Back to funds
View filing
JB CAPITAL PARTNERS LP
hedge fundUpdated 30 days agoManaged by Jb Capital Partners Lp • Latest filing Q2 2026
Portfolio value
$646.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
68.3%
Weight of largest holdings
Annualized return
14.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $421.7M |
| Q2 2023 | $466.5M |
| Q3 2023 | $404.8M |
| Q4 2023 | $496M |
| Q1 2024 | $532.9M |
| Q2 2024 | $453.5M |
| Q3 2024 | $522.1M |
| Q4 2024 | $522.3M |
| Q1 2025 | $476.4M |
| Q2 2025 | $539.5M |
| Q3 2025 | $591M |
| Q4 2025 | $581.4M |
| Q1 2026 | $580.5M |
| Q2 2026 | $646.4M |
Top holdings
87 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RDNT RadNet Inc | $87.8M | 1.42M | 13.59% | Unchanged |
| 2 | R RYZ Ryerson Holding Corporation | $69.9M | 2.84M | 10.81% | Unchanged |
| 3 | O OPY Oppenheimer Holdings Inc | $53.2M | 504.0K | 8.23% | Unchanged |
| 4 | D DAN Dana Incorporated | $50.4M | 1.85M | 7.80% | Unchanged |
| 5 | N NEXN Nexxen International LTD | $40.4M | 4.48M | 6.26% | Added(+1.5%) |
| 6 | G GLW Core Natural Resources | $37.4M | 466.8K | 5.78% | Unchanged |
| 7 | B BLDR Builders FirstSource Inc | $26.2M | 292.3K | 4.05% | Unchanged |
| 8 | T TPC Tutor Perini Corp | $25.9M | 312.6K | 4.01% | Trimmed(-26.4%) |
| 9 | C CXW CoreCivic Inc | $25.7M | 845.2K | 3.97% | Unchanged |
| 10 | B BXC Bluelinx Holdings Inc | $24.4M | 393.6K | 3.77% | Unchanged |
| 11 | V VCTR Victory Cap Holdings Inc | $20.3M | 241.8K | 3.14% | Unchanged |
| 12 | L LGNYZ Lifetime Brands | $13.8M | 1.63M | 2.14% | Unchanged |
| 13 | A ARCXF Arcelormittal SA Luxemberg | $12.3M | 205.0K | 1.91% | Unchanged |
| 14 | K KELYB Kelly Services Inc | $9.4M | 768.8K | 1.46% | Added(+1.3%) |
| 15 | M MEC Mayville Engineering Co Inc | $9.4M | 250.5K | 1.45% | Unchanged |
| 16 | C CNTMF Fluent Co | $8.1M | 2.17M | 1.25% | Unchanged |
| 17 | M MAGN Magnera Corp | $7.7M | 655.0K | 1.19% | Unchanged |
| 18 | C CVEO Civeo Corporation | $6.8M | 194.4K | 1.05% | Added(+0.3%) |
| 19 | F FET Forum Energy Technoligies Inc | $6.1M | 120.8K | 0.94% | Unchanged |
| 20 | D DCH DAUCH CORP | $5.4M | 1.00M | 0.84% | Unchanged |