Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JB CAPITAL PARTNERS LP (CIK 1138532) reported $580.5M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDNT ($79.6M, 13.71%), RYI ($63.8M, 10.99%), CNR ($48.9M, 8.42%), DAN ($46.5M, 8.01%), OPY ($44.9M, 7.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | $79.6M | 13.71% | 1.4M | Hold |
| 2 | RYI | Ryerson Holding Corporation | $63.8M | 10.99% | 2.8M | Added |
| 3 | CNR | Core Natural Resources | $48.9M | 8.42% | 466,779 | Hold |
| 4 | DAN | Dana Incorporated | $46.5M | 8.01% | 1.9M | Hold |
| 5 | OPY | Oppenheimer Holdings Inc | $44.9M | 7.74% | 503,954 | Hold |
| 6 | TPC | Tutor Perini Corp | $32.8M | 5.65% | 424,554 | Trimmed |
| 7 | NEXN | Nexxen International LTD | $28.8M | 4.95% | 4.4M | Added |
| 8 | BLDR | Builders FirstSource Inc | $24.1M | 4.14% | 292,265 | Hold |
| 9 | BXC | Bluelinx Holdings Inc | $21.3M | 3.67% | 393,649 | Hold |
| 10 | CXW | CoreCivic Inc | $16.0M | 2.75% | 845,210 | Hold |
| 11 | VCTR | Victory Cap Holdings Inc | $15.8M | 2.73% | 241,812 | Hold |
| 12 | MT | Arcelormittal SA Luxemberg | $10.7M | 1.84% | 205,000 | Hold |
| 13 | LCUT | Lifetime Brands | $9.3M | 1.60% | 1.6M | Hold |
| 14 | FET | Forum Energy Technoligies Inc | $7.1M | 1.22% | 120,800 | Hold |
| 15 | FLNT | Fluent Co | $6.9M | 1.18% | 2.2M | Hold |
| 16 | KELYA | Kelly Services Inc | $6.7M | 1.16% | 758,760 | Added |
| 17 | MAGN | Magnera Corp | $6.2M | 1.07% | 655,000 | Added |
| 18 | AXL | DAUCH CORP | $6.0M | 1.03% | 1.0M | Hold |
| 19 | CVEO | Civeo Corporation | $5.1M | 0.88% | 193,750 | Hold |
| 20 | CIGI | Colliers Intl Group Inc | $4.5M | 0.77% | 30,104 | Hold |
| 21 | MEC | Mayville Engineering Co Inc | $4.5M | 0.77% | 250,512 | Hold |
| 22 | AXR | AMREP Corp | $4.0M | 0.68% | 141,360 | Hold |
| 23 | ASTL | Algoma Steel Group | $3.6M | 0.62% | 872,277 | Hold |
| 24 | VREX | Varex Imaging | $3.5M | 0.60% | 326,254 | Hold |
| 25 | METCL | Ramaco Resources Inc | $3.2M | 0.56% | 210,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31