Filed: 5/14/2025ACC: 0001213900-25-043366
📋 What this filing means
JB CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $476.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$476.37M
Total AUM (reported)
27.84M
Total Shares
Allocation by class
COM$305.15M64.1%
COM SHS$35.99M7.6%
COM NEW$35.47M7.4%
CL A NON VTG$30.40M6.4%
SPON ADR$29.16M6.1%
COM CL A$18.47M3.9%
CL A$7.90M1.7%
Portfolio Concentration
Top 3$158.74M33.3%
4–10$187.04M39.3%
11–25$78.68M16.5%
Rest$51.92M10.9%
Top 3 weight
33.3%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings79
Rows:
RadNet Inc
SOLEShares1.47M
TypeSH
Market value$73.29M
15.39%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.13M
TypeSH
Market value$48.93M
10.27%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$36.52M
7.67%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$35.99M
7.55%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$29.96M
6.29%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$29.52M
6.20%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares3.49M
TypeSH
Market value$29.16M
6.12%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$24.52M
5.15%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares894.55K
TypeSH
Market value$20.74M
4.35%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$17.15M
3.60%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares276.81K
TypeSH
Market value$16.02M
3.36%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.45M
TypeSH
Market value$7.05M
1.48%
Sole
0.00
Shared
0.00
None
0.00
IES Holdings Inc
SOLEShares41.84K
TypeSH
Market value$6.91M
1.45%
Sole
0.00
Shared
0.00
None
0.00
Olympic Steel Inc
SOLEShares206.33K
TypeSH
Market value$6.50M
1.37%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$5.91M
1.24%
Sole
0.00
Shared
0.00
None
0.00
Algoma Steel Group
SOLEShares992.18K
TypeSH
Market value$5.38M
1.13%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares193.75K
TypeSH
Market value$4.46M
0.94%
Sole
0.00
Shared
0.00
None
0.00
American Axle & MFG Holdings Inc
SOLEShares957.50K
TypeSH
Market value$3.90M
0.82%
Sole
0.00
Shared
0.00
None
0.00
Townsquare Media Inc
SOLEShares467.81K
TypeSH
Market value$3.71M
0.78%
Sole
0.00
Shared
0.00
None
0.00
Colliers Intl Group Inc
SOLEShares30.10K
TypeSH
Market value$3.65M
0.77%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$3.36M
0.71%
Sole
0.00
Shared
0.00
None
0.00
Sinclair Broadcast Group Inc
SOLEShares195K
TypeSH
Market value$3.11M
0.65%
Sole
0.00
Shared
0.00
None
0.00
Fluent Co
SOLEShares1.42M
TypeSH
Market value$3.09M
0.65%
Sole
0.00
Shared
0.00
None
0.00
AMREP Corp
SOLEShares141.36K
TypeSH
Market value$2.83M
0.59%
Sole
0.00
Shared
0.00
None
0.00
Conduent Inc
SOLEShares1.04M
TypeSH
Market value$2.80M
0.59%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RadNet IncSOLE | COM | 1.47M | SH | $73.29M 15.39% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.13M | SH | $48.93M 10.27% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $36.52M 7.67% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $35.99M 7.55% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $29.96M 6.29% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $29.52M 6.20% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 3.49M | SH | $29.16M 6.12% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $24.52M 5.15% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 894.55K | SH | $20.74M 4.35% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $17.15M 3.60% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 276.81K | SH | $16.02M 3.36% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.45M | SH | $7.05M 1.48% | 0.00 | 0.00 | 0.00 |
IES Holdings IncSOLE | COM | 41.84K | SH | $6.91M 1.45% | 0.00 | 0.00 | 0.00 |
Olympic Steel IncSOLE | COM | 206.33K | SH | $6.50M 1.37% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $5.91M 1.24% | 0.00 | 0.00 | 0.00 |
Algoma Steel GroupSOLE | COM | 992.18K | SH | $5.38M 1.13% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 193.75K | SH | $4.46M 0.94% | 0.00 | 0.00 | 0.00 |
American Axle & MFG Holdings IncSOLE | COM | 957.50K | SH | $3.90M 0.82% | 0.00 | 0.00 | 0.00 |
Townsquare Media IncSOLE | CL A | 467.81K | SH | $3.71M 0.78% | 0.00 | 0.00 | 0.00 |
Colliers Intl Group IncSOLE | SUB VTG SHS | 30.10K | SH | $3.65M 0.77% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $3.36M 0.71% | 0.00 | 0.00 | 0.00 |
Sinclair Broadcast Group IncSOLE | CL A | 195K | SH | $3.11M 0.65% | 0.00 | 0.00 | 0.00 |
Fluent CoSOLE | COM | 1.42M | SH | $3.09M 0.65% | 0.00 | 0.00 | 0.00 |
AMREP CorpSOLE | COM | 141.36K | SH | $2.83M 0.59% | 0.00 | 0.00 | 0.00 |
Conduent IncSOLE | COM | 1.04M | SH | $2.80M 0.59% | 0.00 | 0.00 | 0.00 |
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