# JB CAPITAL PARTNERS LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1138532. Source: https://holderbook.com/funds/1138532-jb-capital-partners-lp/

- Reported value: $646.4M
- Positions: 87
- Weight of the ten largest: 68.3%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $87.8M | 1,424,061 | 13.6% | 22 |
| RYERSON HLDG CORP | [RYZ](https://holderbook.com/stocks/RYZ/) | $69.9M | 2,839,059 | 10.8% | 22 |
| OPPENHEIMER HLDGS INC | [OPY](https://holderbook.com/stocks/OPY/) | $53.2M | 503,954 | 8.2% | 22 |
| DANA INC | [DAN](https://holderbook.com/stocks/DAN/) | $50.4M | 1,852,293 | 7.8% | 22 |
| TREMOR INTL LTD | [NEXNXXXX](https://holderbook.com/stocks/NEXNXXXX/) | $40.4M | 4,478,125 | 6.3% | 20 |
| CORE NATURAL RESOURCES INC | [CNR](https://holderbook.com/stocks/CNR/) | $37.4M | 466,779 | 5.8% | 6 |
| BUILDERS FIRSTSOURCE INC | [BLDR](https://holderbook.com/stocks/BLDR/) | $26.2M | 292,265 | 4.0% | 22 |
| TUTOR PERINI CORP | [TPC](https://holderbook.com/stocks/TPC/) | $25.9M | 312,554 | 4.0% | 21 |
| CORECIVIC INC | [CXW](https://holderbook.com/stocks/CXW/) | $25.7M | 845,210 | 4.0% | 22 |
| BLUELINX HLDGS INC | [BXC](https://holderbook.com/stocks/BXC/) | $24.4M | 393,649 | 3.8% | 22 |
| VICTORY CAP HLDGS INC DEL | [VCTR](https://holderbook.com/stocks/VCTR/) | $20.3M | 241,812 | 3.1% | 22 |
| LIFETIME BRANDS INC | [LCUT](https://holderbook.com/stocks/LCUT/) | $13.8M | 1,627,852 | 2.1% | 22 |
| ARCELORMITTAL SA LUXEMBOURG | [MT](https://holderbook.com/stocks/MT/) | $12.3M | 205,000 | 1.9% | 10 |
| KELLY SVCS INC | [KELYA](https://holderbook.com/stocks/KELYA/) | $9.4M | 768,760 | 1.5% | 4 |
| MAYVILLE ENGR CO INC | [MEC](https://holderbook.com/stocks/MEC/) | $9.4M | 250,512 | 1.5% | 12 |
| FLUENT INC | [FLNT](https://holderbook.com/stocks/FLNT/) | $8.1M | 2,169,483 | 1.3% | 22 |
| MAGNERA CORP | [MAGN](https://holderbook.com/stocks/MAGN/) | $7.7M | 655,000 | 1.2% | 4 |
| CIVEO CORP CDA | [CVEO](https://holderbook.com/stocks/CVEO/) | $6.8M | 194,353 | 1.1% | 22 |
| FORUM ENERGY TECHNOLOGIES IN | [FET](https://holderbook.com/stocks/FET/) | $6.1M | 120,800 | 0.9% | 5 |
| DAUCH CORP | [DCH](https://holderbook.com/stocks/DCH/) | $5.4M | 1,005,000 | 0.8% | 22 |
| PARK-OHIO HLDGS CORP | [PKOH](https://holderbook.com/stocks/PKOH/) | $4.7M | 121,899 | 0.7% | 22 |
| CONCRETE PUMPING HLDGS INC | [BBCP](https://holderbook.com/stocks/BBCP/) | $4.1M | 341,400 | 0.6% | 22 |
| AMREP CORP | [AXR](https://holderbook.com/stocks/AXR/) | $3.6M | 141,360 | 0.6% | 22 |
| VAREX IMAGING CORP | [VREX](https://holderbook.com/stocks/VREX/) | $3.5M | 338,964 | 0.5% | 7 |
| MISTRAS GROUP INC | [MG](https://holderbook.com/stocks/MG/) | $3.5M | 202,243 | 0.5% | 22 |
| ALGOMA STL GROUP INC | [ASTL](https://holderbook.com/stocks/ASTL/) | $3.5M | 872,277 | 0.5% | 19 |
| KOPPERS HOLDINGS INC | [KOP](https://holderbook.com/stocks/KOP/) | $3.5M | 78,101 | 0.5% | 3 |
| GARRETT MOTION INC | [GTX](https://holderbook.com/stocks/GTX/) | $3.3M | 91,000 | 0.5% | 21 |
| TOWNSQUARE MEDIA INC | [TSQ](https://holderbook.com/stocks/TSQ/) | $3.2M | 467,807 | 0.5% | 22 |
| STRIDE INC | [LRN](https://holderbook.com/stocks/LRN/) | $3.0M | 35,000 | 0.5% | 3 |
| O-I GLASS INC | [OI](https://holderbook.com/stocks/OI/) | $2.9M | 305,000 | 0.5% | 6 |
| COLLIERS INTL GROUP INC | [CIGI](https://holderbook.com/stocks/CIGI/) | $2.8M | 30,104 | 0.4% | 22 |
| HALLADOR ENERGY COMPANY | [HNRG](https://holderbook.com/stocks/HNRG/) | $2.8M | 160,000 | 0.4% | 18 |
| SINCLAIR BROADCAST GROUP INC | [SBGI](https://holderbook.com/stocks/SBGI/) | $2.8M | 195,000 | 0.4% | 22 |
| RAMACO RES INC | [METC](https://holderbook.com/stocks/METC/) | $2.8M | 210,000 | 0.4% | 13 |
| CARRIAGE SVCS INC | [CSV](https://holderbook.com/stocks/CSV/) | $2.7M | 71,007 | 0.4% | 22 |
| GEO GROUP INC | [GEO](https://holderbook.com/stocks/GEO/) | $2.4M | 80,000 | 0.4% | 20 |
| SPORTSMANS WHSE HLDGS INC | [SPWH](https://holderbook.com/stocks/SPWH/) | $2.3M | 1,710,794 | 0.4% | 22 |
| SMART SAND INC | [SND](https://holderbook.com/stocks/SND/) | $2.3M | 460,000 | 0.3% | 8 |
| ORION S.A. | [OEC](https://holderbook.com/stocks/OEC/) | $2.2M | 335,000 | 0.3% | 3 |
| ORION GROUP HLDGS INC | [ORN](https://holderbook.com/stocks/ORN/) | $2.2M | 130,000 | 0.3% | 22 |
| FERROGLOBE PLC | [GSM](https://holderbook.com/stocks/GSM/) | $2.1M | 655,000 | 0.3% | 14 |
| INFORMATION SVCS GROUP INC | [III](https://holderbook.com/stocks/III/) | $2.0M | 487,641 | 0.3% | 22 |
| ATKORE INC | [ATKR](https://holderbook.com/stocks/ATKR/) | $1.9M | 25,000 | 0.3% | 22 |
| MOUNT LOGAN CAP INC | [MLCI](https://holderbook.com/stocks/MLCI/) | $1.8M | 534,729 | 0.3% | 4 |
| HUDSON TECHNOLOGIES INC | [HDSN](https://holderbook.com/stocks/HDSN/) | $1.8M | 306,200 | 0.3% | 22 |
| TIDEWATER INC NEW | [TDW](https://holderbook.com/stocks/TDW/) | $1.7M | 25,000 | 0.3% | 22 |
| RCI HOSPITALITY HLDGS INC | [RICK](https://holderbook.com/stocks/RICK/) | $1.6M | 60,000 | 0.3% | 22 |
| CONDUENT INC | [CNDT](https://holderbook.com/stocks/CNDT/) | $1.6M | 1,113,061 | 0.3% | 13 |
| RUSH ENTERPRISES INC | [RUSHB](https://holderbook.com/stocks/RUSHB/) | $1.6M | 20,418 | 0.2% | 22 |
| LIMBACH HLDGS INC | [LMB](https://holderbook.com/stocks/LMB/) | $1.5M | 20,000 | 0.2% | 14 |
| BALLYS CORPORATION | [BALY](https://holderbook.com/stocks/BALY/) | $1.5M | 108,910 | 0.2% | 4 |
| RUSH ENTERPRISES INC | [RUSHA](https://holderbook.com/stocks/RUSHA/) | $1.5M | 20,418 | 0.2% | 22 |
| FIRSTSERVICE CORP NEW | [FSV](https://holderbook.com/stocks/FSV/) | $1.4M | 10,104 | 0.2% | 22 |
| BCP INVESTMENT CORPORATION | [BCIC](https://holderbook.com/stocks/BCIC/) | $1.4M | 197,036 | 0.2% | 4 |
| OUTDOOR HOLDING CO | [POWW](https://holderbook.com/stocks/POWW/) | $1.3M | 550,000 | 0.2% | 7 |
| XPEL INC | [XPEL](https://holderbook.com/stocks/XPEL/) | $1.2M | 25,000 | 0.2% | 22 |
| SCANSOURCE INC | [SCSC](https://holderbook.com/stocks/SCSC/) | $1.0M | 20,000 | 0.2% | 2 |
| EZCORP INC | [EZPW](https://holderbook.com/stocks/EZPW/) | $1.0M | 30,000 | 0.2% | 22 |
| TRIMAS CORP | [TRS](https://holderbook.com/stocks/TRS/) | $1.0M | 22,277 | 0.2% | 22 |
| NORTH AMERN CONSTR GROUP LTD | [NOA](https://holderbook.com/stocks/NOA/) | $931.0K | 70,000 | 0.1% | 7 |
| ABACUS GLOBAL MGMT INC | [ABX](https://holderbook.com/stocks/ABX/) | $856.8K | 80,000 | 0.1% | 3 |
| RAYONIER ADVANCED MATLS INC | [RYAM](https://holderbook.com/stocks/RYAM/) | $786.0K | 100,000 | 0.1% | 5 |
| LSB INDS INC | [LXU](https://holderbook.com/stocks/LXU/) | $756.7K | 70,000 | 0.1% | 5 |
| SUMMIT MIDSTREAM CORPORATION | [SMC](https://holderbook.com/stocks/SMC/) | $745.2K | 26,165 | 0.1% | 3 |
| RIMINI STR INC DEL | [RMNI](https://holderbook.com/stocks/RMNI/) | $739.4K | 173,579 | 0.1% | 15 |
| SARATOGA INVT CORP | [SAR](https://holderbook.com/stocks/SAR/) | $737.2K | 33,847 | 0.1% | 22 |
| OIL STS INTL INC | [OIS](https://holderbook.com/stocks/OIS/) | $680.9K | 85,000 | 0.1% | 3 |
| IES HOLDINGS INC | [IESC](https://holderbook.com/stocks/IESC/) | $617.8K | 841 | 0.1% | 22 |
| RANGER ENERGY SVCS INC | [RNGR](https://holderbook.com/stocks/RNGR/) | $585.6K | 36,576 | 0.1% | 14 |
| INSPIRED ENTMT INC | [INSE](https://holderbook.com/stocks/INSE/) | $536.2K | 65,000 | 0.1% | 22 |
| RAMACO RES INC | [METCXXXX](https://holderbook.com/stocks/METCXXXX/) | $515.1K | 60,245 | 0.1% | 17 |
| RIDENOW GROUP INC | [RDNW](https://holderbook.com/stocks/RDNW/) | $466.2K | 70,000 | 0.1% | 17 |
| JANUS INTERNATIONAL GROUP IN | [JBI](https://holderbook.com/stocks/JBI/) | $416.2K | 75,000 | 0.1% | 1 |
| THRYV HLDGS INC | [THRY](https://holderbook.com/stocks/THRY/) | $397.5K | 100,900 | 0.1% | 1 |
| FS KKR CAP CORP | [FSK](https://holderbook.com/stocks/FSK/) | $393.8K | 37,500 | 0.1% | 22 |
| TITAN INTL INC ILL | [TWI](https://holderbook.com/stocks/TWI/) | $385.5K | 50,000 | 0.1% | 9 |
| VILLAGE FARMS INTL INC | [VFF](https://holderbook.com/stocks/VFF/) | $360.0K | 180,000 | 0.1% | 22 |
| COMMERCIAL VEH GROUP INC | [CVGI](https://holderbook.com/stocks/CVGI/) | $311.0K | 67,322 | 0.0% | 22 |
| BRIGHTVIEW HLDGS INC | [BV](https://holderbook.com/stocks/BV/) | $283.4K | 20,000 | 0.0% | 19 |
| TORRID HLDGS INC | [CURV](https://holderbook.com/stocks/CURV/) | $280.5K | 150,000 | 0.0% | 17 |
| GSI TECHNOLOGY INC | [GSIT](https://holderbook.com/stocks/GSIT/) | $255.1K | 33,000 | 0.0% | 22 |
| WORLD ACCEP CORPORATION | [WRLD](https://holderbook.com/stocks/WRLD/) | $239.3K | 1,069 | 0.0% | 22 |
| KRATOS DEFENSE & SEC SOLUTIO | [KTOS](https://holderbook.com/stocks/KTOS/) | $163.6K | 3,281 | 0.0% | 22 |
| CLEVELAND-CLIFFS INC NEW | [CLF](https://holderbook.com/stocks/CLF/) | $106.6K | 11,350 | 0.0% | 7 |
| FATHOM HOLDINGS INC | [FTHM](https://holderbook.com/stocks/FTHM/) | $70.6K | 69,882 | 0.0% | 9 |
| CENTURY CASINOS INC | [CNTY](https://holderbook.com/stocks/CNTY/) | $49.0K | 38,283 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.1% | +14.8% | -6.8% | 95% |
| Q1 2026 | +1.2% | -4.6% | +5.9% | 91% |
| Q4 2025 | -0.1% | +2.4% | -2.5% | 91% |
| Q3 2025 | +14.8% | +7.8% | +7.0% | 91% |
| Q2 2025 | +11.7% | +10.5% | +1.2% | 91% |
| Q1 2025 | -12.5% | -4.6% | -7.9% | 86% |
| Q4 2024 | -0.7% | +2.1% | -2.9% | 98% |
| Q3 2024 | +12.1% | +5.4% | +6.6% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $646.4M | 87 |
| Q1 2026 | $580.5M | 85 |
| Q4 2025 | $581.4M | 86 |
| Q3 2025 | $591.0M | 86 |
| Q2 2025 | $539.5M | 82 |
| Q1 2025 | $476.4M | 79 |
| Q4 2024 | $522.3M | 81 |
| Q3 2024 | $522.1M | 78 |
| Q2 2024 | $453.5M | 78 |
| Q1 2024 | $532.9M | 74 |
| Q4 2023 | $496.0M | 77 |
| Q3 2023 | $404.8M | 78 |