JB CAPITAL PARTNERS LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$591.0B
Holdings
86
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1,424,061 | $108.5B | 18.36% | |
| 2 | RYIRyerson Holding Corporation | 2,125,038 | $48.6B | 8.22% | |
| 3 | TPCTutor Perini Corp | 719,554 | $47.2B | 7.99% | |
| 4 | CNRCore Natural Resources | 466,779 | $39.0B | 6.59% | |
| 5 | OPYOppenheimer Holdings Inc | 503,954 | $37.2B | 6.30% | |
| 6 | 4DHDana Incorporated | 1,852,293 | $37.1B | 6.28% | |
| 7 | NEXNNexxen International LTD | 4,002,875 | $37.0B | 6.26% | |
| 8 | BLDRBuilders FirstSource Inc | 292,265 | $35.4B | 6.00% | |
| 9 | BXCBluelinx Holdings Inc | 393,649 | $28.8B | 4.87% | |
| 10 | CXWCoreCivic Inc | 845,210 | $17.2B | 2.91% | |
| 11 | VCTRVictory Cap Holdings Inc | 241,812 | $15.7B | 2.65% | |
| 12 | MTArcelormittal SA Luxemberg | 205,000 | $7.4B | 1.25% | |
| 13 | METCRamaco Resources Inc | 210,000 | $7.0B | 1.18% | |
| 14 | ZEUSOlympic Steel Inc | 222,499 | $6.8B | 1.15% | |
| 15 | DCHAmerican Axle & MFG Holdings Inc | 1,107,500 | $6.7B | 1.13% | |
| 16 | LCUTLifetime Brands | 1,587,852 | $6.1B | 1.04% | |
| 17 | SPWHSportsmans Warehouse Holdings Inc | 1,710,794 | $4.7B | 0.80% | |
| 18 | CIGIColliers Intl Group Inc | 30,104 | $4.7B | 0.80% | |
| 19 | MECMayville Engineering Co Inc | 250,512 | $4.5B | 0.76% | |
| 20 | CVEOCiveo Corporation | 193,750 | $4.5B | 0.75% | |
| 21 | VREXVarex Imaging | 313,964 | $3.9B | 0.66% | |
| 22 | ASTLAlgoma Steel Group | 992,177 | $3.5B | 0.60% | |
| 23 | AXRAMREP Corp | 141,360 | $3.4B | 0.57% | |
| 24 | IDIEURFluent Co | 1,460,806 | $3.2B | 0.55% | |
| 25 | FETForum Energy Technoligies Inc | 120,800 | $3.2B | 0.55% | |
| 26 | CSVCarriage Services Inc | 71,007 | $3.2B | 0.54% | |
| 27 | HNRGHallador Energy Company | 160,000 | $3.1B | 0.53% | |
| 28 | CNDTConduent Inc | 1,113,061 | $3.1B | 0.53% | |
| 29 | TSQTownsquare Media Inc | 467,807 | $3.1B | 0.52% | |
| 30 | HDSNHudson Technologies Inc | 306,200 | $3.0B | 0.51% | |
| 31 | GSMFerroglobe PLC | 655,000 | $3.0B | 0.50% | |
| 32 | 2362120DSinclair Broadcast Group Inc | 195,000 | $2.9B | 0.50% | |
| 33 | IIIInformation Services Group Inc | 487,641 | $2.8B | 0.47% | |
| 34 | BBCPConcrete Pumping Holdings Inc | 341,400 | $2.4B | 0.41% | |
| 35 | MLCIMount Logan Capital Inc | 307,506 | $2.4B | 0.41% | |
| 36 | OI*O-I Glass Inc | 155,000 | $2.0B | 0.34% | |
| 37 | MAGNMagnera Corp | 170,000 | $2.0B | 0.34% | |
| 38 | MGMistras Group Inc | 202,243 | $2.0B | 0.34% | |
| 39 | LMBLimbach Holdings Inc | 20,000 | $1.9B | 0.33% | |
| 40 | FSVFirstService Corp | 10,104 | $1.9B | 0.33% | |
| 41 | RICKRCI Hospitality Holdings Inc | 60,000 | $1.8B | 0.31% | |
| 42 | GEGGeo Group Inc | 80,000 | $1.6B | 0.28% | |
| 43 | PKOHPark-Ohio Holdings Corp | 76,899 | $1.6B | 0.28% | |
| 44 | ATKRAtkore International Group Inc | 25,000 | $1.6B | 0.27% | |
| 45 | KELYAKelly Services Inc | 117,486 | $1.5B | 0.26% | |
| 46 | BCICBCP Investment Corporation | 122,447 | $1.4B | 0.24% | |
| 47 | TDWTidewater | 25,000 | $1.3B | 0.23% | |
| 48 | GTXGarrett Motion Inc | 91,000 | $1.2B | 0.21% | |
| 49 | RUNRush Enterprises Inc Cl B | 20,418 | $1.2B | 0.20% | |
| 50 | RUSHARush Enterprises Inc Cl A | 20,418 | $1.1B | 0.18% | |
| 51 | ORNOrion Group Hldgs Inc | 130,000 | $1.1B | 0.18% | |
| 52 | SNDSmart Sand Inc | 460,000 | $984.4M | 0.17% | |
| 53 | METCRamaco Resources Inc | 57,863 | $975.0M | 0.16% | |
| 54 | BALYBally's Corporation | 50,000 | $931.5M | 0.16% | |
| 55 | TRSTrimas Corp | 22,277 | $859.7M | 0.15% | |
| 56 | XPELXpel Inc | 25,000 | $826.8M | 0.14% | |
| 57 | POWWOutdoor Holdings Co | 550,000 | $814.0M | 0.14% | |
| 58 | SARSaratoga Investment Corp | 33,847 | $807.9M | 0.14% | |
| 59 | RYAMRayonier Advanced Materials Inc | 100,000 | $722.0M | 0.12% | |
| 60 | INSEInspired Entertainment | 65,000 | $609.7M | 0.10% | |
| 61 | EZPWEzcorp Inc | 30,000 | $571.2M | 0.10% | |
| 62 | VFFVillage Farms International Inc | 180,000 | $563.4M | 0.10% | |
| 63 | FSKFS KKR Capital Corp | 37,500 | $559.9M | 0.09% | |
| 64 | LXULSB Inds Inc | 70,000 | $551.6M | 0.09% | |
| 65 | QIPTQuipt Home Medical | 200,000 | $522.0M | 0.09% | |
| 66 | RNGRRanger Energy Services Inc | 36,576 | $513.5M | 0.09% | |
| 67 | GTNGray Television Inc | 87,300 | $504.6M | 0.09% | |
| 68 | TWITitan International Inc | 50,000 | $378.0M | 0.06% | |
| 69 | EAFEURGraftech INTL LTD | 29,275 | $375.3M | 0.06% | |
| 70 | IESCIES Holdings Inc | 841 | $334.4M | 0.06% | |
| 71 | RDNWRideNow Group Inc | 70,000 | $308.0M | 0.05% | |
| 72 | KTOSKratos Defense & Sec Solutions | 3,281 | $299.8M | 0.05% | |
| 73 | NOANORTH AMERN CONSTR GROUP LTD | 20,000 | $284.0M | 0.05% | |
| 74 | RMNIRimini Str Inc Del | 59,193 | $277.0M | 0.05% | |
| 75 | BVBrightview Holdings Inc | 20,000 | $268.0M | 0.05% | |
| 76 | CURVTorrid Holdings Inc | 150,000 | $262.5M | 0.04% | |
| 77 | —Lee Enterprises Inc | 40,000 | $217.6M | 0.04% | |
| 78 | WRLDWorld Acceptance Corp | 1,069 | $180.8M | 0.03% | |
| 79 | CLFCleveland-Cliffs Inc New | 11,350 | $138.5M | 0.02% | |
| 80 | FTHMFathom Holdings Inc | 69,882 | $125.8M | 0.02% | |
| 81 | GSITGSI Technology | 33,000 | $121.4M | 0.02% | |
| 82 | CVGICommercial Vehicle Group Inc | 67,322 | $114.4M | 0.02% | |
| 83 | CNTCentury Casinos Inc | 38,283 | $99.9M | 0.02% | |
| 84 | DXLGDestination XL Group Inc | 75,000 | $98.3M | 0.02% | |
| 85 | TSETrinseo SA | 27,001 | $63.5M | 0.01% | |
| 86 | XELBUSDXcel Brands Inc | 15,000 | $26.4M | 0.00% |