§ 13F · FUND PROFILE
JB CAPITAL PARTNERS LP.
AUM · $646M (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$814K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | 1.42M | $88M | 13.6% | ±0% |
| 2 | RYZ | Ryerson Holding Corporation | 2.84M | $70M | 10.8% | ±0% |
| 3 | OPY | Oppenheimer Holdings Inc | 504K | $53M | 8.2% | ±0% |
| 4 | DAN | Dana Incorporated | 1.85M | $50M | 7.8% | ±0% |
| 5 | NEXN | Nexxen International LTD | 4.48M | $40M | 6.3% | +2% |
| 6 | CNR | Core Natural Resources | 467K | $37M | 5.8% | ±0% |
| 7 | BLDR | Builders FirstSource Inc | 292K | $26M | 4.0% | ±0% |
| 8 | TPC | Tutor Perini Corp | 313K | $26M | 4.0% | −26% |
| 9 | CXW | CoreCivic Inc | 845K | $26M | 4.0% | ±0% |
| 10 | BXC | Bluelinx Holdings Inc | 394K | $24M | 3.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JB SIGNAL
AC read
JB CAPITAL PARTNERS LP is a Other fund managing $646 million in assets. The fund runs a portfolio of 87 positions.
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