Filed: 8/11/2026ACC: 0001213900-26-087766
📋 What this filing means
JB CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $646.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$646.39M
Total AUM (reported)
32.96M
Total Shares
Allocation by class
COM$408.64M63.2%
CL A NON VTG$54.22M8.4%
COM SHS$45.05M7.0%
SPON ADR$40.44M6.3%
COM NEW$34.88M5.4%
COM CL A$23.69M3.7%
CL A$17.77M2.7%
Portfolio Concentration
Top 3$210.88M32.6%
4–10$230.31M35.6%
11–25$118.84M18.4%
Rest$86.36M13.4%
Top 3 weight
32.6%
Top 10 weight
68.3%
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)
Sole87
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings87
Rows:
RadNet Inc
SOLEShares1.42M
TypeSH
Market value$87.82M
13.59%
Sole
0.00
Shared
0.00
None
0.00
Ryerson Holding Corporation
SOLEShares2.84M
TypeSH
Market value$69.87M
10.81%
Sole
0.00
Shared
0.00
None
0.00
Oppenheimer Holdings Inc
SOLEShares503.95K
TypeSH
Market value$53.19M
8.23%
Sole
0.00
Shared
0.00
None
0.00
Dana Incorporated
SOLEShares1.85M
TypeSH
Market value$50.40M
7.80%
Sole
0.00
Shared
0.00
None
0.00
Nexxen International LTD
SOLEShares4.48M
TypeSH
Market value$40.44M
6.26%
Sole
0.00
Shared
0.00
None
0.00
Core Natural Resources
SOLEShares466.78K
TypeSH
Market value$37.35M
5.78%
Sole
0.00
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares292.26K
TypeSH
Market value$26.15M
4.05%
Sole
0.00
Shared
0.00
None
0.00
Tutor Perini Corp
SOLEShares312.55K
TypeSH
Market value$25.93M
4.01%
Sole
0.00
Shared
0.00
None
0.00
CoreCivic Inc
SOLEShares845.21K
TypeSH
Market value$25.68M
3.97%
Sole
0.00
Shared
0.00
None
0.00
Bluelinx Holdings Inc
SOLEShares393.65K
TypeSH
Market value$24.36M
3.77%
Sole
0.00
Shared
0.00
None
0.00
Victory Cap Holdings Inc
SOLEShares241.81K
TypeSH
Market value$20.33M
3.14%
Sole
0.00
Shared
0.00
None
0.00
Lifetime Brands
SOLEShares1.63M
TypeSH
Market value$13.82M
2.14%
Sole
0.00
Shared
0.00
None
0.00
Arcelormittal SA Luxemberg
SOLEShares205K
TypeSH
Market value$12.35M
1.91%
Sole
0.00
Shared
0.00
None
0.00
Kelly Services Inc
SOLEShares768.76K
TypeSH
Market value$9.44M
1.46%
Sole
0.00
Shared
0.00
None
0.00
Mayville Engineering Co Inc
SOLEShares250.51K
TypeSH
Market value$9.38M
1.45%
Sole
0.00
Shared
0.00
None
0.00
Fluent Co
SOLEShares2.17M
TypeSH
Market value$8.09M
1.25%
Sole
0.00
Shared
0.00
None
0.00
Magnera Corp
SOLEShares655K
TypeSH
Market value$7.70M
1.19%
Sole
0.00
Shared
0.00
None
0.00
Civeo Corporation
SOLEShares194.35K
TypeSH
Market value$6.80M
1.05%
Sole
0.00
Shared
0.00
None
0.00
Forum Energy Technoligies Inc
SOLEShares120.80K
TypeSH
Market value$6.07M
0.94%
Sole
0.00
Shared
0.00
None
0.00
DAUCH CORP
SOLEShares1M
TypeSH
Market value$5.45M
0.84%
Sole
0.00
Shared
0.00
None
0.00
Park-Ohio Holdings Corp
SOLEShares121.90K
TypeSH
Market value$4.67M
0.72%
Sole
0.00
Shared
0.00
None
0.00
Concrete Pumping Holdings Inc
SOLEShares341.40K
TypeSH
Market value$4.11M
0.64%
Sole
0.00
Shared
0.00
None
0.00
AMREP Corp
SOLEShares141.36K
TypeSH
Market value$3.57M
0.55%
Sole
0.00
Shared
0.00
None
0.00
Varex Imaging
SOLEShares338.96K
TypeSH
Market value$3.54M
0.55%
Sole
0.00
Shared
0.00
None
0.00
Mistras Group Inc
SOLEShares202.24K
TypeSH
Market value$3.53M
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 | $87.82M 13.59% | 0.00 | 0.00 | 0.00 |
Ryerson Holding CorporationSOLE | COM | 2.84M | SH | $69.87M 10.81% | 0.00 | 0.00 | 0.00 |
Oppenheimer Holdings IncSOLE | CL A NON VTG | 503.95K | SH | $53.19M 8.23% | 0.00 | 0.00 | 0.00 |
Dana IncorporatedSOLE | COM | 1.85M | SH | $50.40M 7.80% | 0.00 | 0.00 | 0.00 |
Nexxen International LTDSOLE | SPON ADR | 4.48M | SH | $40.44M 6.26% | 0.00 | 0.00 | 0.00 |
Core Natural ResourcesSOLE | COM SHS | 466.78K | SH | $37.35M 5.78% | 0.00 | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 292.26K | SH | $26.15M 4.05% | 0.00 | 0.00 | 0.00 |
Tutor Perini CorpSOLE | COM | 312.55K | SH | $25.93M 4.01% | 0.00 | 0.00 | 0.00 |
CoreCivic IncSOLE | COM | 845.21K | SH | $25.68M 3.97% | 0.00 | 0.00 | 0.00 |
Bluelinx Holdings IncSOLE | COM NEW | 393.65K | SH | $24.36M 3.77% | 0.00 | 0.00 | 0.00 |
Victory Cap Holdings IncSOLE | COM CL A | 241.81K | SH | $20.33M 3.14% | 0.00 | 0.00 | 0.00 |
Lifetime BrandsSOLE | COM | 1.63M | SH | $13.82M 2.14% | 0.00 | 0.00 | 0.00 |
Arcelormittal SA LuxembergSOLE | NY Registry SH | 205K | SH | $12.35M 1.91% | 0.00 | 0.00 | 0.00 |
Kelly Services IncSOLE | CL A | 768.76K | SH | $9.44M 1.46% | 0.00 | 0.00 | 0.00 |
Mayville Engineering Co IncSOLE | COM | 250.51K | SH | $9.38M 1.45% | 0.00 | 0.00 | 0.00 |
Fluent CoSOLE | COM | 2.17M | SH | $8.09M 1.25% | 0.00 | 0.00 | 0.00 |
Magnera CorpSOLE | COM SHS | 655K | SH | $7.70M 1.19% | 0.00 | 0.00 | 0.00 |
Civeo CorporationSOLE | COM NEW | 194.35K | SH | $6.80M 1.05% | 0.00 | 0.00 | 0.00 |
Forum Energy Technoligies IncSOLE | Com | 120.80K | SH | $6.07M 0.94% | 0.00 | 0.00 | 0.00 |
DAUCH CORPSOLE | COM | 1M | SH | $5.45M 0.84% | 0.00 | 0.00 | 0.00 |
Park-Ohio Holdings CorpSOLE | COM | 121.90K | SH | $4.67M 0.72% | 0.00 | 0.00 | 0.00 |
Concrete Pumping Holdings IncSOLE | COM | 341.40K | SH | $4.11M 0.64% | 0.00 | 0.00 | 0.00 |
AMREP CorpSOLE | COM | 141.36K | SH | $3.57M 0.55% | 0.00 | 0.00 | 0.00 |
Varex ImagingSOLE | COM | 338.96K | SH | $3.54M 0.55% | 0.00 | 0.00 | 0.00 |
Mistras Group IncSOLE | COM | 202.24K | SH | $3.53M 0.55% | 0.00 | 0.00 | 0.00 |
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