Jb Capital Partners LP 13F holdings
Jb Capital Partners LP reported 86 positions with a total reported value of $646.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: RDNT RadNet Inc (13.6%), RYZ Ryerson Holding Corporation (10.8%), OPY Oppenheimer Holdings Inc (8.2%), DAN Dana Incorporated (7.8%), NEXN Nexxen International LTD (6.3%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 86 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RDNT RadNet Inc | 1,424,061 | $87.8M | 13.6% |
| RYZ Ryerson Holding Corporation | 2,839,059 | $69.9M | 10.8% |
| OPY Oppenheimer Holdings Inc | 503,954 | $53.2M | 8.2% |
| DAN Dana Incorporated | 1,852,293 | $50.4M | 7.8% |
| NEXN Nexxen International LTD | 4,478,125 | $40.4M | 6.3% |
| CNR Core Natural Resources | 466,779 | $37.4M | 5.8% |
| BLDR Builders FirstSource Inc | 292,265 | $26.2M | 4.0% |
| TPC Tutor Perini Corp | 312,554 | $25.9M | 4.0% |
| CXW CoreCivic Inc | 845,210 | $25.7M | 4.0% |
| BXC Bluelinx Holdings Inc | 393,649 | $24.4M | 3.8% |
| Victory Cap Holdings Inc | 241,812 | $20.3M | 3.1% |
| LCUT Lifetime Brands | 1,627,852 | $13.8M | 2.1% |
| MT Arcelormittal SA Luxemberg | 205,000 | $12.3M | 1.9% |
| Kelly Services Inc | 768,760 | $9.4M | 1.5% |
| Mayville Engineering Co Inc | 250,512 | $9.4M | 1.5% |
| FLNT Fluent Co | 2,169,483 | $8.1M | 1.3% |
| MAGN Magnera Corp | 655,000 | $7.7M | 1.2% |
| CVEO Civeo Corporation | 194,353 | $6.8M | 1.1% |
| FET Forum Energy Technoligies Inc | 120,800 | $6.1M | 0.9% |
| DCH DAUCH CORP | 1,005,000 | $5.4M | 0.8% |
| PKOH Park-Ohio Holdings Corp | 121,899 | $4.7M | 0.7% |
| BBCP Concrete Pumping Holdings Inc | 341,400 | $4.1M | 0.6% |
| AXR AMREP Corp | 141,360 | $3.6M | 0.6% |
| VREX Varex Imaging | 338,964 | $3.5M | 0.5% |
| MG Mistras Group Inc | 202,243 | $3.5M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| OI O-I Glass Inc | 155,000 | 305,000 | +96.8% | $2.9M |
| NEXN Nexxen International LTD | 4,411,625 | 4,478,125 | +1.5% | $40.4M |
| RMNI Rimini Str Inc Del | 59,193 | 173,579 | +193.2% | $739.4K |
| BCIC BCP Investment Corporation | 167,447 | 197,036 | +17.7% | $1.4M |
| VREX Varex Imaging | 326,254 | 338,964 | +3.9% | $3.5M |
| Kelly Services Inc | 758,760 | 768,760 | +1.3% | $9.4M |
| MLCI Mount Logan Capital Inc | 503,680 | 534,729 | +6.2% | $1.8M |
| BALY Bally's Corporation | 103,124 | 108,910 | +5.6% | $1.5M |
| CVEO Civeo Corporation | 193,750 | 194,353 | +0.3% | $6.8M |
| METC Ramaco Resources Inc | 269,532 | 270,245 | +0.3% | $3.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TPC Tutor Perini Corp | 424,554 | 312,554 | -26.4% | $25.9M |
CIK 1138532 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
