Jb Capital Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Jb Capital Partners Lp disclosed 80 stock positions valued at approximately $646.39M as of quarter-end June 30, 2026. The largest holdings include RadNet Inc, Ryerson Holding Corporation, and Oppenheimer Holdings Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $646.39M
Holdings by Sector
Jb Capital Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RadNet Inc | RDNT | Healthcare | 13.59% | 1,424,061 | - | - | $87,821,842 |
| Ryerson Holding Corporation | RYI | Industrials | 10.81% | 2,839,059 | - | - | $69,869,242 |
| Oppenheimer Holdings Inc | OPY | Financial Services | 8.23% | 503,954 | - | - | $53,187,305 |
| Dana Incorporated | DAN | Consumer Cyclical | 7.80% | 1,852,293 | - | - | $50,400,893 |
| Nexxen International LTD | NEXN | Communication Services | 6.26% | 4,478,125 | +66,500 | +1.51% | $40,437,469 |
| Core Natural Resources | CEIX | Other | 5.78% | 466,779 | - | - | $37,351,656 |
| Builders FirstSource Inc | BLDR | Industrials | 4.05% | 292,265 | - | - | $26,151,872 |
| Tutor Perini Corp | TPC | Industrials | 4.01% | 312,554 | -112,000 | -26.38% | $25,932,605 |
| CoreCivic Inc | CXW | Industrials | 3.97% | 845,210 | - | - | $25,677,480 |
| Bluelinx Holdings Inc | BXC | Industrials | 3.77% | 393,649 | - | - | $24,359,000 |
| Victory Cap Holdings Inc | VCTR | Financial Services | 3.14% | 241,812 | - | - | $20,326,717 |
| Lifetime Brands | LCUT | Consumer Cyclical | 2.14% | 1,627,852 | - | - | $13,820,463 |
| Arcelormittal SA Luxemberg | MT | Basic Materials | 1.91% | 205,000 | - | - | $12,345,100 |
| Kelly Services Inc | KELYA | Industrials | 1.46% | 768,760 | +10,000 | +1.32% | $9,440,373 |
| Mayville Engineering Co Inc | MEC | Industrials | 1.45% | 250,512 | - | - | $9,384,180 |
| Magnera Corp | MAGN | Basic Materials | 1.19% | 655,000 | - | - | $7,696,250 |
| Civeo Corporation | CVEO | Consumer Cyclical | 1.05% | 194,353 | +603 | +0.31% | $6,802,355 |
| Forum Energy Technoligies Inc | FET | Energy | 0.94% | 120,800 | - | - | $6,067,784 |
| DAUCH CORP | AXL | Consumer Cyclical | 0.84% | 1,005,000 | - | - | $5,447,100 |
| Park-Ohio Holdings Corp | PKOH | Industrials | 0.72% | 121,899 | - | - | $4,672,389 |
| Concrete Pumping Holdings Inc | BBCP | Industrials | 0.64% | 341,400 | - | - | $4,113,870 |
| AMREP Corp | AXR | Real Estate | 0.55% | 141,360 | - | - | $3,565,099 |
| Varex Imaging | VREX | Healthcare | 0.55% | 338,964 | +12,710 | +3.90% | $3,535,395 |
| Mistras Group Inc | MG | Industrials | 0.55% | 202,243 | - | - | $3,533,185 |
| Algoma Steel Group | ASTL | Basic Materials | 0.55% | 872,277 | - | - | $3,532,722 |
| Koppers Holdings Inc | KOP | Basic Materials | 0.54% | 78,101 | - | - | $3,506,735 |
| Garrett Motion Inc | GTX | Consumer Cyclical | 0.51% | 91,000 | - | - | $3,296,930 |
| Townsquare Media Inc | TSQ | Communication Services | 0.50% | 467,807 | - | - | $3,202,560 |
| Stride, Inc | LRN | Consumer Defensive | 0.47% | 35,000 | - | - | $3,018,400 |
| O-I Glass Inc | OI | Consumer Cyclical | 0.45% | 305,000 | +150,000 | +96.77% | $2,937,150 |
Showing 30 of 80 holdings in the latest reporting period.