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CIK: 0001138532
Total reported value
$646.4M
$646.4M
78 檔
37.9%
At the close of Q2 2024, Jb Capital Partners LP disclosed equity holdings valued at approximately $646.4M, spread across 78 reported holdings.
During Q2 2024, Jb Capital Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RDNT, ARCH1USD, BLDR) accounted for 37.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | Stock-Healthcare | 16.85% | -0.12% | -35.37% | |
| 2 | ARCH1USD | Arch Resources Inc | Stock-Other | 11.33% | — | — | |
| 3 | BLDR | Builders Firstsource Inc | Stock-Industrials | 8.92% | -0.09% | — | |
| 4 | RYZ | Ryerson Holding CORP | Stock-Other | 8.81% | -0.18% | +10.62% | |
| 5 | BXC | Bluelinx Holdings Inc | Stock-Other | 8.08% | +0.10% | — | |
| 6 | OPY | Oppenheimer Holdings-cl A | Stock-Other | 5.32% | +0.49% | — | |
| 7 | TPC | Tutor Perini CORP | Stock-Other | 4.30% | -1.64% | — | |
| 8 | DAN | Dana Inc | Stock-Other | 3.47% | -0.21% | +3.49% | |
| 9 | VCTR | Victory Capital Holding - A | Stock-Other | 2.91% | +0.41% | — | |
| 10 | CXW | Corecivic Inc | Stock-Other | 2.42% | +1.22% | — | |
| 11 | ZEUS | Olympic Steel Inc | Stock-Other | 1.80% | — | — | |
| 12 | LCUT | Lifetime Brands Inc | Stock-Other | 1.58% | +0.54% | — | |
| 13 | ASTL | Algoma Steel Group Inc | Stock-Other | 1.52% | -0.07% | — | |
| 14 | OLED | Universal Display Corporation | Stock-Tech | 1.48% | — | — | |
| 15 | IESC | Ies Holdings Inc | Stock-Industrials | 1.29% | +0.03% | — | |
| 16 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 1.13% | +0.08% | — | |
| 17 | CVEO | Civeo CORP | Stock-Other | 1.06% | +0.17% | — | |
| 18 | MEC | Mayville Engineering Co Inc | Stock-Other | 0.89% | +0.68% | +20.80% | |
| 19 | MT | Arcelormittal-ny Registered | Stock-Other | 0.88% | +0.07% | +600.00% | |
| 20 | SPWH | Sportsman's Warehouse Holdin | Stock-Other | 0.86% | -0.07% | — | |
| 21 | ✓ | Ferroglobe PLC | Stock-Other | 0.77% | -0.14% | — | |
| 22 | CNDT | Conduent Inc | Stock-Other | 0.75% | — | +29.76% | |
| 23 | ATKR | Atkore Inc | Stock-Other | 0.74% | +0.04% | — | |
| 24 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.74% | -0.33% | — | |
| 25 | IDIEUR | Fluent Inc | Stock-Other | 0.69% | +0.07% | -83.14% | |
| 26 | ✓ | Ramaco Res Inc | Stock-Other | 0.65% | -0.13% | — | |
| 27 | HDSN | Hudson Technologies Inc | Stock-Other | 0.59% | -0.04% | — | |
| 28 | AXR | Amrep CORP | Stock-Other | 0.59% | -0.13% | — | |
| 29 | RICK | Rci Hospitality Holdings Inc | Stock-Other | 0.58% | +0.01% | — | |
| 30 | 2362120D | Sinclair Broadcast Group LLC | Stock-Other | 0.57% | — | — | |
| 31 | ACHR | Archer Aviation Inc. | Stock-Industrials | 0.56% | — | — | |
| 32 | TDW | Tidewater Inc | Stock-Energy | 0.52% | -0.10% | — | |
| 33 | CEIXEUR | Consol Energy Inc | Stock-Other | 0.52% | — | — | |
| 34 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.44% | +0.22% | — | |
| 35 | CSV | Carriage Services Inc | Stock-Other | 0.42% | -0.14% | — | |
| 36 | MG | Mistras Group Inc | Stock-Other | 0.37% | +0.04% | — | |
| 37 | FSV | Firstservice CORP | Stock-Other | 0.34% | -0.02% | — | |
| 38 | ATSG* | Air Transport Services Group | Stock-Other | 0.33% | — | — | |
| 39 | III | Information Services Group | Stock-Other | 0.32% | -0.01% | — | |
| 40 | HNRG | Hallador Energy Co | Stock-Other | 0.27% | -0.02% | — | |
| 41 | ORN | Orion Group Holdings Inc | Stock-Other | 0.27% | +0.10% | — | |
| 42 | GEO | Geo Group Inc/the | Stock-Other | 0.25% | +0.14% | — | |
| 43 | BBCP | Concrete Pumping Holdings In | Stock-Other | 0.25% | +0.22% | — | |
| 44 | LMB | Limbach Holdings Inc | Stock-Other | 0.25% | -0.03% | — | |
| 45 | CURV | Torrid Holdings Inc | Stock-Other | 0.25% | -0.01% | — | |
| 46 | DCH | Dauch Corporation | Stock-Other | 0.20% | -0.19% | — | |
| 47 | XPEL | Xpel Inc | Stock-Other | 0.20% | — | — | |
| 48 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.19% | — | — | |
| 49 | RUSHB | Rush Enterprises Inc - Cl B | Stock-Other | 0.18% | +0.01% | — | |
| 50 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 0.17% | +0.23% | — |
According to official SEC Form 13F filings, Jb Capital Partners LP reported a total U.S. public equity portfolio value of $646.4M across 78 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Jb Capital Partners LP's top holdings by market value included RDNT (16.9%)、ARCH1USD (11.3%)、BLDR (8.9%). The largest single position, RDNT, represented 16.9% of total portfolio value.
In Q2 2024, Jb Capital Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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