Filed: 2/13/2026ACC: 0001213900-26-015750
📋 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 $581.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$581.42M
Total AUM (reported)
31.44M
Total Shares
Allocation by class
COM$386.03M66.4%
COM SHS$49.11M8.4%
CL A NON VTG$37.01M6.4%
COM NEW$32.41M5.6%
SPON ADR$28.53M4.9%
COM CL A$19.55M3.4%
NY REGISTRY SH$9.34M1.6%
Portfolio Concentration
Top 3$204.58M35.2%
4–10$210.83M36.3%
11–25$92.21M15.9%
Rest$73.81M12.7%
Top 3 weight
35.2%
Top 10 weight
71.4%
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$101.61M
17.48%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.34M
TypeSH
Market value$58.96M
10.14%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$44.01M
7.57%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$41.31M
7.11%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$36.43M
6.27%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares509.55K
TypeSH
Market value$34.15M
5.87%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$30.07M
5.17%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares4.36M
TypeSH
Market value$28.53M
4.91%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$24.18M
4.16%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$16.15M
2.78%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares241.81K
TypeSH
Market value$15.26M
2.62%
Sole
0.00
Shared
0.00
None
0.00
Olympic Steel Inc
SOLEShares222.50K
TypeSH
Market value$9.52M
1.64%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$9.34M
1.61%
Sole
0.00
Shared
0.00
None
0.00
Magnera Corp
SOLEShares515K
TypeSH
Market value$7.80M
1.34%
Sole
0.00
Shared
0.00
None
0.00
American Axle & MFG Holdings Inc
SOLEShares1M
TypeSH
Market value$6.44M
1.11%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.63M
TypeSH
Market value$6.43M
1.11%
Sole
0.00
Shared
0.00
None
0.00
Fluent Co
SOLEShares2.17M
TypeSH
Market value$5.21M
0.90%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$4.69M
0.81%
Sole
0.00
Shared
0.00
None
0.00
Forum Energy Technoligies Inc
SOLEShares120.80K
TypeSH
Market value$4.46M
0.77%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares193.75K
TypeSH
Market value$4.43M
0.76%
Sole
0.00
Shared
0.00
None
0.00
Colliers Intl Group Inc
SOLEShares30.10K
TypeSH
Market value$4.43M
0.76%
Sole
0.00
Shared
0.00
None
0.00
Varex Imaging
SOLEShares326.25K
TypeSH
Market value$3.80M
0.65%
Sole
0.00
Shared
0.00
None
0.00
Ramaco Resources Inc
SOLEShares210K
TypeSH
Market value$3.78M
0.65%
Sole
0.00
Shared
0.00
None
0.00
Algoma Steel Group
SOLEShares872.28K
TypeSH
Market value$3.58M
0.62%
Sole
0.00
Shared
0.00
None
0.00
Hallador Energy Company
SOLEShares160K
TypeSH
Market value$3.05M
0.52%
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 | $101.61M 17.48% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.34M | SH | $58.96M 10.14% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $44.01M 7.57% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $41.31M 7.11% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $36.43M 6.27% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 509.55K | SH | $34.15M 5.87% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $30.07M 5.17% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 4.36M | SH | $28.53M 4.91% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $24.18M 4.16% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $16.15M 2.78% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 241.81K | SH | $15.26M 2.62% | 0.00 | 0.00 | 0.00 |
Olympic Steel IncSOLE | COM | 222.50K | SH | $9.52M 1.64% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $9.34M 1.61% | 0.00 | 0.00 | 0.00 |
Magnera CorpSOLE | COM SHS | 515K | SH | $7.80M 1.34% | 0.00 | 0.00 | 0.00 |
American Axle & MFG Holdings IncSOLE | COM | 1M | SH | $6.44M 1.11% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.63M | SH | $6.43M 1.11% | 0.00 | 0.00 | 0.00 |
Fluent CoSOLE | COM | 2.17M | SH | $5.21M 0.90% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $4.69M 0.81% | 0.00 | 0.00 | 0.00 |
Forum Energy Technoligies IncSOLE | Com | 120.80K | SH | $4.46M 0.77% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 193.75K | SH | $4.43M 0.76% | 0.00 | 0.00 | 0.00 |
Colliers Intl Group IncSOLE | SUB VTG SHS | 30.10K | SH | $4.43M 0.76% | 0.00 | 0.00 | 0.00 |
Varex ImagingSOLE | COM | 326.25K | SH | $3.80M 0.65% | 0.00 | 0.00 | 0.00 |
Ramaco Resources IncSOLE | COM CL A | 210K | SH | $3.78M 0.65% | 0.00 | 0.00 | 0.00 |
Algoma Steel GroupSOLE | COM | 872.28K | SH | $3.58M 0.62% | 0.00 | 0.00 | 0.00 |
Hallador Energy CompanySOLE | COM | 160K | SH | $3.05M 0.52% | 0.00 | 0.00 | 0.00 |
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