Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Jb Capital Partners Lp has $522.34 million in total holdings as of December 31, 2024.
Jb Capital Partners Lp owns shares of 81 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 1.97% of the portfolio was purchased this quarter.
About 1.06% of the portfolio was sold this quarter.
This quarter, Jb Capital Partners Lp has purchased 78 new stocks and bought additional shares in 7 stocks.
Jb Capital Partners Lp sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

RadNet: $102,948,420
Arch Resources Inc: $47,674,742
Builders FirstSource: $41,773,436
BlueLinx: $40,215,182
Ryerson: $39,446,087

Largest New Holdings this Quarter

AMMO: $605,000 Holding
North American Construction Group: $432,200 Holding
Varex Imaging: $364,750 Holding
Century Casinos: $124,037 Holding
Cleveland-Cliffs: $106,690 Holding

Largest Purchases this Quarter

Dana: 407,000 shares (about $4.70M)
Lifetime Brands: 307,307 shares (about $1.82M)
Fluent: 539,910 shares (about $1.36M)
AMMO: 550,000 shares (about $605K)
North American Construction Group: 20,000 shares (about $432.20K)

Largest Sales this Quarter

RadNet: 30,000 shares (about $2.10M)
GrafTech International: 100,000 shares (about $173.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RDNT RadNet	$102,948,420	$2,095,200 ▼	-2.0%	1,474,061	19.7%	Medical
Arch Resources Inc	$47,674,742		0.0%	337,592	9.1%	CL A
BLDR Builders FirstSource	$41,773,436		0.0%	292,265	8.0%	Retail/Wholesale
BXC BlueLinx	$40,215,182		0.0%	393,649	7.7%	Construction
RYI Ryerson	$39,446,087		0.0%	2,131,069	7.6%	Basic Materials
OPY Oppenheimer	$32,298,412		0.0%	503,954	6.2%	Finance
TPC Tutor Perini	$21,648,207		0.0%	894,554	4.1%	Construction
DAN Dana	$21,181,307	$4,704,920 ▲	28.6%	1,832,293	4.1%	Auto/Tires/Trucks
CXW CoreCivic	$18,374,865		0.0%	845,210	3.5%	Finance
VCTR Victory Capital	$18,120,114		0.0%	276,812	3.5%	Finance
USAP Universal Stainless & Alloy Products	$10,787,350		0.0%	245,000	2.1%	Basic Materials
ASTL Algoma Steel Group	$9,703,491		0.0%	992,177	1.9%	Basic Materials
IESC IES	$8,409,171		0.0%	41,845	1.6%	Computer and Technology
LCUT Lifetime Brands	$7,376,395	$1,816,184 ▲	32.7%	1,248,121	1.4%	Consumer Discretionary
ZEUS Olympic Steel	$5,987,792		0.0%	182,499	1.1%	Basic Materials
MT ArcelorMittal	$4,741,650		0.0%	205,000	0.9%	Basic Materials
AXR AMREP	$4,438,704		0.0%	141,360	0.8%	Finance
CVEO Civeo	$4,402,000		0.0%	193,750	0.8%	Consumer Discretionary
SPWH Sportsman's Warehouse	$4,303,490		0.0%	1,611,794	0.8%	Retail/Wholesale
TSQ Townsquare Media	$4,252,366		0.0%	467,807	0.8%	Consumer Discretionary
CNDT Conduent	$4,193,766		0.0%	1,038,061	0.8%	Business Services
CIGI Colliers International Group	$4,093,241		0.0%	30,104	0.8%	Finance
MEC Mayville Engineering	$3,938,049	$140,002 ▲	3.7%	250,512	0.8%	Construction
FLNT Fluent	$3,545,595	$1,360,573 ▲	62.3%	1,406,982	0.7%	Business Services
RICK RCI Hospitality	$3,448,200		0.0%	60,000	0.7%	Consumer Discretionary
Sinclair Broadcast Group Inc	$3,147,300		0.0%	195,000	0.6%	CL A
CSV Carriage Services	$2,829,629		0.0%	71,007	0.5%	Consumer Staples
GSM Ferroglobe	$2,489,000		0.0%	655,000	0.5%	Basic Materials
Consol Energy Inc New	$2,465,481		0.0%	23,111	0.5%	COM
Ramaco Resources Inc	$2,411,100		0.0%	235,000	0.5%	COM CL A
ATSG Air Transport Services Group	$2,396,304		0.0%	109,022	0.5%	Transportation
GEO The GEO Group	$2,238,400		0.0%	80,000	0.4%	Finance
ATKR Atkore	$2,086,250		0.0%	25,000	0.4%	Industrial Products
PKOH Park-Ohio	$2,020,137		0.0%	76,899	0.4%	Industrial Products
BBCP Concrete Pumping	$1,878,786	$273,060 ▲	17.0%	282,100	0.4%	Business Services
MG Mistras Group	$1,832,322		0.0%	202,243	0.4%	Computer and Technology
HNRG Hallador Energy	$1,832,000		0.0%	160,000	0.4%	Oils/Energy
FSV FirstService	$1,829,026		0.0%	10,104	0.4%	Finance
LMB Limbach	$1,710,800		0.0%	20,000	0.3%	Construction
HDSN Hudson Technologies	$1,708,596		0.0%	306,200	0.3%	Industrial Products
III Information Services Group	$1,628,721		0.0%	487,641	0.3%	Business Services
TDW Tidewater	$1,367,750		0.0%	25,000	0.3%	Oils/Energy
TRMR Tremor International	$1,351,197		0.0%	134,850	0.3%	Business Services
RUSHA Rush Enterprises	$1,118,702		0.0%	20,418	0.2%	Retail/Wholesale
RUSHB Rush Enterprises	$1,111,556		0.0%	20,418	0.2%	Retail/Wholesale
XPEL XPEL	$998,500		0.0%	25,000	0.2%	Auto/Tires/Trucks
ORN Orion Group	$952,900		0.0%	130,000	0.2%	Construction
GTX Garrett Motion	$821,730		0.0%	91,000	0.2%	Auto/Tires/Trucks
FSK FS KKR Capital	$814,500		0.0%	37,500	0.2%	Finance
SAR Saratoga Investment	$809,620		0.0%	33,847	0.2%	Finance
SND Smart Sand	$787,500	$337,500 ▲	75.0%	350,000	0.2%	Oils/Energy
CURV Torrid	$784,500		0.0%	150,000	0.2%	Retail/Wholesale
AXL American Axle & Manufacturing	$772,475		0.0%	132,500	0.1%	Auto/Tires/Trucks
QIPT Quipt Home Medical	$610,000		0.0%	200,000	0.1%	Medical
POWW AMMO	$605,000	$605,000 ▲	New Holding	550,000	0.1%	Consumer Discretionary
LEE Lee Enterprises	$591,200		0.0%	40,000	0.1%	Consumer Staples
INSE Inspired Entertainment	$588,250		0.0%	65,000	0.1%	Business Services
RNGR Ranger Energy Services	$566,196		0.0%	36,576	0.1%	Oils/Energy
TRS TriMas	$547,791		0.0%	22,277	0.1%	Industrial Products
Ramaco Resources Inc	$507,427	$43,067 ▲	9.3%	51,359	0.1%	COM CL B
EAF GrafTech International	$506,464	$173,000 ▼	-25.5%	292,754	0.1%	Industrial Products
NOA North American Construction Group	$432,200	$432,200 ▲	New Holding	20,000	0.1%	Construction
MNTX Manitex International	$385,804		0.0%	66,518	0.1%	Industrial Products
RMBL RumbleOn	$380,100		0.0%	70,000	0.1%	Retail/Wholesale
EZPW EZCORP	$366,600		0.0%	30,000	0.1%	Finance
VREX Varex Imaging	$364,750	$364,750 ▲	New Holding	25,000	0.1%	Medical
TWI Titan International	$339,500		0.0%	50,000	0.1%	Industrial Products
BV BrightView	$319,800		0.0%	20,000	0.1%	Business Services
GTN Gray Television	$274,995		0.0%	87,300	0.1%	Consumer Discretionary
DXLG Destination XL Group	$201,750		0.0%	75,000	0.0%	Retail/Wholesale
CVGI Commercial Vehicle Group	$166,959		0.0%	67,322	0.0%	Auto/Tires/Trucks
RMNI Rimini Street	$158,045		0.0%	59,193	0.0%	Computer and Technology
VFF Village Farms International	$138,780		0.0%	180,000	0.0%	Consumer Staples
TSE Trinseo	$137,705		0.0%	27,001	0.0%	Industrial Products
CNTY Century Casinos	$124,037	$124,037 ▲	New Holding	38,283	0.0%	Consumer Discretionary
WRLD World Acceptance	$120,198		0.0%	1,069	0.0%	Finance
FTHM Fathom	$106,919		0.0%	69,882	0.0%	Business Services
CLF Cleveland-Cliffs	$106,690	$106,690 ▲	New Holding	11,350	0.0%	Basic Materials
GSIT GSI Technology	$99,990		0.0%	33,000	0.0%	Computer and Technology
KTOS Kratos Defense & Security Solutions	$86,553		0.0%	3,281	0.0%	Aerospace
XELB Xcel Brands	$7,650		0.0%	15,000	0.0%	Retail/Wholesale
ARC ARC Document Solutions	$0	$3,229,489 ▼	-100.0%	0	0.0%	Industrial Products
TCS The Container Store Group	$0	$29,926 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Jb Capital Partners Lp Top Holdings and 13F Report (2025)

About Jb Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJb Capital Partners Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools