JB CAPITAL PARTNERS LP
CIK: 0001138532Latest portfolio: $581.4M · Q4 2025
Holdings
86
Total Value
$581.4M
New Positions
6
Closed Positions
5
Top Holdings
View All 86 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1,424,061 | $101.6M | 17.48% | — | |
| 2 | RYIRyerson Holding Corporation | 2,343,475 | $59.0M | 10.14% | +218K | |
| 3 | 4DHDana Incorporated | 1,852,293 | $44.0M | 7.57% | — | |
| 4 | CNRCore Natural Resources | 466,779 | $41.3M | 7.11% | — | |
| 5 | OPYOppenheimer Holdings Inc | 503,954 | $36.4M | 6.27% | — | |
| 6 | TPCTutor Perini Corp | 509,554 | $34.1M | 5.87% | -210,000 | |
| 7 | BLDRBuilders FirstSource Inc | 292,265 | $30.1M | 5.17% | — | |
| 8 | NEXNNexxen International LTD | 4,361,625 | $28.5M | 4.91% | +359K | |
| 9 | BXCBluelinx Holdings Inc | 393,649 | $24.2M | 4.16% | — | |
| 10 | CXWCoreCivic Inc | 845,210 | $16.2M | 2.78% | — | |
| 11 | VCTRVictory Cap Holdings Inc | 241,812 | $15.3M | 2.62% | — | |
| 12 | ZEUSOlympic Steel Inc | 222,499 | $9.5M | 1.64% | — | |
| 13 | MTArcelormittal SA Luxemberg | 205,000 | $9.3M | 1.61% | — | |
| 14 | MAGNMagnera Corp | 515,000 | $7.8M | 1.34% | +345K | |
| 15 | DCHAmerican Axle & MFG Holdings Inc | 1,005,000 | $6.4M | 1.11% | -102,500 | |
| 16 | LCUTLifetime Brands | 1,627,852 | $6.4M | 1.11% | +40K | |
| 17 | IDIEURFluent Co | 2,169,483 | $5.2M | 0.90% | +709K | |
| 18 | MECMayville Engineering Co Inc | 250,512 | $4.7M | 0.81% | — | |
| 19 | FETForum Energy Technoligies Inc | 120,800 | $4.5M | 0.77% | — | |
| 20 | CVEOCiveo Corporation | 193,750 | $4.4M | 0.76% | — | |
| 21 | CIGIColliers Intl Group Inc | 30,104 | $4.4M | 0.76% | — | |
| 22 | VREXVarex Imaging | 326,254 | $3.8M | 0.65% | +12K | |
| 23 | METCRamaco Resources Inc | 210,000 | $3.8M | 0.65% | — | |
| 24 | ASTLAlgoma Steel Group | 872,277 | $3.6M | 0.62% | -119,900 | |
| 25 | HNRGHallador Energy Company | 160,000 | $3.0M | 0.52% | — |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($3.4150300712418172e+62T)
Consumer Cyclical0.0% ($6.4303003249715865e+35T)
Energy0.0% ($4.1314446337803046e+34T)
Basic Materials0.0% ($9.341357630392099e+23T)
Financial Services0.0% ($3.64301525529082e+21T)
Technology0.0% ($58961952028182.1T)
Unknown0.0% ($4401052063.0T)
Real Estate0.0% ($1615144252.7T)
Healthcare0.0% ($10160638.0T)
Communication Services0.0% ($285.3B)
Consumer Defensive0.0% ($1.3B)
Filing History
Fund Information
JB CAPITAL PARTNERS LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $581.4M across 86 holdings. The largest position is RadNet Inc (RDNT), representing 17.5% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.