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JB CAPITAL PARTNERS LP 13F portfolio summary

JB CAPITAL PARTNERS LP of JB CAPITAL PARTNERS LP has 87 current stock holdings with a reported portfolio value of $646.4M. The portfolio 1 year return is +22.62%. Top holdings include RDNT (13.59%), OPY (8.23%), DAN (7.80%), CNR (5.78%), BLDR (4.05%).

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JB CAPITAL PARTNERS LP

JB CAPITAL PARTNERS LP
Latest filing: 2026-06-30

JB CAPITAL PARTNERS LP runs JB CAPITAL PARTNERS LP and currently holds 87 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $646.39M. Their top holdings are RDNT, OPY, DAN, CNR, BLDR. The top five represent 39.4% of reported portfolio weight. JB CAPITAL PARTNERS LP ranks #542 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JB CAPITAL PARTNERS LP initiated 1 new position. They added to 3 existing positions. They trimmed 1 position. Their current best-performing preview position is GTX with returns of +99.39%.

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Top 5 Holdings
RDNT13.6%
OPY8.2%
DAN7.8%
CNR5.8%
BLDR4.0%
Top 5: 39.4%
Portfolio Returns
1 Year
+22.62%
#557/1000
3 Year
+54.76%
#665/1000
5 Year
+83.21%
#401/1000

Portfolio Value

$646.39M

Alpha Score

55.2

#542 of 1000

Holdings

87

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87 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RDNT
RadNet Inc
13.59%$28.35$76.82+170.97%
Held
OPY
Oppenheimer Holdings Inc
8.23%$39.50$115.99+193.65%
Held
DAN
Dana Incorporated
7.80%$19.72$31.74+60.93%
Held
CNR
Core Natural Resources
5.78%$77.10$95.16+23.42%
Held
BLDR
Builders FirstSource Inc
4.05%$46.37$70.21+51.40%
Held
TPC
Tutor Perini Corp
4.01%$7.69$91.17+1,085.57%
Trimmed
-26.38%
CXW
CoreCivic Inc
3.97%$9.68$34.00+251.24%
Held
BXC
Bluelinx Holdings Inc
3.77%$39.19$84.93+116.71%
Held
VCTR
Victory Cap Holdings Inc
3.14%$25.56$115.63+352.39%
Held
MT
Arcelormittal SA Luxemberg
1.91%$23.91$72.22+202.03%
Held

Showing 1-10 of 87