13F HOLDINGS REPORT
JB CAPITAL PARTNERS LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001213900-25-110204
Total Value
$591.0M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RadNet Inc | RDNT | 1,424,061 | $108.5M | 18.36% |
| 2 | Ryerson Holding Corporation | RYZ | 2,125,038 | $48.6M | 8.22% |
| 3 | Tutor Perini Corp | TPC | 719,554 | $47.2M | 7.99% |
| 4 | Core Natural Resources | CNR | 466,779 | $39.0M | 6.59% |
| 5 | Oppenheimer Holdings Inc | OPY | 503,954 | $37.2M | 6.30% |
| 6 | Dana Incorporated | DAN | 1,852,293 | $37.1M | 6.28% |
| 7 | Nexxen International LTD | NEXN | 4,002,875 | $37.0M | 6.26% |
| 8 | Builders FirstSource Inc | BLDR | 292,265 | $35.4M | 6.00% |
| 9 | Bluelinx Holdings Inc | BXC | 393,649 | $28.8M | 4.87% |
| 10 | CoreCivic Inc | CXW | 845,210 | $17.2M | 2.91% |
| 11 | Victory Cap Holdings Inc | 92645B103 | 241,812 | $15.7M | 2.65% |
| 12 | Arcelormittal SA Luxemberg | ARCXF | 205,000 | $7.4M | 1.25% |
| 13 | Ramaco Resources Inc | METCZ | 210,000 | $7.0M | 1.18% |
| 14 | Olympic Steel Inc | 68162K106 | 222,499 | $6.8M | 1.15% |
| 15 | American Axle & MFG Holdings Inc | 024061103 | 1,107,500 | $6.7M | 1.13% |
| 16 | Lifetime Brands | LCUT | 1,587,852 | $6.1M | 1.04% |
| 17 | Sportsmans Warehouse Holdings Inc | 84920Y106 | 1,710,794 | $4.7M | 0.80% |
| 18 | Colliers Intl Group Inc | 194693107 | 30,104 | $4.7M | 0.80% |
| 19 | Mayville Engineering Co Inc | 578605107 | 250,512 | $4.5M | 0.76% |
| 20 | Civeo Corporation | CVEO | 193,750 | $4.5M | 0.75% |
| 21 | Varex Imaging | VREX | 313,964 | $3.9M | 0.66% |
| 22 | Algoma Steel Group | 015658107 | 992,177 | $3.5M | 0.60% |
| 23 | AMREP Corp | AXR | 141,360 | $3.4M | 0.57% |
| 24 | Fluent Co | CNTMF | 1,460,806 | $3.2M | 0.55% |
| 25 | Forum Energy Technoligies Inc | FET | 120,800 | $3.2M | 0.55% |
| 26 | Carriage Services Inc | 143905107 | 71,007 | $3.2M | 0.54% |
| 27 | Hallador Energy Company | HNRG | 160,000 | $3.1M | 0.53% |
| 28 | Conduent Inc | CNDT | 1,113,061 | $3.1M | 0.53% |
| 29 | Townsquare Media Inc | TSQ | 467,807 | $3.1M | 0.52% |
| 30 | Hudson Technologies Inc | HDSN | 306,200 | $3.0M | 0.51% |
| 31 | Ferroglobe PLC | GSM | 655,000 | $3.0M | 0.50% |
| 32 | Sinclair Broadcast Group Inc | SBGI | 195,000 | $2.9M | 0.50% |
| 33 | Information Services Group Inc | 45675Y104 | 487,641 | $2.8M | 0.47% |
| 34 | Concrete Pumping Holdings Inc | BBCP | 341,400 | $2.4M | 0.41% |
| 35 | Mount Logan Capital Inc | MLCIL | 307,506 | $2.4M | 0.41% |
| 36 | O-I Glass Inc | OI | 155,000 | $2.0M | 0.34% |
| 37 | Magnera Corp | MAGN | 170,000 | $2.0M | 0.34% |
| 38 | Mistras Group Inc | MG | 202,243 | $2.0M | 0.34% |
| 39 | Limbach Holdings Inc | LMB | 20,000 | $1.9M | 0.33% |
| 40 | FirstService Corp | FSV | 10,104 | $1.9M | 0.33% |
| 41 | RCI Hospitality Holdings Inc | RICK | 60,000 | $1.8M | 0.31% |
| 42 | Geo Group Inc | GEO | 80,000 | $1.6M | 0.28% |
| 43 | Park-Ohio Holdings Corp | PKOH | 76,899 | $1.6M | 0.28% |
| 44 | Atkore International Group Inc | ATKR | 25,000 | $1.6M | 0.27% |
| 45 | Kelly Services Inc | BEKE | 117,486 | $1.5M | 0.26% |
| 46 | BCP Investment Corporation | BCIC | 122,447 | $1.4M | 0.24% |
| 47 | Tidewater | TDGMW | 25,000 | $1.3M | 0.23% |
| 48 | Garrett Motion Inc | GTX | 91,000 | $1.2M | 0.21% |
| 49 | Rush Enterprises Inc Cl B | RUSHB | 20,418 | $1.2M | 0.20% |
| 50 | Rush Enterprises Inc Cl A | RUSHB | 20,418 | $1.1M | 0.18% |
| 51 | Orion Group Hldgs Inc | ORN | 130,000 | $1.1M | 0.18% |
| 52 | Smart Sand Inc | SND | 460,000 | $984,400 | 0.17% |
| 53 | Ramaco Resources Inc | METCZ | 57,863 | $974,992 | 0.16% |
| 54 | Bally's Corporation | BALL | 50,000 | $931,500 | 0.16% |
| 55 | Trimas Corp | TRS | 22,277 | $859,669 | 0.15% |
| 56 | Xpel Inc | XPEL | 25,000 | $826,750 | 0.14% |
| 57 | Outdoor Holdings Co | POWWP | 550,000 | $814,000 | 0.14% |
| 58 | Saratoga Investment Corp | 80349A208 | 33,847 | $807,928 | 0.14% |
| 59 | Rayonier Advanced Materials Inc | RYN | 100,000 | $722,000 | 0.12% |
| 60 | Inspired Entertainment | 45782N108 | 65,000 | $609,700 | 0.10% |
| 61 | Ezcorp Inc | EZPW | 30,000 | $571,200 | 0.10% |
| 62 | Village Farms International Inc | 92707Y108 | 180,000 | $563,400 | 0.10% |
| 63 | FS KKR Capital Corp | FSK | 37,500 | $559,875 | 0.09% |
| 64 | LSB Inds Inc | 502160104 | 70,000 | $551,600 | 0.09% |
| 65 | Quipt Home Medical | 74880P104 | 200,000 | $522,000 | 0.09% |
| 66 | Ranger Energy Services Inc | 75282U104 | 36,576 | $513,527 | 0.09% |
| 67 | Gray Television Inc | GTN-A | 87,300 | $504,594 | 0.09% |
| 68 | Titan International Inc | KMCM | 50,000 | $378,000 | 0.06% |
| 69 | Graftech INTL LTD | 384313508 | 29,275 | $375,306 | 0.06% |
| 70 | IES Holdings Inc | IESC | 841 | $334,424 | 0.06% |
| 71 | RideNow Group Inc | RUMBW | 70,000 | $308,000 | 0.05% |
| 72 | Kratos Defense & Sec Solutions | 50077B207 | 3,281 | $299,785 | 0.05% |
| 73 | NORTH AMERN CONSTR GROUP LTD | 656811106 | 20,000 | $284,000 | 0.05% |
| 74 | Rimini Str Inc Del | 76674Q107 | 59,193 | $277,023 | 0.05% |
| 75 | Brightview Holdings Inc | BV | 20,000 | $268,000 | 0.05% |
| 76 | Torrid Holdings Inc | CURV | 150,000 | $262,500 | 0.04% |
| 77 | Lee Enterprises Inc | LEE | 40,000 | $217,600 | 0.04% |
| 78 | World Acceptance Corp | WRLD | 1,069 | $180,811 | 0.03% |
| 79 | Cleveland-Cliffs Inc New | CLF | 11,350 | $138,470 | 0.02% |
| 80 | Fathom Holdings Inc | FTHM | 69,882 | $125,788 | 0.02% |
| 81 | GSI Technology | GSIT | 33,000 | $121,440 | 0.02% |
| 82 | Commercial Vehicle Group Inc | 202608105 | 67,322 | $114,447 | 0.02% |
| 83 | Century Casinos Inc | CNTY | 38,283 | $99,919 | 0.02% |
| 84 | Destination XL Group Inc | DXLG | 75,000 | $98,250 | 0.02% |
| 85 | Trinseo SA | TSEOF | 27,001 | $63,452 | 0.01% |
| 86 | Xcel Brands Inc | XELB | 15,000 | $26,400 | 0.00% |