JB Capital Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
JB Capital Partners LP disclosed 87 US equity positions worth $646.4m in its Q2 2026 13F filing. The largest position was RDNT at 13.6% of the reported book, followed by RYZ and OPY. Against the Q1 2026 filing, it opened 0 new positions, added to 5 and reduced 1 among the top 50 holdings.
What did JB Capital Partners LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet Inc | Healthcare | 13.6% | $87.8m | 1,424,061 | 0% | held |
| 2 | RYZ Ryerson Holding Corporation | Industrials | 10.8% | $69.9m | 2,839,059 | 0% | held |
| 3 | OPY Oppenheimer Holdings Inc | Financial Services | 8.2% | $53.2m | 503,954 | 0% | held |
| 4 | DAN Dana Incorporated | Consumer Cyclical | 7.8% | $50.4m | 1,852,293 | 0% | held |
| 5 | NEXN Nexxen International LTD | 6.3% | $40.4m | 4,478,125 | 2% | added | |
| 6 | CNR Core Natural Resources | Energy | 5.8% | $37.4m | 466,779 | 0% | held |
| 7 | BLDR Builders FirstSource Inc | Industrials | 4.0% | $26.2m | 292,265 | 0% | held |
| 8 | TPC Tutor Perini Corp | Industrials | 4.0% | $25.9m | 312,554 | -26% | reduced |
| 9 | CXW CoreCivic Inc | Industrials | 4.0% | $25.7m | 845,210 | 0% | held |
| 10 | BXC Bluelinx Holdings Inc | Industrials | 3.8% | $24.4m | 393,649 | 0% | held |
| 11 | VCTR Victory Cap Holdings Inc | Financial Services | 3.1% | $20.3m | 241,812 | 0% | held |
| 12 | LCUT Lifetime Brands | 2.1% | $13.8m | 1,627,852 | 0% | held | |
| 13 | Arcelormittal SA Luxemberg | 1.9% | $12.3m | 205,000 | 0% | held | |
| 14 | KELYA Kelly Services Inc | 1.5% | $9.4m | 768,760 | 1% | added | |
| 15 | MEC Mayville Engineering Co Inc | 1.5% | $9.4m | 250,512 | 0% | held | |
| 16 | IDIEUR Fluent Co | 1.3% | $8.1m | 2,169,483 | 0% | held | |
| 17 | MAGN Magnera Corp | 1.2% | $7.7m | 655,000 | 0% | held | |
| 18 | CVEO Civeo Corporation | Consumer Cyclical | 1.1% | $6.8m | 194,353 | 0% | held |
| 19 | FET Forum Energy Technoligies Inc | 0.9% | $6.1m | 120,800 | 0% | held | |
| 20 | DCH DAUCH CORP | Consumer Cyclical | 0.8% | $5.4m | 1,005,000 | 0% | held |
| 21 | PKOH Park-Ohio Holdings Corp | 0.7% | $4.7m | 121,899 | 0% | held | |
| 22 | BBCP Concrete Pumping Holdings Inc | Industrials | 0.6% | $4.1m | 341,400 | 0% | held |
| 23 | AXR AMREP Corp | 0.6% | $3.6m | 141,360 | 0% | held | |
| 24 | VREX Varex Imaging | Healthcare | 0.5% | $3.5m | 338,964 | 4% | added |
| 25 | MG Mistras Group Inc | Industrials | 0.5% | $3.5m | 202,243 | 0% | held |
| 26 | ASTL Algoma Steel Group | 0.5% | $3.5m | 872,277 | 0% | held | |
| 27 | KOP Koppers Holdings Inc | Basic Materials | 0.5% | $3.5m | 78,101 | 0% | held |
| 28 | GTX Garrett Motion Inc | Consumer Cyclical | 0.5% | $3.3m | 91,000 | 0% | held |
| 29 | TSQ Townsquare Media Inc | 0.5% | $3.2m | 467,807 | 0% | held | |
| 30 | LRN Stride, Inc | Consumer Defensive | 0.5% | $3.0m | 35,000 | 0% | held |
| 31 | OI O-I Glass Inc | Consumer Cyclical | 0.5% | $2.9m | 305,000 | 97% | added |
| 32 | CIGI Colliers Intl Group Inc | Real Estate | 0.4% | $2.8m | 30,104 | 0% | held |
| 33 | HNRG Hallador Energy Company | Utilities | 0.4% | $2.8m | 160,000 | 0% | held |
| 34 | 2362120D Sinclair Broadcast Group Inc | 0.4% | $2.8m | 195,000 | 0% | held | |
| 35 | Ramaco Resources Inc | 0.4% | $2.8m | 210,000 | 0% | held | |
| 36 | CSV Carriage Services Inc | Consumer Cyclical | 0.4% | $2.7m | 71,007 | 0% | held |
| 37 | GEO Geo Group Inc | Industrials | 0.4% | $2.4m | 80,000 | 0% | held |
| 38 | SPWH Sportsmans Warehouse Holdings Inc | 0.4% | $2.3m | 1,710,794 | 0% | held | |
| 39 | SND Smart Sand Inc | 0.3% | $2.3m | 460,000 | 0% | held | |
| 40 | OEC Orion S.A. | Basic Materials | 0.3% | $2.2m | 335,000 | 0% | held |
| 41 | ORN Orion Group Hldgs Inc | Industrials | 0.3% | $2.2m | 130,000 | 0% | held |
| 42 | GSM Ferroglobe PLC | Basic Materials | 0.3% | $2.1m | 655,000 | 0% | held |
| 43 | III Information Services Group Inc | Technology | 0.3% | $2.0m | 487,641 | 0% | held |
| 44 | ATKR Atkore International Group Inc | Industrials | 0.3% | $1.9m | 25,000 | 0% | held |
| 45 | Mount Logan Capital Inc | 0.3% | $1.8m | 534,729 | 6% | added | |
| 46 | HDSN Hudson Technologies Inc | Basic Materials | 0.3% | $1.8m | 306,200 | 0% | held |
| 47 | TDW Tidewater | Energy | 0.3% | $1.7m | 25,000 | 0% | held |
| 48 | RICK RCI Hospitality Holdings Inc | Consumer Cyclical | 0.3% | $1.6m | 60,000 | 0% | held |
| 49 | CNDT Conduent Inc | Technology | 0.3% | $1.6m | 1,113,061 | 0% | held |
| 50 | RUSHB Rush Enterprises Inc Cl B | Consumer Cyclical | 0.2% | $1.6m | 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.