Filed: 8/13/2025ACC: 0001213900-25-075815
📋 What this filing means
JB CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $539.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$539.52M
Total AUM (reported)
29M
Total Shares
Allocation by class
COM$357.18M66.2%
SPON ADR$37.01M6.9%
COM NEW$36.11M6.7%
CL A NON VTG$33.56M6.2%
COM SHS$32.55M6.0%
COM CL A$21.15M3.9%
CL A$7.37M1.4%
Portfolio Concentration
Top 3$171.70M31.8%
4–10$215.48M39.9%
11–25$94.28M17.5%
Rest$58.06M10.8%
Top 3 weight
31.8%
Top 10 weight
71.8%
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)
Sole82
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings82
Rows:
RadNet Inc
SOLEShares1.47M
TypeSH
Market value$83.89M
15.55%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.13M
TypeSH
Market value$45.97M
8.52%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares894.55K
TypeSH
Market value$41.85M
7.76%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares3.56M
TypeSH
Market value$37.01M
6.86%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$34.10M
6.32%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$33.15M
6.14%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$32.55M
6.03%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$31.58M
5.85%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$29.28M
5.43%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$17.81M
3.30%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares276.81K
TypeSH
Market value$17.62M
3.27%
Sole
0.00
Shared
0.00
None
0.00
IES Holdings Inc
SOLEShares41.84K
TypeSH
Market value$12.40M
2.30%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.58M
TypeSH
Market value$7.97M
1.48%
Sole
0.00
Shared
0.00
None
0.00
Olympic Steel Inc
SOLEShares222.50K
TypeSH
Market value$7.25M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Algoma Steel Group
SOLEShares992.18K
TypeSH
Market value$6.84M
1.27%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$6.47M
1.20%
Sole
0.00
Shared
0.00
None
0.00
Sportsmans Warehouse Holdings Inc
SOLEShares1.71M
TypeSH
Market value$5.90M
1.09%
Sole
0.00
Shared
0.00
None
0.00
American Axle & MFG Holdings Inc
SOLEShares1.11M
TypeSH
Market value$4.52M
0.84%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares193.75K
TypeSH
Market value$4.47M
0.83%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$4.00M
0.74%
Sole
0.00
Shared
0.00
None
0.00
Colliers Intl Group Inc
SOLEShares30.10K
TypeSH
Market value$3.93M
0.73%
Sole
0.00
Shared
0.00
None
0.00
Townsquare Media Inc
SOLEShares467.81K
TypeSH
Market value$3.62M
0.67%
Sole
0.00
Shared
0.00
None
0.00
Carriage Services Inc
SOLEShares71.01K
TypeSH
Market value$3.24M
0.60%
Sole
0.00
Shared
0.00
None
0.00
Ramaco Resources Inc
SOLEShares235K
TypeSH
Market value$3.09M
0.57%
Sole
0.00
Shared
0.00
None
0.00
AMREP Corp
SOLEShares141.36K
TypeSH
Market value$2.96M
0.55%
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 | $83.89M 15.55% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.13M | SH | $45.97M 8.52% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 894.55K | SH | $41.85M 7.76% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 3.56M | SH | $37.01M 6.86% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $34.10M 6.32% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $33.15M 6.14% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $32.55M 6.03% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $31.58M 5.85% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $29.28M 5.43% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $17.81M 3.30% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 276.81K | SH | $17.62M 3.27% | 0.00 | 0.00 | 0.00 |
IES Holdings IncSOLE | COM | 41.84K | SH | $12.40M 2.30% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.58M | SH | $7.97M 1.48% | 0.00 | 0.00 | 0.00 |
Olympic Steel IncSOLE | COM | 222.50K | SH | $7.25M 1.34% | 0.00 | 0.00 | 0.00 |
Algoma Steel GroupSOLE | COM | 992.18K | SH | $6.84M 1.27% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $6.47M 1.20% | 0.00 | 0.00 | 0.00 |
Sportsmans Warehouse Holdings IncSOLE | COM | 1.71M | SH | $5.90M 1.09% | 0.00 | 0.00 | 0.00 |
American Axle & MFG Holdings IncSOLE | COM | 1.11M | SH | $4.52M 0.84% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 193.75K | SH | $4.47M 0.83% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $4.00M 0.74% | 0.00 | 0.00 | 0.00 |
Colliers Intl Group IncSOLE | SUB VTG SHS | 30.10K | SH | $3.93M 0.73% | 0.00 | 0.00 | 0.00 |
Townsquare Media IncSOLE | CL A | 467.81K | SH | $3.62M 0.67% | 0.00 | 0.00 | 0.00 |
Carriage Services IncSOLE | COM | 71.01K | SH | $3.24M 0.60% | 0.00 | 0.00 | 0.00 |
Ramaco Resources IncSOLE | COM CL A | 235K | SH | $3.09M 0.57% | 0.00 | 0.00 | 0.00 |
AMREP CorpSOLE | COM | 141.36K | SH | $2.96M 0.55% | 0.00 | 0.00 | 0.00 |
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