Q2 2025 · 13F-HR
JB CAPITAL PARTNERS LPholdings as filed
Filed 2025-08-13 · accession 0001213900-25-075815
$539.5M
Reported value
82
Positions
2025-06-30
Period end
The Brief · JB CAPITAL PARTNERS LP · Q2 2025
AI · grounded in 13F
JB CAPITAL PARTNERS LP established a new position in RadNet Inc RDNT valued at $83.9M. The fund also initiated new stakes in Ryerson Holding Corporation RYZ for $46M and Tutor Perini Corp TPC for $41.8M. Additional new positions include Nexxen International LTD for $37M and Builders FirstSource Inc BLDR for $34.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 750491102 | RDNT | RadNet Inc | $83.9M | 15.5% | 1,474,061 | Common | SOLE |
| 783754104 | RYZ | Ryerson Holding Corporation | $46.0M | 8.52% | 2,131,069 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $41.8M | 7.76% | 894,554 | Common | SOLE |
| 89484T104 | — | Nexxen International LTD | $37.0M | 6.86% | 3,555,097 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $34.1M | 6.32% | 292,265 | Common | SOLE |
| 683797104 | OPY | Oppenheimer Holdings Inc | $33.1M | 6.14% | 503,954 | Common | SOLE |
| 218937100 | CNR | Core Natural Resources | $32.6M | 6.03% | 466,779 | Common | SOLE |
| 235825205 | DAN | Dana Incorporated | $31.6M | 5.85% | 1,852,293 | Common | SOLE |
| 09624H208 | BXC | Bluelinx Holdings Inc | $29.3M | 5.43% | 393,649 | Common | SOLE |
| 21871N101 | CXW | CoreCivic Inc | $17.8M | 3.30% | 845,210 | Common | SOLE |
| 92645B103 | VCTR | Victory Cap Holdings Inc | $17.6M | 3.27% | 276,812 | Common | SOLE |
| 44951W106 | IESC | IES Holdings Inc | $12.4M | 2.30% | 41,845 | Common | SOLE |
| 53222Q103 | LCUT | Lifetime Brands | $8.0M | 1.48% | 1,577,852 | Common | SOLE |
| 68162K106 | ZEUS | Olympic Steel Inc | $7.3M | 1.34% | 222,499 | Common | SOLE |
| 015658107 | ASTL | Algoma Steel Group | $6.8M | 1.27% | 992,177 | Common | SOLE |
| 03938L203 | MT | Arcelormittal SA Luxemberg | $6.5M | 1.20% | 205,000 | Common | SOLE |
| 84920Y106 | SPWH | Sportsmans Warehouse Holdings Inc | $5.9M | 1.09% | 1,710,794 | Common | SOLE |
| 024061103 | DCH | American Axle & MFG Holdings Inc | $4.5M | 0.84% | 1,107,500 | Common | SOLE |
| 17878Y207 | CVEO | Civeo Corporation | $4.5M | 0.83% | 193,750 | Common | SOLE |
| 578605107 | MEC | Mayville Engineering Co Inc | $4.0M | 0.74% | 250,512 | Common | SOLE |
| 194693107 | CIGI | Colliers Intl Group Inc | $3.9M | 0.73% | 30,104 | Common | SOLE |
| 892231101 | TSQ | Townsquare Media Inc | $3.6M | 0.67% | 467,807 | Common | SOLE |
| 143905107 | CSV | Carriage Services Inc | $3.2M | 0.60% | 71,007 | Common | SOLE |
| 75134P900 | — | Ramaco Resources Inc | $3.1M | 0.57% | 235,000 | Common | SOLE |
| 032159105 | AXR | AMREP Corp | $3.0M | 0.55% | 141,360 | Common | SOLE |
| 206787103 | CNDT | Conduent Inc | $2.9M | 0.54% | 1,113,061 | Common | SOLE |
| 34380C102 | IDIEUR | Fluent Co | $2.9M | 0.54% | 1,460,806 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc | $2.8M | 0.52% | 20,000 | Common | SOLE |
| 829226109 | 2362120D | Sinclair Broadcast Group Inc | $2.7M | 0.50% | 195,000 | Common | SOLE |
| 92214X106 | VREX | Varex Imaging | $2.6M | 0.47% | 295,000 | Common | SOLE |
| 40609P105 | HNRG | Hallador Energy Company | $2.5M | 0.47% | 160,000 | Common | SOLE |
| 444144109 | HDSN | Hudson Technologies Inc | $2.5M | 0.46% | 306,200 | Common | SOLE |
| G33856108 | GSM | Ferroglobe PLC | $2.4M | 0.45% | 655,000 | Common | SOLE |
| 45675Y104 | III | Information Services Group Inc | $2.3M | 0.43% | 487,641 | Common | SOLE |
| 74934Q108 | RICK | RCI Hospitality Holdings Inc | $2.3M | 0.42% | 60,000 | Common | SOLE |
| 67098H104 | OI | O-I Glass Inc | $2.3M | 0.42% | 155,000 | Common | SOLE |
| 206704108 | BBCP | Concrete Pumping Holdings Inc | $2.1M | 0.39% | 341,400 | Common | SOLE |
| 36162J106 | GEO | Geo Group Inc | $1.9M | 0.36% | 80,000 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $1.8M | 0.33% | 10,104 | Common | SOLE |
| 047649108 | ATKR | Atkore International Group Inc | $1.8M | 0.33% | 25,000 | Common | SOLE |
| 60649T107 | MG | Mistras Group Inc | $1.6M | 0.30% | 202,243 | Common | SOLE |
| 34984V209 | FET | Forum Energy Technoligies Inc | $1.4M | 0.26% | 71,800 | Common | SOLE |
| 700666100 | PKOH | Park-Ohio Holdings Corp | $1.4M | 0.25% | 76,899 | Common | SOLE |
| 68628V308 | ORN | Orion Group Hldgs Inc | $1.2M | 0.22% | 130,000 | Common | SOLE |
| 88642R109 | TDW | Tidewater | $1.2M | 0.21% | 25,000 | Common | SOLE |
| 781846308 | RUSHB | Rush Enterprises Inc Cl B | $1.1M | 0.20% | 20,418 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises Inc Cl A | $1.1M | 0.19% | 20,418 | Common | SOLE |
| 366505105 | GTX | Garrett Motion Inc | $956,410 | 0.18% | 91,000 | Common | SOLE |
| 98379L100 | XPEL | Xpel Inc | $897,500 | 0.17% | 25,000 | Common | SOLE |
| 80349A208 | SAR | Saratoga Investment Corp | $822,821 | 0.15% | 33,847 | Common | SOLE |
| 302635206 | FSK | FS KKR Capital Corp | $778,125 | 0.14% | 37,500 | Common | SOLE |
| 68235B208 | HH20 | 180 Degree Cap Corp | $715,978 | 0.13% | 180,347 | Common | SOLE |
| 00175J107 | POWW | Outdoor Holdings Co | $704,000 | 0.13% | 550,000 | Common | SOLE |
| 83191H107 | SND | Smart Sand Inc | $668,500 | 0.12% | 350,000 | Common | SOLE |
| 896215209 | TRS | Trimas Corp | $636,677 | 0.12% | 22,277 | Common | SOLE |
| 45782N108 | INSE | Inspired Entertainment | $531,050 | 0.10% | 65,000 | Common | SOLE |
| 502160104 | LXU | LSB Inds Inc | $529,200 | 0.10% | 70,000 | Common | SOLE |
| 88830M102 | TWI | Titan International Inc | $513,500 | 0.10% | 50,000 | Common | SOLE |
| 75134P303 | METC | Ramaco Resources Inc | $467,716 | 0.09% | 57,178 | Common | SOLE |
| 89142B107 | CURV | Torrid Holdings Inc | $442,500 | 0.08% | 150,000 | Common | SOLE |
| 75282U104 | RNGR | Ranger Energy Services Inc | $434,523 | 0.08% | 36,576 | Common | SOLE |
| 302301106 | EZPW | Ezcorp Inc | $416,400 | 0.08% | 30,000 | Common | SOLE |
| 389375106 | GTN | Gray Television Inc | $395,469 | 0.07% | 87,300 | Common | SOLE |
| 75508B104 | RYAM | Rayonier Advanced Malts Inc | $385,000 | 0.07% | 100,000 | Common | SOLE |
| 74880P104 | QIPT | Quipt Home Medical | $358,000 | 0.07% | 200,000 | Common | SOLE |
| 10948C107 | BV | Brightview Holdings Inc | $333,000 | 0.06% | 20,000 | Common | SOLE |
| 656811106 | NOA | NORTH AMERN CONSTR GROUP LTD | $319,600 | 0.06% | 20,000 | Common | SOLE |
| 384313508 | EAFEUR | Graftech INTL LTD | $283,971 | 0.05% | 292,754 | Common | SOLE |
| 523768406 | LEE | Lee Enterprises Inc | $256,000 | 0.05% | 40,000 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Str Inc Del | $223,158 | 0.04% | 59,193 | Common | SOLE |
| 92707Y108 | VFF | Village Farms International Inc | $198,000 | 0.04% | 180,000 | Common | SOLE |
| 981419104 | WRLD | World Acceptance Corp | $176,513 | 0.03% | 1,069 | Common | SOLE |
| 781386305 | RDNW | RumbleOn Inc | $161,700 | 0.03% | 70,000 | Common | SOLE |
| 50077B207 | KTOS | Kratos Defense & Sec Solutions | $152,402 | 0.03% | 3,281 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group Inc | $111,755 | 0.02% | 67,322 | Common | SOLE |
| 36241U106 | GSIT | GSI Technology | $110,880 | 0.02% | 33,000 | Common | SOLE |
| 31189V109 | FTHM | Fathom Holdings Inc | $86,654 | 0.02% | 69,882 | Common | SOLE |
| 185899101 | CLF | Cleveland-Cliffs Inc New | $86,260 | 0.02% | 11,350 | Common | SOLE |
| G9059U107 | TSEOF | Trinseo SA | $83,973 | 0.02% | 27,001 | Common | SOLE |
| 25065K104 | DXLG | Destination XL Group Inc | $83,250 | 0.02% | 75,000 | Common | SOLE |
| 156492100 | CNTY | Century Casinos Inc | $81,160 | 0.02% | 38,283 | Common | SOLE |
| 98400M101 | XELBUSD | Xcel Brands Inc | $27,150 | 0.01% | 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.