JB CAPITAL PARTNERS LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$476.4B
Holdings
79
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1,474,061 | $73.3B | 15.39% | |
| 2 | RYIRyerson Holding Corporation | 2,131,069 | $48.9B | 10.27% | |
| 3 | BLDRBuilders FirstSource Inc | 292,265 | $36.5B | 7.67% | |
| 4 | CNRCore Natural Resources | 466,779 | $36.0B | 7.55% | |
| 5 | OPYOppenheimer Holdings Inc | 503,954 | $30.0B | 6.29% | |
| 6 | BXCBluelinx Holdings Inc | 393,649 | $29.5B | 6.20% | |
| 7 | NEXNNexxen International LTD | 3,492,557 | $29.2B | 6.12% | |
| 8 | 4DHDana Incorporated | 1,852,293 | $24.5B | 5.15% | |
| 9 | TPCTutor Perini Corp | 894,554 | $20.7B | 4.35% | |
| 10 | CXWCoreCivic Inc | 845,210 | $17.1B | 3.60% | |
| 11 | VCTRVictory Cap Holdings Inc | 276,812 | $16.0B | 3.36% | |
| 12 | LCUTLifetime Brands | 1,447,621 | $7.0B | 1.48% | |
| 13 | IESCIES Holdings Inc | 41,845 | $6.9B | 1.45% | |
| 14 | ZEUSOlympic Steel Inc | 206,332 | $6.5B | 1.37% | |
| 15 | MTArcelormittal SA Luxemberg | 205,000 | $5.9B | 1.24% | |
| 16 | ASTLAlgoma Steel Group | 992,177 | $5.4B | 1.13% | |
| 17 | CVEOCiveo Corporation | 193,750 | $4.5B | 0.94% | |
| 18 | DCHAmerican Axle & MFG Holdings Inc | 957,500 | $3.9B | 0.82% | |
| 19 | TSQTownsquare Media Inc | 467,807 | $3.7B | 0.78% | |
| 20 | CIGIColliers Intl Group Inc | 30,104 | $3.7B | 0.77% | |
| 21 | MECMayville Engineering Co Inc | 250,512 | $3.4B | 0.71% | |
| 22 | 2362120DSinclair Broadcast Group Inc | 195,000 | $3.1B | 0.65% | |
| 23 | IDIEURFluent Co | 1,415,585 | $3.1B | 0.65% | |
| 24 | AXRAMREP Corp | 141,360 | $2.8B | 0.59% | |
| 25 | CNDTConduent Inc | 1,038,061 | $2.8B | 0.59% | |
| 26 | CSVCarriage Services Inc | 71,007 | $2.7B | 0.58% | |
| 27 | RICKRCI Hospitality Holdings Inc | 60,000 | $2.6B | 0.54% | |
| 28 | ATSG*Air Transport Services Group | 109,022 | $2.4B | 0.51% | |
| 29 | GSMFerroglobe PLC | 655,000 | $2.4B | 0.51% | |
| 30 | GEGGeo Group Inc | 80,000 | $2.3B | 0.49% | |
| 31 | MGMistras Group Inc | 202,243 | $2.1B | 0.45% | |
| 32 | TWITitan International Inc | 50,000 | $2.1B | 0.44% | |
| 33 | HNRGHallador Energy Company | 160,000 | $2.0B | 0.41% | |
| 34 | METCRamaco Resources Inc | 235,000 | $1.9B | 0.41% | |
| 35 | IIIInformation Services Group Inc | 487,641 | $1.9B | 0.40% | |
| 36 | HDSNHudson Technologies Inc | 306,200 | $1.9B | 0.40% | |
| 37 | BBCPConcrete Pumping Holdings Inc | 312,100 | $1.7B | 0.36% | |
| 38 | FSVFirstService Corp | 10,104 | $1.7B | 0.35% | |
| 39 | PKOHPark-Ohio Holdings Corp | 76,899 | $1.7B | 0.35% | |
| 40 | SPWHSportsmans Warehouse Holdings Inc | 1,611,794 | $1.6B | 0.34% | |
| 41 | ATKRAtkore International Group Inc | 25,000 | $1.5B | 0.31% | |
| 42 | LMBLimbach Holdings Inc | 20,000 | $1.5B | 0.31% | |
| 43 | VREXVarex Imaging | 110,000 | $1.3B | 0.27% | |
| 44 | RUNRush Enterprises Inc Cl B | 20,418 | $1.2B | 0.24% | |
| 45 | OI*O-I Glass Inc | 95,000 | $1.1B | 0.23% | |
| 46 | RUSHARush Enterprises Inc Cl A | 20,418 | $1.1B | 0.23% | |
| 47 | TDWTidewater | 25,000 | $1.1B | 0.22% | |
| 48 | SNDSmart Sand Inc | 350,000 | $906.5M | 0.19% | |
| 49 | SARSaratoga Investment Corp | 33,847 | $839.4M | 0.18% | |
| 50 | CURVTorrid Holdings Inc | 150,000 | $822.0M | 0.17% | |
| 51 | FSKFS KKR Capital Corp | 37,500 | $785.6M | 0.16% | |
| 52 | GTXGarrett Motion Inc | 91,000 | $761.7M | 0.16% | |
| 53 | POWWAmmo Inc | 550,000 | $759.0M | 0.16% | |
| 54 | XPELXpel Inc | 25,000 | $734.5M | 0.15% | |
| 55 | ORNOrion Group Hldgs Inc | 130,000 | $679.9M | 0.14% | |
| 56 | INSEInspired Entertainment | 65,000 | $555.1M | 0.12% | |
| 57 | TRSTrimas Corp | 22,277 | $521.1M | 0.11% | |
| 58 | RNGRRanger Energy Services Inc | 36,576 | $516.1M | 0.11% | |
| 59 | QIPTQuipt Home Medical | 200,000 | $466.0M | 0.10% | |
| 60 | EZPWEzcorp Inc | 30,000 | $441.6M | 0.09% | |
| 61 | —Lee Enterprises Inc | 40,000 | $415.2M | 0.09% | |
| 62 | METCRamaco Resources Inc | 55,010 | $391.1M | 0.08% | |
| 63 | GTNGray Television Inc | 87,300 | $377.1M | 0.08% | |
| 64 | NOANORTH AMERN CONSTR GROUP LTD | 20,000 | $315.8M | 0.07% | |
| 65 | BVBrightview Holdings Inc | 20,000 | $256.8M | 0.05% | |
| 66 | EAFEURGraftech INTL LTD | 292,754 | $254.7M | 0.05% | |
| 67 | RMNIRimini Str Inc Del | 59,193 | $206.0M | 0.04% | |
| 68 | RDNWRumbleOn Inc | 70,000 | $197.4M | 0.04% | |
| 69 | WRLDWorld Acceptance Corp | 1,069 | $135.3M | 0.03% | |
| 70 | VFFVillage Farms International Inc | 180,000 | $109.8M | 0.02% | |
| 71 | DXLGDestination XL Group Inc | 75,000 | $109.5M | 0.02% | |
| 72 | TSETrinseo SA | 27,001 | $99.1M | 0.02% | |
| 73 | KTOSKratos Defense & Sec Solutions | 3,281 | $97.4M | 0.02% | |
| 74 | CLFCleveland-Cliffs Inc New | 11,350 | $93.3M | 0.02% | |
| 75 | CVGICommercial Vehicle Group Inc | 67,322 | $77.4M | 0.02% | |
| 76 | GSITGSI Technology | 33,000 | $67.0M | 0.01% | |
| 77 | CNTCentury Casinos Inc | 38,283 | $64.7M | 0.01% | |
| 78 | FTHMFathom Holdings Inc | 69,882 | $61.5M | 0.01% | |
| 79 | XELBUSDXcel Brands Inc | 15,000 | $42.3M | 0.01% |