Filed: 5/14/2026ACC: 0001213900-26-056531
๐ What this filing means
JB CAPITAL PARTNERS LP filed this quarterly 13FโHR report disclosing 85 equity positions with a total reported market value of $580.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$580.51M
Total AUM (reported)
32.48M
Total Shares
Allocation by class
COM$366.81M63.2%
COM SHS$55.11M9.5%
CL A NON VTG$45.71M7.9%
COM NEW$29.49M5.1%
SPON ADR$28.76M5.0%
COM CL A$19.71M3.4%
CL A$13.68M2.4%
Portfolio Concentration
Top 3$192.30M33.1%
4โ10$214.35M36.9%
11โ25$97.00M16.7%
Rest$76.86M13.2%
Top 3 weight
33.1%
Top 10 weight
70.0%
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)
Sole85
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings85
Rows:
RadNet Inc
SOLEShares1.42M
TypeSH
Market value$79.59M
13.71%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.84M
TypeSH
Market value$63.82M
10.99%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$48.89M
8.42%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$46.49M
8.01%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$44.95M
7.74%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares424.55K
TypeSH
Market value$32.77M
5.65%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares4.41M
TypeSH
Market value$28.76M
4.95%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$24.06M
4.14%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$21.33M
3.67%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$15.98M
2.75%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares241.81K
TypeSH
Market value$15.83M
2.73%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$10.66M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.63M
TypeSH
Market value$9.28M
1.60%
Sole
0.00
Shared
0.00
None
0.00
Forum Energy Technoligies Inc
SOLEShares120.80K
TypeSH
Market value$7.09M
1.22%
Sole
0.00
Shared
0.00
None
0.00
Fluent Co
SOLEShares2.17M
TypeSH
Market value$6.86M
1.18%
Sole
0.00
Shared
0.00
None
0.00
Kelly Services Inc
SOLEShares758.76K
TypeSH
Market value$6.72M
1.16%
Sole
0.00
Shared
0.00
None
0.00
Magnera Corp
SOLEShares655K
TypeSH
Market value$6.23M
1.07%
Sole
0.00
Shared
0.00
None
0.00
DAUCH CORP
SOLEShares1M
TypeSH
Market value$5.96M
1.03%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares193.75K
TypeSH
Market value$5.13M
0.88%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$4.50M
0.77%
Sole
0.00
Shared
0.00
None
0.00
Colliers Intl Group Inc
SOLEShares30.10K
TypeSH
Market value$4.48M
0.77%
Sole
0.00
Shared
0.00
None
0.00
AMREP Corp
SOLEShares141.36K
TypeSH
Market value$3.98M
0.68%
Sole
0.00
Shared
0.00
None
0.00
Algoma Steel Group
SOLEShares872.28K
TypeSH
Market value$3.60M
0.62%
Sole
0.00
Shared
0.00
None
0.00
Varex Imaging
SOLEShares326.25K
TypeSH
Market value$3.46M
0.60%
Sole
0.00
Shared
0.00
None
0.00
Ramaco Resources Inc
SOLEShares210K
TypeSH
Market value$3.25M
0.56%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RadNet IncSOLE | COM | 1.42M | SH | $79.59M 13.71% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.84M | SH | $63.82M 10.99% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $48.89M 8.42% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $46.49M 8.01% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $44.95M 7.74% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 424.55K | SH | $32.77M 5.65% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 4.41M | SH | $28.76M 4.95% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $24.06M 4.14% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $21.33M 3.67% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $15.98M 2.75% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 241.81K | SH | $15.83M 2.73% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $10.66M 1.84% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.63M | SH | $9.28M 1.60% | 0.00 | 0.00 | 0.00 |
Forum Energy Technoligies IncSOLE | Com | 120.80K | SH | $7.09M 1.22% | 0.00 | 0.00 | 0.00 |
Fluent CoSOLE | COM | 2.17M | SH | $6.86M 1.18% | 0.00 | 0.00 | 0.00 |
Kelly Services IncSOLE | CL A | 758.76K | SH | $6.72M 1.16% | 0.00 | 0.00 | 0.00 |
Magnera CorpSOLE | COM SHS | 655K | SH | $6.23M 1.07% | 0.00 | 0.00 | 0.00 |
DAUCH CORPSOLE | COM | 1M | SH | $5.96M 1.03% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 193.75K | SH | $5.13M 0.88% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $4.50M 0.77% | 0.00 | 0.00 | 0.00 |
Colliers Intl Group IncSOLE | SUB VTG SHS | 30.10K | SH | $4.48M 0.77% | 0.00 | 0.00 | 0.00 |
AMREP CorpSOLE | COM | 141.36K | SH | $3.98M 0.68% | 0.00 | 0.00 | 0.00 |
Algoma Steel GroupSOLE | COM | 872.28K | SH | $3.60M 0.62% | 0.00 | 0.00 | 0.00 |
Varex ImagingSOLE | COM | 326.25K | SH | $3.46M 0.60% | 0.00 | 0.00 | 0.00 |
Ramaco Resources IncSOLE | COM CL A | 210K | SH | $3.25M 0.56% | 0.00 | 0.00 | 0.00 |
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