JC
| |
JB CAPITAL PARTNERS LP13F | |
| JB CAPITAL PARTNERS LP | |
| Last update 2025-05-15 | 79 Stocks (2 new) |
| Value $476.00 Mil | Turnover 15 % |
JB CAPITAL PARTNERS LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDNT | RadNet Inc | 1,474,061 | 73,290.3 | 0% | 15.390 | 0% | 1.960 | +15.49% | -17.68% | 4,420.4 | Medical Diagnostics & Research | |
RYI | Ryerson Holding Corp | 2,131,069 | 48,929.3 | 0% | 10.270 | 0% | 6.620 | +3.35% | +25.02% | 733.1 | Industrial Products | |
BLDR | Builders FirstSource Inc | 292,265 | 36,515.6 | 0% | 7.670 | 0% | 0.260 | +5.31% | -13.84% | 13,609.9 | Construction | |
CNR | Core Natural Resources Inc | 466,779 | 35,988.7 | +1,919.73% | 7.550 | +7.18% | 0.890 | +1.59% | -27.96% | 4,035.9 | Other Energy Sources | |
OPY | Oppenheimer Holdings Inc | 503,954 | 29,960.1 | 0% | 6.290 | 0% | 4.790 | +26.54% | +12.66% | 755.6 | Capital Markets | |
BXC | BlueLinx Holdings Inc | 393,649 | 29,515.8 | 0% | 6.200 | 0% | 4.910 | +2.88% | -27.55% | 593.7 | Industrial Distribution | |
NEXN | Nexxen International Ltd | 3,492,557 | 29,162.8 | New Holding | 6.120 | +6.12% | 5.510 | +12.27% | +1.60% | 644.3 | Media - Diversified | |
DAN | Dana Inc | 1,852,293 | 24,524.4 | +1.09% | 5.150 | +0.06% | 1.270 | +39.61% | +42.98% | 2,377.0 | Vehicles & Parts | |
TPC | Tutor Perini Corp | 894,554 | 20,735.8 | 0% | 4.350 | 0% | 1.700 | +137.12% | +106.94% | 2,639.3 | Construction | |
CXW | CoreCivic Inc | 845,210 | 17,149.3 | 0% | 3.600 | 0% | 0.770 | -6.30% | -4.28% | 2,271.6 | Business Services |
JB CAPITAL PARTNERS LP's Historical Top Holdings Breakdowns
JB CAPITAL PARTNERS LP's Top Stock Picks
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| Ticker |
|---|
| ARCH Unlock Delisted |
CNR |
NEXN |
| USAP Unlock Delisted |
AXL |
| NEXN Unlock Delisted |
OI |
VREX |
LCUT |
ZEUS |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCH Unlock Delisted | Arch Resources Inc | 2025-03-31 | Sold Out Sold Out | -9.13% | 133.89 ($138.9) 143.1 | $134.83 | -2.93% | Sold Out | 0 | -337,592 | |
CNR | Core Natural Resources Inc | 2025-03-31 | Add Add | +7.18% | 67.32 ($84.48) 108.01 | $76.64 | -9.28% | Add 1919.73% | 466,779 | 443,668 | |
NEXN | Nexxen International Ltd | 2025-03-31 | New Buy New Buy | +6.12% | 7.15 ($8.96) 10.8 | $10.16 | 13.39% | New holding | 3,492,557 | 3,492,557 | |
| USAP Unlock Delisted |
Universal Stainless & Alloy Products Inc
Universal Stainless & Alloy Products Inc
| 2025-03-31 | Sold Out Sold Out | -2.07% | 43.68 ($44.37) 44.99 | $44.99 | 1.40% | Sold Out | 0 | -245,000 | |
AXL | American Axle & Mfg Holdings Inc | 2025-03-31 | Add Add | +0.71% | 4.07 ($5.13) 5.99 | $4.55 | -11.31% | Add 622.64% | 957,500 | 825,000 | |
| NEXN Unlock Delisted | Nexxen International Ltd | 2025-03-31 | Sold Out Sold Out | -0.26% | 9.26 ($9.89) 10.74 | $10.30 | 4.15% | Sold Out | 0 | -134,850 | |
OI | O-I Glass Inc | 2025-03-31 | New Buy New Buy | +0.23% | 10.17 ($11.37) 12.26 | $14.33 | 26.03% | New holding | 95,000 | 95,000 | |
VREX | Varex Imaging Corp | 2025-03-31 | Add Add | +0.21% | 11.52 ($13.23) 15.2 | $7.24 | -45.28% | Add 340% | 110,000 | 85,000 | |
LCUT | Lifetime Brands Inc | 2025-03-31 | Add Add | +0.20% | 4.81 ($5.42) 6.48 | $4.47 | -17.53% | Add 15.98% | 1,447,621 | 199,500 | |
ZEUS | Olympic Steel Inc | 2025-03-31 | Add Add | +0.16% | 30.8 ($33.6) 37.88 | $33.13 | -1.40% | Add 13.06% | 206,332 | 23,833 |
JB CAPITAL PARTNERS LP Total Holding History ($B)
JB CAPITAL PARTNERS LP's Asset Allocation
JB CAPITAL PARTNERS LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JB CAPITAL PARTNERS LP's Hypothetical Growth since 2025-03-31
JB CAPITAL PARTNERS LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JB CAPITAL PARTNERS LP's Holdings Heat Map
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JB CAPITAL PARTNERS LP's Holdings Bubble Chart
JB CAPITAL PARTNERS LP News
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