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CIK: 0001138532
Total reported value
$646.4M
$646.4M
85 檔
43.9%
According to the latest 13F quarterly dataset, Jb Capital Partners LP managed an equity portfolio of $646.4M at the end of Q1 2026, spanning 85 distinct U.S. exchange-listed positions.
In Q1 2026, Jb Capital Partners LP displayed an active expansion posture, initiating 1 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RDNT | Radnet Inc | Stock-Healthcare | 13.71% | -0.12% | — | |
| 2 | RYZ | Ryerson Holding CORP | Stock-Other | 10.99% | -0.18% | +21.15% | |
| 3 | CNR | Core Natural Resources Inc | Stock-Energy | 8.42% | -2.64% | — | |
| 4 | DAN | Dana Inc | Stock-Other | 8.01% | -0.21% | — | |
| 5 | OPY | Oppenheimer Holdings-cl A | Stock-Other | 7.74% | +0.49% | — | |
| 6 | TPC | Tutor Perini CORP | Stock-Other | 5.65% | -1.64% | -16.68% | |
| 7 | ✓ | Tremor Intl Ltd ADS | Stock-Other | 4.95% | +1.31% | +1.15% | |
| 8 | BLDR | Builders Firstsource Inc | Stock-Industrials | 4.14% | -0.09% | — | |
| 9 | BXC | Bluelinx Holdings Inc | Stock-Other | 3.67% | +0.10% | — | |
| 10 | CXW | Corecivic Inc | Stock-Other | 2.75% | +1.22% | — | |
| 11 | VCTR | Victory Capital Holding - A | Stock-Other | 2.73% | +0.41% | — | |
| 12 | MT | Arcelormittal-ny Registered | Stock-Other | 1.84% | +0.07% | — | |
| 13 | LCUT | Lifetime Brands Inc | Stock-Other | 1.60% | +0.54% | — | |
| 14 | FET | Forum Energy Technologies In | Stock-Other | 1.22% | -0.28% | — | |
| 15 | IDIEUR | Fluent Inc | Stock-Other | 1.18% | +0.07% | — | |
| 16 | KELYA | Kelly Services Inc -a | Stock-Other | 1.16% | +0.30% | +266.27% | |
| 17 | MAGN | Magnera CORP | Stock-Other | 1.07% | +0.12% | +27.18% | |
| 18 | DCH | Dauch Corporation | Stock-Other | 1.03% | -0.19% | — | |
| 19 | CVEO | Civeo CORP | Stock-Other | 0.88% | +0.17% | — | |
| 20 | MEC | Mayville Engineering Co Inc | Stock-Other | 0.77% | +0.68% | — | |
| 21 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.77% | -0.33% | — | |
| 22 | AXR | Amrep CORP | Stock-Other | 0.68% | -0.13% | — | |
| 23 | ASTL | Algoma Steel Group Inc | Stock-Other | 0.62% | -0.07% | — | |
| 24 | VREX | Varex Imaging CORP | Stock-Other | 0.60% | -0.05% | — | |
| 25 | ✓ | Ramaco Res Inc | Stock-Other | 0.56% | -0.13% | — | |
| 26 | CSV | Carriage Services Inc | Stock-Other | 0.56% | -0.14% | — | |
| 27 | LRN | Stride Inc | Stock-Consumer Staples | 0.53% | -0.06% | +75.00% | |
| 28 | KOP | Koppers Holdings Inc | Stock-Other | 0.52% | +0.02% | +11.57% | |
| 29 | MG | Mistras Group Inc | Stock-Other | 0.51% | +0.04% | — | |
| 30 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.50% | +0.22% | +3.66% | |
| 31 | ✓ | Ferroglobe PLC | Stock-Other | 0.46% | -0.14% | — | |
| 32 | HNRG | Hallador Energy Co | Stock-Other | 0.45% | -0.02% | — | |
| 33 | 2362120D | Sinclair Broadcast Group LLC | Stock-Other | 0.43% | — | — | |
| 34 | TSQ | Townsquare Media Inc - Cl A | Stock-Other | 0.42% | +0.08% | — | |
| 35 | BBCP | Concrete Pumping Holdings In | Stock-Other | 0.42% | +0.22% | — | |
| 36 | SPWH | Sportsman's Warehouse Holdin | Stock-Other | 0.42% | -0.07% | — | |
| 37 | SND | Smart Sand Inc | Stock-Other | 0.40% | -0.05% | — | |
| 38 | ONL | Orion Properties Inc. | Stock-Other | 0.38% | -0.04% | — | |
| 39 | TDW | Tidewater Inc | Stock-Energy | 0.36% | -0.10% | — | |
| 40 | III | Information Services Group | Stock-Other | 0.32% | -0.01% | — | |
| 41 | MLCI | Mount Logan Capital Inc | Stock-Other | 0.31% | -0.03% | +42.89% | |
| 42 | HDSN | Hudson Technologies Inc | Stock-Other | 0.31% | -0.04% | — | |
| 43 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 0.28% | +0.23% | — | |
| 44 | OI | O-i Glass Inc | Stock-Other | 0.28% | +0.17% | — | |
| 45 | LMB | Limbach Holdings Inc | Stock-Other | 0.27% | -0.03% | — | |
| 46 | ATKR | Atkore Inc | Stock-Other | 0.25% | +0.04% | — | |
| 47 | CNDT | Conduent Inc | Stock-Other | 0.25% | — | — | |
| 48 | ORN | Orion Group Holdings Inc | Stock-Other | 0.24% | +0.10% | — | |
| 49 | FSV | Firstservice CORP | Stock-Other | 0.24% | -0.02% | — | |
| 50 | RICK | Rci Hospitality Holdings Inc | Stock-Other | 0.24% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OPY | Oppenheimer Holdings-cl A | +1.5% | — | Unchanged |
| 2 | CNR | Core Natural Resources Inc | +1.3% | — | Unchanged |
| 3 | KELYA | Kelly Services Inc -a | +0.9% | +266.27% | Add |
| 4 | RYZ | Ryerson Holding CORP | +0.9% | +21.15% | Add |
| 5 | LCUT | Lifetime Brands Inc | +0.5% | — | Unchanged |
| 6 | FET | Forum Energy Technologies In | +0.5% | — | Unchanged |
| 7 | DAN | Dana Inc | +0.4% | — | Unchanged |
| 8 | LRN | Stride Inc | +0.3% | +75.00% | Add |
| 9 | IDIEUR | Fluent Inc | +0.3% | — | Unchanged |
| 10 | LMB | Limbach Holdings Inc | +0.3% | — | Unchanged |
| 11 | MT | Arcelormittal-ny Registered | +0.2% | — | Unchanged |
| 12 | AXR | Amrep CORP | +0.2% | — | Unchanged |
| 13 | KOP | Koppers Holdings Inc | +0.2% | +11.57% | Add |
| 14 | TDW | Tidewater Inc | +0.1% | — | Unchanged |
| 15 | CVEO | Civeo CORP | +0.1% | — | Unchanged |
| 16 | NOA | North American Construction | +0.1% | +250.00% | Add |
| 17 | VCTR | Victory Capital Holding - A | +0.1% | — | Unchanged |
| 18 | RYAM | Rayonier Advanced Materials | +0.1% | — | Unchanged |
| 19 | SND | Smart Sand Inc | +0.1% | — | Unchanged |
| 20 | PKOH | Park-ohio Holdings CORP | +0.1% | +3.66% | Add |
| 21 | LXU | Lsb Industries Inc | +0.1% | — | Unchanged |
| 22 | ONL | Orion Properties Inc. | +0.1% | — | Unchanged |
| 23 | MG | Mistras Group Inc | +0.1% | — | Unchanged |
| 24 | OIS | Oil States International Inc | +0.1% | — | Unchanged |
| 25 | RUSHA | Rush Enterprises Inc-cl A | 0% | — | Unchanged |
| 26 | ✓ | Tremor Intl Ltd ADS | 0% | +1.15% | Add |
| 27 | CSV | Carriage Services Inc | 0% | — | Unchanged |
| 28 | EZPW | Ezcorp Inc-cl A | 0% | — | Unchanged |
| 29 | SMC | Summit Midstream CORP | 0% | +13.98% | Add |
| 30 | BALY | Bally's CORP | 0% | +106.25% | Add |
| 31 | POWW | Outdoor Holding Co | 0% | — | Unchanged |
| 32 | RUSHB | Rush Enterprises Inc - Cl B | 0% | — | Unchanged |
| 33 | BBCP | Concrete Pumping Holdings In | 0% | — | Unchanged |
| 34 | TSQ | Townsquare Media Inc - Cl A | 0% | — | Unchanged |
| 35 | WRLD | World Acceptance CORP | 0% | — | Unchanged |
| 36 | CVGI | Commercial Vehicle Group Inc | 0% | — | Unchanged |
| 37 | ORN | Orion Group Holdings Inc | 0% | — | Unchanged |
| 38 | CURV | Torrid Holdings Inc | 0% | — | Unchanged |
| 39 | RNGR | Ranger Energy Services-cl A | 0% | — | Unchanged |
| 40 | RDNW | Ridenow Group Inc | 0% | — | Unchanged |
| 41 | IESC | Ies Holdings Inc | 0% | — | Unchanged |
| 42 | GTX | Garrett Motion Inc | 0% | — | Unchanged |
| 43 | GEO | Geo Group Inc/the | 0% | — | Unchanged |
| 44 | CIGI | Colliers Intl Gr-subord Vot | 0% | — | Unchanged |
| 45 | FTHM | Fathom Holdings Inc | — | — | Unchanged |
| 46 | ASTL | Algoma Steel Group Inc | — | — | Unchanged |
| 47 | SAR | Saratoga Investment CORP | — | — | Unchanged |
| 48 | KTOS | Kratos Defense & Security | — | — | Unchanged |
| 49 | BV | Brightview Holdings Inc | — | — | Unchanged |
| 50 | TRS | Trimas CORP | — | — | 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 85 disclosed positions in Q1 2026.
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, CNR) accounted for 43.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCSC
市值: $726.0K
Top Position Liquidated / Trimmed
ZEUS
前期市值: $9.5M
During Q1 2026, Jb Capital Partners LP's top holdings by market value included RDNT (13.7%)、RYZ (11.0%)、CNR (8.4%). The largest single position, RDNT, represented 13.7% of total portfolio value.
In Q1 2026, Jb Capital Partners LP made 16 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 1 holdings, and fully liquidating 2 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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