Jb Capital Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$580.5M
Q ending 2026-03-31
Prior quarter
$581.4M
Q ending 2025-12-31
Change
-0.2% QoQ · +21.9% YoY
Positions
85
reported holdings
Largest positions
All 85 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Radnet Inc | RDNT | Shares | $79.6M | 1.4M |
| Ryerson Holding Corporation | RYZ | Shares | $63.8M | 2.8M |
| Core Natural Resources | CNR | Shares | $48.9M | 467K |
| Dana Incorporated | DAN | Shares | $46.5M | 1.9M |
| Oppenheimer Holdings Inc | OPY | Shares | $44.9M | 504K |
| Tutor Perini Corp | TPC | Shares | $32.8M | 425K |
| Nexxen International Ltd | Shares | $28.8M | 4.4M | |
| Builders Firstsource Inc | BLDR | Shares | $24.1M | 292K |
| Bluelinx Holdings Inc | BXC | Shares | $21.3M | 394K |
| Corecivic Inc | CXW | Shares | $16.0M | 845K |
| Victory Cap Holdings Inc | VCTR | Shares | $15.8M | 242K |
| Arcelormittal Sa Luxemberg | MT | Shares | $10.7M | 205K |
| Lifetime Brands | LCUT | Shares | $9.3M | 1.6M |
| Forum Energy Technoligies Inc | FET | Shares | $7.1M | 121K |
| Fluent Co | IDIEUR | Shares | $6.9M | 2.2M |
| Kelly Services Inc | KELYA | Shares | $6.7M | 759K |
| Magnera Corp | MAGN | Shares | $6.2M | 655K |
| Dauch Corp | DCH | Shares | $6.0M | 1.0M |
| Civeo Corporation | CVEO | Shares | $5.1M | 194K |
| Mayville Engineering Co Inc | MEC | Shares | $4.5M | 251K |
| Colliers Intl Group Inc | CIGI | Shares | $4.5M | 30K |
| Amrep Corp | AXR | Shares | $4.0M | 141K |
| Algoma Steel Group | ASTL | Shares | $3.6M | 872K |
| Varex Imaging | VREX | Shares | $3.5M | 326K |
| Ramaco Resources Inc | Shares | $3.2M | 210K | |
| Carriage Services Inc | CSV | Shares | $3.2M | 71K |
| Stride, Inc | LRN | Shares | $3.1M | 35K |
| Koppers Holdings Inc | KOP | Shares | $3.0M | 78K |
| Mistras Group Inc | MG | Shares | $3.0M | 202K |
| Park-Ohio Holdings Corp | PKOH | Shares | $2.9M | 122K |
| Ferroglobe Plc | Shares | $2.7M | 655K | |
| Hallador Energy Company | HNRG | Shares | $2.6M | 160K |
| Sinclair Broadcast Group Inc | 2362120D | Shares | $2.5M | 195K |
| Townsquare Media Inc | TSQ | Shares | $2.5M | 468K |
| Concrete Pumping Holdings Inc | BBCP | Shares | $2.4M | 341K |
| Sportsmans Warehouse Holdings Inc | SPWH | Shares | $2.4M | 1.7M |
| Smart Sand Inc | SND | Shares | $2.3M | 460K |
| Orion S.A. | Shares | $2.2M | 335K | |
| Tidewater | TDW | Shares | $2.1M | 25K |
| Information Services Group Inc | III | Shares | $1.9M | 488K |
| Mount Logan Capital Inc | MLCI | Shares | $1.8M | 504K |
| Hudson Technologies Inc | HDSN | Shares | $1.8M | 306K |
| Garrett Motion Inc | GTX | Shares | $1.7M | 91K |
| O-I Glass Inc | OI | Shares | $1.6M | 155K |
| Limbach Holdings Inc | LMB | Shares | $1.6M | 20K |
| Atkore International Group Inc | ATKR | Shares | $1.5M | 25K |
| Conduent Inc | CNDT | Shares | $1.4M | 1.1M |
| Orion Group Hldgs Inc | ORN | Shares | $1.4M | 130K |
| Firstservice Corp | FSV | Shares | $1.4M | 10K |
| Rci Hospitality Holdings Inc | RICK | Shares | $1.4M | 60K |
| Rush Enterprises Inc Cl A | RUSHA | Shares | $1.3M | 20K |
| Geo Group Inc | GEO | Shares | $1.3M | 80K |
| Rush Enterprises Inc Cl B | RUSHB | Shares | $1.3M | 20K |
| Bcp Investment Corporation | BCIC | Shares | $1.2M | 167K |
| Rayonier Advanced Materials Inc | RYAM | Shares | $1.1M | 100K |
| Xpel Inc | XPEL | Shares | $1.1M | 25K |
| Outdoor Holdings Co | POWW | Shares | $1.1M | 550K |
| Lsb Inds Inc | LXU | Shares | $1.0M | 70K |
| Bally'S Corporation | BALY | Shares | $994K | 103K |
| Oil States International Inc | OIS | Shares | $989K | 85K |
| North Amern Constr Group Ltd | NOA | Shares | $944K | 70K |
| Trimas Corp | TRS | Shares | $800K | 22K |
| Summit Midstream Corporation | SMC | Shares | $791K | 26K |
| Ezcorp Inc | EZPW | Shares | $761K | 30K |
| Saratoga Investment Corp | SAR | Shares | $761K | 34K |
| Scansource, Inc | SCSC | Shares | $726K | 20K |
| Abacus Global Management | ABX | Shares | $630K | 80K |
| Ranger Energy Services Inc | RNGR | Shares | $625K | 37K |
| Ramaco Resources Inc | Shares | $607K | 60K | |
| Village Farms International Inc | VFF | Shares | $511K | 180K |
| Ridenow Group Inc | RDNW | Shares | $494K | 70K |
| Inspired Entertainment | INSE | Shares | $463K | 65K |
| Ies Holdings Inc | IESC | Shares | $401K | 841 |
| Fs Kkr Capital Corp | FSK | Shares | $382K | 38K |
| Titan International Inc | TWI | Shares | $346K | 50K |
| Torrid Holdings Inc | CURV | Shares | $267K | 150K |
| Brightview Holdings Inc | BV | Shares | $236K | 20K |
| Kratos Defense & Sec Solutions | KTOS | Shares | $231K | 3K |
| Commercial Vehicle Group Inc | CVGI | Shares | $230K | 67K |
| Rimini Str Inc Del | RMNI | Shares | $194K | 59K |
| Gsi Technology | GSIT | Shares | $170K | 33K |
| World Acceptance Corp | WRLD | Shares | $144K | 1K |
| Cleveland-Cliffs Inc New | CLF | Shares | $96K | 11K |
| Century Casinos Inc | CNTY | Shares | $53K | 38K |
| Fathom Holdings Inc | FTHM | Shares | $37K | 70K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.