Jb Capital Partners Lp Portfolio Stock Holdings
Jb Capital Partners Lp disclosed 85 stock positions valued at approximately $580.5 million in its latest SEC 13F filing. The largest holdings include RadNet Inc, Ryerson Holding Corporation, and Core Natural Resources. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 85
- Portfolio Value
- $580.5M
Holdings by Sector
Jb Capital Partners Lp Portfolio Holdings in Q1 2026
78 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RadNet Inc | RDNT | Healthcare | 13.71% | 1,424,061 | - | - | $79,590,769 |
| Ryerson Holding Corporation | RYI | Industrials | 10.99% | 2,839,059 | +495,584 | +21.15% | $63,822,046 |
| Core Natural Resources | CEIX | Other | 8.42% | 466,779 | - | - | $48,885,765 |
| Dana Incorporated | DAN | Consumer Cyclical | 8.01% | 1,852,293 | - | - | $46,492,554 |
| Oppenheimer Holdings Inc | OPY | Financial Services | 7.74% | 503,954 | - | - | $44,947,657 |
| Tutor Perini Corp | TPC | Industrials | 5.65% | 424,554 | -85,000 | -16.68% | $32,771,323 |
| Nexxen International LTD | NEXN | Communication Services | 4.95% | 4,411,625 | +50,000 | +1.15% | $28,763,795 |
| Builders FirstSource Inc | BLDR | Industrials | 4.14% | 292,265 | - | - | $24,062,177 |
| Bluelinx Holdings Inc | BXC | Industrials | 3.67% | 393,649 | - | - | $21,327,903 |
| CoreCivic Inc | CXW | Industrials | 2.75% | 845,210 | - | - | $15,982,921 |
| Victory Cap Holdings Inc | VCTR | Financial Services | 2.73% | 241,812 | - | - | $15,833,850 |
| Arcelormittal SA Luxemberg | MT | Basic Materials | 1.84% | 205,000 | - | - | $10,655,900 |
| Lifetime Brands | LCUT | Consumer Cyclical | 1.60% | 1,627,852 | - | - | $9,278,756 |
| Forum Energy Technoligies Inc | FET | Energy | 1.22% | 120,800 | - | - | $7,086,128 |
| Kelly Services Inc | KELYA | Industrials | 1.16% | 758,760 | +551,600 | +266.27% | $6,715,026 |
| Magnera Corp | 55939A107 | Other | 1.07% | 655,000 | +140,000 | +27.18% | $6,229,050 |
| DAUCH CORP | AXL | Consumer Cyclical | 1.03% | 1,005,000 | - | - | $5,959,650 |
| Civeo Corporation | CVEO | Consumer Cyclical | 0.88% | 193,750 | - | - | $5,126,625 |
| Mayville Engineering Co Inc | MEC | Industrials | 0.77% | 250,512 | - | - | $4,496,690 |
| Colliers Intl Group Inc | CIGI | Real Estate | 0.77% | 30,104 | - | - | $4,477,368 |
| AMREP Corp | AXR | Real Estate | 0.68% | 141,360 | - | - | $3,976,457 |
| Algoma Steel Group | ASTL | Basic Materials | 0.62% | 872,277 | - | - | $3,602,504 |
| Varex Imaging | VREX | Healthcare | 0.60% | 326,254 | - | - | $3,461,555 |
| Carriage Services Inc | CSV | Consumer Cyclical | 0.56% | 71,007 | - | - | $3,235,079 |
| Stride, Inc | LRN | Consumer Defensive | 0.53% | 35,000 | +15,000 | +75.00% | $3,085,950 |
| Koppers Holdings Inc | KOP | Basic Materials | 0.52% | 78,101 | +8,101 | +11.57% | $3,020,947 |
| Mistras Group Inc | MG | Industrials | 0.51% | 202,243 | - | - | $2,989,152 |
| Park-Ohio Holdings Corp | PKOH | Industrials | 0.50% | 121,899 | +4,300 | +3.66% | $2,918,262 |
| Ferroglobe PLC | G33856108 | Other | 0.46% | 655,000 | - | - | $2,698,600 |
| Hallador Energy Company | HNRG | Energy | 0.45% | 160,000 | - | - | $2,604,800 |
| Townsquare Media Inc | TSQ | Communication Services | 0.42% | 467,807 | - | - | $2,465,343 |
| Concrete Pumping Holdings Inc | BBCP | Industrials | 0.42% | 341,400 | - | - | $2,437,596 |
| Sportsmans Warehouse Holdings Inc | SPWH | Consumer Cyclical | 0.42% | 1,710,794 | - | - | $2,412,220 |
| Smart Sand Inc | SND | Energy | 0.40% | 460,000 | - | - | $2,309,200 |
| Orion S.A. | L72967109 | Other | 0.38% | 335,000 | - | - | $2,177,500 |
| Tidewater | TDW | Energy | 0.36% | 25,000 | - | - | $2,088,750 |
| Information Services Group Inc | III | Technology | 0.32% | 487,641 | - | - | $1,872,541 |
| Hudson Technologies Inc | HDSN | Basic Materials | 0.31% | 306,200 | - | - | $1,800,456 |
| Garrett Motion Inc | GTX | Consumer Cyclical | 0.28% | 91,000 | - | - | $1,653,470 |
| O-I Glass Inc | OI | Consumer Cyclical | 0.28% | 155,000 | - | - | $1,629,050 |
| Limbach Holdings Inc | LMB | Industrials | 0.27% | 20,000 | - | - | $1,561,000 |
| Atkore International Group Inc | ATKR | Industrials | 0.25% | 25,000 | - | - | $1,472,750 |
| Conduent Inc | CNDT | Technology | 0.25% | 1,113,061 | - | - | $1,424,718 |
| Orion Group Hldgs Inc | ORN | Industrials | 0.24% | 130,000 | - | - | $1,417,000 |
| FirstService Corp | FSV | Real Estate | 0.24% | 10,104 | - | - | $1,403,850 |
| RCI Hospitality Holdings Inc | RICK | Consumer Cyclical | 0.24% | 60,000 | - | - | $1,368,600 |
| Rush Enterprises Inc Cl A | RUSHA | Consumer Cyclical | 0.23% | 20,418 | - | - | $1,346,363 |
| Geo Group Inc | GEO | Industrials | 0.23% | 80,000 | - | - | $1,344,800 |
| Rush Enterprises Inc Cl B | RUSHB | Consumer Cyclical | 0.23% | 20,418 | - | - | $1,310,223 |
| BCP Investment Corporation | PTMN | Financial Services | 0.21% | 167,447 | - | - | $1,244,131 |
| Rayonier Advanced Materials Inc | RYAM | Basic Materials | 0.19% | 100,000 | - | - | $1,107,000 |
| Xpel Inc | XPEL | Consumer Cyclical | 0.19% | 25,000 | - | - | $1,106,500 |
| Outdoor Holdings Co | POWW | Industrials | 0.19% | 550,000 | - | - | $1,105,500 |
| LSB Inds Inc | LXU | Basic Materials | 0.18% | 70,000 | - | - | $1,043,000 |
| Oil States International Inc | OIS | Energy | 0.17% | 85,000 | - | - | $989,400 |
| NORTH AMERN CONSTR GROUP LTD | NOA | Energy | 0.16% | 70,000 | +50,000 | +250.00% | $943,600 |
| Trimas Corp | TRS | Consumer Cyclical | 0.14% | 22,277 | - | - | $799,967 |
| Ezcorp Inc | EZPW | Financial Services | 0.13% | 30,000 | - | - | $761,400 |
| Saratoga Investment Corp | SAR | Financial Services | 0.13% | 33,847 | - | - | $760,881 |
| ScanSource, Inc | SCSC | Technology | 0.13% | 20,000 | +20,000 | +100.00% | $726,000 |
| Abacus Global Management | ABL | Financial Services | 0.11% | 80,000 | - | - | $630,400 |
| Ranger Energy Services Inc | RNGR | Energy | 0.11% | 36,576 | - | - | $624,718 |
| Village Farms International Inc | VFF | Consumer Defensive | 0.09% | 180,000 | - | - | $511,200 |
| RideNow Group Inc | RMBL | Consumer Cyclical | 0.09% | 70,000 | - | - | $494,200 |
| Inspired Entertainment | INSE | Consumer Cyclical | 0.08% | 65,000 | - | - | $463,450 |
| IES Holdings Inc | IESC | Industrials | 0.07% | 841 | - | - | $400,711 |
| FS KKR Capital Corp | FSK | Financial Services | 0.07% | 37,500 | - | - | $381,750 |
| Titan International Inc | TWI | Industrials | 0.06% | 50,000 | - | - | $345,500 |
| Torrid Holdings Inc | CURV | Consumer Cyclical | 0.05% | 150,000 | - | - | $267,000 |
| Brightview Holdings Inc | BV | Industrials | 0.04% | 20,000 | - | - | $235,800 |
| Kratos Defense & Sec Solutions | KTOS | Industrials | 0.04% | 3,281 | - | - | $231,343 |
| Commercial Vehicle Group Inc | CVGI | Consumer Cyclical | 0.04% | 67,322 | - | - | $229,568 |
| Rimini Str Inc Del | RMNI | Technology | 0.03% | 59,193 | - | - | $194,153 |
| GSI Technology | GSIT | Technology | 0.03% | 33,000 | - | - | $169,620 |
| World Acceptance Corp | WRLD | Financial Services | 0.02% | 1,069 | - | - | $144,358 |
| Cleveland-Cliffs Inc New | CLF | Basic Materials | 0.02% | 11,350 | - | - | $95,908 |
| Century Casinos Inc | CNTY | Consumer Cyclical | 0.01% | 38,283 | - | - | $53,213 |
| Fathom Holdings Inc | FTHM | Real Estate | 0.01% | 69,882 | - | - | $37,037 |