JC

JB CAPITAL PARTNERS LP

13F
JB CAPITAL PARTNERS LP
Last update 2025-05-15 79 Stocks (2 new)
Value $476.00 Mil Turnover 15 %
Countries:
Top Holdings: RDNT(15.39%)RYI(10.27%)BLDR(7.67%)CNR(7.55%)OPY(6.29%)
Summary Stock Picks Current Portfolio
JB CAPITAL PARTNERS LP Top Holdings of 2025-03-31 View Full List
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
-1.85%
-16.42%
4,379.5
Medical Diagnostics & Research
RYI 		Ryerson Holding Corp
2,131,069
48,929.3
0%
10.270
0%
6.620
-11.47%
+16.23%
687.4
Industrial Products
BLDR 		Builders FirstSource Inc
292,265
36,515.6
0%
7.670
0%
0.260
-20.50%
-23.60%
12,067.7
Construction
CNR 		Core Natural Resources Inc
466,779
35,988.7
+1,919.73%
7.550
+7.18%
0.890
-7.70%
-32.65%
3,778.4
Other Energy Sources
OPY 		Oppenheimer Holdings Inc
503,954
29,960.1
0%
6.290
0%
4.790
+2.49%
+1.08%
677.9
Capital Markets
BXC 		BlueLinx Holdings Inc
393,649
29,515.8
0%
6.200
0%
4.910
-19.77%
-35.19%
531.2
Industrial Distribution
NEXN 		Nexxen International Ltd
3,492,557
29,162.8
New Holding
6.120
+6.12%
5.510
+28.13%
+14.55%
726.4
Media - Diversified
DAN 		Dana Inc
1,852,293
24,524.4
+1.09%
5.150
+0.06%
1.270
+2.15%
+38.82%
2,307.8
Vehicles & Parts
TPC 		Tutor Perini Corp
894,554
20,735.8
0%
4.350
0%
1.700
+62.52%
+48.02%
1,887.8
Construction
CXW 		CoreCivic Inc
845,210
17,149.3
0%
3.600
0%
0.770
+23.92%
+2.71%
2,437.5
Business Services

JB CAPITAL PARTNERS LP's Historical Top Holdings Breakdowns

JB CAPITAL PARTNERS LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ARCH Unlock Delisted Arch Resources Inc2025-03-31Sold Out
-9.13%
●
133.89 ($138.9) 143.1
$134.83
-2.93%
Sold Out
0
-337,592
CNR 		Core Natural Resources Inc2025-03-31Add
+7.18%
●
67.32 ($84.48) 108.01
$71.72
-15.10%
Add 1919.73%
466,779
443,668
NEXN 		Nexxen International Ltd2025-03-31New Buy
+6.12%
●
7.15 ($8.96) 10.8
$11.46
27.85%
New holding
3,492,557
3,492,557
USAP Unlock Delisted Universal Stainless & Alloy Products Inc2025-03-31Sold Out
-2.07%
●
43.68 ($44.37) 44.99
$44.99
1.40%
Sold Out
0
-245,000
AXL 		American Axle & Mfg Holdings Inc2025-03-31Add
+0.71%
●
4.07 ($5.13) 5.99
$4.38
-14.52%
Add 622.64%
957,500
825,000
NEXN Unlock Delisted Nexxen International Ltd2025-03-31Sold Out
-0.26%
●
9.26 ($9.89) 10.74
$10.30
4.15%
Sold Out
0
-134,850
OI 		O-I Glass Inc2025-03-31New Buy
+0.23%
●
10.17 ($11.37) 12.26
$13.56
19.31%
New holding
95,000
95,000
VREX 		Varex Imaging Corp2025-03-31Add
+0.21%
●
11.52 ($13.23) 15.2
$7.73
-41.57%
Add 340%
110,000
85,000
LCUT 		Lifetime Brands Inc2025-03-31Add
+0.20%
●
4.81 ($5.42) 6.48
$3.15
-41.97%
Add 15.98%
1,447,621
199,500
ZEUS 		Olympic Steel Inc2025-03-31Add
+0.16%
●
30.8 ($33.6) 37.88
$31.05
-7.57%
Add 13.06%
206,332
23,833

JB CAPITAL PARTNERS LP Total Holding History ($B)

To

JB CAPITAL PARTNERS LP's Asset Allocation

To

JB CAPITAL PARTNERS LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

JB CAPITAL PARTNERS LP's Holdings Bubble Chart

JB CAPITAL PARTNERS LP News

  • 1

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