JB CAPITAL PARTNERS LP

Armonk, NY · CIK 1138532 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$643.6m reported value +11.5% vs Q1 2026

86positions

68.5%in top 10

2 new 10 added 1 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($2.8m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RADNET INC COM RDNT	RDNT	1,424,061	$87.8m13.65%	13.65%	Unchanged
2	RYERSON HLDG CORP COM RYZ	RYZ	2,839,059	$69.9m10.86%	10.86%	Unchanged
3	OPPENHEIMER HLDGS INC CL A NON VTG OPY	OPY	503,954	$53.2m8.26%	8.26%	Unchanged
4	DANA INC COM DAN	DAN	1,852,293	$50.4m7.83%	7.83%	Unchanged
5	TREMOR INTL LTD ADS ADS		4,478,125	$40.4m6.28%	6.28%	Added +66.5k	+66,500 1.5%
6	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	466,779	$37.4m5.80%	5.80%	Unchanged
7	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	292,265	$26.2m4.06%	4.06%	Unchanged
8	TUTOR PERINI CORP COM TPC	TPC	312,554	$25.9m4.03%	4.03%	Reduced -112.0k	-112,000 -26.4%
9	CORECIVIC INC COM CXW	CXW	845,210	$25.7m3.99%	3.99%	Unchanged
10	BLUELINX HLDGS INC COM NEW BXC	BXC	393,649	$24.4m3.78%	3.78%	Unchanged
11	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	241,812	$20.3m3.16%	3.16%	Unchanged
12	LIFETIME BRANDS INC COM LCUT	LCUT	1,627,852	$13.8m2.15%	2.15%	Unchanged
13	ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH MT	MT	205,000	$12.3m1.92%	1.92%	Unchanged
14	KELLY SVCS INC CL A KELYA	KELYA	768,760	$9.4m1.47%	1.47%	Added +10.0k	+10,000 1.3%
15	MAYVILLE ENGR CO INC COM MEC	MEC	250,512	$9.4m1.46%	1.46%	Unchanged
16	FLUENT INC COM COM		2,169,483	$8.1m1.26%	1.26%	Unchanged
17	MAGNERA CORP COM SHS MAGN	MAGN	655,000	$7.7m1.20%	1.20%	Unchanged
18	CIVEO CORP CDA COM NEW CVEO	CVEO	194,353	$6.8m1.06%	1.06%	Added +603	+603 0.3%
19	FORUM ENERGY TECHNOLOGIES IN COM FET	FET	120,800	$6.1m0.94%	0.94%	Unchanged
20	AMERICAN AXLE & MFG HLDGS IN COM DCH	DCH	1,005,000	$5.4m0.85%	0.85%	Unchanged
21	PARK-OHIO HLDGS CORP COM PKOH	PKOH	121,899	$4.7m0.73%	0.73%	Unchanged
22	CONCRETE PUMPING HLDGS INC COM BBCP	BBCP	341,400	$4.1m0.64%	0.64%	Unchanged
23	AMREP CORP COM AXR	AXR	141,360	$3.6m0.55%	0.55%	Unchanged
24	VAREX IMAGING CORP COM VREX	VREX	338,964	$3.5m0.55%	0.55%	Added +12.7k	+12,710 3.9%
25	MISTRAS GROUP INC COM MG	MG	202,243	$3.5m0.55%	0.55%	Unchanged
26	ALGOMA STL GROUP INC COM ASTL	ASTL	872,277	$3.5m0.55%	0.55%	Unchanged
27	KOPPERS HOLDINGS INC COM KOP	KOP	78,101	$3.5m0.54%	0.54%	Unchanged
28	GARRETT MOTION INC COM GTX	GTX	91,000	$3.3m0.51%	0.51%	Unchanged
29	TOWNSQUARE MEDIA INC CL A TSQ	TSQ	467,807	$3.2m0.50%	0.50%	Unchanged
30	STRIDE INC COM LRN	LRN	35,000	$3.0m0.47%	0.47%	Unchanged
31	O-I GLASS INC COM OI	OI	305,000	$2.9m0.46%	0.46%	Added +150.0k	+150,000 96.8%
32	COLLIERS INTL GROUP INC SUB VTG SHS CIGI	CIGI	30,104	$2.8m0.44%	0.44%	Unchanged
33	HALLADOR ENERGY COMPANY COM HNRG	HNRG	160,000	$2.8m0.43%	0.43%	Unchanged
34	SINCLAIR BROADCAST GROUP INC CL A SBGI	SBGI	195,000	$2.8m0.43%	0.43%	Unchanged
35	CARRIAGE SVCS INC COM CSV	CSV	71,007	$2.7m0.42%	0.42%	Unchanged
36	GEO GROUP INC NEW COM GEO	GEO	80,000	$2.4m0.37%	0.37%	Unchanged
37	SPORTSMANS WHSE HLDGS INC COM SPWH	SPWH	1,710,794	$2.3m0.35%	0.35%	Unchanged
38	SMART SAND INC COM SND	SND	460,000	$2.3m0.35%	0.35%	Unchanged
39	ORION S.A. COM OEC	OEC	335,000	$2.2m0.34%	0.34%	Unchanged
40	ORION GROUP HLDGS INC COM ORN	ORN	130,000	$2.2m0.34%	0.34%	Unchanged
41	FERROGLOBE PLC SHS GSM	GSM	655,000	$2.1m0.32%	0.32%	Unchanged
42	INFORMATION SVCS GROUP INC COM III	III	487,641	$2.0m0.31%	0.31%	Unchanged
43	ATKORE INC COM ATKR	ATKR	25,000	$1.9m0.30%	0.30%	Unchanged
44	MOUNT LOGAN CAP INC COM MLCI	MLCI	534,729	$1.8m0.29%	0.29%	Added +31.0k	+31,049 6.2%
45	HUDSON TECHNOLOGIES INC COM HDSN	HDSN	306,200	$1.8m0.27%	0.27%	Unchanged
46	TIDEWATER INC NEW COM TDW	TDW	25,000	$1.7m0.26%	0.26%	Unchanged
47	RCI HOSPITALITY HLDGS INC COM RICK	RICK	60,000	$1.6m0.25%	0.25%	Unchanged
48	CONDUENT INC COM CNDT	CNDT	1,113,061	$1.6m0.25%	0.25%	Unchanged
49	RUSH ENTERPRISES INC CL B RUSHB	RUSHB	20,418	$1.6m0.24%	0.24%	Unchanged
50	LIMBACH HLDGS INC COM LMB	LMB	20,000	$1.5m0.24%	0.24%	Unchanged
51	BALLYS CORPORATION COMMON STOCK BALY	BALY	108,910	$1.5m0.23%	0.23%	Added +5.8k	+5,786 5.6%
52	RUSH ENTERPRISES INC CL A RUSHA	RUSHA	20,418	$1.5m0.23%	0.23%	Unchanged
53	FIRSTSERVICE CORP NEW COM FSV	FSV	10,104	$1.4m0.22%	0.22%	Unchanged
54	PORTMAN RIDGE FIN CORP COM NEW BCIC	BCIC	197,036	$1.4m0.22%	0.22%	Added +29.6k	+29,589 17.7%
55	AMMO INC COM POWW	POWW	550,000	$1.3m0.19%	0.19%	Unchanged
56	XPEL INC COM XPEL	XPEL	25,000	$1.2m0.19%	0.19%	Unchanged
57	SCANSOURCE INC COM SCSC	SCSC	20,000	$1.0m0.16%	0.16%	Unchanged
58	EZCORP INC CL A NON VTG EZPW	EZPW	30,000	$1.0m0.16%	0.16%	Unchanged
59	TRIMAS CORP COM NEW TRS	TRS	22,277	$1.0m0.16%	0.16%	Unchanged
60	NORTH AMERN CONSTR GROUP LTD COM NOA	NOA	70,000	$931.0k0.14%	0.14%	Unchanged
61	ABACUS GLOBAL MGMT INC CL A ABX	ABX	80,000	$856.8k0.13%	0.13%	Unchanged
62	RAYONIER ADVANCED MATLS INC COM RYAM	RYAM	100,000	$786.0k0.12%	0.12%	Unchanged
63	LSB INDS INC COM LXU	LXU	70,000	$756.7k0.12%	0.12%	Unchanged
64	SUMMIT MIDSTREAM CORPORATION COM SMC	SMC	26,165	$745.2k0.12%	0.12%	Unchanged
65	RIMINI STR INC DEL COM RMNI	RMNI	173,579	$739.4k0.11%	0.11%	Added +114.4k	+114,386 193.2%
66	SARATOGA INVT CORP COM NEW SAR	SAR	33,847	$737.2k0.11%	0.11%	Unchanged
67	OIL STS INTL INC COM OIS	OIS	85,000	$680.9k0.11%	0.11%	Unchanged
68	IES HOLDINGS INC COM IESC	IESC	841	$617.8k0.10%	0.10%	Unchanged
69	RANGER ENERGY SVCS INC COM CL A RNGR	RNGR	36,576	$585.6k0.09%	0.09%	Unchanged
70	INSPIRED ENTMT INC COM INSE	INSE	65,000	$536.2k0.08%	0.08%	Unchanged
71	RAMACO RES INC COM COM		60,245	$515.1k0.08%	0.08%	Added +713	+713 1.2%
72	RUMBLEON INC COM CL B RDNW	RDNW	70,000	$466.2k0.07%	0.07%	Unchanged
73	JANUS INTERNATIONAL GROUP IN COMMON STOCK JBI	JBI	75,000	$416.2k0.06%	0.06%	New
74	THRYV HLDGS INC COM NEW THRY	THRY	100,900	$397.5k0.06%	0.06%	New
75	FS KKR CAP CORP COM FSK	FSK	37,500	$393.8k0.06%	0.06%	Unchanged
76	TITAN INTL INC ILL COM TWI	TWI	50,000	$385.5k0.06%	0.06%	Unchanged
77	VILLAGE FARMS INTL INC COM VFF	VFF	180,000	$360.0k0.06%	0.06%	Unchanged
78	COMMERCIAL VEH GROUP INC COM CVGI	CVGI	67,322	$311.0k0.05%	0.05%	Unchanged
79	BRIGHTVIEW HLDGS INC COM BV	BV	20,000	$283.4k0.04%	0.04%	Unchanged
80	TORRID HLDGS INC COM CURV	CURV	150,000	$280.5k0.04%	0.04%	Unchanged
81	GSI TECHNOLOGY INC COM GSIT	GSIT	33,000	$255.1k0.04%	0.04%	Unchanged
82	WORLD ACCEP CORPORATION COM WRLD	WRLD	1,069	$239.3k0.04%	0.04%	Unchanged
83	KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS	KTOS	3,281	$163.6k0.03%	0.03%	Unchanged
84	CLEVELAND-CLIFFS INC NEW COM CLF	CLF	11,350	$106.6k0.02%	0.02%	Unchanged
85	FATHOM HOLDINGS INC COM FTHM	FTHM	69,882	$70.6k0.01%	0.01%	Unchanged
86	CENTURY CASINOS INC COM CNTY	CNTY	38,283	$49.0k0.01%	0.01%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
RAMACO RES INC METC · Call	METC	Call	210,000	$2.8m210.0k shares	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
NEXXEN INTL LTD NEXN · 13G · filed 2026-02-09	NEXN	7.8%≈ $39.4m	+2.3 pts	13G	2026-02-09
RYERSON HLDG CORP RYZ · 13G · filed 2026-02-09	RYZ	7.3%≈ $57.7m	+0.6 pts	13G	2026-02-09
FLUENT INC 13G · filed 2026-02-09		7.2%	-0.1 pts	13G	2026-02-09
LIFETIME BRANDS INC LCUT · 13G · filed 2026-02-09	LCUT	7.2%≈ $13.9m	+1.6 pts	13G	2026-02-09