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Funds / Jb Capital Partners LP
Institutional Fund

Jb Capital Partners LP

Armonk, NYCIK 11385325 filings on record

Portfolio Value
$580.51M
Q1 2026
Holdings
85
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-0.2%
from $581.42M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Radnet Inc13.7%
  • Ryerson Hldg Corp11.0%
  • Core Natural Resources Inc8.4%
  • Dana Inc8.0%
  • Oppenheimer Hldgs Inc7.7%
  • Tutor Perini Corp5.6%
  • Other45.5%

Portfolio Holdings

85 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Radnet Inc1.42M$79.59M13.7%0Held
2Ryerson Hldg Corp2.84M$63.82M11.0%+495.6KAdded
3Core Natural Resources Inc466.8K$48.89M8.4%0Held
4Dana Inc1.85M$46.49M8.0%0Held
5Oppenheimer Hldgs Inc504.0K$44.95M7.7%0Held
6Tutor Perini Corp424.6K$32.77M5.6%85.0KReduced
7Nexxen International Ltd4.41M$28.76M5.0%+50.0KAdded
8Builders Firstsource Inc292.3K$24.06M4.1%0Held
9Bluelinx Hldgs Inc393.6K$21.33M3.7%0Held
10Corecivic Inc845.2K$15.98M2.8%0Held

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