JB CAPITAL PARTNERS LP — 13F Holdings & Portfolio
CIK 1138532 · latest 13F-HR filed 2026-08-11
JB CAPITAL PARTNERS LP manages $646.4M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RDNT (13.59%), RYZ (10.81%), OPY (8.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 52, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
ARMONK, NY 10504
$646.4M
Long-equity book
87
Distinct positions
2026-06-30
Filed 2026-08-11
+2 / −0 / ↑52 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Nexxen International LTD$11.7M +40.6%
- CoreCivic Inc$9.7M +60.7%
- Oppenheimer Holdings Inc$8.2M +18.3%
- RadNet Inc$8.2M +10.3%
- Ryerson Holding Corporation$6.0M +9.5%
Top Trims
- Core Natural Resources-$11.5M -23.6%
- Tutor Perini Corp-$6.8M -20.9%
- Colliers Intl Group Inc-$1.7M -36.9%
- Forum Energy Technoligies Inc-$1.0M -14.4%
- Ferroglobe PLC-$615.7K -22.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | RadNet Inc | RDNT | 750491102 | $87.8M | 13.59% | 1,424,061 | SH |
| 2 | Ryerson Holding Corporation | RYZ | 783754104 | $69.9M | 10.81% | 2,839,059 | SH |
| 3 | Oppenheimer Holdings Inc | OPY | 683797104 | $53.2M | 8.23% | 503,954 | SH |
| 4 | Dana Incorporated | DAN | 235825205 | $50.4M | 7.80% | 1,852,293 | SH |
| 5 | Nexxen International LTD | NEXN | 89484T104 | $40.4M | 6.26% | 4,478,125 | SH |
| 6 | Core Natural Resources | CNR | 218937100 | $37.4M | 5.78% | 466,779 | SH |
| 7 | Builders FirstSource Inc | BLDR | 12008R107 | $26.2M | 4.05% | 292,265 | SH |
| 8 | Tutor Perini Corp | TPC | 901109108 | $25.9M | 4.01% | 312,554 | SH |
| 9 | CoreCivic Inc | CXW | 21871N101 | $25.7M | 3.97% | 845,210 | SH |
| 10 | Bluelinx Holdings Inc | BXC | 09624H208 | $24.4M | 3.77% | 393,649 | SH |
| 11 | Victory Cap Holdings Inc | VCTR | 92645B103 | $20.3M | 3.14% | 241,812 | SH |
| 12 | Lifetime Brands | LCUT | 53222Q103 | $13.8M | 2.14% | 1,627,852 | SH |
| 13 | Arcelormittal SA Luxemberg | MT | 03938L203 | $12.3M | 1.91% | 205,000 | SH |
| 14 | Kelly Services Inc | KELYA | 488152208 | $9.4M | 1.46% | 768,760 | SH |
| 15 | Mayville Engineering Co Inc | MEC | 578605107 | $9.4M | 1.45% | 250,512 | SH |
| 16 | Fluent Co | — | 34380C102 | $8.1M | 1.25% | 2,169,483 | SH |
| 17 | Magnera Corp | MAGN | 55939A107 | $7.7M | 1.19% | 655,000 | SH |
| 18 | Civeo Corporation | CVEO | 17878Y207 | $6.8M | 1.05% | 194,353 | SH |
| 19 | Forum Energy Technoligies Inc | FET | 34984V209 | $6.1M | 0.94% | 120,800 | SH |
| 20 | DAUCH CORP | DCH | 024061103 | $5.4M | 0.84% | 1,005,000 | SH |
| 21 | Park-Ohio Holdings Corp | PKOH | 700666100 | $4.7M | 0.72% | 121,899 | SH |
| 22 | Concrete Pumping Holdings Inc | BBCP | 206704108 | $4.1M | 0.64% | 341,400 | SH |
| 23 | AMREP Corp | AXR | 032159105 | $3.6M | 0.55% | 141,360 | SH |
| 24 | Varex Imaging | VREX | 92214X106 | $3.5M | 0.55% | 338,964 | SH |
| 25 | Mistras Group Inc | MG | 60649T107 | $3.5M | 0.55% | 202,243 | SH |
| 26 | Algoma Steel Group | ASTL | 015658107 | $3.5M | 0.55% | 872,277 | SH |
| 27 | Koppers Holdings Inc | KOP | 50060P106 | $3.5M | 0.54% | 78,101 | SH |
| 28 | Garrett Motion Inc | GTX | 366505105 | $3.3M | 0.51% | 91,000 | SH |
| 29 | Townsquare Media Inc | TSQ | 892231101 | $3.2M | 0.50% | 467,807 | SH |
| 30 | Stride, Inc | LRN | 86333M108 | $3.0M | 0.47% | 35,000 | SH |
| 31 | O-I Glass Inc | OI | 67098H104 | $2.9M | 0.45% | 305,000 | SH |
| 32 | Colliers Intl Group Inc | CIGI | 194693107 | $2.8M | 0.44% | 30,104 | SH |
| 33 | Hallador Energy Company | HNRG | 40609P105 | $2.8M | 0.43% | 160,000 | SH |
| 34 | Sinclair Broadcast Group Inc | — | 829226109 | $2.8M | 0.43% | 195,000 | SH |
| 35 | Ramaco Resources Inc | METC | 75134P900 | $2.8M | 0.43% | 210,000 | SH |
| 36 | Carriage Services Inc | CSV | 143905107 | $2.7M | 0.42% | 71,007 | SH |
| 37 | Geo Group Inc | GEO | 36162J106 | $2.4M | 0.37% | 80,000 | SH |
| 38 | Sportsmans Warehouse Holdings Inc | SPWH | 84920Y106 | $2.3M | 0.35% | 1,710,794 | SH |
| 39 | Smart Sand Inc | SND | 83191H107 | $2.3M | 0.35% | 460,000 | SH |
| 40 | Orion S.A. | OEC | L72967109 | $2.2M | 0.34% | 335,000 | SH |
| 41 | Orion Group Hldgs Inc | ORN | 68628V308 | $2.2M | 0.34% | 130,000 | SH |
| 42 | Ferroglobe PLC | GSM | G33856108 | $2.1M | 0.32% | 655,000 | SH |
| 43 | Information Services Group Inc | III | 45675Y104 | $2.0M | 0.31% | 487,641 | SH |
| 44 | Atkore International Group Inc | ATKR | 047649108 | $1.9M | 0.29% | 25,000 | SH |
| 45 | Mount Logan Capital Inc | MLCI | 62188E103 | $1.8M | 0.28% | 534,729 | SH |
| 46 | Hudson Technologies Inc | HDSN | 444144109 | $1.8M | 0.27% | 306,200 | SH |
| 47 | Tidewater | TDW | 88642R109 | $1.7M | 0.26% | 25,000 | SH |
| 48 | RCI Hospitality Holdings Inc | RICK | 74934Q108 | $1.6M | 0.25% | 60,000 | SH |
| 49 | Conduent Inc | CNDT | 206787103 | $1.6M | 0.25% | 1,113,061 | SH |
| 50 | Rush Enterprises Inc Cl B | RUSHB | 781846308 | $1.6M | 0.24% | 20,418 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $646.4M | 87 | 0001213900-26-087766 |
| 2026-03-31 | 2026-05-14 | $580.5M | 85 | 0001213900-26-056531 |
| 2025-12-31 | 2026-02-13 | $581.4M | 86 | 0001213900-26-015750 |
| 2025-09-30 | 2025-11-14 | $591.0M | 86 | 0001213900-25-110204 |