Institutional
JB CAPITAL PARTNERS LP
CIK 0001138532
$580.5M
Reported AUM
85
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · JB CAPITAL PARTNERS LP · Q1 2026
AI · grounded in 13F
JB CAPITAL PARTNERS LP closed its position in Olympic Steel Inc ZEUS, reducing its exposure by $9.52M. The fund added 13 new positions, including a new stake in ScanSource, Inc SCSC valued at $726,000. Other significant accumulations include increasing shares of Kelly Services Inc KELYA by 266.27% and NORTH AMERN CONSTR GROUP LTD NOA by 250%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | $79.6M | 13.71% | — | HELD |
| 2 | RYZ | Ryerson Holding Corporation | $63.8M | 10.99% | +495,584 | +21.1% |
| 3 | CNR | Core Natural Resources | $48.9M | 8.42% | — | HELD |
| 4 | DAN | Dana Incorporated | $46.5M | 8.01% | — | HELD |
| 5 | OPY | Oppenheimer Holdings Inc | $44.9M | 7.74% | — | HELD |
| 6 | TPC | Tutor Perini Corp | $32.8M | 5.65% | -85,000 | -16.7% |
| 7 | — | Nexxen International LTD | $28.8M | 4.95% | +50,000 | +1.1% |
| 8 | BLDR | Builders FirstSource Inc | $24.1M | 4.14% | — | HELD |
| 9 | BXC | Bluelinx Holdings Inc | $21.3M | 3.67% | — | HELD |
| 10 | CXW | CoreCivic Inc | $16.0M | 2.75% | — | HELD |
| 11 | VCTR | Victory Cap Holdings Inc | $15.8M | 2.73% | — | HELD |
| 12 | MT | Arcelormittal SA Luxemberg | $10.7M | 1.84% | — | HELD |
| 13 | LCUT | Lifetime Brands | $9.3M | 1.60% | — | HELD |
| 14 | FET | Forum Energy Technoligies Inc | $7.1M | 1.22% | — | HELD |
| 15 | IDIEUR | Fluent Co | $6.9M | 1.18% | — | HELD |
| 16 | KELYA | Kelly Services Inc | $6.7M | 1.16% | +551,600 | +266.3% |
| 17 | MAGN | Magnera Corp | $6.2M | 1.07% | +140,000 | +27.2% |
| 18 | DCH | DAUCH CORP | $6.0M | 1.03% | — | HELD |
| 19 | CVEO | Civeo Corporation | $5.1M | 0.88% | — | HELD |
| 20 | MEC | Mayville Engineering Co Inc | $4.5M | 0.77% | — | HELD |
| 21 | CIGI | Colliers Intl Group Inc | $4.5M | 0.77% | — | HELD |
| 22 | AXR | AMREP Corp | $4.0M | 0.68% | — | HELD |
| 23 | ASTL | Algoma Steel Group | $3.6M | 0.62% | — | HELD |
| 24 | VREX | Varex Imaging | $3.5M | 0.60% | — | HELD |
| 25 | — | Ramaco Resources Inc | $3.2M | 0.56% | — | HELD |
| 26 | CSV | Carriage Services Inc | $3.2M | 0.56% | — | HELD |
| 27 | LRN | Stride, Inc | $3.1M | 0.53% | +15,000 | +75.0% |
| 28 | KOP | Koppers Holdings Inc | $3.0M | 0.52% | +8,101 | +11.6% |
| 29 | MG | Mistras Group Inc | $3.0M | 0.51% | — | HELD |
| 30 | PKOH | Park-Ohio Holdings Corp | $2.9M | 0.50% | +4,300 | +3.7% |
| 31 | GSM | Ferroglobe PLC | $2.7M | 0.46% | — | HELD |
| 32 | HNRG | Hallador Energy Company | $2.6M | 0.45% | — | HELD |
| 33 | 2362120D | Sinclair Broadcast Group Inc | $2.5M | 0.43% | — | HELD |
| 34 | TSQ | Townsquare Media Inc | $2.5M | 0.42% | — | HELD |
| 35 | BBCP | Concrete Pumping Holdings Inc | $2.4M | 0.42% | — | HELD |
| 36 | SPWH | Sportsmans Warehouse Holdings Inc | $2.4M | 0.42% | — | HELD |
| 37 | SND | Smart Sand Inc | $2.3M | 0.40% | — | HELD |
| 38 | OEC | Orion S.A. | $2.2M | 0.38% | — | HELD |
| 39 | TDW | Tidewater | $2.1M | 0.36% | — | HELD |
| 40 | III | Information Services Group Inc | $1.9M | 0.32% | — | HELD |
| 41 | MLCI | Mount Logan Capital Inc | $1.8M | 0.31% | +151,174 | +42.9% |
| 42 | HDSN | Hudson Technologies Inc | $1.8M | 0.31% | — | HELD |
| 43 | GTX | Garrett Motion Inc | $1.7M | 0.28% | — | HELD |
| 44 | OI | O-I Glass Inc | $1.6M | 0.28% | — | HELD |
| 45 | LMB | Limbach Holdings Inc | $1.6M | 0.27% | — | HELD |
| 46 | ATKR | Atkore International Group Inc | $1.5M | 0.25% | — | HELD |
| 47 | CNDT | Conduent Inc | $1.4M | 0.25% | — | HELD |
| 48 | ORN | Orion Group Hldgs Inc | $1.4M | 0.24% | — | HELD |
| 49 | FSV | FirstService Corp | $1.4M | 0.24% | — | HELD |
| 50 | RICK | RCI Hospitality Holdings Inc | $1.4M | 0.24% | — | HELD |
| 51 | RUSHA | Rush Enterprises Inc Cl A | $1.3M | 0.23% | — | HELD |
| 52 | GEO | Geo Group Inc | $1.3M | 0.23% | — | HELD |
| 53 | RUSHB | Rush Enterprises Inc Cl B | $1.3M | 0.23% | — | HELD |
| 54 | BCIC | BCP Investment Corporation | $1.2M | 0.21% | — | HELD |
| 55 | RYAM | Rayonier Advanced Materials Inc | $1.1M | 0.19% | — | HELD |
| 56 | XPEL | Xpel Inc | $1.1M | 0.19% | — | HELD |
| 57 | POWW | Outdoor Holdings Co | $1.1M | 0.19% | — | HELD |
| 58 | LXU | LSB Inds Inc | $1.0M | 0.18% | — | HELD |
| 59 | BALY | Bally's Corporation | $994K | 0.17% | +53,124 | +106.2% |
| 60 | OIS | Oil States International Inc | $989K | 0.17% | — | HELD |
| 61 | NOA | NORTH AMERN CONSTR GROUP LTD | $944K | 0.16% | +50,000 | +250.0% |
| 62 | TRS | Trimas Corp | $800K | 0.14% | — | HELD |
| 63 | SMC | Summit Midstream Corporation | $791K | 0.14% | +3,209 | +14.0% |
| 64 | EZPW | Ezcorp Inc | $761K | 0.13% | — | HELD |
| 65 | SAR | Saratoga Investment Corp | $761K | 0.13% | — | HELD |
| 66 | SCSC | ScanSource, Inc | $726K | 0.13% | +20,000 | NEW |
| 67 | ABX | Abacus Global Management | $630K | 0.11% | — | HELD |
| 68 | RNGR | Ranger Energy Services Inc | $625K | 0.11% | — | HELD |
| 69 | METC | Ramaco Resources Inc | $607K | 0.10% | +837 | +1.4% |
| 70 | VFF | Village Farms International Inc | $511K | 0.09% | — | HELD |
| 71 | RDNW | RideNow Group Inc | $494K | 0.09% | — | HELD |
| 72 | INSE | Inspired Entertainment | $463K | 0.08% | — | HELD |
| 73 | IESC | IES Holdings Inc | $401K | 0.07% | — | HELD |
| 74 | FSK | FS KKR Capital Corp | $382K | 0.07% | — | HELD |
| 75 | TWI | Titan International Inc | $346K | 0.06% | — | HELD |
| 76 | CURV | Torrid Holdings Inc | $267K | 0.05% | — | HELD |
| 77 | BV | Brightview Holdings Inc | $236K | 0.04% | — | HELD |
| 78 | KTOS | Kratos Defense & Sec Solutions | $231K | 0.04% | — | HELD |
| 79 | CVGI | Commercial Vehicle Group Inc | $230K | 0.04% | — | HELD |
| 80 | RMNI | Rimini Str Inc Del | $194K | 0.03% | — | HELD |
| 81 | GSIT | GSI Technology | $170K | 0.03% | — | HELD |
| 82 | WRLD | World Acceptance Corp | $144K | 0.02% | — | HELD |
| 83 | CLF | Cleveland-Cliffs Inc New | $96K | 0.02% | — | HELD |
| 84 | CNTY | Century Casinos Inc | $53K | 0.01% | — | HELD |
| 85 | FTHM | Fathom Holdings Inc | $37K | 0.01% | — | HELD |
| 86 | ZEUS | Olympic Steel Inc | — | — | -222,499 | EXITED |
| 87 | QIPT | Quipt Home Medical | — | — | -200,000 | EXITED |
Source: SEC EDGAR · accession 0001213900-26-056531. 13F discloses long positions only — shorts, foreign equities, and options are excluded.