JB Capital Partners LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), JB Capital Partners LP reported 74 stock positions worth $532.9 million. Its top holding was Radnet (RDNT) at 18.3% of the portfolio, followed by Ryerson (RYZ, 11.6%) and Builders Firstsource (BLDR, 11.4%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 5 and reduced 2. The biggest buy was a new position in Arcelormittal-NY Registered (MT) and the biggest sale an exit from Bluegreen Vacations (BVH).

Most Recent 13F
Q2 2026
Location
Armonk, NY
CIK
0001138532
Portfolio Value
$532.9M (Q1 2024)
SEC Filing
0001213900-24-042855 ↗ filed May 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $532.9M $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 Q2 2026

Holdings 74 stocks · $532.9M

RDNT Radnet Inc. 18.33% 2,007,211 $97.7M Reduce -5.6%
RYZ Ryerson Holding Corp. 11.64% 1,851,993 $62.0M No change
BLDR Builders Firstsource Inc. 11.44% 292,265 $61.0M No change
ARCH Arch Resources Inc. 10.19% 337,592 $54.3M No change
BXC Bluelinx Holdings Inc. 9.62% 393,649 $51.3M No change
OPY Oppenheimer Holdings Class A 3.77% 503,954 $20.1M Add +6.3%
DAN Dana Inc. 2.99% 1,253,493 $15.9M Add +5.9%
CXW Corecivic Inc. 2.48% 845,210 $13.2M No change
ZEUS Olympic Steel Inc. 2.43% 182,499 $12.9M Reduce -7.6%
TPC Tutor Perini Corp. 2.43% 894,554 $12.9M No change
VCTR Victory Capital Holding - A 2.20% 276,812 $11.7M No change
LCUT Lifetime Brands Inc. 1.63% 832,621 $8.7M No change
ASTL Algoma Steel Group Inc. 1.58% 992,177 $8.4M No change
USAP Universal Stainless & Alloy 1.03% 245,000 $5.5M No change
CVEO Civeo Corp. 0.98% 193,750 $5.2M No change
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.96% 41,845 $5.1M No change
TSQ Townsquare Media Inc. Class A 0.95% 467,807 $5.1M No change
SPWH Sportsman's Warehouse Holdin 0.94% 1,611,794 $5.0M No change
ATKR Atkore Inc. 0.89% 25,000 $4.8M No change
RAMACO RES INC 0.74% 235,000 $4.0M No change
CIGI Colliers Intl GR-Subord Vot 0.69% 30,104 $3.7M No change
RICK Rci Hospitality Holdings Inc. 0.65% 60,000 $3.5M No change
HDSN Hudson Technologies Inc. 0.63% 306,200 $3.4M No change
AXR Amrep Corp. 0.62% 141,360 $3.3M No change
GSM Ferroglobe PLC 0.61% 655,000 $3.3M No change
MEC Mayville Engineering Co. Inc. 0.54% 200,003 $2.9M Add +17.6%
CNDT Conduent Inc. 0.51% 800,000 $2.7M No change
ARC Arc Document Solutions Inc. 0.49% 969,700 $2.6M No change
SBGI Sinclair Broadcast Group -A 0.49% 195,000 $2.6M No change
FLNT Fluent Inc. 0.47% 5,142,433 $2.5M Add +3.7%
TDW Tidewater Inc. 0.43% 25,000 $2.3M No change
PKOH Park-Ohio Holdings Corp. 0.38% 76,899 $2.0M No change
III Information Services Group 0.37% 487,641 $2.0M No change
DLAPQ Delta Apparel Inc. 0.37% 41,030 $2.0M No change
CONSOL ENERGY INC 0.36% 23,111 $1.9M No change
MG Mistras Group Inc. 0.36% 202,243 $1.9M No change
CSV Carriage Services Inc. 0.36% 71,007 $1.9M No change
FSV Firstservice Corp. 0.31% 10,104 $1.7M No change
BBCP Concrete Pumping Holdings Inc. 0.28% 191,100 $1.5M No change
XPEL Xpel Inc. 0.25% 25,000 $1.4M No change
GEO The Geo Group Inc. 0.21% 80,000 $1.1M No change
RUSHA Rush Enterprises Inc. Class A 0.20% 20,418 $1.1M No change
RUSHB Rush Enterprises Inc. Class B 0.20% 20,418 $1.1M No change
ORN Orion Group Holdings Inc. 0.20% 130,000 $1.1M No change
DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN 0.18% 132,500 $975K No change
GTX Garrett Motion Inc. 0.17% 91,000 $905K Add +23.6%
HNRG Hallador Energy Co. 0.16% 160,000 $853K No change
TCSGQ Container Store Group Inc. 0.16% 727,554 $829K No change
LMB Limbach Holdings Inc. 0.16% 20,000 $828K No change
SAR Saratoga Investment Corp. 0.15% 33,847 $785K No change
CURV Torrid Holdings Inc. 0.14% 150,000 $732K No change
FSK FS KKR Capital Corp. 0.13% 37,500 $715K No change
NEXN Nexxen International Ltd. 0.13% 134,850 $704K No change
MT Arcelormittal-NY Registered 0.13% 25,000 $690K New
INSE Inspired Entertainment Inc. 0.12% 65,000 $641K No change
TRS Trimas Corp. 0.11% 22,277 $595K No change
METC Ramaco Res Inc. 0.11% 47,000 $590K No change
GTN Gray Media Inc. filed as GRAY TELEVISION INC 0.10% 87,300 $552K No change
EAF Graftech International Ltd. 0.10% 392,754 $542K No change
LEE Lee Enterprises 0.10% 40,000 $533K No change
MNTX Manitex International Inc. 0.09% 66,518 $456K No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 0.08% 70,000 $452K No change
CVGI Commercial Vehicle Group Inc. 0.08% 67,322 $433K No change
EZPW Ezcorp Inc. Class A 0.06% 30,000 $340K No change
RNGR Ranger Energy Services Class A 0.05% 25,000 $282K No change
DXLG Destination XL Group Inc. 0.05% 75,000 $270K No change
BV Brightview Holdings Inc. 0.04% 20,000 $238K No change
VFF Village Farms International 0.04% 180,000 $223K No change
RMNI Rimini Street Inc. 0.04% 59,193 $193K No change
WRLD World Acceptance Corp. 0.03% 1,069 $155K No change
GSIT Gsi Technology Inc. 0.02% 33,000 $112K No change
TSEOQ Trinseo PLC 0.02% 27,001 $102K No change
KTOS Kratos Defense & Security 0.01% 3,281 $60K No change
XELB Xcel Brands Inc. 0.00% 15,000 $12K No change

Portfolio Sells Q4 2023 → Q1 2024

BVH Bluegreen Vacations Holding Sold out 0.00% −8.52
ZEUS Olympic Steel Inc. Reduce -7.6% 2.43% −0.23
SILVERSUN TECHNOLOGIES INC Sold out 0.00% −0.03
JOAN Joann Inc. Sold out 0.00% −0.01
NAUTILUS INC Sold out 0.00% −0.01
RDNT Radnet Inc. Reduce -5.6% 18.33% +3.41

Portfolio Buys Q4 2023 → Q1 2024

MT Arcelormittal-NY Registered New 0.13% +0.13
MEC Mayville Engineering Co. Inc. Add +17.6% 0.54% +0.04
GTX Garrett Motion Inc. Add +23.6% 0.17% +0.03
OPY Oppenheimer Holdings Class A Add +6.3% 3.77% −0.17
FLNT Fluent Inc. Add +3.7% 0.47% −0.20
DAN Dana Inc. Add +5.9% 2.99% −0.50

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