JB CAPITAL PARTNERS LP 13F Holdings

CIK 0001138532 · Armonk, NY

As of Sep 30, 2025, JB CAPITAL PARTNERS LP reported 86 positions worth $591.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
RADNET INCRDNTHealthcare1,424,061 08.5M18.36%
RYERSON HLDG CORPRYZ—2,125,038$48.6M8.22%
TUTOR PERINI CORPTPCIndustrials719,554$47.2M7.99%
CORE NATURAL RESOURCES INCCNRBasic Materials466,779$39.0M6.59%
OPPENHEIMER HOLDINGS INCOPYFinancial Services503,954$37.2M6.30%
DANA INCDANConsumer Cyclical1,852,293$37.1M6.28%
NEXXEN INTL LTDNEXNCommunication Services4,002,875$37.0M6.26%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials292,265$35.4M6.00%
BLUELINX HOLDINGS INCBXCIndustrials393,649$28.8M4.87%
CORECIVIC INCCXWIndustrials845,210 7.2M2.91%
VICTORY CAPITAL HOLDINGS INCVCTRFinancial Services241,812 5.7M2.65%
ARCELORMITTALMTBasic Materials205,000$7.4M1.25%
RAMACO RES INC——210,000$7.0M1.18%
OLYMPIC STEEL INCZEUSBasic Materials222,499$6.8M1.15%
AMERICAN AXLE & MANUFACTURING HOLDINGS INCAXLConsumer Cyclical1,107,500$6.7M1.13%
LIFETIME BRANDS INCLCUTConsumer Cyclical1,587,852$6.1M1.04%
SPORTSMAN'S WAREHOUSE HOLDINGS INCSPWHConsumer Cyclical1,710,794$4.7M0.80%
COLLIERS INTERNATIONAL GROUP INCCIGIReal Estate30,104$4.7M0.80%
MAYVILLE ENGINEERING COMPANY INCMECIndustrials250,512$4.5M0.76%
CIVEO CORP CDACVEO—193,750$4.5M0.75%
VAREX IMAGING CORPVREXHealthcare313,964$3.9M0.66%
ALGOMA STEEL GROUP INCASTLBasic Materials992,177$3.5M0.60%
AMREP CORPAXRReal Estate141,360$3.4M0.57%
Fluent CoFLNTCommunication Services1,460,806$3.2M0.55%
FORUM ENERGY TECHNOLOGIES INFET—120,800$3.2M0.55%