JB Capital Partners LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), JB Capital Partners LP reported 78 stock positions worth $522.1 million. Its top holding was Radnet (RDNT) at 20.0% of the portfolio, followed by Builders Firstsource (BLDR, 10.9%) and Arch Resources (ARCH, 8.9%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and added to 8. The biggest buy was Radnet (RDNT, shares +16%) and the biggest sale an exit from Delta Apparel (DLAPQ).

Most Recent 13F
Q2 2026
Location
Armonk, NY
CIK
0001138532
Portfolio Value
$522.1M (Q3 2024)
SEC Filing
0001213900-24-097655 ↗ filed Nov 14, 2024

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 $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 · $522.1M

RDNT Radnet Inc. 19.99% 1,504,061 $104.4M Add +15.9%
BLDR Builders Firstsource Inc. 10.85% 292,265 $56.7M No change
ARCH Arch Resources Inc. 8.93% 337,592 $46.6M No change
RYZ Ryerson Holding Corp. 8.13% 2,131,069 $42.4M Add +4.0%
BXC Bluelinx Holdings Inc. 7.95% 393,649 $41.5M No change
OPY Oppenheimer Holdings Class A 4.92% 503,954 $25.7M No change
TPC Tutor Perini Corp. 4.65% 894,554 $24.3M No change
VCTR Victory Capital Holding - A 2.94% 276,812 $15.3M No change
DAN Dana Inc. 2.85% 1,425,293 $14.9M Add +9.9%
CXW Corecivic Inc. 2.05% 845,210 $10.7M No change
ASTL Algoma Steel Group Inc. 1.94% 992,177 $10.1M No change
USAP Universal Stainless & Alloy 1.81% 245,000 $9.5M No change
IESC Ies Holdings Inc. filed as IES HLDGS INC 1.60% 41,845 $8.4M No change
ZEUS Olympic Steel Inc. 1.36% 182,499 $7.1M No change
LCUT Lifetime Brands Inc. 1.17% 940,814 $6.1M Add +13.0%
MT Arcelormittal-NY Registered 1.03% 205,000 $5.4M Add +17.1%
CVEO Civeo Corp. 1.02% 193,750 $5.3M No change
MEC Mayville Engineering Co. Inc. 0.98% 241,606 $5.1M No change
TSQ Townsquare Media Inc. Class A 0.89% 467,807 $4.7M No change
CIGI Colliers Intl GR-Subord Vot 0.88% 30,104 $4.6M No change
SPWH Sportsman's Warehouse Holdin 0.84% 1,611,794 $4.4M No change
AXR Amrep Corp. 0.80% 141,360 $4.2M No change
CNDT Conduent Inc. 0.80% 1,038,061 $4.2M No change
ARC Arc Document Solutions Inc. 0.62% 969,700 $3.2M No change
FLNT Fluent Inc. 0.61% 867,072 $3.2M No change
GSM Ferroglobe PLC 0.58% 655,000 $3.0M No change
SBGI Sinclair Broadcast Group -A 0.57% 195,000 $3.0M No change
RAMACO RES INC 0.53% 235,000 $2.7M No change
RICK Rci Hospitality Holdings Inc. 0.51% 60,000 $2.7M No change
HDSN Hudson Technologies Inc. 0.49% 306,200 $2.6M No change
CONSOL ENERGY INC 0.46% 23,111 $2.4M No change
PKOH Park-Ohio Holdings Corp. 0.45% 76,899 $2.4M No change
CSV Carriage Services Inc. 0.45% 71,007 $2.3M No change
MG Mistras Group Inc. 0.44% 202,243 $2.3M No change
ATKR Atkore Inc. 0.41% 25,000 $2.1M No change
FSV Firstservice Corp. 0.35% 10,104 $1.8M No change
TDW Tidewater Inc. 0.34% 25,000 $1.8M No change
ATSG Air Transport Services Group 0.34% 109,022 $1.8M No change
III Information Services Group 0.31% 487,641 $1.6M No change
LMB Limbach Holdings Inc. 0.29% 20,000 $1.5M No change
HNRG Hallador Energy Co. 0.29% 160,000 $1.5M No change
BBCP Concrete Pumping Holdings Inc. 0.27% 241,100 $1.4M Add +26.2%
XPEL Xpel Inc. 0.21% 25,000 $1.1M No change
NEXN Nexxen International Ltd. 0.21% 134,850 $1.1M No change
RUSHA Rush Enterprises Inc. Class A 0.21% 20,418 $1.1M No change
GEO The Geo Group Inc. 0.20% 80,000 $1.0M No change
RUSHB Rush Enterprises Inc. Class B 0.19% 20,418 $979K No change
DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN 0.16% 132,500 $819K No change
SAR Saratoga Investment Corp. 0.15% 33,847 $785K No change
ORN Orion Group Holdings Inc. 0.14% 130,000 $750K No change
GTX Garrett Motion Inc. 0.14% 91,000 $744K No change
FSK FS KKR Capital Corp. 0.14% 37,500 $740K No change
INSE Inspired Entertainment Inc. 0.12% 65,000 $603K No change
CURV Torrid Holdings Inc. 0.11% 150,000 $590K No change
QIPT Quipt Home Medical Corp. 0.11% 200,000 $584K No change
TRS Trimas Corp. 0.11% 22,277 $568K No change
EAF Graftech International Ltd. 0.10% 392,754 $518K No change
METC Ramaco Res Inc. 0.10% 47,000 $506K No change
GTN Gray Media Inc. filed as GRAY TELEVISION INC 0.09% 87,300 $468K No change
RNGR Ranger Energy Services Class A 0.08% 36,576 $434K Add +46.3%
TWI Titan International Inc. 0.08% 50,000 $407K No change
SND Smart Sand Inc. 0.07% 200,000 $376K New
MNTX Manitex International Inc. 0.07% 66,518 $374K No change
LEE Lee Enterprises 0.07% 40,000 $348K No change
EZPW Ezcorp Inc. Class A 0.06% 30,000 $336K No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 0.06% 70,000 $335K No change
BV Brightview Holdings Inc. 0.06% 20,000 $315K No change
DXLG Destination XL Group Inc. 0.04% 75,000 $221K No change
CVGI Commercial Vehicle Group Inc. 0.04% 67,322 $219K No change
FTHM Fathom Holdings Inc. 0.03% 69,882 $181K Add +24.1%
VFF Village Farms International 0.03% 180,000 $167K No change
TSEOQ Trinseo PLC 0.03% 27,001 $138K No change
WRLD World Acceptance Corp. 0.02% 1,069 $126K No change
RMNI Rimini Street Inc. 0.02% 59,193 $110K No change
GSIT Gsi Technology Inc. 0.02% 33,000 $101K No change
KTOS Kratos Defense & Security 0.01% 3,281 $76K No change
TCSGQ Container Store Group Inc. 0.01% 48,503 $30K No change
XELB Xcel Brands Inc. 0.00% 15,000 $11K No change

Portfolio Sells Q2 2024 → Q3 2024

DLAPQ Delta Apparel Inc. Sold out 0.00% −0.01

Portfolio Buys Q2 2024 → Q3 2024

RDNT Radnet Inc. Add +15.9% 19.99% +3.14
MT Arcelormittal-NY Registered Add +17.1% 1.03% +0.15
SND Smart Sand Inc. New 0.07% +0.07
RNGR Ranger Energy Services Class A Add +46.3% 0.08% +0.03
BBCP Concrete Pumping Holdings Inc. Add +26.2% 0.27% +0.01
FTHM Fathom Holdings Inc. Add +24.1% 0.03% +0.01
LCUT Lifetime Brands Inc. Add +13.0% 1.17% −0.41
DAN Dana Inc. Add +9.9% 2.85% −0.62
RYZ Ryerson Holding Corp. Add +4.0% 8.13% −0.68

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