JB CAPITAL PARTNERS LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$522.3B
Holdings
81
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1,474,061 | $102.9B | 19.71% | |
| 2 | ARCH1USDArch Resources Inc | 337,592 | $47.7B | 9.13% | |
| 3 | BLDRBuilders FirstSource Inc | 292,265 | $41.8B | 8.00% | |
| 4 | BXCBluelinx Holdings Inc | 393,649 | $40.2B | 7.70% | |
| 5 | RYIRyerson Holding Corporation | 2,131,069 | $39.4B | 7.55% | |
| 6 | OPYOppenheimer Holdings Inc | 503,954 | $32.3B | 6.18% | |
| 7 | TPCTutor Perini Corp | 894,554 | $21.6B | 4.14% | |
| 8 | 4DHDana Incorporated | 1,832,293 | $21.2B | 4.06% | |
| 9 | CXWCoreCivic Inc | 845,210 | $18.4B | 3.52% | |
| 10 | VCTRVictory Cap Holdings Inc | 276,812 | $18.1B | 3.47% | |
| 11 | USAPUniversal Stainless & Alloy | 245,000 | $10.8B | 2.07% | |
| 12 | ASTLAlgoma Steel Group | 992,177 | $9.7B | 1.86% | |
| 13 | IESCIES Holdings Inc | 41,845 | $8.4B | 1.61% | |
| 14 | LCUTLifetime Brands | 1,248,121 | $7.4B | 1.41% | |
| 15 | ZEUSOlympic Steel Inc | 182,499 | $6.0B | 1.15% | |
| 16 | MTArcelormittal SA Luxemberg | 205,000 | $4.7B | 0.91% | |
| 17 | AXRAMREP Corp | 141,360 | $4.4B | 0.85% | |
| 18 | CVEOCiveo Corporation | 193,750 | $4.4B | 0.84% | |
| 19 | SPWHSportsmans Warehouse Holdings Inc | 1,611,794 | $4.3B | 0.82% | |
| 20 | TSQTownsquare Media Inc | 467,807 | $4.3B | 0.81% | |
| 21 | CNDTConduent Inc | 1,038,061 | $4.2B | 0.80% | |
| 22 | CIGIColliers Intl Group Inc | 30,104 | $4.1B | 0.78% | |
| 23 | MECMayville Engineering Co Inc | 250,512 | $3.9B | 0.75% | |
| 24 | IDIEURFluent Co | 1,406,982 | $3.5B | 0.68% | |
| 25 | RICKRCI Hospitality Holdings Inc | 60,000 | $3.4B | 0.66% | |
| 26 | 2362120DSinclair Broadcast Group Inc | 195,000 | $3.1B | 0.60% | |
| 27 | CSVCarriage Services Inc | 71,007 | $2.8B | 0.54% | |
| 28 | GSMFerroglobe PLC | 655,000 | $2.5B | 0.48% | |
| 29 | CEIXEURConsol Energy Inc New | 23,111 | $2.5B | 0.47% | |
| 30 | METCRamaco Resources Inc | 235,000 | $2.4B | 0.46% | |
| 31 | ATSG*Air Transport Services Group | 109,022 | $2.4B | 0.46% | |
| 32 | GEGGeo Group Inc | 80,000 | $2.2B | 0.43% | |
| 33 | ATKRAtkore International Group Inc | 25,000 | $2.1B | 0.40% | |
| 34 | PKOHPark-Ohio Holdings Corp | 76,899 | $2.0B | 0.39% | |
| 35 | BBCPConcrete Pumping Holdings Inc | 282,100 | $1.9B | 0.36% | |
| 36 | MGMistras Group Inc | 202,243 | $1.8B | 0.35% | |
| 37 | HNRGHallador Energy Company | 160,000 | $1.8B | 0.35% | |
| 38 | FSVFirstService Corp | 10,104 | $1.8B | 0.35% | |
| 39 | LMBLimbach Holdings Inc | 20,000 | $1.7B | 0.33% | |
| 40 | HDSNHudson Technologies Inc | 306,200 | $1.7B | 0.33% | |
| 41 | IIIInformation Services Group Inc | 487,641 | $1.6B | 0.31% | |
| 42 | TDWTidewater | 25,000 | $1.4B | 0.26% | |
| 43 | NEXNNexxen International LTD | 134,850 | $1.4B | 0.26% | |
| 44 | RUSHARush Enterprises Inc Cl A | 20,418 | $1.1B | 0.21% | |
| 45 | RUNRush Enterprises Inc Cl B | 20,418 | $1.1B | 0.21% | |
| 46 | XPELXpel Inc | 25,000 | $998.5M | 0.19% | |
| 47 | ORNOrion Group Hldgs Inc | 130,000 | $952.9M | 0.18% | |
| 48 | GTXGarrett Motion Inc | 91,000 | $821.7M | 0.16% | |
| 49 | FSKFS KKR Capital Corp | 37,500 | $814.5M | 0.16% | |
| 50 | SARSaratoga Investment Corp | 33,847 | $809.6M | 0.15% | |
| 51 | SNDSmart Sand Inc | 350,000 | $787.5M | 0.15% | |
| 52 | CURVTorrid Holdings Inc | 150,000 | $784.5M | 0.15% | |
| 53 | DCHAmerican Axle & MFG Holdings Inc | 132,500 | $772.5M | 0.15% | |
| 54 | QIPTQuipt Home Medical | 200,000 | $610.0M | 0.12% | |
| 55 | POWWAmmo Inc | 550,000 | $605.0M | 0.12% | |
| 56 | —Lee Enterprises Inc | 40,000 | $591.2M | 0.11% | |
| 57 | INSEInspired Entertainment | 65,000 | $588.3M | 0.11% | |
| 58 | RNGRRanger Energy Services Inc | 36,576 | $566.2M | 0.11% | |
| 59 | TRSTrimas Corp | 22,277 | $547.8M | 0.10% | |
| 60 | METCRamaco Resources Inc | 51,359 | $507.4M | 0.10% | |
| 61 | EAFEURGraftech INTL LTD | 292,754 | $506.5M | 0.10% | |
| 62 | NOANORTH AMERN CONSTR GROUP LTD | 20,000 | $432.2M | 0.08% | |
| 63 | —Manitex International Inc | 66,518 | $385.8M | 0.07% | |
| 64 | RDNWRumbleOn Inc | 70,000 | $380.1M | 0.07% | |
| 65 | EZPWEzcorp Inc | 30,000 | $366.6M | 0.07% | |
| 66 | VREXVarex Imaging | 25,000 | $364.8M | 0.07% | |
| 67 | TWITitan International Inc | 50,000 | $339.5M | 0.06% | |
| 68 | BVBrightview Holdings Inc | 20,000 | $319.8M | 0.06% | |
| 69 | GTNGray Television Inc | 87,300 | $275.0M | 0.05% | |
| 70 | DXLGDestination XL Group Inc | 75,000 | $201.8M | 0.04% | |
| 71 | CVGICommercial Vehicle Group Inc | 67,322 | $167.0M | 0.03% | |
| 72 | RMNIRimini Str Inc Del | 59,193 | $158.0M | 0.03% | |
| 73 | VFFVillage Farms International Inc | 180,000 | $138.8M | 0.03% | |
| 74 | TSETrinseo SA | 27,001 | $137.7M | 0.03% | |
| 75 | CNTCentury Casinos Inc | 38,283 | $124.0M | 0.02% | |
| 76 | WRLDWorld Acceptance Corp | 1,069 | $120.2M | 0.02% | |
| 77 | FTHMFathom Holdings Inc | 69,882 | $106.9M | 0.02% | |
| 78 | CLFCleveland-Cliffs Inc New | 11,350 | $106.7M | 0.02% | |
| 79 | GSITGSI Technology | 33,000 | $100.0M | 0.02% | |
| 80 | KTOSKratos Defense & Sec Solutions | 3,281 | $86.6M | 0.02% | |
| 81 | XELBUSDXcel Brands Inc | 15,000 | $7.7M | 0.00% |