13F HOLDINGS REPORT
JB CAPITAL PARTNERS LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001213900-25-043366
Total Value
$476.4M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RadNet Inc | RDNT | 1,474,061 | $73.3M | 15.39% |
| 2 | Ryerson Holding Corporation | RYZ | 2,131,069 | $48.9M | 10.27% |
| 3 | Builders FirstSource Inc | BLDR | 292,265 | $36.5M | 7.67% |
| 4 | Core Natural Resources | CNR | 466,779 | $36.0M | 7.55% |
| 5 | Oppenheimer Holdings Inc | OPY | 503,954 | $30.0M | 6.29% |
| 6 | Bluelinx Holdings Inc | BXC | 393,649 | $29.5M | 6.20% |
| 7 | Nexxen International LTD | NEXN | 3,492,557 | $29.2M | 6.12% |
| 8 | Dana Incorporated | DAN | 1,852,293 | $24.5M | 5.15% |
| 9 | Tutor Perini Corp | TPC | 894,554 | $20.7M | 4.35% |
| 10 | CoreCivic Inc | CXW | 845,210 | $17.1M | 3.60% |
| 11 | Victory Cap Holdings Inc | 92645B103 | 276,812 | $16.0M | 3.36% |
| 12 | Lifetime Brands | LCUT | 1,447,621 | $7.0M | 1.48% |
| 13 | IES Holdings Inc | IESC | 41,845 | $6.9M | 1.45% |
| 14 | Olympic Steel Inc | 68162K106 | 206,332 | $6.5M | 1.37% |
| 15 | Arcelormittal SA Luxemberg | ARCXF | 205,000 | $5.9M | 1.24% |
| 16 | Algoma Steel Group | 015658107 | 992,177 | $5.4M | 1.13% |
| 17 | Civeo Corporation | CVEO | 193,750 | $4.5M | 0.94% |
| 18 | American Axle & MFG Holdings Inc | 024061103 | 957,500 | $3.9M | 0.82% |
| 19 | Townsquare Media Inc | TSQ | 467,807 | $3.7M | 0.78% |
| 20 | Colliers Intl Group Inc | 194693107 | 30,104 | $3.7M | 0.77% |
| 21 | Mayville Engineering Co Inc | 578605107 | 250,512 | $3.4M | 0.71% |
| 22 | Sinclair Broadcast Group Inc | SBGI | 195,000 | $3.1M | 0.65% |
| 23 | Fluent Co | CNTMF | 1,415,585 | $3.1M | 0.65% |
| 24 | AMREP Corp | AXR | 141,360 | $2.8M | 0.59% |
| 25 | Conduent Inc | CNDT | 1,038,061 | $2.8M | 0.59% |
| 26 | Carriage Services Inc | 143905107 | 71,007 | $2.7M | 0.58% |
| 27 | RCI Hospitality Holdings Inc | RICK | 60,000 | $2.6M | 0.54% |
| 28 | Air Transport Services Group | AIIR | 109,022 | $2.4M | 0.51% |
| 29 | Ferroglobe PLC | GSM | 655,000 | $2.4M | 0.51% |
| 30 | Geo Group Inc | GEO | 80,000 | $2.3M | 0.49% |
| 31 | Mistras Group Inc | MG | 202,243 | $2.1M | 0.45% |
| 32 | Titan International Inc | KMCM | 50,000 | $2.1M | 0.44% |
| 33 | Hallador Energy Company | HNRG | 160,000 | $2.0M | 0.41% |
| 34 | Ramaco Resources Inc | METCZ | 235,000 | $1.9M | 0.41% |
| 35 | Information Services Group Inc | 45675Y104 | 487,641 | $1.9M | 0.40% |
| 36 | Hudson Technologies Inc | HDSN | 306,200 | $1.9M | 0.40% |
| 37 | Concrete Pumping Holdings Inc | BBCP | 312,100 | $1.7M | 0.36% |
| 38 | FirstService Corp | FSV | 10,104 | $1.7M | 0.35% |
| 39 | Park-Ohio Holdings Corp | PKOH | 76,899 | $1.7M | 0.35% |
| 40 | Sportsmans Warehouse Holdings Inc | 84920Y106 | 1,611,794 | $1.6M | 0.34% |
| 41 | Atkore International Group Inc | ATKR | 25,000 | $1.5M | 0.31% |
| 42 | Limbach Holdings Inc | LMB | 20,000 | $1.5M | 0.31% |
| 43 | Varex Imaging | VREX | 110,000 | $1.3M | 0.27% |
| 44 | Rush Enterprises Inc Cl B | RUSHB | 20,418 | $1.2M | 0.24% |
| 45 | O-I Glass Inc | OI | 95,000 | $1.1M | 0.23% |
| 46 | Rush Enterprises Inc Cl A | RUSHB | 20,418 | $1.1M | 0.23% |
| 47 | Tidewater | TDGMW | 25,000 | $1.1M | 0.22% |
| 48 | Smart Sand Inc | SND | 350,000 | $906,500 | 0.19% |
| 49 | Saratoga Investment Corp | 80349A208 | 33,847 | $839,406 | 0.18% |
| 50 | Torrid Holdings Inc | CURV | 150,000 | $822,000 | 0.17% |
| 51 | FS KKR Capital Corp | FSK | 37,500 | $785,625 | 0.16% |
| 52 | Garrett Motion Inc | GTX | 91,000 | $761,670 | 0.16% |
| 53 | Ammo Inc | POWWP | 550,000 | $759,000 | 0.16% |
| 54 | Xpel Inc | XPEL | 25,000 | $734,500 | 0.15% |
| 55 | Orion Group Hldgs Inc | ORN | 130,000 | $679,900 | 0.14% |
| 56 | Inspired Entertainment | 45782N108 | 65,000 | $555,100 | 0.12% |
| 57 | Trimas Corp | TRS | 22,277 | $521,059 | 0.11% |
| 58 | Ranger Energy Services Inc | 75282U104 | 36,576 | $516,087 | 0.11% |
| 59 | Quipt Home Medical | 74880P104 | 200,000 | $466,000 | 0.10% |
| 60 | Ezcorp Inc | EZPW | 30,000 | $441,600 | 0.09% |
| 61 | Lee Enterprises Inc | LEE | 40,000 | $415,200 | 0.09% |
| 62 | Ramaco Resources Inc | METCZ | 55,010 | $391,121 | 0.08% |
| 63 | Gray Television Inc | GTN-A | 87,300 | $377,136 | 0.08% |
| 64 | NORTH AMERN CONSTR GROUP LTD | 656811106 | 20,000 | $315,800 | 0.07% |
| 65 | Brightview Holdings Inc | BV | 20,000 | $256,800 | 0.05% |
| 66 | Graftech INTL LTD | 384313508 | 292,754 | $254,696 | 0.05% |
| 67 | Rimini Str Inc Del | 76674Q107 | 59,193 | $205,992 | 0.04% |
| 68 | RumbleOn Inc | RUMBW | 70,000 | $197,400 | 0.04% |
| 69 | World Acceptance Corp | WRLD | 1,069 | $135,282 | 0.03% |
| 70 | Village Farms International Inc | 92707Y108 | 180,000 | $109,800 | 0.02% |
| 71 | Destination XL Group Inc | DXLG | 75,000 | $109,500 | 0.02% |
| 72 | Trinseo SA | TSEOF | 27,001 | $99,094 | 0.02% |
| 73 | Kratos Defense & Sec Solutions | 50077B207 | 3,281 | $97,413 | 0.02% |
| 74 | Cleveland-Cliffs Inc New | CLF | 11,350 | $93,297 | 0.02% |
| 75 | Commercial Vehicle Group Inc | 202608105 | 67,322 | $77,420 | 0.02% |
| 76 | GSI Technology | GSIT | 33,000 | $66,990 | 0.01% |
| 77 | Century Casinos Inc | CNTY | 38,283 | $64,698 | 0.01% |
| 78 | Fathom Holdings Inc | FTHM | 69,882 | $61,496 | 0.01% |
| 79 | Xcel Brands Inc | XELB | 15,000 | $42,300 | 0.01% |