Jb Capital Partners Lp Top Holdings and 13F Report (2026) About Jb Capital Partners LpInvestment ActivityJb Capital Partners Lp has $580.51 million in total holdings as of March 31, 2026.Jb Capital Partners Lp owns shares of 85 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.79% of the portfolio was purchased this quarter.About 2.89% of the portfolio was sold this quarter.This quarter, Jb Capital Partners Lp has purchased 86 new stocks and bought additional shares in 12 stocks.Jb Capital Partners Lp sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings RadNet $79,590,769Ryerson $63,822,046Core Natural Resources $48,885,765Dana $46,492,554Oppenheimer $44,947,657 Largest New Holdings this Quarter 806037107 - ScanSource $726,000 Holding Largest Purchases this Quarter Ryerson 495,584 shares (about $11.14M)Kelly Services 551,600 shares (about $4.88M)Magnera Corp 140,000 shares (about $1.33M)Stride 15,000 shares (about $1.32M)ScanSource 20,000 shares (about $726K) Largest Sales this Quarter Tutor Perini 85,000 shares (about $6.56M) 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$79,590,7690.0%1,424,06113.7%MedicalRYIRyerson$63,822,046$11,140,728 â–²21.1%2,839,05911.0%IndustrialsCore Natural Resources$48,885,7650.0%466,7798.4%COM SHSDANDana$46,492,5540.0%1,852,2938.0%Auto/Tires/TrucksOPYOppenheimer$44,947,6570.0%503,9547.7%FinanceTPCTutor Perini$32,771,323$6,561,150 â–¼-16.7%424,5545.6%ConstructionNexxen International LTD$28,763,795$326,000 â–²1.1%4,411,6255.0%SPON ADRBLDRBuilders FirstSource$24,062,1770.0%292,2654.1%Retail/WholesaleBXCBlueLinx$21,327,9030.0%393,6493.7%ConstructionCXWCoreCivic$15,982,9210.0%845,2102.8%FinanceVCTRVictory Capital$15,833,8500.0%241,8122.7%FinanceMTArcelorMittal$10,655,9000.0%205,0001.8%Basic MaterialsLCUTLifetime Brands$9,278,7560.0%1,627,8521.6%Consumer DiscretionaryFETForum Energy Technologies$7,086,1280.0%120,8001.2%EnergyFLNTFluent$6,855,5660.0%2,169,4831.2%Business ServicesKELYAKelly Services$6,715,026$4,881,660 â–²266.3%758,7601.2%Business ServicesMagnera Corp$6,229,050$1,331,400 â–²27.2%655,0001.1%COM SHSDAUCH CORP$5,959,6500.0%1,005,0001.0%COMCVEOCiveo$5,126,6250.0%193,7500.9%Consumer DiscretionaryMECMayville Engineering$4,496,6900.0%250,5120.8%ConstructionCIGIColliers International Group$4,477,3680.0%30,1040.8%FinanceAXRAMREP$3,976,4570.0%141,3600.7%FinanceASTLAlgoma Steel Group$3,602,5040.0%872,2770.6%Basic MaterialsVREXVarex Imaging$3,461,5550.0%326,2540.6%MedicalRamaco Resources Inc$3,246,6000.0%210,0000.6%COM CL ACSVCarriage Services$3,235,0790.0%71,0070.6%Consumer StaplesLRNStride$3,085,950$1,322,550 â–²75.0%35,0000.5%Consumer DiscretionaryKOPKoppers$3,020,947$313,347 â–²11.6%78,1010.5%Basic MaterialsMGMistras Group$2,989,1520.0%202,2430.5%Computer and TechnologyPKOHPark-Ohio$2,918,262$102,942 â–²3.7%121,8990.5%IndustrialsGSMFerroglobe$2,698,6000.0%655,0000.5%Basic MaterialsHNRGHallador Energy$2,604,8000.0%160,0000.4%EnergySinclair Broadcast Group Inc$2,523,3000.0%195,0000.4%CL ATSQTownsquare Media$2,465,3430.0%467,8070.4%Consumer DiscretionaryBBCPConcrete Pumping$2,437,5960.0%341,4000.4%Business ServicesSPWHSportsman's Warehouse$2,412,2200.0%1,710,7940.4%Retail/WholesaleSNDSmart Sand$2,309,2000.0%460,0000.4%EnergyOECOrion$2,177,5000.0%335,0000.4%Basic MaterialsTDWTidewater$2,088,7500.0%25,0000.4%EnergyIIIInformation Services Group$1,872,5410.0%487,6410.3%Business ServicesMount Logan Capital Inc$1,803,174$541,203 â–²42.9%503,6800.3%COMHDSNHudson Technologies$1,800,4560.0%306,2000.3%IndustrialsGarrett Motion Inc$1,653,4700.0%91,0000.3%COMOIO-I Glass$1,629,0500.0%155,0000.3%IndustrialsLMBLimbach$1,561,0000.0%20,0000.3%ConstructionATKRAtkore$1,472,7500.0%25,0000.3%IndustrialsCNDTConduent$1,424,7180.0%1,113,0610.2%Business ServicesORNOrion Group$1,417,0000.0%130,0000.2%ConstructionFSVFirstService$1,403,8500.0%10,1040.2%FinanceRICKRCI Hospitality$1,368,6000.0%60,0000.2%Consumer DiscretionaryRUSHARush Enterprises$1,346,3630.0%20,4180.2%Retail/WholesaleGEOGeo Group$1,344,8000.0%80,0000.2%Business ServicesRUSHBRush Enterprises$1,310,2230.0%20,4180.2%Retail/WholesalePTMNPortman Ridge Finance$1,244,1310.0%167,4470.2%FinanceRYAMRayonier Advanced Materials$1,107,0000.0%100,0000.2%Basic MaterialsXPELXPEL$1,106,5000.0%25,0000.2%Auto/Tires/TrucksPOWWOutdoor$1,105,5000.0%550,0000.2%AerospaceLXULsb Industries$1,043,0000.0%70,0000.2%Basic MaterialsBally's Corporation$994,115$512,115 â–²106.2%103,1240.2%COMMON STOCKOISOil States International$989,4000.0%85,0000.2%EnergyNOANorth American Construction Group$943,600$674,000 â–²250.0%70,0000.2%EnergyTRSTriMas$799,9670.0%22,2770.1%IndustrialsSummit Midstream Corporation$791,230$97,040 â–²14.0%26,1650.1%COMEZPWEZCORP$761,4000.0%30,0000.1%FinanceSARSaratoga Investment$760,8810.0%33,8470.1%FinanceSCSCScanSource$726,000$726,000 â–²New Holding20,0000.1%IndustrialsAbacus Global Management$630,4000.0%80,0000.1%CL ARNGRRanger Energy Services$624,7180.0%36,5760.1%EnergyRamaco Resources Inc$607,226$8,537 â–²1.4%59,5320.1%COM CL BVFFVillage Farms International$511,2000.0%180,0000.1%Consumer StaplesRideNow Group Inc$494,2000.0%70,0000.1%COM CL BINSEInspired Entertainment$463,4500.0%65,0000.1%Business ServicesIESCIES$400,7110.0%8410.1%Computer and TechnologyFSKFS KKR Capital$381,7500.0%37,5000.1%FinanceTWITitan International$345,5000.0%50,0000.1%IndustrialsCURVTorrid$267,0000.0%150,0000.0%Retail/WholesaleBVBrightView$235,8000.0%20,0000.0%Business ServicesKTOSKratos Defense & Security Solutions$231,3430.0%3,2810.0%AerospaceCVGICommercial Vehicle Group$229,5680.0%67,3220.0%Auto/Tires/TrucksRMNIRimini Street$194,1530.0%59,1930.0%Computer and TechnologyGSITGSI Technology$169,6200.0%33,0000.0%Computer and TechnologyWRLDWorld Acceptance$144,3580.0%1,0690.0%FinanceCLFCleveland-Cliffs$95,9080.0%11,3500.0%Basic MaterialsCNTYCentury Casinos$53,2130.0%38,2830.0%Consumer DiscretionaryFTHMFathom$37,0370.0%69,8820.0%Business ServicesZEUSOlympic Steel$0$9,520,732 â–¼-100.0%00.0%Basic MaterialsQIPTQuipt Home Medical$0$706,000 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
