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JB Capital Partners LP

CIK 1138532 · latest 13F filed 11 August 2026 · Read the filing on EDGAR

JB Capital Partners LP reported 87 US-listed holdings worth $646.4 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Radnet Inc. (13.6%), Ryerson Hldg Corp. (10.8%) and Oppenheimer Hldgs Inc. (8.2%). Against the quarter before, it opened 2 positions, added to 10, trimmed 1 and sold out of 0.

Reported holdings$646.4M+11.3% on Q1 2026
Positions87+2 on Q1 2026
The largest ten68.3%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
Where the money is
Added toHeldTrimmed
RDNT13.6%RYZ10.8%OPY8.2%DAN7.8%Nexxen6.3%CNR5.8%BLDR4.0%TPC4.0%CXW4.0%BXC3.8%VCTR3.1%LCUT2.1%MT1.9%KELYA1.5%73 more23.1%

The 14 largest of its 87 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $522.1 million in 78 positions$522MQ3 24Q4 2024: $522.3 million in 81 positions$522MQ4 24Q1 2025: $476.4 million in 79 positions$476MQ1 25Q2 2025: $539.5 million in 82 positions$540MQ2 25Q3 2025: $591.0 million in 86 positions$591MQ3 25Q4 2025: $581.4 million in 86 positions$581MQ4 25Q1 2026: $580.5 million in 85 positions$581MQ1 26Q2 2026: $646.4 million in 87 positions$646MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +20.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +20.8%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 10Held 74Trimmed 1
Opened: 2Added: 10Held: 74Trimmed: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Janus International Group in JBI$416,250
  2. Thryv Hldgs Inc. THRY$397,546

Added to 10

  1. O-I Glass, Inc. OI+150,000 shares · +97%
  2. Nexxen International Ltd+66,500 shares · +2%
  3. Rimini STR Inc. Del RMNI+114,386 shares · +193%
  4. Portman Ridge Fin Corp. BCIC+29,589 shares · +18%
  5. Varex Imaging Corp. VREX+12,710 shares · +4%
  6. Kelly Svcs Inc. KELYA+10,000 shares · +1%
  7. Mount Logan Cap Inc. MLCI+31,049 shares · +6%
  8. Ballys Corporation BALY+5,786 shares · +6%

and 2 more in the table below

Trimmed 1

  1. Tutor Perini Corp. TPC-112,000 shares · -26%

What it holds

CompanySharesValueOf its bookChange in shares
Radnet Inc. RDNT1.4M$87.8 million13.59%no change
Ryerson Hldg Corp. RYZ2.8M$69.9 million10.81%no change
Oppenheimer Hldgs Inc. OPY504.0K$53.2 million8.23%no change
Dana Inc. DAN1.9M$50.4 million7.80%no change
Nexxen International Ltd4.5M$40.4 million6.26%+66.5K
Core Natural Resources, Inc. CNR466.8K$37.4 million5.78%no change
Builders Firstsource Inc. BLDR292.3K$26.2 million4.05%no change
Tutor Perini Corp. TPC312.6K$25.9 million4.01%-112.0K
CoreCivic, Inc. CXW845.2K$25.7 million3.97%no change
Bluelinx Hldgs Inc. BXC393.6K$24.4 million3.77%no change
Victory Capital Holdings, Inc. VCTR241.8K$20.3 million3.14%no change
Lifetime Brands Inc. LCUT1.6M$13.8 million2.14%no change
Arcelormittal SA Luxembourg MT205.0K$12.3 million1.91%no change
Kelly Svcs Inc. KELYA768.8K$9.4 million1.46%+10.0K
Mayville Engr Co. Inc. MEC250.5K$9.4 million1.45%no change
Fluent Co2.2M$8.1 million1.25%no change
Magnera Corp. Com SHS MAGN655.0K$7.7 million1.19%no change
Civeo Corp. Cda CVEO194.4K$6.8 million1.05%+603
Forum Energy Technologies in FET120.8K$6.1 million0.94%no change
Dauch Corp. DCH1.0M$5.4 million0.84%no change
Park-Ohio Hldgs Corp. PKOH121.9K$4.7 million0.72%no change
Concrete Pumping Hldgs Inc. BBCP341.4K$4.1 million0.64%no change
Amrep Corp. AXR141.4K$3.6 million0.55%no change
Varex Imaging Corp. VREX339.0K$3.5 million0.55%+12.7K
Mistras Group Inc. MG202.2K$3.5 million0.55%no change
Algoma STL Group Inc. ASTL872.3K$3.5 million0.55%no change
Koppers Holdings Inc. KOP78.1K$3.5 million0.54%no change
Garrett Motion Inc. GTX91.0K$3.3 million0.51%no change
Townsquare Media Inc. TSQ467.8K$3.2 million0.50%no change
Stride, Inc. LRN35.0K$3.0 million0.47%no change
O-I Glass, Inc. OI305.0K$2.9 million0.45%+150.0K
Colliers Intl Group Inc. CIGI30.1K$2.8 million0.44%no change
Hallador Energy Company HNRG160.0K$2.8 million0.43%no change
Sinclair Broadcast Group Inc195.0K$2.8 million0.43%no change
Ramaco Resources Inc210.0K$2.8 million0.43%no change
Carriage Svcs Inc. CSV71.0K$2.7 million0.42%no change
GEO Group Inc. GEO80.0K$2.4 million0.37%no change
Sportsmans Whse Hldg SPWH1.7M$2.3 million0.35%no change
Smart Sand Inc. SND460.0K$2.3 million0.35%no change
Orion S.a. OEC335.0K$2.2 million0.34%no change
Orion Group Hldgs Inc. ORN130.0K$2.2 million0.34%no change
Ferroglobe PLC GSM655.0K$2.1 million0.32%no change
Information Svcs Group Inc. III487.6K$2.0 million0.31%no change
Atkore Inc. ATKR25.0K$1.9 million0.29%no change
Mount Logan Cap Inc. MLCI534.7K$1.8 million0.28%+31.0K
Hudson Technologies Inc. HDSN306.2K$1.8 million0.27%no change
Tidewater Inc. TDW25.0K$1.7 million0.26%no change
Rci Hospitality Hldgs Inc. RICK60.0K$1.6 million0.25%no change
Conduent Inc. CNDT1.1M$1.6 million0.25%no change
Rush Enterprises Inc. RUSHB20.4K$1.6 million0.24%no change
Limbach Hldgs Inc. LMB20.0K$1.5 million0.24%no change
Ballys Corporation BALY108.9K$1.5 million0.23%+5.8K
Rush Enterprises Inc. \Tx\ RUSHA20.4K$1.5 million0.23%no change
Firstservice Corp. New FSV10.1K$1.4 million0.22%no change
Portman Ridge Fin Corp. BCIC197.0K$1.4 million0.22%+29.6K
Ammo Inc. POWW550.0K$1.3 million0.19%no change
Xpel, Inc. XPEL25.0K$1.2 million0.19%no change
Scansource, Inc. SCSC20.0K$1.0 million0.16%no change
Ezcorp Inc. EZPW30.0K$1.0 million0.16%no change
Trimas Corp. TRS22.3K$1.0 million0.16%no change
North Amern Constr Group Ltd NOA70.0K$931,0000.14%no change
Abacus Life Inc. ABX80.0K$856,8000.13%no change
Rayonier Advanced Matls Inc. RYAM100.0K$786,0000.12%no change
LSB Inds Inc. LXU70.0K$756,7000.12%no change
Summit Midstream Corporation SMC26.2K$745,1790.12%no change
Rimini STR Inc. Del RMNI173.6K$739,4470.11%+114.4K
Saratoga Investment Corp. (sar) SAR33.8K$737,1880.11%no change
Oil STS Intl Inc. OIS85.0K$680,8500.11%no change
IES Holdings, Inc. IESC841$617,8490.10%no change
Ranger Energy Svcs Inc. RNGR36.6K$585,5820.09%no change
Inspired Entmt Inc. INSE65.0K$536,2500.08%no change
Ramaco Resources Inc60.2K$515,0950.08%+713
Rumbleon Inc. RDNW70.0K$466,2000.07%no change
Janus International Group in JBI75.0K$416,2500.06%new
Thryv Hldgs Inc. THRY100.9K$397,5460.06%new
FS KKR Cap Corp. FSK37.5K$393,7500.06%no change
Titan Intl Inc. Ill TWI50.0K$385,5000.06%no change
Village Farms Intl Inc. VFF180.0K$360,0000.06%no change
Commercial Veh Group Inc. CVGI67.3K$311,0280.05%no change
Brightview Hldgs Inc. BV20.0K$283,4000.04%no change
Torrid Hldgs Inc. CURV150.0K$280,5000.04%no change
Gsi Technology Inc. GSIT33.0K$255,0900.04%no change
World Acceptance Corp. WRLD1.1K$239,2740.04%no change
Kratos Defense & Security Solutions, Inc. KTOS3.3K$163,5910.03%no change
Cleveland-Cliffs Inc. CLF11.3K$106,5770.02%no change
Fathom Holdings Inc. FTHM69.9K$70,5810.01%no change
Century Casinos Inc. CNTY38.3K$49,0020.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.