Jb Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Jb Capital Partners
Jb Capital Partners holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RadNet (RDNT) | 18.4 | $109M | 1.4M | 76.21 | |
| Ryerson Tull (RYI) | 8.2 | $49M | 2.1M | 22.86 | |
| Tutor Perini Corporation (TPC) | 8.0 | $47M | 720k | 65.59 | |
| Core Natural Resources Com Shs (CNR) | 6.6 | $39M | 467k | 83.48 | |
| Oppenheimer Holdings Cl A Non Vtg (OPY) | 6.3 | $37M | 504k | 73.91 | |
| Dana Holding Corporation (DAN) | 6.3 | $37M | 1.9M | 20.04 | |
| Nexxen International Spon Adr | 6.3 | $37M | 4.0M | 9.25 | |
| Builders FirstSource (BLDR) | 6.0 | $35M | 292k | 121.25 | |
| Bluelinx Holdings Com New (BXC) | 4.9 | $29M | 394k | 73.08 | |
| Corecivic (CXW) | 2.9 | $17M | 845k | 20.35 | |
| Victory Cap Holdings Com Cl A (VCTR) | 2.6 | $16M | 242k | 64.76 | |
| Arcelormittal SA Luxemberg NY Registry SH (MT) | 1.3 | $7.4M | 205k | 36.15 | |
| Ramaco Resources Com Cl A | 1.2 | $7.0M | 210k | 33.19 | |
| Olympic Steel (ZEUS) | 1.1 | $6.8M | 223k | 30.45 | |
| American Axle & Manufact. Holdings (AXL) | 1.1 | $6.7M | 1.1M | 6.01 | |
| Lifetime Brands (LCUT) | 1.0 | $6.1M | 1.6M | 3.87 | |
| Sportsmans Whse Hldgs (SPWH) | 0.8 | $4.7M | 1.7M | 2.77 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.8 | $4.7M | 30k | 156.21 | |
| Mayville Engineering (MEC) | 0.8 | $4.5M | 251k | 17.82 | |
| Civeo Corporation Com New (CVEO) | 0.8 | $4.5M | 194k | 23.00 | |
| Varex Imaging (VREX) | 0.7 | $3.9M | 314k | 12.40 | |
| Algoma Stl Group (ASTL) | 0.6 | $3.5M | 992k | 3.56 | |
| AMREP Corporation (AXR) | 0.6 | $3.4M | 141k | 23.92 | |
| Fluent Inc cs | 0.5 | $3.2M | 1.5M | 2.22 | |
| Forum Energy Technologies In (FET) | 0.5 | $3.2M | 121k | 26.71 | |
| Carriage Services (CSV) | 0.5 | $3.2M | 71k | 44.54 | |
| Hallador Energy (HNRG) | 0.5 | $3.1M | 160k | 19.57 | |
| Conduent Incorporate (CNDT) | 0.5 | $3.1M | 1.1M | 2.80 | |
| Townsquare Media Cl A (TSQ) | 0.5 | $3.1M | 468k | 6.52 | |
| Hudson Technologies (HDSN) | 0.5 | $3.0M | 306k | 9.93 | |
| Ferroglobe SHS (GSM) | 0.5 | $3.0M | 655k | 4.55 | |
| Sinclair Broadcast Group Cl A | 0.5 | $2.9M | 195k | 15.10 | |
| Information Services (III) | 0.5 | $2.8M | 488k | 5.75 | |
| Concrete Pumping Hldgs (BBCP) | 0.4 | $2.4M | 341k | 7.05 | |
| Mount Logan Cap | 0.4 | $2.4M | 308k | 7.80 | |
| O-i Glass (OI) | 0.3 | $2.0M | 155k | 12.97 | |
| Magnera Corp Com Shs (MAGN) | 0.3 | $2.0M | 170k | 11.72 | |
| Mistras (MG) | 0.3 | $2.0M | 202k | 9.84 | |
| Limbach Hldgs (LMB) | 0.3 | $1.9M | 20k | 97.12 | |
| Firstservice Corp (FSV) | 0.3 | $1.9M | 10k | 190.49 | |
| Rci Hospitality Hldgs (RICK) | 0.3 | $1.8M | 60k | 30.51 | |
| Geo Group Inc/the reit (GEO) | 0.3 | $1.6M | 80k | 20.49 | |
| Park-Ohio Holdings (PKOH) | 0.3 | $1.6M | 77k | 21.24 | |
| Atkore Intl (ATKR) | 0.3 | $1.6M | 25k | 62.74 | |
| Kelly Services Cl A (KELYA) | 0.3 | $1.5M | 118k | 13.12 | |
| BCP Investment Corporation Com New (BCIC) | 0.2 | $1.4M | 122k | 11.53 | |
| Tidewater (TDW) | 0.2 | $1.3M | 25k | 53.33 | |
| Garrett Motion (GTX) | 0.2 | $1.2M | 91k | 13.62 | |
| Rush Enterprises Inc Cl B CL B (RUSHB) | 0.2 | $1.2M | 20k | 57.21 | |
| Rush Enterprises Inc Cl A Cl A (RUSHA) | 0.2 | $1.1M | 20k | 53.27 | |
| Orion Marine (ORN) | 0.2 | $1.1M | 130k | 8.32 | |
| Smart Sand (SND) | 0.2 | $984k | 460k | 2.14 | |
| Ramaco Resources Com Cl B | 0.2 | $975k | 58k | 16.85 | |
| Bally's Corporation Common Stock (BALY) | 0.2 | $932k | 50k | 18.63 | |
| Trimas Corp Com New (TRS) | 0.1 | $860k | 22k | 38.59 | |
| Xpel (XPEL) | 0.1 | $827k | 25k | 33.07 | |
| Ammo (POWW) | 0.1 | $814k | 550k | 1.48 | |
| Saratoga Investment Corp Com New (SAR) | 0.1 | $808k | 34k | 23.87 | |
| Rayonier Advanced Matls (RYAM) | 0.1 | $722k | 100k | 7.22 | |
| Inspired Entmt (INSE) | 0.1 | $610k | 65k | 9.38 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $571k | 30k | 19.04 | |
| Village Farms International (VFF) | 0.1 | $563k | 180k | 3.13 | |
| Fs Kkr Capital Corp (FSK) | 0.1 | $560k | 38k | 14.93 | |
| LSB Industries (LXU) | 0.1 | $552k | 70k | 7.88 | |
| Quipt Home Medical Corporation (QIPT) | 0.1 | $522k | 200k | 2.61 | |
| Ranger Energy Services Com Cl A (RNGR) | 0.1 | $514k | 37k | 14.04 | |
| Gray Television (GTN) | 0.1 | $505k | 87k | 5.78 | |
| Titan International (TWI) | 0.1 | $378k | 50k | 7.56 | |
| Graftech International (EAF) | 0.1 | $375k | 29k | 12.82 | |
| Ies Hldgs (IESC) | 0.1 | $334k | 841.00 | 397.65 | |
| RideNow Group Com Cl B (RDNW) | 0.1 | $308k | 70k | 4.40 | |
| Kratos Defense & Sec Solutions Com New (KTOS) | 0.1 | $300k | 3.3k | 91.37 | |
| North American Const (NOA) | 0.0 | $284k | 20k | 14.20 | |
| Rimini Str Inc Del (RMNI) | 0.0 | $277k | 59k | 4.68 | |
| Brightview Holdings (BV) | 0.0 | $268k | 20k | 13.40 | |
| Torrid Holdings (CURV) | 0.0 | $263k | 150k | 1.75 | |
| Lee Enterprises (LEE) | 0.0 | $218k | 40k | 5.44 | |
| World Acceptance (WRLD) | 0.0 | $181k | 1.1k | 169.14 | |
| Cleveland-cliffs (CLF) | 0.0 | $139k | 11k | 12.20 | |
| Fathom Holdings (FTHM) | 0.0 | $126k | 70k | 1.80 | |
| GSI Technology (GSIT) | 0.0 | $121k | 33k | 3.68 | |
| Commercial Vehicle (CVGI) | 0.0 | $114k | 67k | 1.70 | |
| Century Casinos (CNTY) | 0.0 | $100k | 38k | 2.61 | |
| Destination Xl (DXLG) | 0.0 | $98k | 75k | 1.31 | |
| Trinseo SA SHS (TSE) | 0.0 | $64k | 27k | 2.35 | |
| Xcel Brands Com New | 0.0 | $26k | 15k | 1.76 |
