JB CAPITAL PARTNERS LP

CIK

1138532

Location

Armonk, NY

Portfolio Value

Small $600,767,193

Diversification

Diversified

Filing Date

Global Rank

#2,577 / 8,700 ▲ 729

Top Industry

Diagnostics & Research 14.6%

Period ended 2 months ago

Filed Aug 11, 2026 · 32d

22 quarters · since Mar 2021

Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.6%

+0.4 pts

Top 5

49.7%

−3.7 pts

Top 10

70.1%

−3.0 pts

HHI

648

Diversified−52

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	35.8%	$214,878,857	20
Consumer Cyclical	16.1%	$97,021,549	18
Healthcare	15.2%	$91,357,235	2
Financial Services	13.3%	$80,069,960	9
Energy	8.4%	$50,332,399	8
Basic Materials	4.6%	$27,892,410	10
Communication Services	1.9%	$11,399,566	2
Consumer Defensive	1.8%	$11,074,650	3
Real Estate	1.3%	$7,895,012	4
Technology	1.0%	$6,063,155	6
Utilities	0.5%	$2,782,400	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
OI	O-I Glass, Inc. /DE/	+150,000	305,000	$2,937,150
RMNI	Rimini Street, Inc.	+114,386	173,579	$739,446
MLCI	Mount Logan Capital Inc.	+31,049	534,729	$1,839,467
BCIC	BCP Investment Corp	+29,589	197,036	$1,434,422
VREX	Varex Imaging Corp	+12,710	338,964	$3,535,394
KELYA	Kelly Services Inc	+10,000	768,760	$9,440,372
BALY	Bally's Corp	+5,786	108,910	$1,493,156
METC	Ramaco Resources, Inc.	+713	60,245	$797,041
CVEO	Civeo Corp	+603	194,353	$6,802,355
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
TPC	Tutor Perini Corp	−112,000	312,554	$25,932,605
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JBI	Janus International Group, Inc.	75,000	$416,250
THRY	Thryv Holdings, Inc.	100,900	$397,546
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $600,767,193 total · filing declares 87 positions · $646,392,663 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RDNT	RadNet, Inc. Healthcare	Held	1,424,061	0	$87,821,841	+10.3%	14.62%
RYZ	Ryerson Holding Corp Industrials	Held	2,839,059	0	$69,869,241	+9.5%	11.63%
OPY	Oppenheimer Holdings Inc Financial Services	Held	503,954	0	$53,187,305	+18.3%	8.85%
DAN	DANA Inc Consumer Cyclical	Held	1,852,293	0	$50,400,892	−19.1%	8.39%
CNR	Core Natural Resources, Inc. Energy	Held	466,779	0	$37,351,655	−23.6%	6.22%
BLDR	Builders FirstSource, Inc. Industrials	Held	292,265	0	$26,151,872	+8.7%	4.35%
TPC	Tutor Perini Corp Industrials	Reduced	312,554	-112,000	$25,932,605	−20.9%	4.32%
CXW	CoreCivic, Inc. Industrials	Held	845,210	0	$25,677,479	+60.7%	4.27%
BXC	BlueLinx Holdings Inc. Industrials	Held	393,649	0	$24,359,000	+14.2%	4.05%
VCTR	Victory Capital Holdings, Inc. Financial Services	Held	241,812	0	$20,326,716	+28.4%	3.38%
LCUT	Lifetime Brands, Inc Consumer Cyclical	Held	1,627,852	0	$13,885,577	+48.6%	2.31%
MT	ArcelorMittal Basic Materials	Held	205,000	0	$12,345,100	+15.9%	2.05%
KELYA	Kelly Services Inc Industrials	Added	768,760	+10,000	$9,440,372	+40.6%	1.57%
MEC	Mayville Engineering Company, Inc. Industrials	Held	250,512	0	$9,384,179	+108.7%	1.56%
FLNT	Fluent, Inc. Communication Services	Held	2,169,483	0	$8,092,171	+18.0%	1.35%
MAGN	Magnera Corp Consumer Defensive	Held	655,000	0	$7,696,250	+23.6%	1.28%
CVEO	Civeo Corp Consumer Cyclical	Added	194,353	+603	$6,802,355	+32.7%	1.13%
FET	Forum Energy Technologies, Inc. Energy	Held	120,800	0	$6,067,784	−14.4%	1.01%
DCH	Dauch Corp Consumer Cyclical	Held	1,005,000	0	$5,447,100	−8.6%	0.91%
PKOH	Park Ohio Holdings Corp Industrials	Held	121,899	0	$4,687,016	+59.9%	0.78%
BBCP	Concrete Pumping Holdings, Inc. Industrials	Held	341,400	0	$4,113,870	+68.8%	0.68%
AXR	Amrep Corp. Real Estate	Held	141,360	0	$3,565,099	−10.3%	0.59%
VREX	Varex Imaging Corp Healthcare	Added	338,964	+12,710	$3,535,394	+2.1%	0.59%
MG	Mistras Group, Inc. Industrials	Held	202,243	0	$3,533,185	+18.2%	0.59%
ASTL	Algoma Steel Group Inc. Basic Materials	Held	872,277	0	$3,532,721	−1.9%	0.59%
KOP	Koppers Holdings Inc. Basic Materials	Held	78,101	0	$3,506,734	+16.1%	0.58%
TSQ	Townsquare Media, Inc. Communication Services	Held	467,807	0	$3,307,395	+30.2%	0.55%
GTX	Garrett Motion Inc. Consumer Cyclical	Held	91,000	0	$3,296,930	+99.4%	0.55%
LRN	Stride, Inc. Consumer Defensive	Held	35,000	0	$3,018,400	−2.2%	0.50%
OI	O-I Glass, Inc. /DE/ Consumer Cyclical	Added	305,000	+150,000	$2,937,150	+80.3%	0.49%
CIGI	Colliers International Group Inc. Real Estate	Held	30,104	0	$2,823,454	−12.3%	0.47%
HNRG	Hallador Energy Co Utilities	Held	160,000	0	$2,782,400	+6.8%	0.46%
CSV	Carriage Services Inc Consumer Cyclical	Held	71,007	0	$2,722,408	−16.0%	0.45%
GEO	Geo Group Inc Industrials	Held	80,000	0	$2,364,000	+75.8%	0.39%
SND	Smart Sand, Inc. Energy	Held	460,000	0	$2,304,600	−2.1%	0.38%
SPWH	Sportsman's Warehouse Holdings, Inc. Consumer Cyclical	Held	1,710,794	0	$2,275,356	−5.7%	0.38%
RUSHA	Rush Enterprises Inc \Tx\ Consumer Cyclical	Held	40,836	0	$2,235,313	+10.4%	0.37%
OEC	Orion S.A. Basic Materials	Held	335,000	0	$2,221,050	+2.0%	0.37%
ORN	Orion Group Holdings Inc Industrials	Held	130,000	0	$2,186,600	+54.3%	0.36%
GSM	Ferroglobe PLC Basic Materials	Held	655,000	0	$2,082,900	−22.8%	0.35%
III	Information Services Group Inc. Technology	Held	487,641	0	$2,004,204	+7.0%	0.33%
ATKR	Atkore Inc. Industrials	Held	25,000	0	$1,901,000	+29.1%	0.32%
MLCI	Mount Logan Capital Inc. Financial Services	Added	534,729	+31,049	$1,839,467	+2.0%	0.31%
HDSN	Hudson Technologies Inc /Ny Basic Materials	Held	306,200	0	$1,757,588	−2.4%	0.29%
TDW	Tidewater Inc Energy	Held	25,000	0	$1,665,750	−20.3%	0.28%
RICK	Rci Hospitality Holdings, Inc. Consumer Cyclical	Held	60,000	0	$1,639,200	+19.8%	0.27%
CNDT	CONDUENT Inc Technology	Held	1,113,061	0	$1,625,069	+14.1%	0.27%
LMB	Limbach Holdings, Inc. Industrials	Held	20,000	0	$1,540,000	−1.3%	0.26%
BALY	Bally's Corp Consumer Cyclical	Added	108,910	+5,786	$1,493,156	+50.2%	0.25%
FSV	FirstService Corp Real Estate	Held	10,104	0	$1,435,879	+2.3%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.