Institutions / Jb Capital Partners LP
Jb Capital Partners LP
CIK 1138532 · Institution · as of Mar 31, 2026
Portfolio value
$580.51M
Positions
85
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$580.51M-0.2%Positions
85-1.2%Top holdings
Mar 31, 2026View all 85 →
| Company | Value | % of portfolio |
|---|---|---|
| RadNet, Inc. | $79.59M | 13.7% |
| Ryerson Holding Corp | $63.82M | 11.0% |
| Core Natural Resources, Inc. | $48.89M | 8.4% |
| DANA Inc | $46.49M | 8.0% |
| Oppenheimer Holdings IncOPY | $44.95M | 7.7% |
| Tutor Perini Corp | $32.77M | 5.6% |
| Nexxen International LTD | $28.76M | 5.0% |
| Builders FirstSource Inc | $24.06M | 4.1% |
| BlueLinx Holdings Inc | $21.33M | 3.7% |
| CoreCivic Inc | $15.98M | 2.8% |
| Victory Capital Holdings, Inc. | $15.83M | 2.7% |
| Arcelormittal SA Luxemberg | $10.66M | 1.8% |
| Lifetime Brands, IncLCUT | $9.28M | 1.6% |
| Forum Energy Technologies, Inc. | $7.09M | 1.2% |
| Fluent Co | $6.86M | 1.2% |
| Kelly Services Inc | $6.72M | 1.2% |
| Magnera Corp | $6.23M | 1.1% |
| Dauch Corporation | $5.96M | 1.0% |
| Civeo CorpCVEO | $5.13M | 0.9% |
| Mayville Engineering Company, Inc. | $4.50M | 0.8% |
| Colliers Intl Group Inc | $4.48M | 0.8% |
| Amrep Corp.AXR | $3.98M | 0.7% |
| Algoma Steel Group Inc. | $3.60M | 0.6% |
| Varex Imaging Corp | $3.46M | 0.6% |
| Ramaco Resources Inc | $3.25M | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Ryerson Holding Corp | $11.14M | +496K +21.15% | 2,839,059 10.99% of portfolio | medium |
| Q1 2026 as of | Exit | ZEUS Olympic Steel Inc Common Stock | $-9.52M | -222K -100.00% | — | medium |
| Q1 2026 as of | Trim | Tutor Perini Corp | $-6.56M | -85K -16.68% | 424,554 5.65% of portfolio | medium |
| Q1 2026 as of | Add | Kelly Services Inc | $4.88M | +552K +266.27% | 758,760 1.16% of portfolio | low |
| Q1 2026 as of | Add | Magnera Corp | $1.33M | +140K +27.18% | 655,000 1.07% of portfolio | low |
| Q1 2026 as of | Add | Stride, Inc. | $1.32M | +15K +75.00% | 35,000 0.53% of portfolio | low |
| Q1 2026 as of | New | ScanSource Inc | $726.0K | +20K | 20,000 0.13% of portfolio | low |
| Q1 2026 as of | Exit | Quipt Home Medical Corp. | $-706.0K | -200K -100.00% | — | low |
| Q1 2026 as of | Add | North American Construction Group Ltd. | $674.0K | +50K +250.00% | 70,000 0.16% of portfolio | low |
| Q1 2026 as of | Add | MLCI Mount Logan Capital Inc. Common Stock | $541.2K | +151K +42.89% | 503,680 0.31% of portfolio | low |