JB Capital Partners LP
88 holdingsFiling period: 2026-06-30Current AUM: $661.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | 1.42M | $87.8M | $99.2M | 14.98% | -- | 2026-06-30 |
| 2 | RYZ | Ryerson Holding Corporation | 2.84M | $69.9M | $79.0M | 11.94% | -- | 2026-06-30 |
| 3 | OPY | Oppenheimer Holdings Inc | 504.0K | $53.2M | $50.7M | 7.66% | -- | 2026-06-30 |
| 4 | DAN | Dana Incorporated | 1.85M | $50.4M | $54.1M | 8.17% | -- | 2026-06-30 |
| 5 | — | Nexxen International Ltd | 4.48M | $40.4M | $40.4M | 6.11% | +66.5K | 2026-06-30 |
| 6 | CNR | Core Natural Resources | 466.8K | $37.4M | $40.8M | 6.16% | -- | 2026-06-30 |
| 7 | BLDR | Builders FirstSource Inc | 292.3K | $26.2M | $15.8M | 2.38% | -- | 2026-06-30 |
| 8 | TPC | Tutor Perini Corp | 312.6K | $25.9M | $24.3M | 3.68% | -112,000 | 2026-06-30 |
| 9 | CXW | CoreCivic Inc | 845.2K | $25.7M | $25.6M | 3.87% | -- | 2026-06-30 |
| 10 | BXC | Bluelinx Holdings Inc | 393.6K | $24.4M | $29.5M | 4.46% | -- | 2026-06-30 |
| 11 | VCTR | Victory Cap Holdings Inc | 241.8K | $20.3M | $26.2M | 3.96% | -- | 2026-06-30 |
| 12 | LCUT | Lifetime Brands | 1.63M | $13.8M | $13.3M | 2.01% | -- | 2026-06-30 |
| 13 | MT | Arcelormittal SA Luxemberg | 205.0K | $12.3M | $13.0M | 1.96% | -- | 2026-06-30 |
| 14 | KELYA | Kelly Services Inc | 768.8K | $9.4M | $12.2M | 1.84% | +10.0K | 2026-06-30 |
| 15 | MEC | Mayville Engineering Co Inc | 250.5K | $9.4M | $3.5M | 0.53% | -- | 2026-06-30 |
| 16 | IDI | Fluent Co | 2.17M | $8.1M | $8.1M | 1.22% | -- | 2026-06-30 |
| 17 | MAGN | Magnera Corp | 655.0K | $7.7M | $7.3M | 1.10% | -- | 2026-06-30 |
| 18 | CVEO | Civeo Corporation | 194.4K | $6.8M | $5.5M | 0.83% | +603 | 2026-06-30 |
| 19 | FET | Forum Energy Technoligies Inc | 120.8K | $6.1M | $10.2M | 1.54% | -- | 2026-06-30 |
| 20 | DCH | Dauch Corp | 1.00M | $5.4M | $4.9M | 0.74% | -- | 2026-06-30 |
| 21 | PKOH | Park-Ohio Holdings Corp | 121.9K | $4.7M | $5.6M | 0.85% | -- | 2026-06-30 |
| 22 | BBCP | Concrete Pumping Holdings Inc | 341.4K | $4.1M | $3.1M | 0.47% | -- | 2026-06-30 |
| 23 | AXR | AMREP Corp | 141.4K | $3.6M | $2.8M | 0.43% | -- | 2026-06-30 |
| 24 | VREX | Varex Imaging | 339.0K | $3.5M | $6.2M | 0.94% | +12.7K | 2026-06-30 |
| 25 | MG | Mistras Group Inc | 202.2K | $3.5M | $4.4M | 0.66% | -- | 2026-06-30 |
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