Investor
JB CAPITAL PARTNERS LP
CIK 0001138532 · filed 2026-05-14 · SEC filing
13F book
$580.5M
Positions
85
1 new · 2 sold
Largest name
13.7%
RadNet, Inc. · RDNT
Est. mark
−$6.96M
Price effect on 84 names still held. Flow $6.05M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| RadNet, Inc. | RDNT | 1.42M | $79.6M | 13.7% | −$22M | Held |
| Ryerson Hldg Corp | — | 2.84M | $63.8M | 11.0% | −$6.28M | Added$4.86M |
| Core Natural Resources, Inc. | CNR | 466.8K | $48.9M | 8.4% | $7.57M | Held |
| Dana Inc | DAN | 1.85M | $46.5M | 8.0% | $2.48M | Held |
| Oppenheimer Hldgs Inc | — | 504K | $44.9M | 7.7% | $8.52M | Held |
| Tutor Perini Corp | TPC | 424.6K | $32.8M | 5.6% | $4.32M | Cut−$1.38M |
| Nexxen Intl Ltd | — | 4.41M | $28.8M | 5.0% | −$87.2K | Added$238.8K |
| Builders FirstSource, Inc. | BLDR | 292.3K | $24.1M | 4.1% | −$6.01M | Held |
| Bluelinx Hldgs Inc | — | 393.6K | $21.3M | 3.7% | −$2.85M | Held |
| CoreCivic, Inc. | CXW | 845.2K | $16M | 2.8% | −$169K | Held |
| Victory Cap Hldgs Inc | — | 241.8K | $15.8M | 2.7% | $577.9K | Held |
| Arcelormittal Sa Luxembourg | — | 205K | $10.7M | 1.8% | $1.31M | Held |
| Lifetime Brands, Inc | LCUT | 1.63M | $9.28M | 1.6% | $2.85M | Held |
| Forum Energy Technologies In | — | 120.8K | $7.09M | 1.2% | $2.62M | Held |
| Fluent Co | — | 2.17M | $6.86M | 1.2% | $1.65M | Held |
| Kelly Svcs Inc | — | 758.8K | $6.72M | 1.2% | $10.4K | Added$4.89M |
| Magnera Corp | MAGN | 655K | $6.23M | 1.1% | −$2.9M | Added−$1.57M |
| American Axle & Mfg Hldgs In | DCH | 1M | $5.96M | 1.0% | −$482.4K | Held |
| Civeo Corp Cda | — | 193.8K | $5.13M | 0.9% | $695.6K | Held |
| Mayville Engr Co Inc | — | 250.5K | $4.5M | 0.8% | −$192.9K | Held |
| Colliers Intl Group Inc | — | 30.1K | $4.48M | 0.8% | $51.8K | Held |
| Amrep Corp. | AXR | 141.4K | $3.98M | 0.7% | $1.32M | Held |
| Algoma Stl Group Inc | — | 872.3K | $3.6M | 0.6% | $26.2K | Held |
| Varex Imaging Corp | VREX | 326.3K | $3.46M | 0.6% | −$339.3K | Held |
| Ramaco Res Inc | — | 210K | $3.25M | 0.6% | −$533.4K | Held |
| Carriage Svcs Inc | — | 71K | $3.24M | 0.6% | $231.5K | Held |
| Stride, Inc. | LRN | 35K | $3.09M | 0.5% | $464.8K | Added$1.79M |
| Koppers Holdings Inc. | KOP | 78.1K | $3.02M | 0.5% | $812K | Added$1.13M |
| Mistras Group, Inc. | MG | 202.2K | $2.99M | 0.5% | $430.8K | Held |
| Park-Ohio Hldgs Corp | — | 121.9K | $2.92M | 0.5% | $364.6K | Added$467.5K |
| Ferroglobe Plc | GSM | 655K | $2.7M | 0.5% | −$340.6K | Held |
| Hallador Energy Company | — | 160K | $2.6M | 0.4% | −$441.6K | Held |
| Sinclair Broadcast Group Inc | — | 195K | $2.52M | 0.4% | −$460.2K | Held |
| Townsquare Media, Inc. | TSQ | 467.8K | $2.47M | 0.4% | $141.1K | Held |
| Concrete Pumping Hldgs Inc | — | 341.4K | $2.44M | 0.4% | $146.8K | Held |
| Sportsmans Whse Hldgs Inc | — | 1.71M | $2.41M | 0.4% | −$85.5K | Held |
| Smart Sand, Inc. | SND | 460K | $2.31M | 0.4% | $469.2K | Held |
| Orion S.A. | OEC | 335K | $2.18M | 0.4% | $408.7K | Held |
| Tidewater Inc New | — | 25K | $2.09M | 0.4% | $826K | Held |
| Information Svcs Group Inc | — | 487.6K | $1.87M | 0.3% | −$946K | Held |
| Mount Logan Cap Inc | — | 503.7K | $1.8M | 0.3% | −$1.65M | Added−$1.11M |
| Hudson Technologies Inc | — | 306.2K | $1.8M | 0.3% | −$297K | Held |
| Garrett Motion Inc. | GTX | 91K | $1.65M | 0.3% | $67.3K | Held |
| O-I Glass Inc | — | 155K | $1.63M | 0.3% | −$658.8K | Held |
| Limbach Hldgs Inc | — | 20K | $1.56M | 0.3% | $1.48M | Held |
| Atkore Inc. | ATKR | 25K | $1.47M | 0.3% | −$108.5K | Held |
| Conduent Inc | CNDT | 1.11M | $1.42M | 0.2% | −$712.4K | Held |
| Orion Group Hldgs Inc | — | 130K | $1.42M | 0.2% | $124.8K | Held |
| Firstservice Corp New | — | 10.1K | $1.4M | 0.2% | −$167.6K | Held |
| Rci Hospitality Hldgs Inc | — | 60K | $1.37M | 0.2% | −$61.8K | Held |
| Rush Enterprises Inc | — | 20.4K | $1.35M | 0.2% | $245K | Held |
| Geo Group Inc New | GEO | 80K | $1.34M | 0.2% | $55.2K | Held |
| Rush Enterprises Inc | — | 20.4K | $1.31M | 0.2% | $161.5K | Held |
| BCP Investment Corp | BCIC | 167.4K | $1.24M | 0.2% | −$736.8K | Held |
| Rayonier Advanced Matls Inc | — | 100K | $1.11M | 0.2% | $518K | Held |
| XPEL, Inc. | XPEL | 25K | $1.11M | 0.2% | −$141.2K | Held |
| Outdoor Holding Co | — | 550K | $1.11M | 0.2% | $165K | Held |
| Lsb Inds Inc | — | 70K | $1.04M | 0.2% | $448K | Held |
| Ballys Corporation | — | 103.1K | $994.1K | 0.2% | −$344K | Added$168.1K |
| Oil Sts Intl Inc | — | 85K | $989.4K | 0.2% | $414K | Held |
| North Amern Constr Group Ltd | — | 70K | $943.6K | 0.2% | −$17.8K | Added$656.2K |
| Trimas Corp | TRS | 22.3K | $800K | 0.1% | $10.2K | Held |
| Summit Midstream Corp | SMC | 26.2K | $791.2K | 0.1% | $81.7K | Added$178.8K |
| Ezcorp Inc | EZPW | 30K | $761.4K | 0.1% | $178.8K | Held |
| Saratoga Invt Corp | — | 33.8K | $760.9K | 0.1% | −$20K | Held |
| Scansource, Inc. | SCSC | 20K | $726K | 0.1% | — | New |
| Abacus Global Mgmt Inc | — | 80K | $630.4K | 0.1% | −$53.6K | Held |
| Ranger Energy Svcs Inc | — | 36.6K | $624.7K | 0.1% | $113.4K | Held |
| Ramaco Resources Inc | — | 59.5K | $607.2K | 0.1% | −$91K | Added−$82.4K |
| Village Farms Intl Inc | — | 180K | $511.2K | 0.1% | −$145.8K | Held |
| RideNow Group, Inc. | RDNW | 70K | $494.2K | 0.1% | $107.8K | Held |
| Inspired Entmt Inc | — | 65K | $463.4K | 0.1% | −$144.9K | Held |
| Ies Hldgs Inc | IESC | 841 | $400.7K | 0.1% | $73.5K | Held |
| Fs Kkr Cap Corp | — | 37.5K | $381.8K | 0.1% | −$173.6K | Held |
| Titan Intl Inc Ill | — | 50K | $345.5K | 0.1% | −$46K | Held |
| Torrid Hldgs Inc | — | 150K | $267K | 0.0% | $120K | Held |
| Brightview Hldgs Inc | — | 20K | $235.8K | 0.0% | −$17.6K | Held |
| Kratos Defense & Sec Solutio | — | 3.28K | $231.3K | 0.0% | −$17.7K | Held |
| Commercial Veh Group Inc | — | 67.3K | $229.6K | 0.0% | $132.6K | Held |
| Rimini Str Inc Del | — | 59.2K | $194.2K | 0.0% | −$35.5K | Held |
| Gsi Technology Inc | GSIT | 33K | $169.6K | 0.0% | −$35.3K | Held |
| World Accep Corporation | — | 1.07K | $144.4K | 0.0% | $140.5K | Held |
| Cleveland-Cliffs Inc New | — | 11.3K | $95.9K | 0.0% | −$54.8K | Held |
| Century Casinos Inc /Co/ | CNTY | 38.3K | $53.2K | 0.0% | $2.3K | Held |
| Fathom Holdings Inc. | FTHM | 69.9K | $37K | 0.0% | −$33.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.