13F HOLDINGS REPORT
JB CAPITAL PARTNERS LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001213900-25-075815
Total Value
$539.5M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RadNet Inc | RDNT | 1,474,061 | $83.9M | 15.55% |
| 2 | Ryerson Holding Corporation | RYZ | 2,131,069 | $46.0M | 8.52% |
| 3 | Tutor Perini Corp | TPC | 894,554 | $41.8M | 7.76% |
| 4 | Nexxen International LTD | NEXN | 3,555,097 | $37.0M | 6.86% |
| 5 | Builders FirstSource Inc | BLDR | 292,265 | $34.1M | 6.32% |
| 6 | Oppenheimer Holdings Inc | OPY | 503,954 | $33.1M | 6.14% |
| 7 | Core Natural Resources | CNR | 466,779 | $32.6M | 6.03% |
| 8 | Dana Incorporated | DAN | 1,852,293 | $31.6M | 5.85% |
| 9 | Bluelinx Holdings Inc | BXC | 393,649 | $29.3M | 5.43% |
| 10 | CoreCivic Inc | CXW | 845,210 | $17.8M | 3.30% |
| 11 | Victory Cap Holdings Inc | 92645B103 | 276,812 | $17.6M | 3.27% |
| 12 | IES Holdings Inc | IESC | 41,845 | $12.4M | 2.30% |
| 13 | Lifetime Brands | LCUT | 1,577,852 | $8.0M | 1.48% |
| 14 | Olympic Steel Inc | 68162K106 | 222,499 | $7.3M | 1.34% |
| 15 | Algoma Steel Group | 015658107 | 992,177 | $6.8M | 1.27% |
| 16 | Arcelormittal SA Luxemberg | ARCXF | 205,000 | $6.5M | 1.20% |
| 17 | Sportsmans Warehouse Holdings Inc | 84920Y106 | 1,710,794 | $5.9M | 1.09% |
| 18 | American Axle & MFG Holdings Inc | 024061103 | 1,107,500 | $4.5M | 0.84% |
| 19 | Civeo Corporation | CVEO | 193,750 | $4.5M | 0.83% |
| 20 | Mayville Engineering Co Inc | 578605107 | 250,512 | $4.0M | 0.74% |
| 21 | Colliers Intl Group Inc | 194693107 | 30,104 | $3.9M | 0.73% |
| 22 | Townsquare Media Inc | TSQ | 467,807 | $3.6M | 0.67% |
| 23 | Carriage Services Inc | 143905107 | 71,007 | $3.2M | 0.60% |
| 24 | Ramaco Resources Inc | METCZ | 235,000 | $3.1M | 0.57% |
| 25 | AMREP Corp | AXR | 141,360 | $3.0M | 0.55% |
| 26 | Conduent Inc | CNDT | 1,113,061 | $2.9M | 0.54% |
| 27 | Fluent Co | CNTMF | 1,460,806 | $2.9M | 0.54% |
| 28 | Limbach Holdings Inc | LMB | 20,000 | $2.8M | 0.52% |
| 29 | Sinclair Broadcast Group Inc | SBGI | 195,000 | $2.7M | 0.50% |
| 30 | Varex Imaging | VREX | 295,000 | $2.6M | 0.47% |
| 31 | Hallador Energy Company | HNRG | 160,000 | $2.5M | 0.47% |
| 32 | Hudson Technologies Inc | HDSN | 306,200 | $2.5M | 0.46% |
| 33 | Ferroglobe PLC | GSM | 655,000 | $2.4M | 0.45% |
| 34 | Information Services Group Inc | 45675Y104 | 487,641 | $2.3M | 0.43% |
| 35 | RCI Hospitality Holdings Inc | RICK | 60,000 | $2.3M | 0.42% |
| 36 | O-I Glass Inc | OI | 155,000 | $2.3M | 0.42% |
| 37 | Concrete Pumping Holdings Inc | BBCP | 341,400 | $2.1M | 0.39% |
| 38 | Geo Group Inc | GEO | 80,000 | $1.9M | 0.36% |
| 39 | FirstService Corp | FSV | 10,104 | $1.8M | 0.33% |
| 40 | Atkore International Group Inc | ATKR | 25,000 | $1.8M | 0.33% |
| 41 | Mistras Group Inc | MG | 202,243 | $1.6M | 0.30% |
| 42 | Forum Energy Technoligies Inc | FET | 71,800 | $1.4M | 0.26% |
| 43 | Park-Ohio Holdings Corp | PKOH | 76,899 | $1.4M | 0.25% |
| 44 | Orion Group Hldgs Inc | ORN | 130,000 | $1.2M | 0.22% |
| 45 | Tidewater | TDGMW | 25,000 | $1.2M | 0.21% |
| 46 | Rush Enterprises Inc Cl B | RUSHB | 20,418 | $1.1M | 0.20% |
| 47 | Rush Enterprises Inc Cl A | RUSHB | 20,418 | $1.1M | 0.19% |
| 48 | Garrett Motion Inc | GTX | 91,000 | $956,410 | 0.18% |
| 49 | Xpel Inc | XPEL | 25,000 | $897,500 | 0.17% |
| 50 | Saratoga Investment Corp | 80349A208 | 33,847 | $822,821 | 0.15% |
| 51 | FS KKR Capital Corp | FSK | 37,500 | $778,125 | 0.14% |
| 52 | 180 Degree Cap Corp | 68235B208 | 180,347 | $715,978 | 0.13% |
| 53 | Outdoor Holdings Co | POWWP | 550,000 | $704,000 | 0.13% |
| 54 | Smart Sand Inc | SND | 350,000 | $668,500 | 0.12% |
| 55 | Trimas Corp | TRS | 22,277 | $636,677 | 0.12% |
| 56 | Inspired Entertainment | 45782N108 | 65,000 | $531,050 | 0.10% |
| 57 | LSB Inds Inc | 502160104 | 70,000 | $529,200 | 0.10% |
| 58 | Titan International Inc | KMCM | 50,000 | $513,500 | 0.10% |
| 59 | Ramaco Resources Inc | METCZ | 57,178 | $467,716 | 0.09% |
| 60 | Torrid Holdings Inc | CURV | 150,000 | $442,500 | 0.08% |
| 61 | Ranger Energy Services Inc | 75282U104 | 36,576 | $434,523 | 0.08% |
| 62 | Ezcorp Inc | EZPW | 30,000 | $416,400 | 0.08% |
| 63 | Gray Television Inc | GTN-A | 87,300 | $395,469 | 0.07% |
| 64 | Rayonier Advanced Malts Inc | RYN | 100,000 | $385,000 | 0.07% |
| 65 | Quipt Home Medical | 74880P104 | 200,000 | $358,000 | 0.07% |
| 66 | Brightview Holdings Inc | BV | 20,000 | $333,000 | 0.06% |
| 67 | NORTH AMERN CONSTR GROUP LTD | 656811106 | 20,000 | $319,600 | 0.06% |
| 68 | Graftech INTL LTD | 384313508 | 292,754 | $283,971 | 0.05% |
| 69 | Lee Enterprises Inc | LEE | 40,000 | $256,000 | 0.05% |
| 70 | Rimini Str Inc Del | 76674Q107 | 59,193 | $223,158 | 0.04% |
| 71 | Village Farms International Inc | 92707Y108 | 180,000 | $198,000 | 0.04% |
| 72 | World Acceptance Corp | WRLD | 1,069 | $176,513 | 0.03% |
| 73 | RumbleOn Inc | RUMBW | 70,000 | $161,700 | 0.03% |
| 74 | Kratos Defense & Sec Solutions | 50077B207 | 3,281 | $152,402 | 0.03% |
| 75 | Commercial Vehicle Group Inc | 202608105 | 67,322 | $111,755 | 0.02% |
| 76 | GSI Technology | GSIT | 33,000 | $110,880 | 0.02% |
| 77 | Fathom Holdings Inc | FTHM | 69,882 | $86,654 | 0.02% |
| 78 | Cleveland-Cliffs Inc New | CLF | 11,350 | $86,260 | 0.02% |
| 79 | Trinseo SA | TSEOF | 27,001 | $83,973 | 0.02% |
| 80 | Destination XL Group Inc | DXLG | 75,000 | $83,250 | 0.02% |
| 81 | Century Casinos Inc | CNTY | 38,283 | $81,160 | 0.02% |
| 82 | Xcel Brands Inc | XELB | 15,000 | $27,150 | 0.01% |