JB Capital Partners LP reported 83 positions worth $638.48M for the quarter ended Jun 30, 2026, up 11.6% on the prior quarter. It opened 2 new positions, added to 8, trimmed 1 and exited 0. Its largest holding is RadNet, Inc. at 13.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| OI O-I Glass, Inc. | +150.0K | +96.8% | $1.44M | 0.46% |
| NEXN Nexxen International Ltd. | +66.5K | +1.5% | $600.50K | 6.33% |
| RMNI Rimini Street, Inc. | +114.4K | +193.2% | $487.28K | 0.116% |
| JBI Janus International Group, Inc. | +75.0K | – | $416.25K | 0.065% |
| THRY Thryv Holdings, Inc. | +100.9K | – | $397.55K | 0.062% |
| BCIC BCP Investment Corp | +29.6K | +17.7% | $212.74K | 0.222% |
| VREX Varex Imaging Corp | +12.7K | +3.9% | $132.57K | 0.554% |
| KELYA Kelly Services Inc | +10.0K | +1.3% | $122.80K | 1.48% |
| BALY Bally's Corp | +5,786 | +5.6% | $79.33K | 0.234% |
| CVEO Civeo Corp | +603 | +0.3% | $21.11K | 1.07% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TPC Tutor Perini Corp | -112.0K | -26.4% | $9.29M | 4.06% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RDNT RadNet, Inc. | Healthcare | 1.42M | $87.82M | 13.75% | 0 | 0.0% | Unchanged | 1.81% |
| 2 | RYZ Ryerson Holding Corp | Industrials | 2.84M | $69.87M | 10.94% | 0 | 0.0% | Unchanged | 5.47% |
| 3 | OPY Oppenheimer Holdings Inc | Financial Services | 504.0K | $53.19M | 8.33% | 0 | 0.0% | Unchanged | 4.71% |
| 4 | DAN DANA Inc | Industrials | 1.85M | $50.40M | 7.89% | 0 | 0.0% | Unchanged | 1.71% |
| 5 | NEXN Nexxen International Ltd. | Technology | 4.48M | $40.44M | 6.33% | +66.5K | +1.5% | Added | 7.49% |
| 6 | CNR Core Natural Resources, Inc. | Energy | 466.8K | $37.35M | 5.85% | 0 | 0.0% | Unchanged | 0.93% |
| 7 | BLDR Builders FirstSource, Inc. | Industrials | 292.3K | $26.15M | 4.1% | 0 | 0.0% | Unchanged | 0.27% |
| 8 | TPC Tutor Perini Corp | Industrials | 312.6K | $25.93M | 4.06% | -112.0K | -26.4% | Reduced | 0.59% |
| 9 | CXW CoreCivic, Inc. | Industrials | 845.2K | $25.68M | 4.02% | 0 | 0.0% | Unchanged | 0.85% |
| 10 | BXC BlueLinx Holdings Inc. | Industrials | 393.6K | $24.36M | 3.82% | 0 | 0.0% | Unchanged | 5.01% |
| 11 | VCTR Victory Capital Holdings, Inc. | Financial Services | 241.8K | $20.33M | 3.18% | 0 | 0.0% | Unchanged | 0.39% |
| 12 | LCUT Lifetime Brands, Inc | Consumer Discretionary | 1.63M | $13.82M | 2.16% | 0 | 0.0% | Unchanged | 7.08% |
| 13 | MT ArcelorMittal | Basic Materials | 205.0K | $12.35M | 1.93% | 0 | 0.0% | Unchanged | 0.03% |
| 14 | KELYA Kelly Services Inc | Industrials | 768.8K | $9.44M | 1.48% | +10.0K | +1.3% | Added | 2.45% |
| 15 | MEC Mayville Engineering Company, Inc. | Industrials | 250.5K | $9.38M | 1.47% | 0 | 0.0% | Unchanged | 0.98% |
Tip. Select a row to see that position’s full history at Jb Capital Partners.
As of its Q2 2026 13F filing, JB Capital Partners LP’s five largest positions were RadNet, Inc. (RDNT) at 13.8%, Ryerson Holding Corp (RYZ) at 10.9%, Oppenheimer Holdings Inc (OPY) at 8.3%, DANA Inc (DAN) at 7.9%, Nexxen International Ltd. (NEXN) at 6.3% of the reported portfolio.
JB Capital Partners LP reported a 13F portfolio worth $638.48M across 83 positions for Q2 2026. That is up 11.6% from the previous quarter.
Its largest purchases by value were O-I Glass, Inc. ($1.44M), Nexxen International Ltd. ($600.50K), Rimini Street, Inc. ($487.28K). It opened 2 new positions.
Its largest sales by value were Tutor Perini Corp ($9.29M). It exited 0 positions entirely.
From the Form 13F-HR reports JB Capital Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.