JB CAPITAL PARTNERS LP

CIK 0001138532 · ARMONK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

JB CAPITAL PARTNERS LP reported 87 positions worth $646.4M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: RDNT (13.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$646.4M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.3%
Est. Net Flow (Q)
2026 Q2
10 / 87 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RDNTRadNet IncSH$87.8M13.59%1,424,061
2RYZRyerson Holding CorporationSH$69.9M10.81%2,839,059
3OPYOppenheimer Holdings IncSH$53.2M8.23%503,954
4DANDana IncorporatedSH$50.4M7.80%1,852,293
589484T104Nexxen International LTDSH$40.4M6.26%4,478,125
6CNRCore Natural ResourcesSH$37.4M5.78%466,779
7BLDRBuilders FirstSource IncSH$26.2M4.05%292,265
8TPCTutor Perini CorpSH$25.9M4.01%312,554
9CXWCoreCivic IncSH$25.7M3.97%845,210
10BXCBluelinx Holdings IncSH$24.4M3.77%393,649

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does JB CAPITAL PARTNERS LP hold as of Q2 2026?

JB CAPITAL PARTNERS LP reported 87 positions worth $646.4M in its Q2 2026 13F filing. Largest positions: RDNT (13.6%), RYZ (10.8%), OPY (8.2%), DAN (7.8%) and Nexxen International LTD (6.3%).

What did JB CAPITAL PARTNERS LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did JB CAPITAL PARTNERS LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.