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CIK: 0001138532
Total reported value
$646.4M
$646.4M
82 檔
37.6%
As reported in its official Q2 2025 Form 13F filing, Jb Capital Partners LP's tracked investment portfolio stood at $646.4M with 82 total positions.
In Q2 2025, Jb Capital Partners LP displayed an active expansion posture, initiating 4 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | Stock-Healthcare | 15.55% | -0.12% | — | |
| 2 | RYZ | Ryerson Holding CORP | Stock-Other | 8.52% | -0.18% | — | |
| 3 | TPC | Tutor Perini CORP | Stock-Other | 7.76% | -1.64% | — | |
| 4 | ✓ | Tremor Intl Ltd ADS | Stock-Other | 6.86% | +1.31% | +1.79% | |
| 5 | BLDR | Builders Firstsource Inc | Stock-Industrials | 6.32% | -0.09% | — | |
| 6 | OPY | Oppenheimer Holdings-cl A | Stock-Other | 6.14% | +0.49% | — | |
| 7 | CNR | Core Natural Resources Inc | Stock-Energy | 6.03% | -2.64% | — | |
| 8 | DAN | Dana Inc | Stock-Other | 5.85% | -0.21% | — | |
| 9 | BXC | Bluelinx Holdings Inc | Stock-Other | 5.43% | +0.10% | — | |
| 10 | CXW | Corecivic Inc | Stock-Other | 3.30% | +1.22% | — | |
| 11 | VCTR | Victory Capital Holding - A | Stock-Other | 3.27% | +0.41% | — | |
| 12 | IESC | Ies Holdings Inc | Stock-Industrials | 2.30% | +0.03% | — | |
| 13 | LCUT | Lifetime Brands Inc | Stock-Other | 1.48% | +0.54% | +9.00% | |
| 14 | ZEUS | Olympic Steel Inc | Stock-Other | 1.34% | — | +7.84% | |
| 15 | ASTL | Algoma Steel Group Inc | Stock-Other | 1.27% | -0.07% | — | |
| 16 | MT | Arcelormittal-ny Registered | Stock-Other | 1.20% | +0.07% | — | |
| 17 | SPWH | Sportsman's Warehouse Holdin | Stock-Other | 1.09% | -0.07% | +6.14% | |
| 18 | DCH | Dauch Corporation | Stock-Other | 0.84% | -0.19% | +15.67% | |
| 19 | CVEO | Civeo CORP | Stock-Other | 0.83% | +0.17% | — | |
| 20 | MEC | Mayville Engineering Co Inc | Stock-Other | 0.74% | +0.68% | — | |
| 21 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.73% | -0.33% | — | |
| 22 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 0.67% | +0.08% | — | |
| 23 | CSV | Carriage Services Inc | Stock-Other | 0.60% | -0.14% | — | |
| 24 | ✓ | Ramaco Res Inc | Stock-Other | 0.57% | -0.13% | — | |
| 25 | AXR | Amrep CORP | Stock-Other | 0.55% | -0.13% | — | |
| 26 | CNDT | Conduent Inc | Stock-Other | 0.54% | — | +7.22% | |
| 27 | IDIEUR | Fluent Inc | Stock-Other | 0.54% | +0.07% | +3.19% | |
| 28 | LMB | Limbach Holdings Inc | Stock-Other | 0.52% | -0.03% | — | |
| 29 | 2362120D | Sinclair Broadcast Group LLC | Stock-Other | 0.50% | — | — | |
| 30 | VREX | Varex Imaging CORP | Stock-Other | 0.47% | -0.05% | +168.18% | |
| 31 | HNRG | Hallador Energy Co | Stock-Other | 0.47% | -0.02% | — | |
| 32 | HDSN | Hudson Technologies Inc | Stock-Other | 0.46% | -0.04% | — | |
| 33 | ✓ | Ferroglobe PLC | Stock-Other | 0.45% | -0.14% | — | |
| 34 | III | Information Services Group | Stock-Other | 0.43% | -0.01% | — | |
| 35 | RICK | Rci Hospitality Holdings Inc | Stock-Other | 0.42% | +0.01% | — | |
| 36 | OI | O-i Glass Inc | Stock-Other | 0.42% | +0.17% | +63.16% | |
| 37 | BBCP | Concrete Pumping Holdings In | Stock-Other | 0.39% | +0.22% | +9.39% | |
| 38 | GEO | Geo Group Inc/the | Stock-Other | 0.36% | +0.14% | — | |
| 39 | FSV | Firstservice CORP | Stock-Other | 0.33% | -0.02% | — | |
| 40 | ATKR | Atkore Inc | Stock-Other | 0.33% | +0.04% | — | |
| 41 | MG | Mistras Group Inc | Stock-Other | 0.30% | +0.04% | — | |
| 42 | FET | Forum Energy Technologies In | Stock-Other | 0.26% | -0.28% | — | |
| 43 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.25% | +0.22% | — | |
| 44 | ORN | Orion Group Holdings Inc | Stock-Other | 0.22% | +0.10% | — | |
| 45 | TDW | Tidewater Inc | Stock-Energy | 0.21% | -0.10% | — | |
| 46 | RUSHB | Rush Enterprises Inc - Cl B | Stock-Other | 0.20% | +0.01% | — | |
| 47 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.19% | — | — | |
| 48 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 0.18% | +0.23% | — | |
| 49 | XPEL | Xpel Inc | Stock-Other | 0.17% | — | — | |
| 50 | SAR | Saratoga Investment CORP | Stock-Other | 0.15% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPC | Tutor Perini CORP | +3.4% | — | Unchanged |
| 2 | IESC | Ies Holdings Inc | +0.9% | — | Unchanged |
| 3 | SPWH | Sportsman's Warehouse Holdin | +0.8% | +6.14% | Add |
| 4 | ✓ | Tremor Intl Ltd ADS | +0.7% | +1.79% | Add |
| 5 | DAN | Dana Inc | +0.7% | — | Unchanged |
| 6 | FET | Forum Energy Technologies In | +0.3% | NEW | New buy |
| 7 | LMB | Limbach Holdings Inc | +0.2% | — | Unchanged |
| 8 | VREX | Varex Imaging CORP | +0.2% | +168.18% | Add |
| 9 | OI | O-i Glass Inc | +0.2% | +63.16% | Add |
| 10 | RDNT | Radnet Inc | +0.2% | — | Unchanged |
| 11 | ✓ | Ramaco Res Inc | +0.2% | — | Unchanged |
| 12 | ASTL | Algoma Steel Group Inc | +0.1% | — | Unchanged |
| 13 | HH20 | 180 Degree Capital CORP | +0.1% | NEW | New buy |
| 14 | LXU | Lsb Industries Inc | +0.1% | NEW | New buy |
| 15 | ORN | Orion Group Holdings Inc | +0.1% | — | Unchanged |
| 16 | RYAM | Rayonier Advanced Materials | +0.1% | NEW | New buy |
| 17 | HDSN | Hudson Technologies Inc | +0.1% | — | Unchanged |
| 18 | HNRG | Hallador Energy Co | +0.1% | — | Unchanged |
| 19 | MEC | Mayville Engineering Co Inc | 0% | — | Unchanged |
| 20 | III | Information Services Group | 0% | — | Unchanged |
| 21 | BBCP | Concrete Pumping Holdings In | 0% | +9.39% | Add |
| 22 | DCH | Dauch Corporation | 0% | +15.67% | Add |
| 23 | CSV | Carriage Services Inc | 0% | — | Unchanged |
| 24 | ATKR | Atkore Inc | 0% | — | Unchanged |
| 25 | GTX | Garrett Motion Inc | 0% | — | Unchanged |
| 26 | XPEL | Xpel Inc | 0% | — | Unchanged |
| 27 | LCUT | Lifetime Brands Inc | — | +9.00% | Add |
| 28 | ZEUS | Olympic Steel Inc | 0% | +7.84% | Add |
| 29 | MT | Arcelormittal-ny Registered | 0% | — | Unchanged |
| 30 | CIGI | Colliers Intl Gr-subord Vot | 0% | — | Unchanged |
| 31 | LEE | Lee Enterprises | 0% | — | Unchanged |
| 32 | CNDT | Conduent Inc | -0.1% | +7.22% | Add |
| 33 | AXR | Amrep CORP | -0.1% | — | Unchanged |
| 34 | SND | Smart Sand Inc | -0.1% | — | Unchanged |
| 35 | VCTR | Victory Capital Holding - A | -0.1% | — | Unchanged |
| 36 | CURV | Torrid Holdings Inc | -0.1% | — | Unchanged |
| 37 | PKOH | Park-ohio Holdings CORP | -0.1% | — | Unchanged |
| 38 | IDIEUR | Fluent Inc | -0.1% | +3.19% | Add |
| 39 | RICK | Rci Hospitality Holdings Inc | -0.1% | — | Unchanged |
| 40 | GEO | Geo Group Inc/the | -0.1% | — | Unchanged |
| 41 | OPY | Oppenheimer Holdings-cl A | -0.2% | — | Unchanged |
| 42 | MG | Mistras Group Inc | -0.2% | — | Unchanged |
| 43 | 2362120D | Sinclair Broadcast Group LLC | -0.2% | — | Unchanged |
| 44 | CXW | Corecivic Inc | -0.3% | — | Unchanged |
| 45 | TWI | Titan International Inc | -0.3% | — | Unchanged |
| 46 | ATSG* | Air Transport Services Group | -0.5% | EXIT | Sold out |
| 47 | BXC | Bluelinx Holdings Inc | -0.8% | — | Unchanged |
| 48 | BLDR | Builders Firstsource Inc | -1.4% | — | Unchanged |
| 49 | CNR | Core Natural Resources Inc | -1.5% | — | Unchanged |
| 50 | RYZ | Ryerson Holding CORP | -1.8% | — | Unchanged |
According to official SEC Form 13F filings, Jb Capital Partners LP reported a total U.S. public equity portfolio value of $646.4M across 82 disclosed positions in Q2 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, TPC) accounted for 37.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
FET
市值: $1.4M
Top Position Liquidated / Trimmed
ATSG*
前期市值: $2.4M
During Q2 2025, Jb Capital Partners LP's top holdings by market value included RDNT (15.6%)、RYZ (8.5%)、TPC (7.8%). The largest single position, RDNT, represented 15.6% of total portfolio value.
In Q2 2025, Jb Capital Partners LP made 15 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 0 holdings, and fully liquidating 1 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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