Holders — by stockHoldings — by fund
JB CAPITAL PARTNERS LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001138532
$646.4M
disclosed book value
87
positions
13.6%
largest position share
Positions, as of 2026-06-30
top 87 of 87 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RDNTRadNet Inc | 1.4M | $87.8M | 13.6% |
| 2 | RYZRyerson Holding Corporation | 2.8M | $69.9M | 10.8% |
| 3 | OPYOppenheimer Holdings Inc | 503,954 | $53.2M | 8.2% |
| 4 | DANDana Incorporated | 1.9M | $50.4M | 7.8% |
| 5 | Nexxen International LTD | 4.5M | $40.4M | 6.3% |
| 6 | CNRCore Natural Resources | 466,779 | $37.4M | 5.8% |
| 7 | BLDRBuilders FirstSource Inc | 292,265 | $26.2M | 4% |
| 8 | TPCTutor Perini Corp | 312,554 | $25.9M | 4% |
| 9 | CXWCoreCivic Inc | 845,210 | $25.7M | 4% |
| 10 | BXCBluelinx Holdings Inc | 393,649 | $24.4M | 3.8% |
| 11 | VCTRVictory Cap Holdings Inc | 241,812 | $20.3M | 3.1% |
| 12 | LCUTLifetime Brands | 1.6M | $13.8M | 2.1% |
| 13 | MTArcelormittal SA Luxemberg | 205,000 | $12.3M | 1.9% |
| 14 | KELYAKelly Services Inc | 768,760 | $9.4M | 1.5% |
| 15 | MECMayville Engineering Co Inc | 250,512 | $9.4M | 1.5% |
| 16 | FLNTFluent Co | 2.2M | $8.1M | 1.3% |
| 17 | MAGNMagnera Corp | 655,000 | $7.7M | 1.2% |
| 18 | CVEOCiveo Corporation | 194,353 | $6.8M | 1.1% |
| 19 | FETForum Energy Technoligies Inc | 120,800 | $6.1M | 0.9% |
| 20 | DCHDAUCH CORP | 1.0M | $5.4M | 0.8% |
| 21 | PKOHPark-Ohio Holdings Corp | 121,899 | $4.7M | 0.7% |
| 22 | BBCPConcrete Pumping Holdings Inc | 341,400 | $4.1M | 0.6% |
| 23 | AXRAMREP Corp | 141,360 | $3.6M | 0.6% |
| 24 | VREXVarex Imaging | 338,964 | $3.5M | 0.5% |
| 25 | MGMistras Group Inc | 202,243 | $3.5M | 0.5% |
| 26 | ASTLAlgoma Steel Group | 872,277 | $3.5M | 0.5% |
| 27 | KOPKoppers Holdings Inc | 78,101 | $3.5M | 0.5% |
| 28 | GTXGarrett Motion Inc | 91,000 | $3.3M | 0.5% |
| 29 | TSQTownsquare Media Inc | 467,807 | $3.2M | 0.5% |
| 30 | LRNStride, Inc | 35,000 | $3.0M | 0.5% |
| 31 | OIO-I Glass Inc | 305,000 | $2.9M | 0.5% |
| 32 | CIGIColliers Intl Group Inc | 30,104 | $2.8M | 0.4% |
| 33 | HNRGHallador Energy Company | 160,000 | $2.8M | 0.4% |
| 34 | 2362120DSinclair Broadcast Group Inc | 195,000 | $2.8M | 0.4% |
| 35 | Ramaco Resources Inc | 210,000 | $2.8M | 0.4% |
| 36 | CSVCarriage Services Inc | 71,007 | $2.7M | 0.4% |
| 37 | GEOGeo Group Inc | 80,000 | $2.4M | 0.4% |
| 38 | SPWHSportsmans Warehouse Holdings Inc | 1.7M | $2.3M | 0.4% |
| 39 | SNDSmart Sand Inc | 460,000 | $2.3M | 0.3% |
| 40 | OECOrion S.A. | 335,000 | $2.2M | 0.3% |
| 41 | ORNOrion Group Hldgs Inc | 130,000 | $2.2M | 0.3% |
| 42 | GSMFerroglobe PLC | 655,000 | $2.1M | 0.3% |
| 43 | IIIInformation Services Group Inc | 487,641 | $2.0M | 0.3% |
| 44 | ATKRAtkore International Group Inc | 25,000 | $1.9M | 0.3% |
| 45 | MLCIMount Logan Capital Inc | 534,729 | $1.8M | 0.3% |
| 46 | HDSNHudson Technologies Inc | 306,200 | $1.8M | 0.3% |
| 47 | TDWTidewater | 25,000 | $1.7M | 0.3% |
| 48 | RICKRCI Hospitality Holdings Inc | 60,000 | $1.6M | 0.3% |
| 49 | CNDTConduent Inc | 1.1M | $1.6M | 0.3% |
| 50 | RUSHBRush Enterprises Inc Cl B | 20,418 | $1.6M | 0.2% |
| 51 | LMBLimbach Holdings Inc | 20,000 | $1.5M | 0.2% |
| 52 | BALYBally's Corporation | 108,910 | $1.5M | 0.2% |
| 53 | RUSHARush Enterprises Inc Cl A | 20,418 | $1.5M | 0.2% |
| 54 | FSVFirstService Corp | 10,104 | $1.4M | 0.2% |
| 55 | BCICBCP Investment Corporation | 197,036 | $1.4M | 0.2% |
| 56 | POWWOutdoor Holdings Co | 550,000 | $1.3M | 0.2% |
| 57 | XPELXpel Inc | 25,000 | $1.2M | 0.2% |
| 58 | SCSCScanSource, Inc | 20,000 | $1.0M | 0.2% |
| 59 | EZPWEzcorp Inc | 30,000 | $1.0M | 0.2% |
| 60 | TRSTrimas Corp | 22,277 | $1.0M | 0.2% |
| 61 | NOANORTH AMERN CONSTR GROUP LTD | 70,000 | $931,000 | 0.1% |
| 62 | ABXAbacus Global Management | 80,000 | $856,800 | 0.1% |
| 63 | RYAMRayonier Advanced Materials Inc | 100,000 | $786,000 | 0.1% |
| 64 | LXULSB Inds Inc | 70,000 | $756,700 | 0.1% |
| 65 | SMCSummit Midstream Corporation | 26,165 | $745,179 | 0.1% |
| 66 | RMNIRimini Str Inc Del | 173,579 | $739,447 | 0.1% |
| 67 | SARSaratoga Investment Corp | 33,847 | $737,188 | 0.1% |
| 68 | OISOil States International Inc | 85,000 | $680,850 | 0.1% |
| 69 | IESCIES Holdings Inc | 841 | $617,849 | 0.1% |
| 70 | RNGRRanger Energy Services Inc | 36,576 | $585,582 | 0.1% |
| 71 | INSEInspired Entertainment | 65,000 | $536,250 | 0.1% |
| 72 | Ramaco Resources Inc | 60,245 | $515,095 | 0.1% |
| 73 | RDNWRideNow Group Inc | 70,000 | $466,200 | 0.1% |
| 74 | JBIJanus International Group Inc | 75,000 | $416,250 | 0.1% |
| 75 | THRYThryv Holdings Inc | 100,900 | $397,546 | 0.1% |
| 76 | FSKFS KKR Capital Corp | 37,500 | $393,750 | 0.1% |
| 77 | TWITitan International Inc | 50,000 | $385,500 | 0.1% |
| 78 | VFFVillage Farms International Inc | 180,000 | $360,000 | 0.1% |
| 79 | CVGICommercial Vehicle Group Inc | 67,322 | $311,028 | 0% |
| 80 | BVBrightview Holdings Inc | 20,000 | $283,400 | 0% |
| 81 | CURVTorrid Holdings Inc | 150,000 | $280,500 | 0% |
| 82 | GSITGSI Technology | 33,000 | $255,090 | 0% |
| 83 | WRLDWorld Acceptance Corp | 1,069 | $239,274 | 0% |
| 84 | KTOSKratos Defense & Sec Solutions | 3,281 | $163,591 | 0% |
| 85 | CLFCleveland-Cliffs Inc New | 11,350 | $106,577 | 0% |
| 86 | FTHMFathom Holdings Inc | 69,882 | $70,581 | 0% |
| 87 | CNTYCentury Casinos Inc | 38,283 | $49,002 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.