JB CAPITAL PARTNERS LP
Top Portfolio Positions
78 positions ·
$551,363,133 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RDNT |
RadNet, Inc.
Healthcare
|
1,424,061 | $79,590,769 | 14.44% |
| RYZ |
Ryerson Holding Corp
Industrials
|
2,839,059 | $63,822,046 | 11.58% |
| DAN |
DANA Inc
Consumer Cyclical
|
1,852,293 | $62,329,659 | 11.30% |
| CNR |
Core Natural Resources, Inc.
Energy
|
466,779 | $48,885,764 | 8.87% |
| OPY |
Oppenheimer Holdings Inc
Financial Services
|
503,954 | $44,947,657 | 8.15% |
| TPC |
Tutor Perini Corp
Industrials
|
424,554 | $32,771,323 | 5.94% |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
292,265 | $24,062,177 | 4.36% |
| BXC |
BlueLinx Holdings Inc.
Industrials
|
393,649 | $21,327,902 | 3.87% |
| CXW |
CoreCivic, Inc.
Industrials
|
845,210 | $15,982,921 | 2.90% |
| VCTR |
Victory Capital Holdings, Inc.
Financial Services
|
241,812 | $15,833,849 | 2.87% |
Holdings in LMB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,561,000 | 20,000 | Shares | Sole | 2026-05-14 | |
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