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JB CAPITAL PARTNERS LP

Location
Armonk, NY
Portfolio Value
Small $551,990,045
Diversification
Diversified
Filing Date
Global Rank
#2,467 / 8,621 ▲ 110 · as of Mar 2026
Top Industry
Diagnostics & Research 14.4%
3Y Alpha vs SPY
-5.1%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
21 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+51.1%
SPY
+67.9%
Annualised alpha
-4.1%
Max drawdown
−32.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
14.4%
−4.8 pts
Top 5
54.3%
+0.8 pts
Top 10
74.2%
−2.0 pts
HHI
720
Jun 2023 → Mar 2026 · range 720 – 1,135
Diversified−85

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Industrials 33.6% $185,649,687
Consumer Cyclical 17.9% $98,823,836
Healthcare 15.0% $83,052,323
Financial Services 12.0% $66,502,021
Energy 11.6% $63,766,983
Basic Materials 4.7% $26,201,813
Consumer Defensive 1.8% $9,826,200
Real Estate 1.6% $8,635,158
Technology 0.8% $4,387,032
Utilities 0.5% $2,604,800
Communication Services 0.5% $2,540,192

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
9 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
79 positions · $551,990,045 total · as of Mar 31, 2026
Showing 1–50 of 79 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History