Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Jb Capital Partners Lp has $476.37 million in total holdings as of March 31, 2025.
Jb Capital Partners Lp owns shares of 79 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 15.04% of the portfolio was purchased this quarter.
About 12.87% of the portfolio was sold this quarter.
This quarter, Jb Capital Partners Lp has purchased 81 new stocks and bought additional shares in 9 stocks.
Jb Capital Partners Lp sold shares of 0 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

RadNet: $73,290,313
Ryerson: $48,929,344
Builders FirstSource: $36,515,589
Core Natural Resources: $35,988,661
Oppenheimer: $29,960,065

Largest New Holdings this Quarter

218937100 - Core Natural Resources: $35,988,661 Holding
67098H104 - O-I Glass: $1,089,650 Holding

Largest Purchases this Quarter

Core Natural Resources: 466,779 shares (about $35.99M)
Tremor International: 3,357,707 shares (about $28.04M)
American Axle & Manufacturing: 825,000 shares (about $3.36M)
O-I Glass: 95,000 shares (about $1.09M)
Varex Imaging: 85,000 shares (about $986K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RDNT RadNet	$73,290,313		0.0%	1,474,061	15.4%	Medical
RYI Ryerson	$48,929,344		0.0%	2,131,069	10.3%	Basic Materials
BLDR Builders FirstSource	$36,515,589		0.0%	292,265	7.7%	Retail/Wholesale
Core Natural Resources	$35,988,661	$35,988,661 ▲	New Holding	466,779	7.6%	COM SHS
OPY Oppenheimer	$29,960,065		0.0%	503,954	6.3%	Finance
BXC BlueLinx	$29,515,802		0.0%	393,649	6.2%	Construction
TRMR Tremor International	$29,162,851	$28,036,853 ▲	2,490.0%	3,492,557	6.1%	Business Services
DAN Dana	$24,524,359	$264,800 ▲	1.1%	1,852,293	5.1%	Auto/Tires/Trucks
TPC Tutor Perini	$20,735,762		0.0%	894,554	4.4%	Construction
CXW CoreCivic	$17,149,311		0.0%	845,210	3.6%	Finance
VCTR Victory Capital	$16,019,110		0.0%	276,812	3.4%	Finance
LCUT Lifetime Brands	$7,049,914	$971,565 ▲	16.0%	1,447,621	1.5%	Consumer Discretionary
IESC IES	$6,909,028		0.0%	41,845	1.5%	Computer and Technology
ZEUS Olympic Steel	$6,503,585	$751,216 ▲	13.1%	206,332	1.4%	Basic Materials
MT ArcelorMittal	$5,914,250		0.0%	205,000	1.2%	Basic Materials
ASTL Algoma Steel Group	$5,377,599		0.0%	992,177	1.1%	Basic Materials
CVEO Civeo	$4,456,250		0.0%	193,750	0.9%	Consumer Discretionary
AXL American Axle & Manufacturing	$3,897,025	$3,357,750 ▲	622.6%	957,500	0.8%	Auto/Tires/Trucks
TSQ Townsquare Media	$3,705,031		0.0%	467,807	0.8%	Consumer Discretionary
CIGI Colliers International Group	$3,651,615		0.0%	30,104	0.8%	Finance
MEC Mayville Engineering	$3,364,376		0.0%	250,512	0.7%	Construction
Sinclair Broadcast Group Inc	$3,106,350		0.0%	195,000	0.7%	CL A
FLNT Fluent	$3,085,975	$18,755 ▲	0.6%	1,415,585	0.6%	Business Services
AXR AMREP	$2,834,268		0.0%	141,360	0.6%	Finance
CNDT Conduent	$2,802,765		0.0%	1,038,061	0.6%	Business Services
CSV Carriage Services	$2,743,710		0.0%	71,007	0.6%	Consumer Staples
RICK RCI Hospitality	$2,576,400		0.0%	60,000	0.5%	Consumer Discretionary
ATSG Air Transport Services Group	$2,446,454		0.0%	109,022	0.5%	Transportation
GSM Ferroglobe	$2,430,050		0.0%	655,000	0.5%	Basic Materials
GEO The GEO Group	$2,336,800		0.0%	80,000	0.5%	Finance
MG Mistras Group	$2,139,731		0.0%	202,243	0.4%	Computer and Technology
TWI Titan International	$2,113,500		0.0%	50,000	0.4%	Industrials
HNRG Hallador Energy	$1,964,800		0.0%	160,000	0.4%	Energy
Ramaco Resources Inc	$1,934,050		0.0%	235,000	0.4%	COM CL A
III Information Services Group	$1,906,676		0.0%	487,641	0.4%	Business Services
HDSN Hudson Technologies	$1,889,254		0.0%	306,200	0.4%	Industrials
BBCP Concrete Pumping	$1,704,066	$163,800 ▲	10.6%	312,100	0.4%	Business Services
FSV FirstService	$1,676,759		0.0%	10,104	0.4%	Finance
PKOH Park-Ohio	$1,651,022		0.0%	76,899	0.3%	Industrials
SPWH Sportsman's Warehouse	$1,602,123		0.0%	1,611,794	0.3%	Retail/Wholesale
ATKR Atkore	$1,499,750		0.0%	25,000	0.3%	Industrials
LMB Limbach	$1,489,400		0.0%	20,000	0.3%	Construction
VREX Varex Imaging	$1,276,000	$986,000 ▲	340.0%	110,000	0.3%	Medical
RUSHB Rush Enterprises	$1,150,146		0.0%	20,418	0.2%	Retail/Wholesale
OI O-I Glass	$1,089,650	$1,089,650 ▲	New Holding	95,000	0.2%	Industrials
RUSHA Rush Enterprises	$1,086,454		0.0%	20,418	0.2%	Retail/Wholesale
TDW Tidewater	$1,056,750		0.0%	25,000	0.2%	Energy
SND Smart Sand	$906,500		0.0%	350,000	0.2%	Energy
SAR Saratoga Investment	$839,406		0.0%	33,847	0.2%	Finance
CURV Torrid	$822,000		0.0%	150,000	0.2%	Retail/Wholesale
FSK FS KKR Capital	$785,625		0.0%	37,500	0.2%	Finance
GTX Garrett Motion	$761,670		0.0%	91,000	0.2%	Auto/Tires/Trucks
POWW AMMO	$759,000		0.0%	550,000	0.2%	Consumer Discretionary
XPEL XPEL	$734,500		0.0%	25,000	0.2%	Auto/Tires/Trucks
ORN Orion Group	$679,900		0.0%	130,000	0.1%	Construction
INSE Inspired Entertainment	$555,100		0.0%	65,000	0.1%	Business Services
TRS TriMas	$521,059		0.0%	22,277	0.1%	Industrials
RNGR Ranger Energy Services	$516,087		0.0%	36,576	0.1%	Energy
QIPT Quipt Home Medical	$466,000		0.0%	200,000	0.1%	Medical
EZPW EZCORP	$441,600		0.0%	30,000	0.1%	Finance
LEE Lee Enterprises	$415,200		0.0%	40,000	0.1%	Consumer Staples
Ramaco Resources Inc	$391,121	$25,959 ▲	7.1%	55,010	0.1%	COM CL B
GTN Gray Television	$377,136		0.0%	87,300	0.1%	Consumer Discretionary
NOA North American Construction Group	$315,800		0.0%	20,000	0.1%	Construction
BV BrightView	$256,800		0.0%	20,000	0.1%	Business Services
EAF GrafTech International	$254,696		0.0%	292,754	0.1%	Industrials
RMNI Rimini Street	$205,992		0.0%	59,193	0.0%	Computer and Technology
RMBL RumbleOn	$197,400		0.0%	70,000	0.0%	Retail/Wholesale
WRLD World Acceptance	$135,282		0.0%	1,069	0.0%	Finance
VFF Village Farms International	$109,800		0.0%	180,000	0.0%	Consumer Staples
DXLG Destination XL Group	$109,500		0.0%	75,000	0.0%	Retail/Wholesale
TSE Trinseo	$99,094		0.0%	27,001	0.0%	Industrials
KTOS Kratos Defense & Security Solutions	$97,413		0.0%	3,281	0.0%	Aerospace
CLF Cleveland-Cliffs	$93,297		0.0%	11,350	0.0%	Basic Materials
CVGI Commercial Vehicle Group	$77,420		0.0%	67,322	0.0%	Auto/Tires/Trucks
GSIT GSI Technology	$66,990		0.0%	33,000	0.0%	Computer and Technology
CNTY Century Casinos	$64,698		0.0%	38,283	0.0%	Consumer Discretionary
FTHM Fathom	$61,496		0.0%	69,882	0.0%	Business Services
XELB Xcel Brands	$42,300		0.0%	15,000	0.0%	Retail/Wholesale
ARCH Arch Biopartners	$0	$47,674,742 ▼	-100.0%	0	0.0%
USAP Universal Stainless & Alloy Products	$0	$10,787,350 ▼	-100.0%	0	0.0%	Basic Materials
Consol Energy Inc New	$0	$2,465,481 ▼	-100.0%	0	0.0%	COM
MNTX Manitex International	$0	$385,804 ▼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJb Capital Partners Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools