JB Capital Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
JB Capital Partners LP disclosed 79 US equity positions worth $476.4m in its Q1 2025 13F filing. The largest position was RDNT at 15.4% of the reported book, followed by RYZ and BLDR. Against the Q4 2024 filing, it opened 2 new positions, added to 8 and reduced 0 among the top 50 holdings.
What did JB Capital Partners LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet Inc | Healthcare | 15.4% | $73.3m | 1,474,061 | 0% | held |
| 2 | RYZ Ryerson Holding Corporation | Industrials | 10.3% | $48.9m | 2,131,069 | 0% | held |
| 3 | BLDR Builders FirstSource Inc | Industrials | 7.7% | $36.5m | 292,265 | 0% | held |
| 4 | CNR Core Natural Resources | Energy | 7.6% | $36.0m | 466,779 | – | new |
| 5 | OPY Oppenheimer Holdings Inc | Financial Services | 6.3% | $30.0m | 503,954 | 0% | held |
| 6 | BXC Bluelinx Holdings Inc | Industrials | 6.2% | $29.5m | 393,649 | 0% | held |
| 7 | NEXN Nexxen International LTD | 6.1% | $29.2m | 3,492,557 | 2490% | added | |
| 8 | DAN Dana Incorporated | Consumer Cyclical | 5.1% | $24.5m | 1,852,293 | 1% | added |
| 9 | TPC Tutor Perini Corp | Industrials | 4.4% | $20.7m | 894,554 | 0% | held |
| 10 | CXW CoreCivic Inc | Industrials | 3.6% | $17.1m | 845,210 | 0% | held |
| 11 | VCTR Victory Cap Holdings Inc | Financial Services | 3.4% | $16.0m | 276,812 | 0% | held |
| 12 | LCUT Lifetime Brands | 1.5% | $7.0m | 1,447,621 | 16% | added | |
| 13 | IESC IES Holdings Inc | Industrials | 1.5% | $6.9m | 41,845 | 0% | held |
| 14 | ZEUS Olympic Steel Inc | 1.4% | $6.5m | 206,332 | 13% | added | |
| 15 | Arcelormittal SA Luxemberg | 1.2% | $5.9m | 205,000 | 0% | held | |
| 16 | ASTL Algoma Steel Group | 1.1% | $5.4m | 992,177 | 0% | held | |
| 17 | CVEO Civeo Corporation | 0.9% | $4.5m | 193,750 | 0% | held | |
| 18 | DCH American Axle & MFG Holdings Inc | Consumer Cyclical | 0.8% | $3.9m | 957,500 | 623% | added |
| 19 | TSQ Townsquare Media Inc | 0.8% | $3.7m | 467,807 | 0% | held | |
| 20 | CIGI Colliers Intl Group Inc | Real Estate | 0.8% | $3.7m | 30,104 | 0% | held |
| 21 | MEC Mayville Engineering Co Inc | 0.7% | $3.4m | 250,512 | 0% | held | |
| 22 | 2362120D Sinclair Broadcast Group Inc | 0.7% | $3.1m | 195,000 | 0% | held | |
| 23 | IDIEUR Fluent Co | 0.6% | $3.1m | 1,415,585 | 1% | added | |
| 24 | AXR AMREP Corp | 0.6% | $2.8m | 141,360 | 0% | held | |
| 25 | CNDT Conduent Inc | Technology | 0.6% | $2.8m | 1,038,061 | 0% | held |
| 26 | CSV Carriage Services Inc | Consumer Cyclical | 0.6% | $2.7m | 71,007 | 0% | held |
| 27 | RICK RCI Hospitality Holdings Inc | Consumer Cyclical | 0.5% | $2.6m | 60,000 | 0% | held |
| 28 | ATSG* Air Transport Services Group | 0.5% | $2.4m | 109,022 | 0% | held | |
| 29 | GSM Ferroglobe PLC | Basic Materials | 0.5% | $2.4m | 655,000 | 0% | held |
| 30 | GEO Geo Group Inc | Industrials | 0.5% | $2.3m | 80,000 | 0% | held |
| 31 | MG Mistras Group Inc | 0.4% | $2.1m | 202,243 | 0% | held | |
| 32 | TWI Titan International Inc | Industrials | 0.4% | $2.1m | 50,000 | 0% | held |
| 33 | HNRG Hallador Energy Company | Utilities | 0.4% | $2.0m | 160,000 | 0% | held |
| 34 | Ramaco Resources Inc | 0.4% | $1.9m | 235,000 | 0% | held | |
| 35 | III Information Services Group Inc | Technology | 0.4% | $1.9m | 487,641 | 0% | held |
| 36 | HDSN Hudson Technologies Inc | Basic Materials | 0.4% | $1.9m | 306,200 | 0% | held |
| 37 | BBCP Concrete Pumping Holdings Inc | Industrials | 0.4% | $1.7m | 312,100 | 11% | added |
| 38 | FSV FirstService Corp | Real Estate | 0.4% | $1.7m | 10,104 | 0% | held |
| 39 | PKOH Park-Ohio Holdings Corp | 0.3% | $1.7m | 76,899 | 0% | held | |
| 40 | SPWH Sportsmans Warehouse Holdings Inc | 0.3% | $1.6m | 1,611,794 | 0% | held | |
| 41 | ATKR Atkore International Group Inc | Industrials | 0.3% | $1.5m | 25,000 | 0% | held |
| 42 | LMB Limbach Holdings Inc | Industrials | 0.3% | $1.5m | 20,000 | 0% | held |
| 43 | VREX Varex Imaging | Healthcare | 0.3% | $1.3m | 110,000 | 340% | added |
| 44 | RUSHB Rush Enterprises Inc Cl B | Consumer Cyclical | 0.2% | $1.2m | 20,418 | 0% | held |
| 45 | OI O-I Glass Inc | Consumer Cyclical | 0.2% | $1.1m | 95,000 | – | new |
| 46 | RUSHA Rush Enterprises Inc Cl A | Consumer Cyclical | 0.2% | $1.1m | 20,418 | 0% | held |
| 47 | TDW Tidewater | Energy | 0.2% | $1.1m | 25,000 | 0% | held |
| 48 | SND Smart Sand Inc | 0.2% | $906.5k | 350,000 | 0% | held | |
| 49 | Saratoga Investment Corp | 0.2% | $839.4k | 33,847 | 0% | held | |
| 50 | CURV Torrid Holdings Inc | 0.2% | $822.0k | 150,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.