JB Capital Partners LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), JB Capital Partners LP reported 78 stock positions worth $453.5 million. Its top holding was Radnet (RDNT) at 16.9% of the portfolio, followed by Arch Resources (ARCH, 11.3%) and Builders Firstsource (BLDR, 8.9%). Compared with Q1 2024, it opened 4 new positions, added to 5 and reduced 2. The biggest buy was Arcelormittal-NY Registered (MT, shares +600%) and the biggest sale Radnet (RDNT, shares −35%).

Most Recent 13F
Q2 2026
Location
Armonk, NY
CIK
0001138532
Portfolio Value
$453.5M (Q2 2024)
SEC Filing
0001213900-24-068858 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $532.9M Q1 2024 Q2 2024: $453.5M $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 78 stocks · $453.5M

RDNT Radnet Inc. 16.85% 1,297,211 $76.4M Reduce -35.4%
ARCH Arch Resources Inc. 11.33% 337,592 $51.4M No change
BLDR Builders Firstsource Inc. 8.92% 292,265 $40.5M No change
RYZ Ryerson Holding Corp. 8.81% 2,048,756 $40.0M Add +10.6%
BXC Bluelinx Holdings Inc. 8.08% 393,649 $36.6M No change
OPY Oppenheimer Holdings Class A 5.32% 503,954 $24.1M No change
TPC Tutor Perini Corp. 4.30% 894,554 $19.5M No change
DAN Dana Inc. 3.47% 1,297,293 $15.7M Add +3.5%
VCTR Victory Capital Holding - A 2.91% 276,812 $13.2M No change
CXW Corecivic Inc. 2.42% 845,210 $11.0M No change
ZEUS Olympic Steel Inc. 1.80% 182,499 $8.2M No change
LCUT Lifetime Brands Inc. 1.58% 832,621 $7.2M No change
ASTL Algoma Steel Group Inc. 1.52% 992,177 $6.9M No change
USAP Universal Stainless & Alloy 1.48% 245,000 $6.7M No change
IESC Ies Holdings Inc. filed as IES HLDGS INC 1.29% 41,845 $5.8M No change
TSQ Townsquare Media Inc. Class A 1.13% 467,807 $5.1M No change
CVEO Civeo Corp. 1.06% 193,750 $4.8M No change
MEC Mayville Engineering Co. Inc. 0.89% 241,606 $4.0M Add +20.8%
MT Arcelormittal-NY Registered 0.88% 175,000 $4.0M Add +600.0%
SPWH Sportsman's Warehouse Holdin 0.86% 1,611,794 $3.9M No change
GSM Ferroglobe PLC 0.77% 655,000 $3.5M No change
CNDT Conduent Inc. 0.75% 1,038,061 $3.4M Add +29.8%
ATKR Atkore Inc. 0.74% 25,000 $3.4M No change
CIGI Colliers Intl GR-Subord Vot 0.74% 30,104 $3.4M No change
FLNT Fluent Inc. 0.69% 867,072 $3.1M Reduce -83.1%
RAMACO RES INC 0.65% 235,000 $2.9M No change
HDSN Hudson Technologies Inc. 0.59% 306,200 $2.7M No change
AXR Amrep Corp. 0.59% 141,360 $2.7M No change
RICK Rci Hospitality Holdings Inc. 0.58% 60,000 $2.6M No change
SBGI Sinclair Broadcast Group -A 0.57% 195,000 $2.6M No change
ARC Arc Document Solutions Inc. 0.56% 969,700 $2.6M No change
TDW Tidewater Inc. 0.52% 25,000 $2.4M No change
CONSOL ENERGY INC 0.52% 23,111 $2.4M No change
PKOH Park-Ohio Holdings Corp. 0.44% 76,899 $2.0M No change
CSV Carriage Services Inc. 0.42% 71,007 $1.9M No change
MG Mistras Group Inc. 0.37% 202,243 $1.7M No change
FSV Firstservice Corp. 0.34% 10,104 $1.5M No change
ATSG Air Transport Services Group 0.33% 109,022 $1.5M New
III Information Services Group 0.32% 487,641 $1.4M No change
HNRG Hallador Energy Co. 0.27% 160,000 $1.2M No change
ORN Orion Group Holdings Inc. 0.27% 130,000 $1.2M No change
GEO The Geo Group Inc. 0.25% 80,000 $1.1M No change
BBCP Concrete Pumping Holdings Inc. 0.25% 191,100 $1.1M No change
LMB Limbach Holdings Inc. 0.25% 20,000 $1.1M No change
CURV Torrid Holdings Inc. 0.25% 150,000 $1.1M No change
DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN 0.20% 132,500 $926K No change
XPEL Xpel Inc. 0.20% 25,000 $889K No change
RUSHA Rush Enterprises Inc. Class A 0.19% 20,418 $855K No change
RUSHB Rush Enterprises Inc. Class B 0.18% 20,418 $801K No change
GTX Garrett Motion Inc. 0.17% 91,000 $782K No change
SAR Saratoga Investment Corp. 0.17% 33,847 $768K No change
NEXN Nexxen International Ltd. 0.17% 134,850 $758K No change
FSK FS KKR Capital Corp. 0.16% 37,500 $740K No change
QIPT Quipt Home Medical Corp. 0.14% 200,000 $644K New
INSE Inspired Entertainment Inc. 0.13% 65,000 $595K No change
TRS Trimas Corp. 0.13% 22,277 $569K No change
METC Ramaco Res Inc. 0.11% 47,000 $510K No change
GTN Gray Media Inc. filed as GRAY TELEVISION INC 0.10% 87,300 $454K No change
LEE Lee Enterprises 0.10% 40,000 $444K No change
TCSGQ Container Store Group Inc. 0.09% 727,554 $393K No change
EAF Graftech International Ltd. 0.08% 392,754 $381K No change
TWI Titan International Inc. 0.08% 50,000 $371K New
CVGI Commercial Vehicle Group Inc. 0.07% 67,322 $330K No change
EZPW Ezcorp Inc. Class A 0.07% 30,000 $314K No change
MNTX Manitex International Inc. 0.07% 66,518 $295K No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 0.06% 70,000 $287K No change
DXLG Destination XL Group Inc. 0.06% 75,000 $273K No change
BV Brightview Holdings Inc. 0.06% 20,000 $266K No change
RNGR Ranger Energy Services Class A 0.06% 25,000 $263K No change
VFF Village Farms International 0.04% 180,000 $184K No change
RMNI Rimini Street Inc. 0.04% 59,193 $182K No change
WRLD World Acceptance Corp. 0.03% 1,069 $132K No change
FTHM Fathom Holdings Inc. 0.02% 56,300 $97K New
GSIT Gsi Technology Inc. 0.02% 33,000 $87K No change
KTOS Kratos Defense & Security 0.01% 3,281 $66K No change
TSEOQ Trinseo PLC 0.01% 27,001 $62K No change
DLAPQ Delta Apparel Inc. 0.01% 41,030 $24K No change
XELB Xcel Brands Inc. 0.00% 15,000 $9K No change

Portfolio Sells Q1 2024 → Q2 2024

RDNT Radnet Inc. Reduce -35.4% 16.85% −1.47
FLNT Fluent Inc. Reduce -83.1% 0.69% +0.22

Portfolio Buys Q1 2024 → Q2 2024

MT Arcelormittal-NY Registered Add +600.0% 0.88% +0.76
DAN Dana Inc. Add +3.5% 3.47% +0.48
MEC Mayville Engineering Co. Inc. Add +20.8% 0.89% +0.35
ATSG Air Transport Services Group New 0.33% +0.33
CNDT Conduent Inc. Add +29.8% 0.75% +0.24
QIPT Quipt Home Medical Corp. New 0.14% +0.14
TWI Titan International Inc. New 0.08% +0.08
FTHM Fathom Holdings Inc. New 0.02% +0.02
RYZ Ryerson Holding Corp. Add +10.6% 8.81% −2.83

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