JB Capital Partners LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), JB Capital Partners LP reported 87 stock positions worth $646.4 million. Its top holding was Radnet (RDNT) at 13.6% of the portfolio, followed by Ryerson (RYZ, 10.8%) and Oppenheimer Class A (OPY, 8.2%). Compared with Q1 2026, it opened 2 new positions, added to 10 and reduced 1. The biggest buy was Nexxen International (NEXN, shares +2%) and the biggest sale Tutor Perini (TPC, shares −26%).

Most Recent 13F
Q2 2026
Location
Armonk, NY
CIK
0001138532
Portfolio Value
$646.4M (Q2 2026)
SEC Filing
0001213900-26-087766 ↗ filed Aug 11, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $532.9M Q1 2024 Q2 2024: $453.5M Q2 2024 Q3 2024: $522.1M Q3 2024 Q4 2024: $522.3M Q4 2024 Q1 2025: $476.4M Q1 2025 Q2 2025: $539.5M Q2 2025 Q3 2025: $591.0M Q3 2025 Q4 2025: $581.4M Q4 2025 Q1 2026: $580.5M Q1 2026 Q2 2026: $646.4M $646.4M Q2 2026

Holdings 87 stocks · $646.4M

RDNT Radnet Inc. 13.59% 1,424,061 $87.8M No change
RYZ Ryerson Holding Corp. 10.81% 2,839,059 $69.9M No change
OPY Oppenheimer Holdings Class A 8.23% 503,954 $53.2M No change
DAN Dana Inc. 7.80% 1,852,293 $50.4M No change
NEXN Nexxen International Ltd. 6.26% 4,478,125 $40.4M Add +1.5%
CNR Core Natural Resources Inc. 5.78% 466,779 $37.4M No change
BLDR Builders Firstsource Inc. 4.05% 292,265 $26.2M No change
TPC Tutor Perini Corp. 4.01% 312,554 $25.9M Reduce -26.4%
CXW Corecivic Inc. 3.97% 845,210 $25.7M No change
BXC Bluelinx Holdings Inc. 3.77% 393,649 $24.4M No change
VCTR Victory Capital Holding - A 3.14% 241,812 $20.3M No change
LCUT Lifetime Brands Inc. 2.14% 1,627,852 $13.8M No change
MT Arcelormittal-NY Registered 1.91% 205,000 $12.3M No change
KELYA Kelly Services Inc. Class A 1.46% 768,760 $9.4M Add +1.3%
MEC Mayville Engineering Co. Inc. 1.45% 250,512 $9.4M No change
FLNT Fluent Inc. 1.25% 2,169,483 $8.1M No change
MAGN Magnera Corp. 1.19% 655,000 $7.7M No change
CVEO Civeo Corp. 1.05% 194,353 $6.8M Add +0.3%
FET Forum Energy Technologies Inc. 0.94% 120,800 $6.1M No change
DCH Dauch Corporation 0.84% 1,005,000 $5.4M No change
PKOH Park-Ohio Holdings Corp. 0.72% 121,899 $4.7M No change
BBCP Concrete Pumping Holdings Inc. 0.64% 341,400 $4.1M No change
AXR Amrep Corp. 0.55% 141,360 $3.6M No change
VREX Varex Imaging Corp. 0.55% 338,964 $3.5M Add +3.9%
MG Mistras Group Inc. 0.55% 202,243 $3.5M No change
ASTL Algoma Steel Group Inc. 0.55% 872,277 $3.5M No change
KOP Koppers Holdings Inc. 0.54% 78,101 $3.5M No change
GTX Garrett Motion Inc. 0.51% 91,000 $3.3M No change
TSQ Townsquare Media Inc. Class A 0.50% 467,807 $3.2M No change
LRN Stride Inc. 0.47% 35,000 $3.0M No change
OI O-I Glass Inc. 0.45% 305,000 $2.9M Add +96.8%
CIGI Colliers Intl GR-Subord Vot 0.44% 30,104 $2.8M No change
HNRG Hallador Energy Co. 0.43% 160,000 $2.8M No change
SBGI Sinclair Broadcast Group -A 0.43% 195,000 $2.8M No change
RAMACO RES INC 0.43% 210,000 $2.8M No change
CSV Carriage Services Inc. 0.42% 71,007 $2.7M No change
GEO The Geo Group Inc. 0.37% 80,000 $2.4M No change
SPWH Sportsman's Warehouse Holdin 0.35% 1,710,794 $2.3M No change
SND Smart Sand Inc. 0.35% 460,000 $2.3M No change
OEC Orion SA 0.34% 335,000 $2.2M No change
ORN Orion Group Holdings Inc. 0.34% 130,000 $2.2M No change
GSM Ferroglobe PLC 0.32% 655,000 $2.1M No change
III Information Services Group 0.31% 487,641 $2.0M No change
ATKR Atkore Inc. 0.29% 25,000 $1.9M No change
MLCI Mount Logan Capital Inc. 0.28% 534,729 $1.8M Add +6.2%
HDSN Hudson Technologies Inc. 0.27% 306,200 $1.8M No change
TDW Tidewater Inc. 0.26% 25,000 $1.7M No change
RICK Rci Hospitality Holdings Inc. 0.25% 60,000 $1.6M No change
CNDT Conduent Inc. 0.25% 1,113,061 $1.6M No change
RUSHB Rush Enterprises Inc. Class B 0.24% 20,418 $1.6M No change
LMB Limbach Holdings Inc. 0.24% 20,000 $1.5M No change
BALY Bally's Corp. 0.23% 108,910 $1.5M Add +5.6%
RUSHA Rush Enterprises Inc. Class A 0.23% 20,418 $1.5M No change
FSV Firstservice Corp. 0.22% 10,104 $1.4M No change
BCIC BCP Investment Corp. 0.22% 197,036 $1.4M Add +17.7%
POWW Outdoor Holding Co. 0.19% 550,000 $1.3M No change
XPEL Xpel Inc. 0.19% 25,000 $1.2M No change
SCSC Scansource Inc. 0.16% 20,000 $1.0M No change
EZPW Ezcorp Inc. Class A 0.16% 30,000 $1.0M No change
TRS Trimas Corp. 0.16% 22,277 $1.0M No change
NOA North American Construction 0.14% 70,000 $931K No change
ABX Abacus Global Management Inc. 0.13% 80,000 $857K No change
RYAM Rayonier Advanced Materials 0.12% 100,000 $786K No change
LXU LSB Industries Inc. 0.12% 70,000 $757K No change
SMC Summit Midstream Corp. 0.12% 26,165 $745K No change
RMNI Rimini Street Inc. 0.11% 173,579 $739K Add +193.2%
SAR Saratoga Investment Corp. 0.11% 33,847 $737K No change
OIS Oil States International Inc. filed as OIL STS INTL INC 0.11% 85,000 $681K No change
IESC Ies Holdings Inc. 0.10% 841 $618K No change
RNGR Ranger Energy Services Class A 0.09% 36,576 $586K No change
INSE Inspired Entertainment Inc. 0.08% 65,000 $536K No change
METC Ramaco Res Inc. 0.08% 60,245 $515K Add +1.2%
RDNW Ridenow Group Inc. 0.07% 70,000 $466K No change
JBI Janus International Group Inc. 0.06% 75,000 $416K New
THRY Thryv Holdings Inc. 0.06% 100,900 $398K New
FSK FS KKR Capital Corp. 0.06% 37,500 $394K No change
TWI Titan International Inc. 0.06% 50,000 $386K No change
VFF Village Farms International 0.06% 180,000 $360K No change
CVGI Commercial Vehicle Group Inc. 0.05% 67,322 $311K No change
BV Brightview Holdings Inc. 0.04% 20,000 $283K No change
CURV Torrid Holdings Inc. 0.04% 150,000 $281K No change
GSIT Gsi Technology Inc. 0.04% 33,000 $255K No change
WRLD World Acceptance Corp. 0.04% 1,069 $239K No change
KTOS Kratos Defense & Security 0.03% 3,281 $164K No change
CLF Cleveland-Cliffs Inc. 0.02% 11,350 $107K No change
FTHM Fathom Holdings Inc. 0.01% 69,882 $71K No change
CNTY Century Casinos Inc. 0.01% 38,283 $49K No change

Portfolio Sells Q1 2026 → Q2 2026

TPC Tutor Perini Corp. Reduce -26.4% 4.01% −1.63

Portfolio Buys Q1 2026 → Q2 2026

NEXN Nexxen International Ltd. Add +1.5% 6.26% +1.30
KELYA Kelly Services Inc. Class A Add +1.3% 1.46% +0.30
OI O-I Glass Inc. Add +96.8% 0.45% +0.17
CVEO Civeo Corp. Add +0.3% 1.05% +0.17
RMNI Rimini Street Inc. Add +193.2% 0.11% +0.08
JBI Janus International Group Inc. New 0.06% +0.06
THRY Thryv Holdings Inc. New 0.06% +0.06
BALY Bally's Corp. Add +5.6% 0.23% +0.06
BCIC BCP Investment Corp. Add +17.7% 0.22% +0.00
METC Ramaco Res Inc. Add +1.2% 0.08% −0.02
MLCI Mount Logan Capital Inc. Add +6.2% 0.28% −0.03
VREX Varex Imaging Corp. Add +3.9% 0.55% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$646.4MRDNT, RYZ, OPY, DAN, NEXN
Q1 2026 85$580.5MRDNT, RYZ, CNR, DAN, OPY
Q4 2025 86$581.4MRDNT, RYZ, DAN, CNR, OPY
Q3 2025 86$591.0MRDNT, RYZ, TPC, CNR, OPY
Q2 2025 82$539.5MRDNT, RYZ, TPC, NEXN, BLDR
Q1 2025 79$476.4MRDNT, RYZ, BLDR, CNR, OPY
Q4 2024 81$522.3MRDNT, ARCH, BLDR, BXC, RYZ
Q3 2024 78$522.1MRDNT, BLDR, ARCH, RYZ, BXC
Q2 2024 78$453.5MRDNT, ARCH, BLDR, RYZ, BXC
Q1 2024 74$532.9MRDNT, RYZ, BLDR, ARCH, BXC