Jb Capital Partners Lp Top Holdings and 13F Report (2025) About Jb Capital Partners LpInvestment ActivityJb Capital Partners Lp has $539.52 million in total holdings as of June 30, 2025.Jb Capital Partners Lp owns shares of 82 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.63% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Jb Capital Partners Lp has purchased 79 new stocks and bought additional shares in 11 stocks.Jb Capital Partners Lp sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings RadNet $83,888,812Ryerson $45,967,158Tutor Perini $41,847,236Nexxen International LTD $37,008,560Builders FirstSource $34,104,403 Largest New Holdings this Quarter 34984V209 - Forum Energy Technologies $1,397,946 Holding68235B208 - Harris & Harris Group $715,978 Holding502160104 - Lsb Industries $529,200 Holding75508B104 - Rayonier Advanced Materials $385,000 Holding Largest Purchases this Quarter VAREX IMAGING 185,000 shares (about $1.60M)Forum Energy Technologies 71,800 shares (about $1.40M)O-I Glass 60,000 shares (about $884.40K)Harris & Harris Group 180,347 shares (about $715.98K)Lifetime Brands 130,231 shares (about $657.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJb Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRDNTRadNet$83,888,8120.0%1,474,06115.5%MedicalRYIRyerson$45,967,1580.0%2,131,0698.5%IndustrialsTPCTutor Perini$41,847,2360.0%894,5547.8%ConstructionNexxen International LTD$37,008,560$651,041 ▲1.8%3,555,0976.9%SPON ADRBLDRBuilders FirstSource$34,104,4030.0%292,2656.3%Retail/WholesaleOPYOppenheimer$33,145,0550.0%503,9546.1%FinanceCore Natural Resources$32,553,1670.0%466,7796.0%COM SHSDANDana$31,581,5960.0%1,852,2935.9%Auto/Tires/TrucksBXCBlueLinx$29,279,6130.0%393,6495.4%ConstructionCXWCoreCivic$17,808,5750.0%845,2103.3%FinanceVCTRVictory Capital$17,624,6200.0%276,8123.3%FinanceIESCIES$12,395,7440.0%41,8452.3%Computer and TechnologyLCUTLifetime Brands$7,968,468$657,693 ▲9.0%1,577,8521.5%Consumer DiscretionaryZEUSOlympic Steel$7,251,242$526,883 ▲7.8%222,4991.3%Basic MaterialsASTLAlgoma Steel Group$6,836,1000.0%992,1771.3%Basic MaterialsMTArcelorMittal$6,473,9000.0%205,0001.2%Basic MaterialsSPWHSportsman's Warehouse$5,902,239$341,550 ▲6.1%1,710,7941.1%Retail/WholesaleAXLAmerican Axle & Manufacturing$4,518,600$612,000 ▲15.7%1,107,5000.8%Auto/Tires/TrucksCVEOCiveo$4,473,6880.0%193,7500.8%Consumer DiscretionaryMECMayville Engineering$3,998,1720.0%250,5120.7%ConstructionCIGIColliers International Group$3,929,7760.0%30,1040.7%FinanceTSQTownsquare Media$3,618,5810.0%467,8070.7%Consumer DiscretionaryCSVCarriage Services$3,240,0490.0%71,0070.6%Consumer StaplesRamaco Resources Inc$3,087,9000.0%235,0000.6%COM CL AAXRAMREP$2,958,6650.0%141,3600.5%FinanceCNDTConduent$2,938,481$198,000 ▲7.2%1,113,0610.5%Business ServicesFLNTFLUENT$2,921,612$90,442 ▲3.2%1,460,8060.5%Business ServicesLMBLimbach$2,802,0000.0%20,0000.5%ConstructionSinclair Broadcast Group Inc$2,694,9000.0%195,0000.5%CL AVREXVAREX IMAGING$2,557,650$1,603,950 ▲168.2%295,0000.5%MedicalHNRGHallador Energy$2,532,8000.0%160,0000.5%EnergyHDSNHudson Technologies$2,486,3440.0%306,2000.5%IndustrialsGSMFerroglobe$2,403,8500.0%655,0000.4%Basic MaterialsIIIInformation Services Group$2,340,6770.0%487,6410.4%Business ServicesRICKRCI Hospitality$2,287,2000.0%60,0000.4%Consumer DiscretionaryOIO-I Glass$2,284,700$884,400 ▲63.2%155,0000.4%IndustrialsBBCPCONCRETE PUMPING$2,099,610$180,195 ▲9.4%341,4000.4%Business ServicesGEOGeo Group$1,916,0000.0%80,0000.4%Business ServicesFSVFirstService$1,764,3600.0%10,1040.3%FinanceATKRAtkore$1,763,7500.0%25,0000.3%IndustrialsMGMistras Group$1,619,9660.0%202,2430.3%Computer and TechnologyFETForum Energy Technologies$1,397,946$1,397,946 ▲New Holding71,8000.3%EnergyPKOHPark-Ohio$1,362,6500.0%76,8990.3%IndustrialsORNOrion Group$1,179,1000.0%130,0000.2%ConstructionTDWTidewater$1,153,2500.0%25,0000.2%EnergyRUSHBRush Enterprises$1,071,5370.0%20,4180.2%Retail/WholesaleRUSHARush Enterprises$1,051,7310.0%20,4180.2%Retail/WholesaleGTXGarrett Motion$956,4100.0%91,0000.2%Auto/Tires/TrucksXPELXPEL$897,5000.0%25,0000.2%Auto/Tires/TrucksSARSaratoga Investment$822,8210.0%33,8470.2%FinanceFSKFS KKR Capital$778,1250.0%37,5000.1%FinanceTURNHarris & Harris Group$715,978$715,978 ▲New Holding180,3470.1%ConstructionPOWWOutdoor$704,0000.0%550,0000.1%AerospaceSNDSmart Sand$668,5000.0%350,0000.1%EnergyTRSTriMas$636,6770.0%22,2770.1%IndustrialsINSEInspired Entertainment$531,0500.0%65,0000.1%Business ServicesLXULsb Industries$529,200$529,200 ▲New Holding70,0000.1%Basic MaterialsTWITitan International$513,5000.0%50,0000.1%IndustrialsRamaco Resources Inc$467,716$17,734 ▲3.9%57,1780.1%COM CL BCURVTorrid$442,5000.0%150,0000.1%Retail/WholesaleRNGRRanger Energy Services$434,5230.0%36,5760.1%EnergyEZPWEZCORP$416,4000.0%30,0000.1%FinanceGTNGray Media$395,4690.0%87,3000.1%Consumer DiscretionaryRYAMRayonier Advanced Materials$385,000$385,000 ▲New Holding100,0000.1%Basic MaterialsQIPTQuipt Home Medical$358,0000.0%200,0000.1%MedicalBVBrightView$333,0000.0%20,0000.1%Business ServicesNOANorth American Construction Group$319,6000.0%20,0000.1%EnergyEAFGrafTech International$283,9710.0%292,7540.1%IndustrialsLEELee Enterprises$256,0000.0%40,0000.0%Consumer StaplesRMNIRimini Street$223,1580.0%59,1930.0%Computer and TechnologyVFFVillage Farms International$198,0000.0%180,0000.0%Consumer StaplesWRLDWorld Acceptance$176,5130.0%1,0690.0%FinanceRMBLRumbleON$161,7000.0%70,0000.0%Retail/WholesaleKTOSKratos Defense & Security Solutions$152,4020.0%3,2810.0%AerospaceCVGICommercial Vehicle Group$111,7550.0%67,3220.0%Auto/Tires/TrucksGSITGSI Technology$110,8800.0%33,0000.0%Computer and TechnologyFTHMFathom$86,6540.0%69,8820.0%Business ServicesCLFCleveland-Cliffs$86,2600.0%11,3500.0%Basic MaterialsTSETrinseo$83,9730.0%27,0010.0%Basic MaterialsDXLGDestination XL Group$83,2500.0%75,0000.0%Retail/WholesaleCNTYCentury Casinos$81,1600.0%38,2830.0%Consumer DiscretionaryXELBXcel Brands$27,1500.0%15,0000.0%Retail/WholesaleATSGAir Transport Services Group$0$2,446,454 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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