JB CAPITAL PARTNERS LP
Position in NOA — North American Construction Group Ltd.
CIK 1138532
Armonk, NY
Position in NOA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$943,600
+$656,200 QoQ
Shares Held
70,000
+250.0% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in NOA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026JB CAPITAL PARTNERS LP holds $14,089,990 across 6 Oil & Gas Equipment & Services names. NOA ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FET |
Forum Energy Technologies, Inc.
|
120,800 | $7,086,128 | |
| 2 | SND |
Smart Sand, Inc.
|
460,000 | $2,355,200 | |
| 3 | TDW |
Tidewater Inc
|
25,000 | $2,088,750 | |
| 4 | OIS |
Oil States International, Inc
|
85,000 | $989,400 | |
| 5 | NOA |
North American Construction Group Ltd.
This page
|
70,000 | $943,600 | |
| 6 | RNGR |
Ranger Energy Services, Inc.
|
36,576 | $626,912 |
All Filings in NOA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $943,600 | 70,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $287,400 | 20,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $284,000 | 20,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,600 | 20,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $315,800 | 20,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $432,200 | 20,000 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||