JB Capital Partners LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), JB Capital Partners LP reported 85 stock positions worth $580.5 million. Its top holding was Radnet (RDNT) at 13.7% of the portfolio, followed by Ryerson (RYZ, 11.0%) and Core Natural Resources (CNR, 8.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 12 and reduced 1. The biggest buy was Ryerson (RYZ, shares +21%) and the biggest sale an exit from Olympic Steel (ZEUS).

Most Recent 13F
Q2 2026
Location
Armonk, NY
CIK
0001138532
Portfolio Value
$580.5M (Q1 2026)
SEC Filing
0001213900-26-056531 ↗ filed May 14, 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 $580.5M Q1 2026 Q2 2026: $646.4M Q2 2026

Holdings 85 stocks · $580.5M

RDNT Radnet Inc. 13.71% 1,424,061 $79.6M No change
RYZ Ryerson Holding Corp. 10.99% 2,839,059 $63.8M Add +21.1%
CNR Core Natural Resources Inc. 8.42% 466,779 $48.9M No change
DAN Dana Inc. 8.01% 1,852,293 $46.5M No change
OPY Oppenheimer Holdings Class A 7.74% 503,954 $44.9M No change
TPC Tutor Perini Corp. 5.65% 424,554 $32.8M Reduce -16.7%
NEXN Nexxen International Ltd. 4.95% 4,411,625 $28.8M Add +1.1%
BLDR Builders Firstsource Inc. 4.14% 292,265 $24.1M No change
BXC Bluelinx Holdings Inc. 3.67% 393,649 $21.3M No change
CXW Corecivic Inc. 2.75% 845,210 $16.0M No change
VCTR Victory Capital Holding - A 2.73% 241,812 $15.8M No change
MT Arcelormittal-NY Registered 1.84% 205,000 $10.7M No change
LCUT Lifetime Brands Inc. 1.60% 1,627,852 $9.3M No change
FET Forum Energy Technologies Inc. 1.22% 120,800 $7.1M No change
FLNT Fluent Inc. 1.18% 2,169,483 $6.9M No change
KELYA Kelly Services Inc. Class A 1.16% 758,760 $6.7M Add +266.3%
MAGN Magnera Corp. 1.07% 655,000 $6.2M Add +27.2%
DCH Dauch Corporation 1.03% 1,005,000 $6.0M No change
CVEO Civeo Corp. 0.88% 193,750 $5.1M No change
MEC Mayville Engineering Co. Inc. 0.77% 250,512 $4.5M No change
CIGI Colliers Intl GR-Subord Vot 0.77% 30,104 $4.5M No change
AXR Amrep Corp. 0.69% 141,360 $4.0M No change
ASTL Algoma Steel Group Inc. 0.62% 872,277 $3.6M No change
VREX Varex Imaging Corp. 0.60% 326,254 $3.5M No change
RAMACO RES INC 0.56% 210,000 $3.2M No change
CSV Carriage Services Inc. 0.56% 71,007 $3.2M No change
LRN Stride Inc. 0.53% 35,000 $3.1M Add +75.0%
KOP Koppers Holdings Inc. 0.52% 78,101 $3.0M Add +11.6%
MG Mistras Group Inc. 0.51% 202,243 $3.0M No change
PKOH Park-Ohio Holdings Corp. 0.50% 121,899 $2.9M Add +3.7%
GSM Ferroglobe PLC 0.46% 655,000 $2.7M No change
HNRG Hallador Energy Co. 0.45% 160,000 $2.6M No change
SBGI Sinclair Broadcast Group -A 0.43% 195,000 $2.5M No change
TSQ Townsquare Media Inc. Class A 0.42% 467,807 $2.5M No change
BBCP Concrete Pumping Holdings Inc. 0.42% 341,400 $2.4M No change
SPWH Sportsman's Warehouse Holdin 0.42% 1,710,794 $2.4M No change
SND Smart Sand Inc. 0.40% 460,000 $2.3M No change
OEC Orion SA 0.38% 335,000 $2.2M No change
TDW Tidewater Inc. 0.36% 25,000 $2.1M No change
III Information Services Group 0.32% 487,641 $1.9M No change
MLCI Mount Logan Capital Inc. 0.31% 503,680 $1.8M Add +42.9%
HDSN Hudson Technologies Inc. 0.31% 306,200 $1.8M No change
GTX Garrett Motion Inc. 0.28% 91,000 $1.7M No change
OI O-I Glass Inc. 0.28% 155,000 $1.6M No change
LMB Limbach Holdings Inc. 0.27% 20,000 $1.6M No change
ATKR Atkore Inc. 0.25% 25,000 $1.5M No change
CNDT Conduent Inc. 0.25% 1,113,061 $1.4M No change
ORN Orion Group Holdings Inc. 0.24% 130,000 $1.4M No change
FSV Firstservice Corp. 0.24% 10,104 $1.4M No change
RICK Rci Hospitality Holdings Inc. 0.24% 60,000 $1.4M No change
RUSHA Rush Enterprises Inc. Class A 0.23% 20,418 $1.3M No change
GEO The Geo Group Inc. 0.23% 80,000 $1.3M No change
RUSHB Rush Enterprises Inc. Class B 0.23% 20,418 $1.3M No change
BCIC BCP Investment Corp. 0.21% 167,447 $1.2M No change
RYAM Rayonier Advanced Materials 0.19% 100,000 $1.1M No change
XPEL Xpel Inc. 0.19% 25,000 $1.1M No change
POWW Outdoor Holding Co. 0.19% 550,000 $1.1M No change
LXU LSB Industries Inc. 0.18% 70,000 $1.0M No change
BALY Bally's Corp. 0.17% 103,124 $994K Add +106.3%
OIS Oil States International Inc. filed as OIL STS INTL INC 0.17% 85,000 $989K No change
NOA North American Construction 0.16% 70,000 $944K Add +250.0%
TRS Trimas Corp. 0.14% 22,277 $800K No change
SMC Summit Midstream Corp. 0.14% 26,165 $791K Add +14.0%
EZPW Ezcorp Inc. Class A 0.13% 30,000 $761K No change
SAR Saratoga Investment Corp. 0.13% 33,847 $761K No change
SCSC Scansource Inc. 0.13% 20,000 $726K New
ABX Abacus Global Management Inc. 0.11% 80,000 $630K No change
RNGR Ranger Energy Services Class A 0.11% 36,576 $625K No change
METC Ramaco Res Inc. 0.10% 59,532 $607K Add +1.4%
VFF Village Farms International 0.09% 180,000 $511K No change
RDNW Ridenow Group Inc. 0.09% 70,000 $494K No change
INSE Inspired Entertainment Inc. 0.08% 65,000 $463K No change
IESC Ies Holdings Inc. 0.07% 841 $401K No change
FSK FS KKR Capital Corp. 0.07% 37,500 $382K No change
TWI Titan International Inc. 0.06% 50,000 $346K No change
CURV Torrid Holdings Inc. 0.05% 150,000 $267K No change
BV Brightview Holdings Inc. 0.04% 20,000 $236K No change
KTOS Kratos Defense & Security 0.04% 3,281 $231K No change
CVGI Commercial Vehicle Group Inc. 0.04% 67,322 $230K No change
RMNI Rimini Street Inc. 0.03% 59,193 $194K No change
GSIT Gsi Technology Inc. 0.03% 33,000 $170K No change
WRLD World Acceptance Corp. 0.02% 1,069 $144K No change
CLF Cleveland-Cliffs Inc. 0.02% 11,350 $96K No change
CNTY Century Casinos Inc. 0.01% 38,283 $53K No change
FTHM Fathom Holdings Inc. 0.01% 69,882 $37K No change

Portfolio Sells Q4 2025 → Q1 2026

ZEUS Olympic Steel Inc. Sold out 0.00% −1.64
TPC Tutor Perini Corp. Reduce -16.7% 5.65% −0.23
QIPT Quipt Home Medical Corp. Sold out 0.00% −0.12

Portfolio Buys Q4 2025 → Q1 2026

RYZ Ryerson Holding Corp. Add +21.1% 10.99% +0.85
KELYA Kelly Services Inc. Class A Add +266.3% 1.16% +0.84
LRN Stride Inc. Add +75.0% 0.53% +0.31
KOP Koppers Holdings Inc. Add +11.6% 0.52% +0.19
SCSC Scansource Inc. New 0.13% +0.13
NOA North American Construction Add +250.0% 0.16% +0.11
PKOH Park-Ohio Holdings Corp. Add +3.7% 0.50% +0.08
NEXN Nexxen International Ltd. Add +1.1% 4.95% +0.05
SMC Summit Midstream Corp. Add +14.0% 0.14% +0.03
BALY Bally's Corp. Add +106.3% 0.17% +0.03
METC Ramaco Res Inc. Add +1.4% 0.10% −0.01
MLCI Mount Logan Capital Inc. Add +42.9% 0.31% −0.19
MAGN Magnera Corp. Add +27.2% 1.07% −0.27

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