Jb Capital Partners LP

Jb Capital Partners LP reported 87 holdings worth US$646M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Jb Capital Partners LP reported 87 holdings worth US$646M as of Jun 30, 2026. Largest: Radnet, Inc., Ryerson Holding Corporation and Oppenheimer Holdings, Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
87
Value as reported
US$646M

The filing in full

CompanySharesValue as reported% of portfolio
Radnet, Inc.1.42MUS$87.8M13.6%
Ryerson Holding Corporation2.84MUS$69.9M10.8%
Oppenheimer Holdings, Inc.504KUS$53.2M8.2%
Dana Incorporated1.85MUS$50.4M7.8%
Core Natural Resources, Inc.467KUS$37.4M5.8%
Builders Firstsource, Inc.292KUS$26.2M4.0%
Tutor Perini Corporation313KUS$25.9M4.0%
Corecivic, Inc.845KUS$25.7M4.0%
Bluelinx Holdings Inc.394KUS$24.4M3.8%
Victory Capital Holdings, Inc. Class A Common Stock242KUS$20.3M3.1%
Lifetime Brands, Inc.1.63MUS$13.8M2.1%
Arcelormittal Sa205KUS$12.3M1.9%
Kelly Services, Inc.769KUS$9.44M1.5%
Mayville Engineering Company, Inc.251KUS$9.38M1.5%
Magnera Corporation655KUS$7.7M1.2%
Civeo Corporation (canada)194KUS$6.8M1.1%
Forum Energy Technologies, Inc.121KUS$6.07M0.94%
Dauch Corporation1MUS$5.45M0.84%
Park-ohio Holdings Corp.122KUS$4.67M0.72%
Concrete Pumping Holdings, Inc.341KUS$4.11M0.64%
Amrep Corporation141KUS$3.57M0.55%
Varex Imaging Corporation339KUS$3.54M0.55%
Mistras Group Inc202KUS$3.53M0.55%
Algoma Steel Group Inc.872KUS$3.53M0.55%
Koppers Holdings Inc.78,101US$3.51M0.54%
Garrett Motion Inc.91,000US$3.3M0.51%
Townsquare Media, Inc.468KUS$3.2M0.50%
Rush Enterprises, Inc.41,819US$3.05M0.47%
Stride, Inc.35,000US$3.02M0.47%
O-i Glass, Inc.305KUS$2.94M0.45%
Colliers International Group Inc.30,104US$2.82M0.44%
Hallador Energy Company160KUS$2.78M0.43%
Carriage Services, Inc.71,007US$2.71M0.42%
Geo Group Inc (the) Reit80,000US$2.36M0.37%
Sportsman's Warehouse Holdings, Inc.1.71MUS$2.28M0.35%
Smart Sand, Inc.460KUS$2.25M0.35%
Orion Group Holdings, Inc.130KUS$2.19M0.34%
Information Services Group, Inc.488KUS$2M0.31%
Atkore Inc.25,000US$1.9M0.29%
Mount Logan Capital Inc.535KUS$1.84M0.28%
Hudson Technologies, Inc.306KUS$1.76M0.27%
Tidewater Inc.25,000US$1.67M0.26%
Rci Hospitality Holdings, Inc.60,000US$1.64M0.25%
Conduent Incorporated1.11MUS$1.63M0.25%
Limbach Holdings, Inc.20,000US$1.54M0.24%
Bally's Corporation109KUS$1.49M0.23%
Firstservice Corp10,104US$1.44M0.22%
Bcp Investment Corporation197KUS$1.42M0.22%
Outdoor Holding Company550KUS$1.25M0.19%
Xpel, Inc.25,000US$1.24M0.19%
Scansource, Inc.20,000US$1.04M0.16%
Ezcorp, Inc.30,000US$1.04M0.16%
Trimas Corporation22,277US$1M0.16%
North American Construction Group Ltd.70,000US$931K0.14%
Abacus Global Management, Inc.80,000US$857K0.13%
Rayonier Advanced Materials Inc.100KUS$786K0.12%
Lsb Industries, Inc.70,000US$757K0.12%
Summit Midstream Corporation26,165US$745K0.12%
Rimini Street, Inc.174KUS$739K0.11%
Oil States International, Inc.85,000US$681K0.11%
Ies Holdings, Inc.841US$618K0.10%
Ranger Energy Services, Inc.36,576US$586K0.09%
Inspired Entertainment, Inc.65,000US$536K0.08%
Ridenow Group, Inc.70,000US$466K0.07%
Janus International Group, Inc.75,000US$416K0.06%
Thryv Holdings, Inc.101KUS$398K0.06%
Fs Kkr Capital Corp.37,500US$394K0.06%
Titan International, Inc. (de)50,000US$386K0.06%
Village Farms International, Inc.180KUS$360K0.06%
Commercial Vehicle Group, Inc.67,322US$311K0.05%
Brightview Holdings, Inc.20,000US$283K0.04%
Torrid Holdings Inc.150KUS$281K0.04%
Gsi Technology, Inc.33,000US$255K0.04%
World Acceptance Corporation1,069US$239K0.04%
Kratos Defense & Security Solutions, Inc.3,281US$164K0.03%
Cleveland-cliffs Inc.11,350US$107K0.02%
Fathom Holdings Inc.69,882US$70,5810.01%
Century Casinos, Inc.38,283US$49,002<0.01%

Source

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