JB CAPITAL PARTNERS LP
An institutional investment manager in Armonk, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 11, 2026. SEC CIK 1138532.
- Reported value$646.4m
- Positions87
Holdings: 87 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| RadNet IncRDNT | COM | 750491102 | 87.8 | 13.6% | 1,424,061 | Unchanged | |
| Ryerson Holding CorporationRYZ | COM | 783754104 | 69.9 | 10.8% | 2,839,059 | Unchanged | |
| Oppenheimer Holdings IncOPY | CL A NON VTG | 683797104 | 53.2 | 8.2% | 503,954 | Unchanged | |
| Dana IncorporatedDAN | COM | 235825205 | 50.4 | 7.8% | 1,852,293 | Unchanged | |
| Nexxen International LTD | SPON ADR | 89484T104 | 40.4 | 6.3% | 4,478,125 | Added+66,500 | |
| Core Natural ResourcesCNR | COM SHS | 218937100 | 37.4 | 5.8% | 466,779 | Unchanged | |
| Builders FirstSource IncBLDR | COM | 12008R107 | 26.2 | 4.0% | 292,265 | Unchanged | |
| Tutor Perini CorpTPC | COM | 901109108 | 25.9 | 4.0% | 312,554 | Reduced−112,000 | |
| CoreCivic IncCXW | COM | 21871N101 | 25.7 | 4.0% | 845,210 | Unchanged | |
| Bluelinx Holdings IncBXC | COM NEW | 09624H208 | 24.4 | 3.8% | 393,649 | Unchanged | |
| Victory Cap Holdings IncVCTR | COM CL A | 92645B103 | 20.3 | 3.1% | 241,812 | Unchanged | |
| Lifetime BrandsLCUT | COM | 53222Q103 | 13.8 | 2.1% | 1,627,852 | Unchanged | |
| Arcelormittal SA LuxembergMT | NY Registry SH | 03938L203 | 12.3 | 1.9% | 205,000 | Unchanged | |
| Kelly Services IncKELYA | CL A | 488152208 | 9.4 | 1.5% | 768,760 | Added+10,000 | |
| Mayville Engineering Co IncMEC | COM | 578605107 | 9.4 | 1.5% | 250,512 | Unchanged | |
| Fluent Co | COM | 34380C102 | 8.1 | 1.3% | 2,169,483 | Unchanged | |
| Magnera CorpMAGN | COM SHS | 55939A107 | 7.7 | 1.2% | 655,000 | Unchanged | |
| Civeo CorporationCVEO | COM NEW | 17878Y207 | 6.8 | 1.1% | 194,353 | Added+603 | |
| Forum Energy Technoligies IncFET | Com | 34984V209 | 6.1 | 0.9% | 120,800 | Unchanged | |
| Dauch CorpDCH | COM | 024061103 | 5.4 | 0.8% | 1,005,000 | Unchanged | |
| Park-Ohio Holdings CorpPKOH | COM | 700666100 | 4.7 | 0.7% | 121,899 | Unchanged | |
| Concrete Pumping Holdings IncBBCP | COM | 206704108 | 4.1 | 0.6% | 341,400 | Unchanged | |
| AMREP CorpAXR | COM | 032159105 | 3.6 | 0.6% | 141,360 | Unchanged | |
| Varex ImagingVREX | COM | 92214X106 | 3.5 | 0.5% | 338,964 | Added+12,710 | |
| Mistras Group IncMG | COM | 60649T107 | 3.5 | 0.5% | 202,243 | Unchanged | |
| Algoma Steel GroupASTL | COM | 015658107 | 3.5 | 0.5% | 872,277 | Unchanged | |
| Koppers Holdings IncKOP | COM | 50060P106 | 3.5 | 0.5% | 78,101 | Unchanged | |
| Garrett Motion IncGTX | COM | 366505105 | 3.3 | 0.5% | 91,000 | Unchanged | |
| Townsquare Media IncTSQ | CL A | 892231101 | 3.2 | 0.5% | 467,807 | Unchanged | |
| Stride, IncLRN | COM | 86333M108 | 3.0 | 0.5% | 35,000 | Unchanged | |
| O-I Glass IncOI | COM | 67098H104 | 2.9 | 0.5% | 305,000 | Added+150,000 | |
| Colliers Intl Group IncCIGI | SUB VTG SHS | 194693107 | 2.8 | 0.4% | 30,104 | Unchanged | |
| Hallador Energy CompanyHNRG | COM | 40609P105 | 2.8 | 0.4% | 160,000 | Unchanged | |
| Sinclair Broadcast Group Inc | CL A | 829226109 | 2.8 | 0.4% | 195,000 | Unchanged | |
| Ramaco Resources Inc | COM CL A | 75134P900 | 2.8 | 0.4% | 210,000 | Unchanged | |
| Carriage Services IncCSV | COM | 143905107 | 2.7 | 0.4% | 71,007 | Unchanged | |
| Geo Group IncGEO | COM | 36162J106 | 2.4 | 0.4% | 80,000 | Unchanged | |
| Sportsmans Warehouse Holdings IncSPWH | COM | 84920Y106 | 2.3 | 0.4% | 1,710,794 | Unchanged | |
| Smart Sand IncSND | COM | 83191H107 | 2.3 | 0.3% | 460,000 | Unchanged | |
| Orion S.A. | COM | L72967109 | 2.2 | 0.3% | 335,000 | Unchanged | |
| Orion Group Hldgs IncORN | COM | 68628V308 | 2.2 | 0.3% | 130,000 | Unchanged | |
| Ferroglobe PLC | SHS | G33856108 | 2.1 | 0.3% | 655,000 | Unchanged | |
| Information Services Group IncIII | COM | 45675Y104 | 2.0 | 0.3% | 487,641 | Unchanged | |
| Atkore International Group Inc | COM | 047649108 | 1.9 | 0.3% | 25,000 | Unchanged | |
| Mount Logan Capital IncMLCI | COM | 62188E103 | 1.8 | 0.3% | 534,729 | Added+31,049 | |
| Hudson Technologies IncHDSN | COM | 444144109 | 1.8 | 0.3% | 306,200 | Unchanged | |
| TidewaterTDW | COM | 88642R109 | 1.7 | 0.3% | 25,000 | Unchanged | |
| RCI Hospitality Holdings IncRICK | COM | 74934Q108 | 1.6 | 0.3% | 60,000 | Unchanged | |
| Conduent IncCNDT | COM | 206787103 | 1.6 | 0.3% | 1,113,061 | Unchanged | |
| Rush Enterprises Inc Cl BRUSHA | CL B | 781846308 | 1.6 | 0.2% | 20,418 | Unchanged | |
| Limbach Holdings IncLMB | COM | 53263P105 | 1.5 | 0.2% | 20,000 | Unchanged | |
| Bally's CorporationBALY | COMMON STOCK | 05875B304 | 1.5 | 0.2% | 108,910 | Added+5,786 | |
| Rush Enterprises Inc Cl ARUSHA | CL A | 781846209 | 1.5 | 0.2% | 20,418 | Unchanged | |
| FirstService CorpFSV | COM | 33767E202 | 1.4 | 0.2% | 10,104 | Unchanged | |
| BCP Investment CorporationBCIC | COM NEW | 73688F201 | 1.4 | 0.2% | 197,036 | Added+29,589 | |
| Outdoor Holdings CoPOWW | COM | 00175J107 | 1.3 | 0.2% | 550,000 | Unchanged | |
| Xpel IncXPEL | COM | 98379L100 | 1.2 | 0.2% | 25,000 | Unchanged | |
| ScanSource, IncSCSC | COM | 806037107 | 1.0 | 0.2% | 20,000 | Unchanged | |
| Ezcorp IncEZPW | CL A NON VTG | 302301106 | 1.0 | 0.2% | 30,000 | Unchanged | |
| Trimas CorpTRS | COM NEW | 896215209 | 1.0 | 0.2% | 22,277 | Unchanged | |
| North Amern Constr Group LtdNOA | COM | 656811106 | 0.9 | 0.1% | 70,000 | Unchanged | |
| Abacus Global ManagementABX | CL A | 00258Y104 | 0.9 | 0.1% | 80,000 | Unchanged | |
| Rayonier Advanced Materials IncRYAM | COM | 75508B104 | 0.8 | 0.1% | 100,000 | Unchanged | |
| LSB Inds IncLXU | COM | 502160104 | 0.8 | 0.1% | 70,000 | Unchanged | |
| Summit Midstream CorporationSMC | COM | 86614G101 | 0.7 | 0.1% | 26,165 | Unchanged | |
| Rimini Str Inc DelRMNI | COM | 76674Q107 | 0.7 | 0.1% | 173,579 | Added+114,386 | |
| Saratoga Investment CorpSAR | COM NEW | 80349A208 | 0.7 | 0.1% | 33,847 | Unchanged | |
| Oil States International IncOIS | COM | 678026105 | 0.7 | 0.1% | 85,000 | Unchanged | |
| IES Holdings IncIESC | COM | 44951W106 | 0.6 | <0.1% | 841 | Unchanged | |
| Ranger Energy Services IncRNGR | COM CL A | 75282U104 | 0.6 | <0.1% | 36,576 | Unchanged | |
| Inspired EntertainmentINSE | COM | 45782N108 | 0.5 | <0.1% | 65,000 | Unchanged | |
| Ramaco Resources Inc | COM CL B | 75134P303 | 0.5 | <0.1% | 60,245 | Added+713 | |
| RideNow Group IncRDNW | COM CL B | 781386305 | 0.5 | <0.1% | 70,000 | Unchanged | |
| Janus International Group IncJBI | COMMON STOCK | 47103N106 | 0.4 | <0.1% | 75,000 | New+75,000 | |
| Thryv Holdings IncTHRY | COM NEW | 886029206 | 0.4 | <0.1% | 100,900 | New+100,900 | |
| FS KKR Capital CorpFSK | COM | 302635206 | 0.4 | <0.1% | 37,500 | Unchanged | |
| Titan International IncTWI | COM | 88830M102 | 0.4 | <0.1% | 50,000 | Unchanged | |
| Village Farms International IncVFF | COM | 92707Y108 | 0.4 | <0.1% | 180,000 | Unchanged | |
| Commercial Vehicle Group IncCVGI | COM | 202608105 | 0.3 | <0.1% | 67,322 | Unchanged | |
| Brightview Holdings IncBV | COM | 10948C107 | 0.3 | <0.1% | 20,000 | Unchanged | |
| Torrid Holdings IncCURV | COM | 89142B107 | 0.3 | <0.1% | 150,000 | Unchanged | |
| GSI TechnologyGSIT | COM | 36241U106 | 0.3 | <0.1% | 33,000 | Unchanged | |
| World Acceptance CorpWRLD | COM | 981419104 | 0.2 | <0.1% | 1,069 | Unchanged | |
| Kratos Defense & Sec SolutionsKTOS | COM NEW | 50077B207 | 0.2 | <0.1% | 3,281 | Unchanged | |
| Cleveland-Cliffs Inc NewCLF | COM | 185899101 | 0.1 | <0.1% | 11,350 | Unchanged | |
| Fathom Holdings IncFTHM | COM | 31189V109 | 0.1 | <0.1% | 69,882 | Unchanged | |
| Century Casinos IncCNTY | COM | 156492100 | 0.0 | <0.1% | 38,283 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-087766 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.