Holdings of JB CAPITAL PARTNERS LP

Name: Holdings of JB CAPITAL PARTNERS LP
Creator: Titelia
License: https://titelia.com/en/sources

· Original filing · Compare with another fund · Report an error

Net assets: -
Positions: 72 in 2 countries
Top ten: 76.1 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	RadNet Inc	1,424,061	79.6M $
2	Ryerson Holding Corp	2,839,059	63.8M $
3	Core Natural Resources Inc	466,779	48.9M $
4	Dana Inc	1,852,293	46.5M $
5	Oppenheimer Holdings Inc	503,954	44.9M $
6	Tutor Perini Corp	424,554	32.8M $
7	Builders FirstSource Inc	292,265	24.1M $
8	BlueLinx Holdings Inc	393,649	21.3M $
9	CoreCivic Inc	845,210	16M $
10	Victory Capital Holdings Inc	241,812	15.8M $
11	ArcelorMittal SA	205,000	10.7M $
12	Lifetime Brands Inc	1,627,852	9.3M $
13	Forum Energy Technologies Inc	120,800	7.1M $
14	Kelly Services Inc	758,760	6.7M $
15	Magnera Corp	655,000	6.2M $
16	Dauch Corporation	1,005,000	6M $
17	Mayville Engineering Co Inc	250,512	4.5M $
18	AMREP Corp	141,360	4M $
19	Varex Imaging Corp	326,254	3.5M $
20	Carriage Services Inc	71,007	3.2M $
21	Stride Inc	35,000	3.1M $
22	Koppers Holdings Inc	78,101	3M $
23	Mistras Group Inc	202,243	3M $
24	Park-Ohio Holdings Corp	121,899	2.9M $
25	Hallador Energy Co	160,000	2.6M $
26	Townsquare Media Inc	467,807	2.5M $
27	Concrete Pumping Holdings Inc	341,400	2.4M $
28	Sportsman's Warehouse Holdings Inc	1,710,794	2.4M $
29	Smart Sand Inc	460,000	2.3M $
30	Tidewater Inc	25,000	2.1M $
31	Information Services Group Inc	487,641	1.9M $
32	Mount Logan Capital Inc	503,680	1.8M $
33	Hudson Technologies Inc	306,200	1.8M $
34	Garrett Motion Inc	91,000	1.7M $
35	O-I Glass Inc	155,000	1.6M $
36	Limbach Holdings Inc	20,000	1.6M $
37	Atkore Inc	25,000	1.5M $
38	Conduent Inc	1,113,061	1.4M $
39	Orion Group Holdings Inc	130,000	1.4M $
40	RCI Hospitality Holdings Inc	60,000	1.4M $
41	Rush Enterprises Inc	20,418	1.3M $
42	GEO Group Inc/The	80,000	1.3M $
43	Rush Enterprises Inc	20,418	1.3M $
44	BCP INVESTMENT CORP	167,447	1.2M $
45	Rayonier Advanced Materials Inc	100,000	1.1M $
46	XPEL Inc	25,000	1.1M $
47	Outdoor Holding Co.	550,000	1.1M $
48	LSB Industries Inc	70,000	1M $
49	Bally's Corp	103,124	994.1K $
50	Oil States International Inc	85,000	989.4K $
51	TriMas Corp	22,277	800K $
52	Summit Midstream Corp	26,165	791.2K $
53	EZCORP Inc	30,000	761.4K $
54	SARATOGA INVESTMENT CORP	33,847	760.9K $
55	ScanSource Inc	20,000	726K $
56	Abacus Global Management Inc	80,000	630.4K $
57	Ranger Energy Services Inc	36,576	624.7K $
58	RideNow Group Inc	70,000	494.2K $
59	Inspired Entertainment Inc	65,000	463.5K $
60	IES Holdings Inc	841	400.7K $
61	FS KKR Capital Corp	37,500	381.8K $
62	Titan International Inc	50,000	345.5K $
63	Torrid Holdings Inc	150,000	267K $
64	BrightView Holdings Inc	20,000	235.8K $
65	Kratos Defense & Security Solutions, Inc.	3,281	231.3K $
66	Commercial Vehicle Group Inc	67,322	229.6K $
67	Rimini Street Inc	59,193	194.2K $
68	GSI Technology Inc	33,000	169.6K $
69	World Acceptance Corp	1,069	144.4K $
70	Cleveland-Cliffs Inc	11,350	95.9K $
71	Century Casinos Inc	38,283	53.2K $
72	FATHOM HOLDINGS INC	69,882	37K $

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Sector breakdown

Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

United States 97.9 %
Luxembourg 2.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	United States	71	506.9M $	97.94 %
2	Luxembourg	1	10.7M $	2.06 %

Cite this page

Titelia. "Holdings of JB CAPITAL PARTNERS LP". https://titelia.com/en/funds/US13F1138532