13F HOLDINGS REPORT
JB CAPITAL PARTNERS LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001213900-26-015750
Total Value
$581.4M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RadNet Inc | RDNT | 1,424,061 | $101.6M | 17.48% |
| 2 | Ryerson Holding Corporation | RYZ | 2,343,475 | $59.0M | 10.14% |
| 3 | Dana Incorporated | DAN | 1,852,293 | $44.0M | 7.57% |
| 4 | Core Natural Resources | CNR | 466,779 | $41.3M | 7.11% |
| 5 | Oppenheimer Holdings Inc | OPY | 503,954 | $36.4M | 6.27% |
| 6 | Tutor Perini Corp | TPC | 509,554 | $34.2M | 5.87% |
| 7 | Builders FirstSource Inc | BLDR | 292,265 | $30.1M | 5.17% |
| 8 | Nexxen International LTD | NEXN | 4,361,625 | $28.5M | 4.91% |
| 9 | Bluelinx Holdings Inc | BXC | 393,649 | $24.2M | 4.16% |
| 10 | CoreCivic Inc | CXW | 845,210 | $16.2M | 2.78% |
| 11 | Victory Cap Holdings Inc | 92645B103 | 241,812 | $15.3M | 2.62% |
| 12 | Olympic Steel Inc | 68162K106 | 222,499 | $9.5M | 1.64% |
| 13 | Arcelormittal SA Luxemberg | ARCXF | 205,000 | $9.3M | 1.61% |
| 14 | Magnera Corp | MAGN | 515,000 | $7.8M | 1.34% |
| 15 | American Axle & MFG Holdings Inc | 024061103 | 1,005,000 | $6.4M | 1.11% |
| 16 | Lifetime Brands | LCUT | 1,627,852 | $6.4M | 1.11% |
| 17 | Fluent Co | CNTMF | 2,169,483 | $5.2M | 0.90% |
| 18 | Mayville Engineering Co Inc | 578605107 | 250,512 | $4.7M | 0.81% |
| 19 | Forum Energy Technoligies Inc | FET | 120,800 | $4.5M | 0.77% |
| 20 | Civeo Corporation | CVEO | 193,750 | $4.4M | 0.76% |
| 21 | Colliers Intl Group Inc | 194693107 | 30,104 | $4.4M | 0.76% |
| 22 | Varex Imaging | VREX | 326,254 | $3.8M | 0.65% |
| 23 | Ramaco Resources Inc | METCZ | 210,000 | $3.8M | 0.65% |
| 24 | Algoma Steel Group | 015658107 | 872,277 | $3.6M | 0.62% |
| 25 | Hallador Energy Company | HNRG | 160,000 | $3.0M | 0.52% |
| 26 | Ferroglobe PLC | GSM | 655,000 | $3.0M | 0.52% |
| 27 | Carriage Services Inc | 143905107 | 71,007 | $3.0M | 0.52% |
| 28 | Sinclair Broadcast Group Inc | SBGI | 195,000 | $3.0M | 0.51% |
| 29 | Mount Logan Capital Inc | MLCIL | 352,506 | $2.9M | 0.50% |
| 30 | Information Services Group Inc | 45675Y104 | 487,641 | $2.8M | 0.48% |
| 31 | AMREP Corp | AXR | 141,360 | $2.7M | 0.46% |
| 32 | Mistras Group Inc | MG | 202,243 | $2.6M | 0.44% |
| 33 | Sportsmans Warehouse Holdings Inc | 84920Y106 | 1,710,794 | $2.5M | 0.43% |
| 34 | Park-Ohio Holdings Corp | PKOH | 117,599 | $2.5M | 0.42% |
| 35 | Townsquare Media Inc | TSQ | 467,807 | $2.3M | 0.40% |
| 36 | Concrete Pumping Holdings Inc | BBCP | 341,400 | $2.3M | 0.39% |
| 37 | O-I Glass Inc | OI | 155,000 | $2.3M | 0.39% |
| 38 | Conduent Inc | CNDT | 1,113,061 | $2.1M | 0.37% |
| 39 | Hudson Technologies Inc | HDSN | 306,200 | $2.1M | 0.36% |
| 40 | BCP Investment Corporation | BCIC | 167,447 | $2.0M | 0.34% |
| 41 | Koppers Holdings Inc | KOP | 70,000 | $1.9M | 0.33% |
| 42 | Smart Sand Inc | SND | 460,000 | $1.8M | 0.32% |
| 43 | Kelly Services Inc | BEKE | 207,160 | $1.8M | 0.31% |
| 44 | Orion S.A. | OEC | 335,000 | $1.8M | 0.30% |
| 45 | Garrett Motion Inc | GTX | 91,000 | $1.6M | 0.27% |
| 46 | Atkore International Group Inc | ATKR | 25,000 | $1.6M | 0.27% |
| 47 | FirstService Corp | FSV | 10,104 | $1.6M | 0.27% |
| 48 | RCI Hospitality Holdings Inc | RICK | 60,000 | $1.4M | 0.25% |
| 49 | Stride, Inc | LRN | 20,000 | $1.3M | 0.22% |
| 50 | Orion Group Hldgs Inc | ORN | 130,000 | $1.3M | 0.22% |
| 51 | Geo Group Inc | GEO | 80,000 | $1.3M | 0.22% |
| 52 | Tidewater | TDGMW | 25,000 | $1.3M | 0.22% |
| 53 | Xpel Inc | XPEL | 25,000 | $1.2M | 0.21% |
| 54 | Rush Enterprises Inc Cl B | RUSHB | 20,418 | $1.1M | 0.20% |
| 55 | Rush Enterprises Inc Cl A | RUSHB | 20,418 | $1.1M | 0.19% |
| 56 | Outdoor Holdings Co | POWWP | 550,000 | $940,500 | 0.16% |
| 57 | Bally's Corporation | BALL | 50,000 | $826,000 | 0.14% |
| 58 | Trimas Corp | TRS | 22,277 | $789,720 | 0.14% |
| 59 | Saratoga Investment Corp | 80349A208 | 33,847 | $780,850 | 0.13% |
| 60 | Quipt Home Medical | 74880P104 | 200,000 | $706,000 | 0.12% |
| 61 | Ramaco Resources Inc | METCZ | 58,695 | $689,666 | 0.12% |
| 62 | Abacus Global Management | 00258Y104 | 80,000 | $684,000 | 0.12% |
| 63 | Village Farms International Inc | 92707Y108 | 180,000 | $657,000 | 0.11% |
| 64 | Summit Midstream Corporation | SMC | 22,956 | $612,466 | 0.11% |
| 65 | Inspired Entertainment | 45782N108 | 65,000 | $608,400 | 0.10% |
| 66 | LSB Inds Inc | 502160104 | 70,000 | $595,000 | 0.10% |
| 67 | Rayonier Advanced Materials Inc | RYN | 100,000 | $589,000 | 0.10% |
| 68 | Ezcorp Inc | EZPW | 30,000 | $582,600 | 0.10% |
| 69 | Oil States International Inc | 678026105 | 85,000 | $575,450 | 0.10% |
| 70 | FS KKR Capital Corp | FSK | 37,500 | $555,375 | 0.10% |
| 71 | Ranger Energy Services Inc | 75282U104 | 36,576 | $511,332 | 0.09% |
| 72 | Titan International Inc | KMCM | 50,000 | $391,500 | 0.07% |
| 73 | RideNow Group Inc | RUMBW | 70,000 | $386,400 | 0.07% |
| 74 | IES Holdings Inc | IESC | 841 | $327,166 | 0.06% |
| 75 | NORTH AMERN CONSTR GROUP LTD | 656811106 | 20,000 | $287,400 | 0.05% |
| 76 | Brightview Holdings Inc | BV | 20,000 | $253,400 | 0.04% |
| 77 | Kratos Defense & Sec Solutions | 50077B207 | 3,281 | $249,061 | 0.04% |
| 78 | Rimini Str Inc Del | 76674Q107 | 59,193 | $229,669 | 0.04% |
| 79 | GSI Technology | GSIT | 33,000 | $204,930 | 0.04% |
| 80 | Cleveland-Cliffs Inc New | CLF | 11,350 | $150,728 | 0.03% |
| 81 | Torrid Holdings Inc | CURV | 150,000 | $147,000 | 0.03% |
| 82 | Commercial Vehicle Group Inc | 202608105 | 67,322 | $96,944 | 0.02% |
| 83 | Limbach Holdings Inc | LMB | 20,000 | $79,000 | 0.01% |
| 84 | Fathom Holdings Inc | FTHM | 69,882 | $70,581 | 0.01% |
| 85 | Century Casinos Inc | CNTY | 38,283 | $50,916 | 0.01% |
| 86 | World Acceptance Corp | WRLD | 1,069 | $3,902 | 0.00% |