Filed: 11/14/2025ACC: 0001213900-25-110204
📋 What this filing means
JB CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $591.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$591.04M
Total AUM (reported)
29.63M
Total Shares
Allocation by class
COM$388.30M65.7%
COM SHS$40.96M6.9%
CL A NON VTG$37.82M6.4%
SPON ADR$37.03M6.3%
COM NEW$36.63M6.2%
COM CL A$23.14M3.9%
CL A$8.62M1.5%
Portfolio Concentration
Top 3$204.30M34.6%
4–10$231.77M39.2%
11–25$85.25M14.4%
Rest$69.72M11.8%
Top 3 weight
34.6%
Top 10 weight
73.8%
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)
Sole86
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings86
Rows:
RadNet Inc
SOLEShares1.42M
TypeSH
Market value$108.53M
18.36%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.13M
TypeSH
Market value$48.58M
8.22%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares719.55K
TypeSH
Market value$47.20M
7.99%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$38.97M
6.59%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$37.25M
6.30%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$37.12M
6.28%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares4M
TypeSH
Market value$37.03M
6.26%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$35.44M
6.00%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$28.77M
4.87%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$17.20M
2.91%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares241.81K
TypeSH
Market value$15.66M
2.65%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$7.41M
1.25%
Sole
0.00
Shared
0.00
None
0.00
Ramaco Resources Inc
SOLEShares210K
TypeSH
Market value$6.97M
1.18%
Sole
0.00
Shared
0.00
None
0.00
Olympic Steel Inc
SOLEShares222.50K
TypeSH
Market value$6.78M
1.15%
Sole
0.00
Shared
0.00
None
0.00
American Axle & MFG Holdings Inc
SOLEShares1.11M
TypeSH
Market value$6.66M
1.13%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.59M
TypeSH
Market value$6.14M
1.04%
Sole
0.00
Shared
0.00
None
0.00
Sportsmans Warehouse Holdings Inc
SOLEShares1.71M
TypeSH
Market value$4.74M
0.80%
Sole
0.00
Shared
0.00
None
0.00
Colliers Intl Group Inc
SOLEShares30.10K
TypeSH
Market value$4.70M
0.80%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$4.46M
0.76%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares193.75K
TypeSH
Market value$4.46M
0.75%
Sole
0.00
Shared
0.00
None
0.00
Varex Imaging
SOLEShares313.96K
TypeSH
Market value$3.89M
0.66%
Sole
0.00
Shared
0.00
None
0.00
Algoma Steel Group
SOLEShares992.18K
TypeSH
Market value$3.53M
0.60%
Sole
0.00
Shared
0.00
None
0.00
AMREP Corp
SOLEShares141.36K
TypeSH
Market value$3.38M
0.57%
Sole
0.00
Shared
0.00
None
0.00
Fluent Co
SOLEShares1.46M
TypeSH
Market value$3.24M
0.55%
Sole
0.00
Shared
0.00
None
0.00
Forum Energy Technoligies Inc
SOLEShares120.80K
TypeSH
Market value$3.23M
0.55%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RadNet IncSOLE | COM | 1.42M | SH | $108.53M 18.36% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.13M | SH | $48.58M 8.22% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 719.55K | SH | $47.20M 7.99% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $38.97M 6.59% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $37.25M 6.30% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $37.12M 6.28% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 4M | SH | $37.03M 6.26% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $35.44M 6.00% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $28.77M 4.87% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $17.20M 2.91% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 241.81K | SH | $15.66M 2.65% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $7.41M 1.25% | 0.00 | 0.00 | 0.00 |
Ramaco Resources IncSOLE | COM CL A | 210K | SH | $6.97M 1.18% | 0.00 | 0.00 | 0.00 |
Olympic Steel IncSOLE | COM | 222.50K | SH | $6.78M 1.15% | 0.00 | 0.00 | 0.00 |
American Axle & MFG Holdings IncSOLE | COM | 1.11M | SH | $6.66M 1.13% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.59M | SH | $6.14M 1.04% | 0.00 | 0.00 | 0.00 |
Sportsmans Warehouse Holdings IncSOLE | COM | 1.71M | SH | $4.74M 0.80% | 0.00 | 0.00 | 0.00 |
Colliers Intl Group IncSOLE | SUB VTG SHS | 30.10K | SH | $4.70M 0.80% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $4.46M 0.76% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 193.75K | SH | $4.46M 0.75% | 0.00 | 0.00 | 0.00 |
Varex ImagingSOLE | COM | 313.96K | SH | $3.89M 0.66% | 0.00 | 0.00 | 0.00 |
Algoma Steel GroupSOLE | COM | 992.18K | SH | $3.53M 0.60% | 0.00 | 0.00 | 0.00 |
AMREP CorpSOLE | COM | 141.36K | SH | $3.38M 0.57% | 0.00 | 0.00 | 0.00 |
Fluent CoSOLE | COM | 1.46M | SH | $3.24M 0.55% | 0.00 | 0.00 | 0.00 |
Forum Energy Technoligies IncSOLE | Com | 120.80K | SH | $3.23M 0.55% | 0.00 | 0.00 | 0.00 |
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