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CIK: 0001138532
Total reported value
$646.4M
$646.4M
79 檔
34.8%
In Q1 2025, Jb Capital Partners LP's U.S. equity holdings reached a combined market value of $646.4M, distributed across 79 disclosed stock positions.
In Q1 2025, Jb Capital Partners LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | Stock-Healthcare | 15.39% | -0.12% | — | |
| 2 | RYZ | Ryerson Holding CORP | Stock-Other | 10.27% | -0.18% | — | |
| 3 | BLDR | Builders Firstsource Inc | Stock-Industrials | 7.67% | -0.09% | — | |
| 4 | CNR | Core Natural Resources Inc | Stock-Energy | 7.55% | -2.64% | — | |
| 5 | OPY | Oppenheimer Holdings-cl A | Stock-Other | 6.29% | +0.49% | — | |
| 6 | BXC | Bluelinx Holdings Inc | Stock-Other | 6.20% | +0.10% | — | |
| 7 | ✓ | Tremor Intl Ltd ADS | Stock-Other | 6.12% | +1.31% | +2489.96% | |
| 8 | DAN | Dana Inc | Stock-Other | 5.15% | -0.21% | +1.09% | |
| 9 | TPC | Tutor Perini CORP | Stock-Other | 4.35% | -1.64% | — | |
| 10 | CXW | Corecivic Inc | Stock-Other | 3.60% | +1.22% | — | |
| 11 | VCTR | Victory Capital Holding - A | Stock-Other | 3.36% | +0.41% | — | |
| 12 | LCUT | Lifetime Brands Inc | Stock-Other | 1.48% | +0.54% | +15.98% | |
| 13 | IESC | Ies Holdings Inc | Stock-Industrials | 1.45% | +0.03% | — | |
| 14 | ZEUS | Olympic Steel Inc | Stock-Other | 1.37% | — | +13.06% | |
| 15 | MT | Arcelormittal-ny Registered | Stock-Other | 1.24% | +0.07% | — | |
| 16 | ASTL | Algoma Steel Group Inc | Stock-Other | 1.13% | -0.07% | — | |
| 17 | CVEO | Civeo CORP | Stock-Other | 0.94% | +0.17% | — | |
| 18 | DCH | Dauch Corporation | Stock-Other | 0.82% | -0.19% | +622.64% | |
| 19 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 0.78% | +0.08% | — | |
| 20 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.77% | -0.33% | — | |
| 21 | MEC | Mayville Engineering Co Inc | Stock-Other | 0.71% | +0.68% | — | |
| 22 | 2362120D | Sinclair Broadcast Group LLC | Stock-Other | 0.65% | — | — | |
| 23 | IDIEUR | Fluent Inc | Stock-Other | 0.65% | +0.07% | +0.61% | |
| 24 | AXR | Amrep CORP | Stock-Other | 0.59% | -0.13% | — | |
| 25 | CNDT | Conduent Inc | Stock-Other | 0.59% | — | — | |
| 26 | CSV | Carriage Services Inc | Stock-Other | 0.58% | -0.14% | — | |
| 27 | RICK | Rci Hospitality Holdings Inc | Stock-Other | 0.54% | +0.01% | — | |
| 28 | ATSG* | Air Transport Services Group | Stock-Other | 0.51% | — | — | |
| 29 | ✓ | Ferroglobe PLC | Stock-Other | 0.51% | -0.14% | — | |
| 30 | GEO | Geo Group Inc/the | Stock-Other | 0.49% | +0.14% | — | |
| 31 | MG | Mistras Group Inc | Stock-Other | 0.45% | +0.04% | — | |
| 32 | TWI | Titan International Inc | Stock-Other | 0.44% | — | — | |
| 33 | HNRG | Hallador Energy Co | Stock-Other | 0.41% | -0.02% | — | |
| 34 | ✓ | Ramaco Res Inc | Stock-Other | 0.41% | -0.13% | — | |
| 35 | III | Information Services Group | Stock-Other | 0.40% | -0.01% | — | |
| 36 | HDSN | Hudson Technologies Inc | Stock-Other | 0.40% | -0.04% | — | |
| 37 | BBCP | Concrete Pumping Holdings In | Stock-Other | 0.36% | +0.22% | +10.63% | |
| 38 | FSV | Firstservice CORP | Stock-Other | 0.35% | -0.02% | — | |
| 39 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.35% | +0.22% | — | |
| 40 | SPWH | Sportsman's Warehouse Holdin | Stock-Other | 0.34% | -0.07% | — | |
| 41 | ATKR | Atkore Inc | Stock-Other | 0.31% | +0.04% | — | |
| 42 | LMB | Limbach Holdings Inc | Stock-Other | 0.31% | -0.03% | — | |
| 43 | VREX | Varex Imaging CORP | Stock-Other | 0.27% | -0.05% | +340.00% | |
| 44 | RUSHB | Rush Enterprises Inc - Cl B | Stock-Other | 0.24% | +0.01% | — | |
| 45 | OI | O-i Glass Inc | Stock-Other | 0.23% | +0.17% | — | |
| 46 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.23% | — | — | |
| 47 | TDW | Tidewater Inc | Stock-Energy | 0.22% | -0.10% | — | |
| 48 | SND | Smart Sand Inc | Stock-Other | 0.19% | -0.05% | — | |
| 49 | SAR | Saratoga Investment CORP | Stock-Other | 0.18% | -0.02% | — | |
| 50 | CURV | Torrid Holdings Inc | Stock-Other | 0.17% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | — | NEW | New buy |
| 2 | RYZ | Ryerson Holding CORP | — | NEW | New buy |
| 3 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 4 | CNR | Core Natural Resources Inc | — | NEW | New buy |
| 5 | OPY | Oppenheimer Holdings-cl A | — | NEW | New buy |
| 6 | BXC | Bluelinx Holdings Inc | — | NEW | New buy |
| 7 | ✓ | Tremor Intl Ltd ADS | — | NEW | New buy |
| 8 | DAN | Dana Inc | — | NEW | New buy |
| 9 | TPC | Tutor Perini CORP | — | NEW | New buy |
| 10 | CXW | Corecivic Inc | — | NEW | New buy |
| 11 | VCTR | Victory Capital Holding - A | — | NEW | New buy |
| 12 | LCUT | Lifetime Brands Inc | — | NEW | New buy |
| 13 | IESC | Ies Holdings Inc | — | NEW | New buy |
| 14 | ZEUS | Olympic Steel Inc | — | NEW | New buy |
| 15 | MT | Arcelormittal-ny Registered | — | NEW | New buy |
| 16 | ASTL | Algoma Steel Group Inc | — | NEW | New buy |
| 17 | CVEO | Civeo CORP | — | NEW | New buy |
| 18 | DCH | Dauch Corporation | — | NEW | New buy |
| 19 | TSQ | Townsquare Media Inc - Cl A | — | NEW | New buy |
| 20 | CIGI | Colliers Intl Gr-subord Vot | — | NEW | New buy |
| 21 | MEC | Mayville Engineering Co Inc | — | NEW | New buy |
| 22 | 2362120D | Sinclair Broadcast Group LLC | — | NEW | New buy |
| 23 | IDIEUR | Fluent Inc | — | NEW | New buy |
| 24 | AXR | Amrep CORP | — | NEW | New buy |
| 25 | CNDT | Conduent Inc | — | NEW | New buy |
| 26 | CSV | Carriage Services Inc | — | NEW | New buy |
| 27 | RICK | Rci Hospitality Holdings Inc | — | NEW | New buy |
| 28 | ATSG* | Air Transport Services Group | — | NEW | New buy |
| 29 | ✓ | Ferroglobe PLC | — | NEW | New buy |
| 30 | GEO | Geo Group Inc/the | — | NEW | New buy |
| 31 | MG | Mistras Group Inc | — | NEW | New buy |
| 32 | TWI | Titan International Inc | — | NEW | New buy |
| 33 | HNRG | Hallador Energy Co | — | NEW | New buy |
| 34 | ✓ | Ramaco Res Inc | — | NEW | New buy |
| 35 | III | Information Services Group | — | NEW | New buy |
| 36 | HDSN | Hudson Technologies Inc | — | NEW | New buy |
| 37 | BBCP | Concrete Pumping Holdings In | — | NEW | New buy |
| 38 | FSV | Firstservice CORP | — | NEW | New buy |
| 39 | PKOH | Park-ohio Holdings CORP | — | NEW | New buy |
| 40 | SPWH | Sportsman's Warehouse Holdin | — | NEW | New buy |
| 41 | ATKR | Atkore Inc | — | NEW | New buy |
| 42 | LMB | Limbach Holdings Inc | — | NEW | New buy |
| 43 | VREX | Varex Imaging CORP | — | NEW | New buy |
| 44 | RUSHB | Rush Enterprises Inc - Cl B | — | NEW | New buy |
| 45 | OI | O-i Glass Inc | — | NEW | New buy |
| 46 | RUSHA | Rush Enterprises Inc-cl A | — | NEW | New buy |
| 47 | TDW | Tidewater Inc | — | NEW | New buy |
| 48 | SND | Smart Sand Inc | — | NEW | New buy |
| 49 | SAR | Saratoga Investment CORP | — | NEW | New buy |
| 50 | CURV | Torrid Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Jb Capital Partners LP reported a total U.S. public equity portfolio value of $646.4M across 79 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RDNT, RYZ, BLDR) accounted for 34.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
RDNT
市值: $73.3M
During Q1 2025, Jb Capital Partners LP's top holdings by market value included RDNT (15.4%)、RYZ (10.3%)、BLDR (7.7%). The largest single position, RDNT, represented 15.4% of total portfolio value.
In Q1 2025, Jb Capital Partners LP made 50 total portfolio adjustments, initiating 50 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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