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JB CAPITAL PARTNERS LP

Location
Armonk, NY
Portfolio Value
Small $551,990,045
Diversification
Diversified
Filing Date
Global Rank
#2,174 / 8,232 ▲ 329
Top Industry
Diagnostics & Research 14.4%
3Y Alpha vs SPY
-4.9%
Period ended 2 months ago
Filed May 14, 2026 · 30d
20 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+56.1%
SPY
+76.5%
Annualised alpha
-4.9%
Max drawdown
−32.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025
Top Position
14.4%
−6.1 pts
Top 5
54.3%
+1.3 pts
Top 10
74.2%
−4.1 pts
HHI
720
Mar 2023 → Mar 2026 · range 720 – 1,137
Diversified−124

Portfolio Trend

20 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 Sep 30, 2025

Added To

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

Trimmed

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

New Positions

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

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

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