Jb Capital Partners Lp Top Holdings and 13F Report (2026)

About Jb Capital Partners Lp

Investment Activity

Jb Capital Partners Lp has $646.39 million in total holdings as of June 30, 2026.
Jb Capital Partners Lp owns shares of 87 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 0.62% of the portfolio was purchased this quarter.
About 1.44% of the portfolio was sold this quarter.
This quarter, Jb Capital Partners Lp has purchased 85 new stocks and bought additional shares in 10 stocks.
Jb Capital Partners Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

RadNet: $87,821,842
Ryerson: $69,869,242
Oppenheimer: $53,187,305
Dana: $50,400,893
Nexxen International LTD: $40,437,469

Largest New Holdings this Quarter

47103N106 - Janus International Group: $416,250 Holding
886029206 - Thryv: $397,546 Holding

Largest Purchases this Quarter

O-I Glass: 150,000 shares (about $1.44M)
Nexxen International LTD: 66,500 shares (about $600.50K)
Rimini Street: 114,386 shares (about $487.28K)
Janus International Group: 75,000 shares (about $416.25K)
Thryv: 100,900 shares (about $397.55K)

Largest Sales this Quarter

Tutor Perini: 112,000 shares (about $9.29M)

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	$87,821,842		0.0%	1,424,061	13.6%	Healthcare
RYI Ryerson	$69,869,242		0.0%	2,839,059	10.8%	Industrials
OPY Oppenheimer	$53,187,305		0.0%	503,954	8.2%	Finance
DAN Dana	$50,400,893		0.0%	1,852,293	7.8%	Consumer Discretionary
Nexxen International LTD	$40,437,469	$600,495 â–²	1.5%	4,478,125	6.3%	SPON ADR
Core Natural Resources	$37,351,656		0.0%	466,779	5.8%	COM SHS
BLDR Builders FirstSource	$26,151,872		0.0%	292,265	4.0%	Industrials
TPC Tutor Perini	$25,932,605	$9,292,640 â–¼	-26.4%	312,554	4.0%	Industrials
CXW CoreCivic	$25,677,480		0.0%	845,210	4.0%	Industrials
BXC BlueLinx	$24,359,000		0.0%	393,649	3.8%	Industrials
VCTR Victory Capital	$20,326,717		0.0%	241,812	3.1%	Finance
LCUT Lifetime Brands	$13,820,463		0.0%	1,627,852	2.1%	Consumer Discretionary
MT ArcelorMittal	$12,345,100		0.0%	205,000	1.9%	Materials
KELYA Kelly Services	$9,440,373	$122,800 â–²	1.3%	768,760	1.5%	Industrials
MEC Mayville Engineering	$9,384,180		0.0%	250,512	1.5%	Industrials
FLNT Fluent	$8,092,172		0.0%	2,169,483	1.3%	Communication Services
Magnera Corp	$7,696,250		0.0%	655,000	1.2%	COM SHS
CVEO Civeo	$6,802,355	$21,105 â–²	0.3%	194,353	1.1%	Industrials
FET Forum Energy Technologies	$6,067,784		0.0%	120,800	0.9%	Energy
DAUCH CORP	$5,447,100		0.0%	1,005,000	0.8%	COM
PKOH Park-Ohio	$4,672,389		0.0%	121,899	0.7%	Industrials
BBCP Concrete Pumping	$4,113,870		0.0%	341,400	0.6%	Industrials
AXR AMREP	$3,565,099		0.0%	141,360	0.6%	Real Estate
VREX Varex Imaging	$3,535,395	$132,565 â–²	3.9%	338,964	0.5%	Healthcare
MG Mistras Group	$3,533,185		0.0%	202,243	0.5%	Industrials
ASTL Algoma Steel Group	$3,532,722		0.0%	872,277	0.5%	Materials
KOP Koppers	$3,506,735		0.0%	78,101	0.5%	Materials
Garrett Motion Inc	$3,296,930		0.0%	91,000	0.5%	COM
TSQ Townsquare Media	$3,202,560		0.0%	467,807	0.5%	Communication Services
LRN Stride	$3,018,400		0.0%	35,000	0.5%	Consumer Discretionary
OI O-I Glass	$2,937,150	$1,444,500 â–²	96.8%	305,000	0.5%	Materials
CIGI Colliers International Group	$2,823,454		0.0%	30,104	0.4%	Real Estate
HNRG Hallador Energy	$2,782,400		0.0%	160,000	0.4%	Utilities
Sinclair Broadcast Group Inc	$2,778,750		0.0%	195,000	0.4%	CL A
Ramaco Resources Inc	$2,778,300		0.0%	210,000	0.4%	COM CL A
CSV Carriage Services	$2,714,598		0.0%	71,007	0.4%	Consumer Discretionary
GEO Geo Group	$2,364,000		0.0%	80,000	0.4%	Industrials
SPWH Sportsman's Warehouse	$2,275,356		0.0%	1,710,794	0.4%	Consumer Discretionary
SND Smart Sand	$2,254,000		0.0%	460,000	0.3%	Energy
OEC Orion	$2,214,350		0.0%	335,000	0.3%	Materials
ORN Orion Group	$2,186,600		0.0%	130,000	0.3%	Industrials
GSM Ferroglobe	$2,082,900		0.0%	655,000	0.3%	Materials
III Information Services Group	$2,004,205		0.0%	487,641	0.3%	Technology
ATKR Atkore	$1,901,000		0.0%	25,000	0.3%	Industrials
Mount Logan Capital Inc	$1,839,468	$106,809 â–²	6.2%	534,729	0.3%	COM
HDSN Hudson Technologies	$1,757,588		0.0%	306,200	0.3%	Industrials
TDW Tidewater	$1,665,750		0.0%	25,000	0.3%	Energy
RICK RCI Hospitality	$1,639,200		0.0%	60,000	0.3%	Consumer Discretionary
CNDT Conduent	$1,625,069		0.0%	1,113,061	0.3%	Industrials
RUSHB Rush Enterprises	$1,561,977		0.0%	20,418	0.2%	Industrials
LMB Limbach	$1,540,000		0.0%	20,000	0.2%	Industrials
Bally's Corporation	$1,493,156	$79,326 â–²	5.6%	108,910	0.2%	COMMON STOCK
RUSHA Rush Enterprises	$1,490,310		0.0%	20,418	0.2%	Industrials
FSV FirstService	$1,435,879		0.0%	10,104	0.2%	Real Estate
PTMN Portman Ridge Finance	$1,416,689	$212,745 â–²	17.7%	197,036	0.2%	Finance
POWW Outdoor	$1,254,000		0.0%	550,000	0.2%	Consumer Discretionary
XPEL XPEL	$1,240,000		0.0%	25,000	0.2%	Consumer Discretionary
SCSC ScanSource	$1,041,800		0.0%	20,000	0.2%	Technology
EZPW EZCORP	$1,037,100		0.0%	30,000	0.2%	Finance
TRS TriMas	$1,002,242		0.0%	22,277	0.2%	Materials
NOA North American Construction Group	$931,000		0.0%	70,000	0.1%	Materials
Abacus Global Management	$856,800		0.0%	80,000	0.1%	CL A
RYAM Rayonier Advanced Materials	$786,000		0.0%	100,000	0.1%	Materials
LXU Lsb Industries	$756,700		0.0%	70,000	0.1%	Materials
Summit Midstream Corporation	$745,179		0.0%	26,165	0.1%	COM
RMNI Rimini Street	$739,447	$487,285 â–²	193.2%	173,579	0.1%	Technology
SAR Saratoga Investment	$737,188		0.0%	33,847	0.1%	Finance
OIS Oil States International	$680,850		0.0%	85,000	0.1%	Energy
IESC IES	$617,849		0.0%	841	0.1%	Industrials
RNGR Ranger Energy Services	$585,582		0.0%	36,576	0.1%	Energy
INSE Inspired Entertainment	$536,250		0.0%	65,000	0.1%	Consumer Discretionary
Ramaco Resources Inc	$515,095	$6,096 â–²	1.2%	60,245	0.1%	COM CL B
RideNow Group Inc	$466,200		0.0%	70,000	0.1%	COM CL B
JBI Janus International Group	$416,250	$416,250 â–²	New Holding	75,000	0.1%	Industrials
THRY Thryv	$397,546	$397,546 â–²	New Holding	100,900	0.1%	Technology
FSK FS KKR Capital	$393,750		0.0%	37,500	0.1%	Finance
TWI Titan International	$385,500		0.0%	50,000	0.1%	Industrials
VFF Village Farms International	$360,000		0.0%	180,000	0.1%	Consumer Staples
CVGI Commercial Vehicle Group	$311,028		0.0%	67,322	0.0%	Industrials
BV BrightView	$283,400		0.0%	20,000	0.0%	Industrials
CURV Torrid	$280,500		0.0%	150,000	0.0%	Consumer Discretionary
GSIT GSI Technology	$255,090		0.0%	33,000	0.0%	Technology
WRLD World Acceptance	$239,274		0.0%	1,069	0.0%	Finance
KTOS Kratos Defense & Security Solutions	$163,591		0.0%	3,281	0.0%	Industrials
CLF Cleveland-Cliffs	$106,577		0.0%	11,350	0.0%	Materials
FTHM Fathom	$70,581		0.0%	69,882	0.0%	Real Estate
CNTY Century Casinos	$49,002		0.0%	38,283	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Jb Capital Partners Lp Top Holdings and 13F Report (2026)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales 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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Jb Capital Partners Lp Top Holdings and 13F Report (2026)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales 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