JB Capital Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
JB Capital Partners LP disclosed 82 US equity positions worth $539.5m in its Q2 2025 13F filing. The largest position was RDNT at 15.5% of the reported book, followed by RYZ and TPC. Against the Q1 2025 filing, it opened 1 new position, added to 10 and reduced 0 among the top 50 holdings.
What did JB Capital Partners LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet Inc | Healthcare | 15.5% | $83.9m | 1,474,061 | 0% | held |
| 2 | RYZ Ryerson Holding Corporation | Industrials | 8.5% | $46.0m | 2,131,069 | 0% | held |
| 3 | TPC Tutor Perini Corp | Industrials | 7.8% | $41.8m | 894,554 | 0% | held |
| 4 | NEXN Nexxen International LTD | 6.9% | $37.0m | 3,555,097 | 2% | added | |
| 5 | BLDR Builders FirstSource Inc | Industrials | 6.3% | $34.1m | 292,265 | 0% | held |
| 6 | OPY Oppenheimer Holdings Inc | Financial Services | 6.1% | $33.1m | 503,954 | 0% | held |
| 7 | CNR Core Natural Resources | Energy | 6.0% | $32.6m | 466,779 | 0% | held |
| 8 | DAN Dana Incorporated | Consumer Cyclical | 5.9% | $31.6m | 1,852,293 | 0% | held |
| 9 | BXC Bluelinx Holdings Inc | Industrials | 5.4% | $29.3m | 393,649 | 0% | held |
| 10 | CXW CoreCivic Inc | Industrials | 3.3% | $17.8m | 845,210 | 0% | held |
| 11 | VCTR Victory Cap Holdings Inc | Financial Services | 3.3% | $17.6m | 276,812 | 0% | held |
| 12 | IESC IES Holdings Inc | Industrials | 2.3% | $12.4m | 41,845 | 0% | held |
| 13 | LCUT Lifetime Brands | 1.5% | $8.0m | 1,577,852 | 9% | added | |
| 14 | ZEUS Olympic Steel Inc | 1.3% | $7.3m | 222,499 | 8% | added | |
| 15 | ASTL Algoma Steel Group | 1.3% | $6.8m | 992,177 | 0% | held | |
| 16 | Arcelormittal SA Luxemberg | 1.2% | $6.5m | 205,000 | 0% | held | |
| 17 | SPWH Sportsmans Warehouse Holdings Inc | 1.1% | $5.9m | 1,710,794 | 6% | added | |
| 18 | DCH American Axle & MFG Holdings Inc | Consumer Cyclical | 0.8% | $4.5m | 1,107,500 | 16% | added |
| 19 | CVEO Civeo Corporation | 0.8% | $4.5m | 193,750 | 0% | held | |
| 20 | MEC Mayville Engineering Co Inc | 0.7% | $4.0m | 250,512 | 0% | held | |
| 21 | CIGI Colliers Intl Group Inc | Real Estate | 0.7% | $3.9m | 30,104 | 0% | held |
| 22 | TSQ Townsquare Media Inc | 0.7% | $3.6m | 467,807 | 0% | held | |
| 23 | CSV Carriage Services Inc | Consumer Cyclical | 0.6% | $3.2m | 71,007 | 0% | held |
| 24 | Ramaco Resources Inc | 0.6% | $3.1m | 235,000 | 0% | held | |
| 25 | AXR AMREP Corp | 0.5% | $3.0m | 141,360 | 0% | held | |
| 26 | CNDT Conduent Inc | Technology | 0.5% | $2.9m | 1,113,061 | 7% | added |
| 27 | IDIEUR Fluent Co | 0.5% | $2.9m | 1,460,806 | 3% | added | |
| 28 | LMB Limbach Holdings Inc | Industrials | 0.5% | $2.8m | 20,000 | 0% | held |
| 29 | 2362120D Sinclair Broadcast Group Inc | 0.5% | $2.7m | 195,000 | 0% | held | |
| 30 | VREX Varex Imaging | Healthcare | 0.5% | $2.6m | 295,000 | 168% | added |
| 31 | HNRG Hallador Energy Company | Utilities | 0.5% | $2.5m | 160,000 | 0% | held |
| 32 | HDSN Hudson Technologies Inc | Basic Materials | 0.5% | $2.5m | 306,200 | 0% | held |
| 33 | GSM Ferroglobe PLC | Basic Materials | 0.4% | $2.4m | 655,000 | 0% | held |
| 34 | III Information Services Group Inc | Technology | 0.4% | $2.3m | 487,641 | 0% | held |
| 35 | RICK RCI Hospitality Holdings Inc | Consumer Cyclical | 0.4% | $2.3m | 60,000 | 0% | held |
| 36 | OI O-I Glass Inc | Consumer Cyclical | 0.4% | $2.3m | 155,000 | 63% | added |
| 37 | BBCP Concrete Pumping Holdings Inc | Industrials | 0.4% | $2.1m | 341,400 | 9% | added |
| 38 | GEO Geo Group Inc | Industrials | 0.4% | $1.9m | 80,000 | 0% | held |
| 39 | FSV FirstService Corp | Real Estate | 0.3% | $1.8m | 10,104 | 0% | held |
| 40 | ATKR Atkore International Group Inc | Industrials | 0.3% | $1.8m | 25,000 | 0% | held |
| 41 | MG Mistras Group Inc | 0.3% | $1.6m | 202,243 | 0% | held | |
| 42 | FET Forum Energy Technoligies Inc | 0.3% | $1.4m | 71,800 | – | new | |
| 43 | PKOH Park-Ohio Holdings Corp | 0.3% | $1.4m | 76,899 | 0% | held | |
| 44 | ORN Orion Group Hldgs Inc | Industrials | 0.2% | $1.2m | 130,000 | 0% | held |
| 45 | TDW Tidewater | Energy | 0.2% | $1.2m | 25,000 | 0% | held |
| 46 | RUSHB Rush Enterprises Inc Cl B | Consumer Cyclical | 0.2% | $1.1m | 20,418 | 0% | held |
| 47 | RUSHA Rush Enterprises Inc Cl A | Consumer Cyclical | 0.2% | $1.1m | 20,418 | 0% | held |
| 48 | GTX Garrett Motion Inc | Consumer Cyclical | 0.2% | $956.4k | 91,000 | 0% | held |
| 49 | XPEL Xpel Inc | 0.2% | $897.5k | 25,000 | 0% | held | |
| 50 | Saratoga Investment Corp | 0.2% | $822.8k | 33,847 | 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.