JB Capital Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
JB Capital Partners LP disclosed 86 US equity positions worth $591.0m in its Q3 2025 13F filing. The largest position was RDNT at 18.4% of the reported book, followed by RYZ and TPC. Against the Q2 2025 filing, it opened 4 new positions, added to 4 and reduced 4 among the top 50 holdings.
What did JB Capital Partners LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet Inc | Healthcare | 18.4% | $108.5m | 1,424,061 | -3% | reduced |
| 2 | RYZ Ryerson Holding Corporation | Industrials | 8.2% | $48.6m | 2,125,038 | -0% | held |
| 3 | TPC Tutor Perini Corp | Industrials | 8.0% | $47.2m | 719,554 | -20% | reduced |
| 4 | CNR Core Natural Resources | Energy | 6.6% | $39.0m | 466,779 | 0% | held |
| 5 | OPY Oppenheimer Holdings Inc | Financial Services | 6.3% | $37.2m | 503,954 | 0% | held |
| 6 | DAN Dana Incorporated | Consumer Cyclical | 6.3% | $37.1m | 1,852,293 | 0% | held |
| 7 | NEXN Nexxen International LTD | 6.3% | $37.0m | 4,002,875 | 13% | added | |
| 8 | BLDR Builders FirstSource Inc | Industrials | 6.0% | $35.4m | 292,265 | 0% | held |
| 9 | BXC Bluelinx Holdings Inc | Industrials | 4.9% | $28.8m | 393,649 | 0% | held |
| 10 | CXW CoreCivic Inc | Industrials | 2.9% | $17.2m | 845,210 | 0% | held |
| 11 | VCTR Victory Cap Holdings Inc | Financial Services | 2.6% | $15.7m | 241,812 | -13% | reduced |
| 12 | Arcelormittal SA Luxemberg | 1.3% | $7.4m | 205,000 | 0% | held | |
| 13 | Ramaco Resources Inc | 1.2% | $7.0m | 210,000 | -11% | reduced | |
| 14 | ZEUS Olympic Steel Inc | 1.1% | $6.8m | 222,499 | 0% | held | |
| 15 | DCH American Axle & MFG Holdings Inc | Consumer Cyclical | 1.1% | $6.7m | 1,107,500 | 0% | held |
| 16 | LCUT Lifetime Brands | 1.0% | $6.1m | 1,587,852 | 1% | added | |
| 17 | SPWH Sportsmans Warehouse Holdings Inc | 0.8% | $4.7m | 1,710,794 | 0% | held | |
| 18 | CIGI Colliers Intl Group Inc | Real Estate | 0.8% | $4.7m | 30,104 | 0% | held |
| 19 | MEC Mayville Engineering Co Inc | 0.8% | $4.5m | 250,512 | 0% | held | |
| 20 | CVEO Civeo Corporation | 0.8% | $4.5m | 193,750 | 0% | held | |
| 21 | VREX Varex Imaging | Healthcare | 0.7% | $3.9m | 313,964 | 6% | added |
| 22 | ASTL Algoma Steel Group | 0.6% | $3.5m | 992,177 | 0% | held | |
| 23 | AXR AMREP Corp | 0.6% | $3.4m | 141,360 | 0% | held | |
| 24 | IDIEUR Fluent Co | 0.5% | $3.2m | 1,460,806 | 0% | held | |
| 25 | FET Forum Energy Technoligies Inc | 0.5% | $3.2m | 120,800 | 68% | added | |
| 26 | CSV Carriage Services Inc | Consumer Cyclical | 0.5% | $3.2m | 71,007 | 0% | held |
| 27 | HNRG Hallador Energy Company | Utilities | 0.5% | $3.1m | 160,000 | 0% | held |
| 28 | CNDT Conduent Inc | Technology | 0.5% | $3.1m | 1,113,061 | 0% | held |
| 29 | TSQ Townsquare Media Inc | 0.5% | $3.1m | 467,807 | 0% | held | |
| 30 | HDSN Hudson Technologies Inc | Basic Materials | 0.5% | $3.0m | 306,200 | 0% | held |
| 31 | GSM Ferroglobe PLC | Basic Materials | 0.5% | $3.0m | 655,000 | 0% | held |
| 32 | 2362120D Sinclair Broadcast Group Inc | 0.5% | $2.9m | 195,000 | 0% | held | |
| 33 | III Information Services Group Inc | Technology | 0.5% | $2.8m | 487,641 | 0% | held |
| 34 | BBCP Concrete Pumping Holdings Inc | Industrials | 0.4% | $2.4m | 341,400 | 0% | held |
| 35 | Mount Logan Capital Inc | 0.4% | $2.4m | 307,506 | – | new | |
| 36 | OI O-I Glass Inc | Consumer Cyclical | 0.3% | $2.0m | 155,000 | 0% | held |
| 37 | MAGN Magnera Corp | 0.3% | $2.0m | 170,000 | – | new | |
| 38 | MG Mistras Group Inc | 0.3% | $2.0m | 202,243 | 0% | held | |
| 39 | LMB Limbach Holdings Inc | Industrials | 0.3% | $1.9m | 20,000 | 0% | held |
| 40 | FSV FirstService Corp | Real Estate | 0.3% | $1.9m | 10,104 | 0% | held |
| 41 | RICK RCI Hospitality Holdings Inc | Consumer Cyclical | 0.3% | $1.8m | 60,000 | 0% | held |
| 42 | GEO Geo Group Inc | Industrials | 0.3% | $1.6m | 80,000 | 0% | held |
| 43 | PKOH Park-Ohio Holdings Corp | 0.3% | $1.6m | 76,899 | 0% | held | |
| 44 | ATKR Atkore International Group Inc | Industrials | 0.3% | $1.6m | 25,000 | 0% | held |
| 45 | KELYA Kelly Services Inc | 0.3% | $1.5m | 117,486 | – | new | |
| 46 | BCP Investment Corporation | 0.2% | $1.4m | 122,447 | – | new | |
| 47 | TDW Tidewater | Energy | 0.2% | $1.3m | 25,000 | 0% | held |
| 48 | GTX Garrett Motion Inc | Consumer Cyclical | 0.2% | $1.2m | 91,000 | 0% | held |
| 49 | RUSHB Rush Enterprises Inc Cl B | Consumer Cyclical | 0.2% | $1.2m | 20,418 | 0% | held |
| 50 | RUSHA Rush Enterprises Inc Cl A | Consumer Cyclical | 0.2% | $1.1m | 20,418 | 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.