JB Capital LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1879371 WETHERSFIELD, CT

Position in LITE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,537,697

+$1,697,032 QoQ

Shares Held

9,950

+2.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#355

of 1,304 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JB Capital LLC holds $17,243,685 across 3 Communication Equipment names. LITE ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc. This page	9,950	$8,537,697
2	HPE	Hewlett Packard Enterprise Co	174,864	$7,888,115
3	CSCO	Cisco Systems, Inc.	6,963	$817,873

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,537,697	9,950	+2.2%	Shares	Sole	2026-07-29
2026-03-31	$6,840,665	9,734	-74.6%	Shares	Sole	2026-04-27
2025-12-31	$14,139,112	38,360	-3.2%	Shares	Sole	2026-01-20
2025-09-30	$6,450,475	39,644	+4.6%	Shares	Sole	2025-10-20
2025-06-30	$3,601,728	37,889	+2.4%	Shares	Sole	2025-07-24
2025-03-31	$2,307,764	37,019	+10.8%	Shares	Sole	2025-04-23
2024-12-31	$2,805,441	33,418	+2.4%	Shares	Sole	2025-01-24
2024-09-30	$2,068,089	32,630	+5.0%	Shares	Sole	2024-10-31
2024-06-30	$1,582,033	31,069	+85.0%	Shares	Sole	2024-07-24
2024-03-31	$795,385	16,798	+19.6%	Shares	Sole	2024-04-30
2023-12-31	$736,134	14,043	+27.0%	Shares	Sole	2024-01-22
2023-09-30	$499,419	11,054	+36.0%	Shares	Sole	2023-10-25
2023-06-30	$460,931	8,125	+19.3%	Shares	Sole	2023-07-25
2023-03-31	$367,700	6,808	+8.3%	Shares	Sole	2023-04-25
2022-12-31	$327,992	6,287	+4.1%	Shares	Sole	2023-01-23
2022-09-30	$414,231	6,041	-1.9%	Shares	Sole	2022-10-14
2022-06-30	$489,147	6,159	+4.4%	Shares	Sole	2022-07-28
2022-03-31	$575,937	5,901	+11.3%	Shares	Sole	2022-04-19
2021-12-31	$560,898	5,303	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.