Q3 2025 · 13F-HR
JB CAPITAL PARTNERS LPholdings as filed
Filed 2025-11-14 · accession 0001213900-25-110204
$591.0M
Reported value
86
Positions
2025-09-30
Period end
The Brief · JB CAPITAL PARTNERS LP · Q3 2025
AI · grounded in 13F
JB CAPITAL PARTNERS LP established a new position in RadNet Inc RDNT valued at $108.5M. The fund also initiated new stakes in Ryerson Holding Corporation RYZ for $48.6M and Tutor Perini Corp TPC for $47.2M. Other new additions include Core Natural Resources CNR, Oppenheimer Holdings Inc OPY, and Dana Incorporated DAN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 750491102 | RDNT | RadNet Inc | $108.5M | 18.4% | 1,424,061 | Common | SOLE |
| 783754104 | RYZ | Ryerson Holding Corporation | $48.6M | 8.22% | 2,125,038 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $47.2M | 7.99% | 719,554 | Common | SOLE |
| 218937100 | CNR | Core Natural Resources | $39.0M | 6.59% | 466,779 | Common | SOLE |
| 683797104 | OPY | Oppenheimer Holdings Inc | $37.2M | 6.30% | 503,954 | Common | SOLE |
| 235825205 | DAN | Dana Incorporated | $37.1M | 6.28% | 1,852,293 | Common | SOLE |
| 89484T104 | — | Nexxen International LTD | $37.0M | 6.26% | 4,002,875 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $35.4M | 6.00% | 292,265 | Common | SOLE |
| 09624H208 | BXC | Bluelinx Holdings Inc | $28.8M | 4.87% | 393,649 | Common | SOLE |
| 21871N101 | CXW | CoreCivic Inc | $17.2M | 2.91% | 845,210 | Common | SOLE |
| 92645B103 | VCTR | Victory Cap Holdings Inc | $15.7M | 2.65% | 241,812 | Common | SOLE |
| 03938L203 | MT | Arcelormittal SA Luxemberg | $7.4M | 1.25% | 205,000 | Common | SOLE |
| 75134P900 | — | Ramaco Resources Inc | $7.0M | 1.18% | 210,000 | Common | SOLE |
| 68162K106 | ZEUS | Olympic Steel Inc | $6.8M | 1.15% | 222,499 | Common | SOLE |
| 024061103 | DCH | American Axle & MFG Holdings Inc | $6.7M | 1.13% | 1,107,500 | Common | SOLE |
| 53222Q103 | LCUT | Lifetime Brands | $6.1M | 1.04% | 1,587,852 | Common | SOLE |
| 84920Y106 | SPWH | Sportsmans Warehouse Holdings Inc | $4.7M | 0.80% | 1,710,794 | Common | SOLE |
| 194693107 | CIGI | Colliers Intl Group Inc | $4.7M | 0.80% | 30,104 | Common | SOLE |
| 578605107 | MEC | Mayville Engineering Co Inc | $4.5M | 0.76% | 250,512 | Common | SOLE |
| 17878Y207 | CVEO | Civeo Corporation | $4.5M | 0.75% | 193,750 | Common | SOLE |
| 92214X106 | VREX | Varex Imaging | $3.9M | 0.66% | 313,964 | Common | SOLE |
| 015658107 | ASTL | Algoma Steel Group | $3.5M | 0.60% | 992,177 | Common | SOLE |
| 032159105 | AXR | AMREP Corp | $3.4M | 0.57% | 141,360 | Common | SOLE |
| 34380C102 | IDIEUR | Fluent Co | $3.2M | 0.55% | 1,460,806 | Common | SOLE |
| 34984V209 | FET | Forum Energy Technoligies Inc | $3.2M | 0.55% | 120,800 | Common | SOLE |
| 143905107 | CSV | Carriage Services Inc | $3.2M | 0.54% | 71,007 | Common | SOLE |
| 40609P105 | HNRG | Hallador Energy Company | $3.1M | 0.53% | 160,000 | Common | SOLE |
| 206787103 | CNDT | Conduent Inc | $3.1M | 0.53% | 1,113,061 | Common | SOLE |
| 892231101 | TSQ | Townsquare Media Inc | $3.1M | 0.52% | 467,807 | Common | SOLE |
| 444144109 | HDSN | Hudson Technologies Inc | $3.0M | 0.51% | 306,200 | Common | SOLE |
| G33856108 | GSM | Ferroglobe PLC | $3.0M | 0.50% | 655,000 | Common | SOLE |
| 829226109 | 2362120D | Sinclair Broadcast Group Inc | $2.9M | 0.50% | 195,000 | Common | SOLE |
| 45675Y104 | III | Information Services Group Inc | $2.8M | 0.47% | 487,641 | Common | SOLE |
| 206704108 | BBCP | Concrete Pumping Holdings Inc | $2.4M | 0.41% | 341,400 | Common | SOLE |
| 62188E103 | MLCI | Mount Logan Capital Inc | $2.4M | 0.41% | 307,506 | Common | SOLE |
| 67098H104 | OI | O-I Glass Inc | $2.0M | 0.34% | 155,000 | Common | SOLE |
| 55939A107 | MAGN | Magnera Corp | $2.0M | 0.34% | 170,000 | Common | SOLE |
| 60649T107 | MG | Mistras Group Inc | $2.0M | 0.34% | 202,243 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc | $1.9M | 0.33% | 20,000 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $1.9M | 0.33% | 10,104 | Common | SOLE |
| 74934Q108 | RICK | RCI Hospitality Holdings Inc | $1.8M | 0.31% | 60,000 | Common | SOLE |
| 36162J106 | GEO | Geo Group Inc | $1.6M | 0.28% | 80,000 | Common | SOLE |
| 700666100 | PKOH | Park-Ohio Holdings Corp | $1.6M | 0.28% | 76,899 | Common | SOLE |
| 047649108 | ATKR | Atkore International Group Inc | $1.6M | 0.27% | 25,000 | Common | SOLE |
| 488152208 | KELYA | Kelly Services Inc | $1.5M | 0.26% | 117,486 | Common | SOLE |
| 73688F201 | BCIC | BCP Investment Corporation | $1.4M | 0.24% | 122,447 | Common | SOLE |
| 88642R109 | TDW | Tidewater | $1.3M | 0.23% | 25,000 | Common | SOLE |
| 366505105 | GTX | Garrett Motion Inc | $1.2M | 0.21% | 91,000 | Common | SOLE |
| 781846308 | RUSHB | Rush Enterprises Inc Cl B | $1.2M | 0.20% | 20,418 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises Inc Cl A | $1.1M | 0.18% | 20,418 | Common | SOLE |
| 68628V308 | ORN | Orion Group Hldgs Inc | $1.1M | 0.18% | 130,000 | Common | SOLE |
| 83191H107 | SND | Smart Sand Inc | $984,400 | 0.17% | 460,000 | Common | SOLE |
| 75134P303 | METC | Ramaco Resources Inc | $974,992 | 0.16% | 57,863 | Common | SOLE |
| 05875B304 | BALY | Bally's Corporation | $931,500 | 0.16% | 50,000 | Common | SOLE |
| 896215209 | TRS | Trimas Corp | $859,669 | 0.15% | 22,277 | Common | SOLE |
| 98379L100 | XPEL | Xpel Inc | $826,750 | 0.14% | 25,000 | Common | SOLE |
| 00175J107 | POWW | Outdoor Holdings Co | $814,000 | 0.14% | 550,000 | Common | SOLE |
| 80349A208 | SAR | Saratoga Investment Corp | $807,928 | 0.14% | 33,847 | Common | SOLE |
| 75508B104 | RYAM | Rayonier Advanced Materials Inc | $722,000 | 0.12% | 100,000 | Common | SOLE |
| 45782N108 | INSE | Inspired Entertainment | $609,700 | 0.10% | 65,000 | Common | SOLE |
| 302301106 | EZPW | Ezcorp Inc | $571,200 | 0.10% | 30,000 | Common | SOLE |
| 92707Y108 | VFF | Village Farms International Inc | $563,400 | 0.10% | 180,000 | Common | SOLE |
| 302635206 | FSK | FS KKR Capital Corp | $559,875 | 0.09% | 37,500 | Common | SOLE |
| 502160104 | LXU | LSB Inds Inc | $551,600 | 0.09% | 70,000 | Common | SOLE |
| 74880P104 | QIPT | Quipt Home Medical | $522,000 | 0.09% | 200,000 | Common | SOLE |
| 75282U104 | RNGR | Ranger Energy Services Inc | $513,527 | 0.09% | 36,576 | Common | SOLE |
| 389375106 | GTN | Gray Television Inc | $504,594 | 0.09% | 87,300 | Common | SOLE |
| 88830M102 | TWI | Titan International Inc | $378,000 | 0.06% | 50,000 | Common | SOLE |
| 384313508 | EAFEUR | Graftech INTL LTD | $375,306 | 0.06% | 29,275 | Common | SOLE |
| 44951W106 | IESC | IES Holdings Inc | $334,424 | 0.06% | 841 | Common | SOLE |
| 781386305 | RDNW | RideNow Group Inc | $308,000 | 0.05% | 70,000 | Common | SOLE |
| 50077B207 | KTOS | Kratos Defense & Sec Solutions | $299,785 | 0.05% | 3,281 | Common | SOLE |
| 656811106 | NOA | NORTH AMERN CONSTR GROUP LTD | $284,000 | 0.05% | 20,000 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Str Inc Del | $277,023 | 0.05% | 59,193 | Common | SOLE |
| 10948C107 | BV | Brightview Holdings Inc | $268,000 | 0.05% | 20,000 | Common | SOLE |
| 89142B107 | CURV | Torrid Holdings Inc | $262,500 | 0.04% | 150,000 | Common | SOLE |
| 523768406 | LEE | Lee Enterprises Inc | $217,600 | 0.04% | 40,000 | Common | SOLE |
| 981419104 | WRLD | World Acceptance Corp | $180,811 | 0.03% | 1,069 | Common | SOLE |
| 185899101 | CLF | Cleveland-Cliffs Inc New | $138,470 | 0.02% | 11,350 | Common | SOLE |
| 31189V109 | FTHM | Fathom Holdings Inc | $125,788 | 0.02% | 69,882 | Common | SOLE |
| 36241U106 | GSIT | GSI Technology | $121,440 | 0.02% | 33,000 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group Inc | $114,447 | 0.02% | 67,322 | Common | SOLE |
| 156492100 | CNTY | Century Casinos Inc | $99,919 | 0.02% | 38,283 | Common | SOLE |
| 25065K104 | DXLG | Destination XL Group Inc | $98,250 | 0.02% | 75,000 | Common | SOLE |
| G9059U107 | TSEOF | Trinseo SA | $63,452 | 0.01% | 27,001 | Common | SOLE |
| 98400M101 | XELBUSD | Xcel Brands Inc | $26,400 | 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.