CORP. | $737,188 | 0.1% | +0% | — |
| 68 |  $OIS | OIL STATES INTERNATIONAL, INC | $680,850 | 0.1% | +0% | 25.6 |
| 69 |  $IESC | IES Holdings, Inc. | $617,849 | 0.1% | +0% | 68.3 |
| 70 |  $RNGR | Ranger Energy Services, Inc. | $585,582 | 0.1% | +0% | 41.9 |
| 71 |  $INSE | Inspired Entertainment, Inc. | $536,250 | 0.1% | +0% | 33.3 |
| 72 | $METC | Ramaco Resources, Inc. | $515,095 | 0.1% | +1% | 20.2 |
| 73 |  $RDNW | RideNow Group, Inc. | $466,200 | 0.1% | +0% | 32.6 |
| 74 |  $JBI | Janus International Group, Inc. | $416,250 | 0.1% | NEW | 41.8 |
| 75 |  $THRY | Thryv Holdings, Inc. | $397,546 | 0.1% | NEW | 38.4 |
| 76 |  $FSK | FS KKR Capital Corp | $393,750 | 0.1% | +0% | — |
| 77 |  $TWI | TITAN INTERNATIONAL INC | $385,500 | 0.1% | +0% | 32.8 |
| 78 |  $VFF | Village Farms International, Inc. | $360,000 | 0.1% | +0% | 48.9 |
| 79 |  $CVGI | Commercial Vehicle Group, Inc. | $311,028 | 0.1% | +0% | 32 |
| 80 |  $BV | BrightView Holdings, Inc. | $283,400 | 0.0% | +0% | 42.9 |
| 81 |  $CURV | Torrid Holdings Inc. | $280,500 | 0.0% | +0% | 31.8 |
| 82 |  $GSIT | GSI TECHNOLOGY INC | $255,090 | 0.0% | +0% | 23 |
| 83 |  $WRLD | WORLD ACCEPTANCE CORP | $239,274 | 0.0% | +0% | 46.2 |
| 84 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $163,591 | 0.0% | +0% | 44.6 |
| 85 |  $CLF | CLEVELAND-CLIFFS INC. | $106,577 | 0.0% | +0% | 38.3 |
| 86 |  $FTHM | Fathom Holdings Inc. | $70,581 | 0.0% | +0% | 31.7 |
| 87 |  $CNTY | CENTURY CASINOS INC /CO/ | $49,002 | 0.0% | +0% | 30.5 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for JB CAPITAL PARTNERS LP including:
Track JB CAPITAL PARTNERS LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for JB CAPITAL PARTNERS LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: JB CAPITAL PARTNERS LP
13F Pro is an AI hedge fund tracker and stock research platform. For JB CAPITAL PARTNERS LP (SEC CIK: 1138532), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in JB CAPITAL PARTNERS LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.