Q4 2024 · 13F-HR
JB CAPITAL PARTNERS LPholdings as filed
Filed 2025-02-13 · accession 0001213900-25-013090
$522.3M
Reported value
81
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 750491102 | RDNT | RadNet Inc | $102.9M | 19.7% | 1,474,061 | Common | SOLE |
| 03940R107 | ARCH1USD | Arch Resources Inc | $47.7M | 9.13% | 337,592 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $41.8M | 8.00% | 292,265 | Common | SOLE |
| 09624H208 | BXC | Bluelinx Holdings Inc | $40.2M | 7.70% | 393,649 | Common | SOLE |
| 783754104 | RYZ | Ryerson Holding Corporation | $39.4M | 7.55% | 2,131,069 | Common | SOLE |
| 683797104 | OPY | Oppenheimer Holdings Inc | $32.3M | 6.18% | 503,954 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $21.6M | 4.14% | 894,554 | Common | SOLE |
| 235825205 | DAN | Dana Incorporated | $21.2M | 4.06% | 1,832,293 | Common | SOLE |
| 21871N101 | CXW | CoreCivic Inc | $18.4M | 3.52% | 845,210 | Common | SOLE |
| 92645B103 | VCTR | Victory Cap Holdings Inc | $18.1M | 3.47% | 276,812 | Common | SOLE |
| 913837100 | — | Universal Stainless & Alloy | $10.8M | 2.07% | 245,000 | Common | SOLE |
| 015658107 | ASTL | Algoma Steel Group | $9.7M | 1.86% | 992,177 | Common | SOLE |
| 44951W106 | IESC | IES Holdings Inc | $8.4M | 1.61% | 41,845 | Common | SOLE |
| 53222Q103 | LCUT | Lifetime Brands | $7.4M | 1.41% | 1,248,121 | Common | SOLE |
| 68162K106 | ZEUS | Olympic Steel Inc | $6.0M | 1.15% | 182,499 | Common | SOLE |
| 03938L203 | MT | Arcelormittal SA Luxemberg | $4.7M | 0.91% | 205,000 | Common | SOLE |
| 032159105 | AXR | AMREP Corp | $4.4M | 0.85% | 141,360 | Common | SOLE |
| 17878Y207 | CVEO | Civeo Corporation | $4.4M | 0.84% | 193,750 | Common | SOLE |
| 84920Y106 | SPWH | Sportsmans Warehouse Holdings Inc | $4.3M | 0.82% | 1,611,794 | Common | SOLE |
| 892231101 | TSQ | Townsquare Media Inc | $4.3M | 0.81% | 467,807 | Common | SOLE |
| 206787103 | CNDT | Conduent Inc | $4.2M | 0.80% | 1,038,061 | Common | SOLE |
| 194693107 | CIGI | Colliers Intl Group Inc | $4.1M | 0.78% | 30,104 | Common | SOLE |
| 578605107 | MEC | Mayville Engineering Co Inc | $3.9M | 0.75% | 250,512 | Common | SOLE |
| 34380C102 | IDIEUR | Fluent Co | $3.5M | 0.68% | 1,406,982 | Common | SOLE |
| 74934Q108 | RICK | RCI Hospitality Holdings Inc | $3.4M | 0.66% | 60,000 | Common | SOLE |
| 829226109 | — | Sinclair Broadcast Group Inc | $3.1M | 0.60% | 195,000 | Common | SOLE |
| 143905107 | CSV | Carriage Services Inc | $2.8M | 0.54% | 71,007 | Common | SOLE |
| G33856108 | GSM | Ferroglobe PLC | $2.5M | 0.48% | 655,000 | Common | SOLE |
| 20854L108 | CEIXEUR | Consol Energy Inc New | $2.5M | 0.47% | 23,111 | Common | SOLE |
| 75134P900 | — | Ramaco Resources Inc | $2.4M | 0.46% | 235,000 | Common | SOLE |
| 00922R105 | ATSG* | Air Transport Services Group | $2.4M | 0.46% | 109,022 | Common | SOLE |
| 36162J106 | GEO | Geo Group Inc | $2.2M | 0.43% | 80,000 | Common | SOLE |
| 047649108 | ATKR | Atkore International Group Inc | $2.1M | 0.40% | 25,000 | Common | SOLE |
| 700666100 | PKOH | Park-Ohio Holdings Corp | $2.0M | 0.39% | 76,899 | Common | SOLE |
| 206704108 | BBCP | Concrete Pumping Holdings Inc | $1.9M | 0.36% | 282,100 | Common | SOLE |
| 60649T107 | MG | Mistras Group Inc | $1.8M | 0.35% | 202,243 | Common | SOLE |
| 40609P105 | HNRG | Hallador Energy Company | $1.8M | 0.35% | 160,000 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $1.8M | 0.35% | 10,104 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc | $1.7M | 0.33% | 20,000 | Common | SOLE |
| 444144109 | HDSN | Hudson Technologies Inc | $1.7M | 0.33% | 306,200 | Common | SOLE |
| 45675Y104 | III | Information Services Group Inc | $1.6M | 0.31% | 487,641 | Common | SOLE |
| 88642R109 | TDW | Tidewater | $1.4M | 0.26% | 25,000 | Common | SOLE |
| 89484T104 | — | Nexxen International LTD | $1.4M | 0.26% | 134,850 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises Inc Cl A | $1.1M | 0.21% | 20,418 | Common | SOLE |
| 781846308 | RUSHB | Rush Enterprises Inc Cl B | $1.1M | 0.21% | 20,418 | Common | SOLE |
| 98379L100 | XPEL | Xpel Inc | $998,500 | 0.19% | 25,000 | Common | SOLE |
| 68628V308 | ORN | Orion Group Hldgs Inc | $952,900 | 0.18% | 130,000 | Common | SOLE |
| 366505105 | GTX | Garrett Motion Inc | $821,730 | 0.16% | 91,000 | Common | SOLE |
| 302635206 | FSK | FS KKR Capital Corp | $814,500 | 0.16% | 37,500 | Common | SOLE |
| 80349A208 | SAR | Saratoga Investment Corp | $809,620 | 0.15% | 33,847 | Common | SOLE |
| 83191H107 | SND | Smart Sand Inc | $787,500 | 0.15% | 350,000 | Common | SOLE |
| 89142B107 | CURV | Torrid Holdings Inc | $784,500 | 0.15% | 150,000 | Common | SOLE |
| 024061103 | DCH | American Axle & MFG Holdings Inc | $772,475 | 0.15% | 132,500 | Common | SOLE |
| 74880P104 | QIPT | Quipt Home Medical | $610,000 | 0.12% | 200,000 | Common | SOLE |
| 00175J107 | POWW | Ammo Inc | $605,000 | 0.12% | 550,000 | Common | SOLE |
| 523768406 | LEE | Lee Enterprises Inc | $591,200 | 0.11% | 40,000 | Common | SOLE |
| 45782N108 | INSE | Inspired Entertainment | $588,250 | 0.11% | 65,000 | Common | SOLE |
| 75282U104 | RNGR | Ranger Energy Services Inc | $566,196 | 0.11% | 36,576 | Common | SOLE |
| 896215209 | TRS | Trimas Corp | $547,791 | 0.10% | 22,277 | Common | SOLE |
| 75134P303 | — | Ramaco Resources Inc | $507,427 | 0.10% | 51,359 | Common | SOLE |
| 384313508 | EAFEUR | Graftech INTL LTD | $506,464 | 0.10% | 292,754 | Common | SOLE |
| 656811106 | NOA | NORTH AMERN CONSTR GROUP LTD | $432,200 | 0.08% | 20,000 | Common | SOLE |
| 563420108 | — | Manitex International Inc | $385,804 | 0.07% | 66,518 | Common | SOLE |
| 781386305 | RDNW | RumbleOn Inc | $380,100 | 0.07% | 70,000 | Common | SOLE |
| 302301106 | EZPW | Ezcorp Inc | $366,600 | 0.07% | 30,000 | Common | SOLE |
| 92214X106 | VREX | Varex Imaging | $364,750 | 0.07% | 25,000 | Common | SOLE |
| 88830M102 | TWI | Titan International Inc | $339,500 | 0.06% | 50,000 | Common | SOLE |
| 10948C107 | BV | Brightview Holdings Inc | $319,800 | 0.06% | 20,000 | Common | SOLE |
| 389375106 | GTN | Gray Television Inc | $274,995 | 0.05% | 87,300 | Common | SOLE |
| 25065K104 | DXLG | Destination XL Group Inc | $201,750 | 0.04% | 75,000 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group Inc | $166,959 | 0.03% | 67,322 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Str Inc Del | $158,045 | 0.03% | 59,193 | Common | SOLE |
| 92707Y108 | VFF | Village Farms International Inc | $138,780 | 0.03% | 180,000 | Common | SOLE |
| G9059U107 | TSEOF | Trinseo SA | $137,705 | 0.03% | 27,001 | Common | SOLE |
| 156492100 | CNTY | Century Casinos Inc | $124,037 | 0.02% | 38,283 | Common | SOLE |
| 981419104 | WRLD | World Acceptance Corp | $120,198 | 0.02% | 1,069 | Common | SOLE |
| 31189V109 | FTHM | Fathom Holdings Inc | $106,919 | 0.02% | 69,882 | Common | SOLE |
| 185899101 | CLF | Cleveland-Cliffs Inc New | $106,690 | 0.02% | 11,350 | Common | SOLE |
| 36241U106 | GSIT | GSI Technology | $99,990 | 0.02% | 33,000 | Common | SOLE |
| 50077B207 | KTOS | Kratos Defense & Sec Solutions | $86,553 | 0.02% | 3,281 | Common | SOLE |
| 98400M101 | XELBUSD | Xcel Brands Inc | $7,650 | 0.00% | 15,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.