Q1 2026 · 13F-HR
JB CAPITAL PARTNERS LPholdings as filed
Filed 2026-05-14 · accession 0001213900-26-056531
$580.5M
Reported value
85
Positions
2026-03-31
Period end
The Brief · JB CAPITAL PARTNERS LP · Q1 2026
AI · grounded in 13F
JB CAPITAL PARTNERS LP closed its position in Olympic Steel Inc ZEUS, reducing its exposure by $9.52M. The fund added 13 new positions, including a new stake in ScanSource, Inc SCSC valued at $726,000. Other significant accumulations include increasing shares of Kelly Services Inc KELYA by 266.27% and NORTH AMERN CONSTR GROUP LTD NOA by 250%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 750491102 | RDNT | RadNet Inc | $79.6M | 13.7% | 1,424,061 | Common | SOLE |
| 783754104 | RYZ | Ryerson Holding Corporation | $63.8M | 11.0% | 2,839,059 | Common | SOLE |
| 218937100 | CNR | Core Natural Resources | $48.9M | 8.42% | 466,779 | Common | SOLE |
| 235825205 | DAN | Dana Incorporated | $46.5M | 8.01% | 1,852,293 | Common | SOLE |
| 683797104 | OPY | Oppenheimer Holdings Inc | $44.9M | 7.74% | 503,954 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $32.8M | 5.65% | 424,554 | Common | SOLE |
| 89484T104 | — | Nexxen International LTD | $28.8M | 4.95% | 4,411,625 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $24.1M | 4.14% | 292,265 | Common | SOLE |
| 09624H208 | BXC | Bluelinx Holdings Inc | $21.3M | 3.67% | 393,649 | Common | SOLE |
| 21871N101 | CXW | CoreCivic Inc | $16.0M | 2.75% | 845,210 | Common | SOLE |
| 92645B103 | VCTR | Victory Cap Holdings Inc | $15.8M | 2.73% | 241,812 | Common | SOLE |
| 03938L203 | MT | Arcelormittal SA Luxemberg | $10.7M | 1.84% | 205,000 | Common | SOLE |
| 53222Q103 | LCUT | Lifetime Brands | $9.3M | 1.60% | 1,627,852 | Common | SOLE |
| 34984V209 | FET | Forum Energy Technoligies Inc | $7.1M | 1.22% | 120,800 | Common | SOLE |
| 34380C102 | IDIEUR | Fluent Co | $6.9M | 1.18% | 2,169,483 | Common | SOLE |
| 488152208 | KELYA | Kelly Services Inc | $6.7M | 1.16% | 758,760 | Common | SOLE |
| 55939A107 | MAGN | Magnera Corp | $6.2M | 1.07% | 655,000 | Common | SOLE |
| 024061103 | DCH | DAUCH CORP | $6.0M | 1.03% | 1,005,000 | Common | SOLE |
| 17878Y207 | CVEO | Civeo Corporation | $5.1M | 0.88% | 193,750 | Common | SOLE |
| 578605107 | MEC | Mayville Engineering Co Inc | $4.5M | 0.77% | 250,512 | Common | SOLE |
| 194693107 | CIGI | Colliers Intl Group Inc | $4.5M | 0.77% | 30,104 | Common | SOLE |
| 032159105 | AXR | AMREP Corp | $4.0M | 0.68% | 141,360 | Common | SOLE |
| 015658107 | ASTL | Algoma Steel Group | $3.6M | 0.62% | 872,277 | Common | SOLE |
| 92214X106 | VREX | Varex Imaging | $3.5M | 0.60% | 326,254 | Common | SOLE |
| 75134P900 | — | Ramaco Resources Inc | $3.2M | 0.56% | 210,000 | Common | SOLE |
| 143905107 | CSV | Carriage Services Inc | $3.2M | 0.56% | 71,007 | Common | SOLE |
| 86333M108 | LRN | Stride, Inc | $3.1M | 0.53% | 35,000 | Common | SOLE |
| 50060P106 | KOP | Koppers Holdings Inc | $3.0M | 0.52% | 78,101 | Common | SOLE |
| 60649T107 | MG | Mistras Group Inc | $3.0M | 0.51% | 202,243 | Common | SOLE |
| 700666100 | PKOH | Park-Ohio Holdings Corp | $2.9M | 0.50% | 121,899 | Common | SOLE |
| G33856108 | GSM | Ferroglobe PLC | $2.7M | 0.46% | 655,000 | Common | SOLE |
| 40609P105 | HNRG | Hallador Energy Company | $2.6M | 0.45% | 160,000 | Common | SOLE |
| 829226109 | 2362120D | Sinclair Broadcast Group Inc | $2.5M | 0.43% | 195,000 | Common | SOLE |
| 892231101 | TSQ | Townsquare Media Inc | $2.5M | 0.42% | 467,807 | Common | SOLE |
| 206704108 | BBCP | Concrete Pumping Holdings Inc | $2.4M | 0.42% | 341,400 | Common | SOLE |
| 84920Y106 | SPWH | Sportsmans Warehouse Holdings Inc | $2.4M | 0.42% | 1,710,794 | Common | SOLE |
| 83191H107 | SND | Smart Sand Inc | $2.3M | 0.40% | 460,000 | Common | SOLE |
| L72967109 | OEC | Orion S.A. | $2.2M | 0.38% | 335,000 | Common | SOLE |
| 88642R109 | TDW | Tidewater | $2.1M | 0.36% | 25,000 | Common | SOLE |
| 45675Y104 | III | Information Services Group Inc | $1.9M | 0.32% | 487,641 | Common | SOLE |
| 62188E103 | MLCI | Mount Logan Capital Inc | $1.8M | 0.31% | 503,680 | Common | SOLE |
| 444144109 | HDSN | Hudson Technologies Inc | $1.8M | 0.31% | 306,200 | Common | SOLE |
| 366505105 | GTX | Garrett Motion Inc | $1.7M | 0.28% | 91,000 | Common | SOLE |
| 67098H104 | OI | O-I Glass Inc | $1.6M | 0.28% | 155,000 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc | $1.6M | 0.27% | 20,000 | Common | SOLE |
| 047649108 | ATKR | Atkore International Group Inc | $1.5M | 0.25% | 25,000 | Common | SOLE |
| 206787103 | CNDT | Conduent Inc | $1.4M | 0.25% | 1,113,061 | Common | SOLE |
| 68628V308 | ORN | Orion Group Hldgs Inc | $1.4M | 0.24% | 130,000 | Common | SOLE |
| 33767E202 | FSV | FirstService Corp | $1.4M | 0.24% | 10,104 | Common | SOLE |
| 74934Q108 | RICK | RCI Hospitality Holdings Inc | $1.4M | 0.24% | 60,000 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises Inc Cl A | $1.3M | 0.23% | 20,418 | Common | SOLE |
| 36162J106 | GEO | Geo Group Inc | $1.3M | 0.23% | 80,000 | Common | SOLE |
| 781846308 | RUSHB | Rush Enterprises Inc Cl B | $1.3M | 0.23% | 20,418 | Common | SOLE |
| 73688F201 | BCIC | BCP Investment Corporation | $1.2M | 0.21% | 167,447 | Common | SOLE |
| 75508B104 | RYAM | Rayonier Advanced Materials Inc | $1.1M | 0.19% | 100,000 | Common | SOLE |
| 98379L100 | XPEL | Xpel Inc | $1.1M | 0.19% | 25,000 | Common | SOLE |
| 00175J107 | POWW | Outdoor Holdings Co | $1.1M | 0.19% | 550,000 | Common | SOLE |
| 502160104 | LXU | LSB Inds Inc | $1.0M | 0.18% | 70,000 | Common | SOLE |
| 05875B304 | BALY | Bally's Corporation | $994,115 | 0.17% | 103,124 | Common | SOLE |
| 678026105 | OIS | Oil States International Inc | $989,400 | 0.17% | 85,000 | Common | SOLE |
| 656811106 | NOA | NORTH AMERN CONSTR GROUP LTD | $943,600 | 0.16% | 70,000 | Common | SOLE |
| 896215209 | TRS | Trimas Corp | $799,967 | 0.14% | 22,277 | Common | SOLE |
| 86614G101 | SMC | Summit Midstream Corporation | $791,230 | 0.14% | 26,165 | Common | SOLE |
| 302301106 | EZPW | Ezcorp Inc | $761,400 | 0.13% | 30,000 | Common | SOLE |
| 80349A208 | SAR | Saratoga Investment Corp | $760,881 | 0.13% | 33,847 | Common | SOLE |
| 806037107 | SCSC | ScanSource, Inc | $726,000 | 0.13% | 20,000 | Common | SOLE |
| 00258Y104 | ABX | Abacus Global Management | $630,400 | 0.11% | 80,000 | Common | SOLE |
| 75282U104 | RNGR | Ranger Energy Services Inc | $624,718 | 0.11% | 36,576 | Common | SOLE |
| 75134P303 | METC | Ramaco Resources Inc | $607,226 | 0.10% | 59,532 | Common | SOLE |
| 92707Y108 | VFF | Village Farms International Inc | $511,200 | 0.09% | 180,000 | Common | SOLE |
| 781386305 | RDNW | RideNow Group Inc | $494,200 | 0.09% | 70,000 | Common | SOLE |
| 45782N108 | INSE | Inspired Entertainment | $463,450 | 0.08% | 65,000 | Common | SOLE |
| 44951W106 | IESC | IES Holdings Inc | $400,711 | 0.07% | 841 | Common | SOLE |
| 302635206 | FSK | FS KKR Capital Corp | $381,750 | 0.07% | 37,500 | Common | SOLE |
| 88830M102 | TWI | Titan International Inc | $345,500 | 0.06% | 50,000 | Common | SOLE |
| 89142B107 | CURV | Torrid Holdings Inc | $267,000 | 0.05% | 150,000 | Common | SOLE |
| 10948C107 | BV | Brightview Holdings Inc | $235,800 | 0.04% | 20,000 | Common | SOLE |
| 50077B207 | KTOS | Kratos Defense & Sec Solutions | $231,343 | 0.04% | 3,281 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group Inc | $229,568 | 0.04% | 67,322 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Str Inc Del | $194,153 | 0.03% | 59,193 | Common | SOLE |
| 36241U106 | GSIT | GSI Technology | $169,620 | 0.03% | 33,000 | Common | SOLE |
| 981419104 | WRLD | World Acceptance Corp | $144,358 | 0.02% | 1,069 | Common | SOLE |
| 185899101 | CLF | Cleveland-Cliffs Inc New | $95,908 | 0.02% | 11,350 | Common | SOLE |
| 156492100 | CNTY | Century Casinos Inc | $53,213 | 0.01% | 38,283 | Common | SOLE |
| 31189V109 | FTHM | Fathom Holdings Inc | $37,037 | 0.01% | 69,882 | 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.