JB CAPITAL PARTNERS LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$581.4M
Holdings
86
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1,424,061 | $101.6M | 17.48% | |
| 2 | RYIRyerson Holding Corporation | 2,343,475 | $59.0M | 10.14% | |
| 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% | |
| 7 | BLDRBuilders FirstSource Inc | 292,265 | $30.1M | 5.17% | |
| 8 | NEXNNexxen International LTD | 4,361,625 | $28.5M | 4.91% | |
| 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% | |
| 15 | DCHAmerican Axle & MFG Holdings Inc | 1,005,000 | $6.4M | 1.11% | |
| 16 | LCUTLifetime Brands | 1,627,852 | $6.4M | 1.11% | |
| 17 | IDIEURFluent Co | 2,169,483 | $5.2M | 0.90% | |
| 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% | |
| 23 | METCRamaco Resources Inc | 210,000 | $3.8M | 0.65% | |
| 24 | ASTLAlgoma Steel Group | 872,277 | $3.6M | 0.62% | |
| 25 | HNRGHallador Energy Company | 160,000 | $3.0M | 0.52% | |
| 26 | GSMFerroglobe PLC | 655,000 | $3.0M | 0.52% | |
| 27 | CSVCarriage Services Inc | 71,007 | $3.0M | 0.52% | |
| 28 | 2362120DSinclair Broadcast Group Inc | 195,000 | $3.0M | 0.51% | |
| 29 | MLCIMount Logan Capital Inc | 352,506 | $2.9M | 0.50% | |
| 30 | IIIInformation Services Group Inc | 487,641 | $2.8M | 0.48% | |
| 31 | AXRAMREP Corp | 141,360 | $2.7M | 0.46% | |
| 32 | MGMistras Group Inc | 202,243 | $2.6M | 0.44% | |
| 33 | SPWHSportsmans Warehouse Holdings Inc | 1,710,794 | $2.5M | 0.43% | |
| 34 | PKOHPark-Ohio Holdings Corp | 117,599 | $2.5M | 0.42% | |
| 35 | TSQTownsquare Media Inc | 467,807 | $2.3M | 0.40% | |
| 36 | BBCPConcrete Pumping Holdings Inc | 341,400 | $2.3M | 0.39% | |
| 37 | OI*O-I Glass Inc | 155,000 | $2.3M | 0.39% | |
| 38 | CNDTConduent Inc | 1,113,061 | $2.1M | 0.37% | |
| 39 | HDSNHudson Technologies Inc | 306,200 | $2.1M | 0.36% | |
| 40 | BCICBCP Investment Corporation | 167,447 | $2.0M | 0.34% | |
| 41 | KOPKoppers Holdings Inc | 70,000 | $1.9M | 0.33% | |
| 42 | SNDSmart Sand Inc | 460,000 | $1.8M | 0.32% | |
| 43 | KELYAKelly Services Inc | 207,160 | $1.8M | 0.31% | |
| 44 | OECOrion S.A. | 335,000 | $1.8M | 0.30% | |
| 45 | GTXGarrett Motion Inc | 91,000 | $1.6M | 0.27% | |
| 46 | ATKRAtkore International Group Inc | 25,000 | $1.6M | 0.27% | |
| 47 | FSVFirstService Corp | 10,104 | $1.6M | 0.27% | |
| 48 | RICKRCI Hospitality Holdings Inc | 60,000 | $1.4M | 0.25% | |
| 49 | LRNStride, Inc | 20,000 | $1.3M | 0.22% | |
| 50 | ORNOrion Group Hldgs Inc | 130,000 | $1.3M | 0.22% | |
| 51 | GEGGeo Group Inc | 80,000 | $1.3M | 0.22% | |
| 52 | TDWTidewater | 25,000 | $1.3M | 0.22% | |
| 53 | XPELXpel Inc | 25,000 | $1.2M | 0.21% | |
| 54 | RUNRush Enterprises Inc Cl B | 20,418 | $1.1M | 0.20% | |
| 55 | RUSHARush Enterprises Inc Cl A | 20,418 | $1.1M | 0.19% | |
| 56 | POWWOutdoor Holdings Co | 550,000 | $940K | 0.16% | |
| 57 | BALYBally's Corporation | 50,000 | $826K | 0.14% | |
| 58 | TRSTrimas Corp | 22,277 | $789K | 0.14% | |
| 59 | SARSaratoga Investment Corp | 33,847 | $780K | 0.13% | |
| 60 | QIPTQuipt Home Medical | 200,000 | $706K | 0.12% | |
| 61 | METCRamaco Resources Inc | 58,695 | $689K | 0.12% | |
| 62 | ABXAbacus Global Management | 80,000 | $684K | 0.12% | |
| 63 | VFFVillage Farms International Inc | 180,000 | $657K | 0.11% | |
| 64 | SMCSummit Midstream Corporation | 22,956 | $612K | 0.11% | |
| 65 | INSEInspired Entertainment | 65,000 | $608K | 0.10% | |
| 66 | LXULSB Inds Inc | 70,000 | $595K | 0.10% | |
| 67 | RYAMRayonier Advanced Materials Inc | 100,000 | $589K | 0.10% | |
| 68 | EZPWEzcorp Inc | 30,000 | $582K | 0.10% | |
| 69 | OISOil States International Inc | 85,000 | $575K | 0.10% | |
| 70 | FSKFS KKR Capital Corp | 37,500 | $555K | 0.10% | |
| 71 | RNGRRanger Energy Services Inc | 36,576 | $511K | 0.09% | |
| 72 | TWITitan International Inc | 50,000 | $391K | 0.07% | |
| 73 | RDNWRideNow Group Inc | 70,000 | $386K | 0.07% | |
| 74 | IESCIES Holdings Inc | 841 | $327K | 0.06% | |
| 75 | NOANORTH AMERN CONSTR GROUP LTD | 20,000 | $287K | 0.05% | |
| 76 | BVBrightview Holdings Inc | 20,000 | $253K | 0.04% | |
| 77 | KTOSKratos Defense & Sec Solutions | 3,281 | $249K | 0.04% | |
| 78 | RMNIRimini Str Inc Del | 59,193 | $229K | 0.04% | |
| 79 | GSITGSI Technology | 33,000 | $204K | 0.04% | |
| 80 | CLFCleveland-Cliffs Inc New | 11,350 | $150K | 0.03% | |
| 81 | CURVTorrid Holdings Inc | 150,000 | $147K | 0.03% | |
| 82 | CVGICommercial Vehicle Group Inc | 67,322 | $96K | 0.02% | |
| 83 | LMBLimbach Holdings Inc | 20,000 | $79K | 0.01% | |
| 84 | FTHMFathom Holdings Inc | 69,882 | $70K | 0.01% | |
| 85 | CNTCentury Casinos Inc | 38,283 | $50K | 0.01% | |
| 86 | WRLDWorld Acceptance Corp | 1,069 | $3K | 0.00% |