JB Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
JB Capital Partners LP disclosed 85 US equity positions worth $580.5m in its Q1 2026 13F filing. The largest position was RDNT at 13.7% of the reported book, followed by RYZ and CNR.
What did JB Capital Partners LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet Inc | Healthcare | 13.7% | $79.6m | 1,424,061 | – | |
| 2 | RYZ Ryerson Holding Corporation | Industrials | 11.0% | $63.8m | 2,839,059 | – | |
| 3 | CNR Core Natural Resources | Energy | 8.4% | $48.9m | 466,779 | – | |
| 4 | DAN Dana Incorporated | Consumer Cyclical | 8.0% | $46.5m | 1,852,293 | – | |
| 5 | OPY Oppenheimer Holdings Inc | Financial Services | 7.7% | $44.9m | 503,954 | – | |
| 6 | TPC Tutor Perini Corp | Industrials | 5.6% | $32.8m | 424,554 | – | |
| 7 | NEXN Nexxen International LTD | 5.0% | $28.8m | 4,411,625 | – | ||
| 8 | BLDR Builders FirstSource Inc | Industrials | 4.1% | $24.1m | 292,265 | – | |
| 9 | BXC Bluelinx Holdings Inc | Industrials | 3.7% | $21.3m | 393,649 | – | |
| 10 | CXW CoreCivic Inc | Industrials | 2.8% | $16.0m | 845,210 | – | |
| 11 | VCTR Victory Cap Holdings Inc | Financial Services | 2.7% | $15.8m | 241,812 | – | |
| 12 | Arcelormittal SA Luxemberg | 1.8% | $10.7m | 205,000 | – | ||
| 13 | LCUT Lifetime Brands | 1.6% | $9.3m | 1,627,852 | – | ||
| 14 | FET Forum Energy Technoligies Inc | 1.2% | $7.1m | 120,800 | – | ||
| 15 | IDIEUR Fluent Co | 1.2% | $6.9m | 2,169,483 | – | ||
| 16 | KELYA Kelly Services Inc | 1.2% | $6.7m | 758,760 | – | ||
| 17 | MAGN Magnera Corp | 1.1% | $6.2m | 655,000 | – | ||
| 18 | DCH DAUCH CORP | Consumer Cyclical | 1.0% | $6.0m | 1,005,000 | – | |
| 19 | CVEO Civeo Corporation | Consumer Cyclical | 0.9% | $5.1m | 193,750 | – | |
| 20 | MEC Mayville Engineering Co Inc | 0.8% | $4.5m | 250,512 | – | ||
| 21 | CIGI Colliers Intl Group Inc | Real Estate | 0.8% | $4.5m | 30,104 | – | |
| 22 | AXR AMREP Corp | 0.7% | $4.0m | 141,360 | – | ||
| 23 | ASTL Algoma Steel Group | 0.6% | $3.6m | 872,277 | – | ||
| 24 | VREX Varex Imaging | Healthcare | 0.6% | $3.5m | 326,254 | – | |
| 25 | Ramaco Resources Inc | 0.6% | $3.2m | 210,000 | – | ||
| 26 | CSV Carriage Services Inc | Consumer Cyclical | 0.6% | $3.2m | 71,007 | – | |
| 27 | LRN Stride, Inc | Consumer Defensive | 0.5% | $3.1m | 35,000 | – | |
| 28 | KOP Koppers Holdings Inc | Basic Materials | 0.5% | $3.0m | 78,101 | – | |
| 29 | MG Mistras Group Inc | Industrials | 0.5% | $3.0m | 202,243 | – | |
| 30 | PKOH Park-Ohio Holdings Corp | 0.5% | $2.9m | 121,899 | – | ||
| 31 | GSM Ferroglobe PLC | Basic Materials | 0.5% | $2.7m | 655,000 | – | |
| 32 | HNRG Hallador Energy Company | Utilities | 0.4% | $2.6m | 160,000 | – | |
| 33 | 2362120D Sinclair Broadcast Group Inc | 0.4% | $2.5m | 195,000 | – | ||
| 34 | TSQ Townsquare Media Inc | 0.4% | $2.5m | 467,807 | – | ||
| 35 | BBCP Concrete Pumping Holdings Inc | Industrials | 0.4% | $2.4m | 341,400 | – | |
| 36 | SPWH Sportsmans Warehouse Holdings Inc | 0.4% | $2.4m | 1,710,794 | – | ||
| 37 | SND Smart Sand Inc | 0.4% | $2.3m | 460,000 | – | ||
| 38 | OEC Orion S.A. | Basic Materials | 0.4% | $2.2m | 335,000 | – | |
| 39 | TDW Tidewater | Energy | 0.4% | $2.1m | 25,000 | – | |
| 40 | III Information Services Group Inc | Technology | 0.3% | $1.9m | 487,641 | – | |
| 41 | Mount Logan Capital Inc | 0.3% | $1.8m | 503,680 | – | ||
| 42 | HDSN Hudson Technologies Inc | Basic Materials | 0.3% | $1.8m | 306,200 | – | |
| 43 | GTX Garrett Motion Inc | Consumer Cyclical | 0.3% | $1.7m | 91,000 | – | |
| 44 | OI O-I Glass Inc | Consumer Cyclical | 0.3% | $1.6m | 155,000 | – | |
| 45 | LMB Limbach Holdings Inc | Industrials | 0.3% | $1.6m | 20,000 | – | |
| 46 | ATKR Atkore International Group Inc | Industrials | 0.3% | $1.5m | 25,000 | – | |
| 47 | CNDT Conduent Inc | Technology | 0.2% | $1.4m | 1,113,061 | – | |
| 48 | ORN Orion Group Hldgs Inc | Industrials | 0.2% | $1.4m | 130,000 | – | |
| 49 | FSV FirstService Corp | Real Estate | 0.2% | $1.4m | 10,104 | – | |
| 50 | RICK RCI Hospitality Holdings Inc | Consumer Cyclical | 0.2% | $1.4m | 60,000 | – |
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.