Q2 2026 13F · SEC CIK 1138532

Jb Capital Partners LP

Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $646.4M
Reported positions: 87
Top holdings a year, 3 yrs: +24.3%
Assets under management: $680.7M

Jb Capital Partners LP is a hedge fund that reported 87 positions worth $646.4M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were RadNet Inc (RDNT, 13.6%), Ryerson Hldg Corp (RYI, 10.8%), Oppenheimer Holdings-Cl A (OPY, 8.2%). A portfolio copying its top holdings returned 24.3% a year over the last 3 years, against 20.4% for the S&P 500.

Jb Capital Partners LP holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jb Capital Partners LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RDNTRadNet Inc	13.6%	13.7%	1,424,061	+0.0%	$87.8M
RYIRyerson Hldg Corp	10.8%	11.0%	2,839,059	+0.0%	$69.9M
OPYOppenheimer Holdings-Cl A	8.2%	7.7%	503,954	+0.0%	$53.2M
DANDana Holding Corp	7.8%	8.0%	1,852,293	+0.0%	$50.4M
TTTPFNexxen International LTD	6.3%	5.0%	4,478,125	+1.5%	$40.4M
CNRCore Natural Resources Inc	5.8%	8.4%	466,779	+0.0%	$37.4M
BLDRBuilders Firstsource Inc	4.0%	4.1%	292,265	+0.0%	$26.2M
TPCTutor Perini Corp	4.0%	5.6%	312,554	-26.4%	$25.9M
CXWCorecivic Inc	4.0%	2.8%	845,210	+0.0%	$25.7M
BXCBluelinx Hldgs Inc	3.8%	3.7%	393,649	+0.0%	$24.4M
VCTRVictory Cap Hldgs Inc Del	3.1%	2.7%	241,812	+0.0%	$20.3M
LCUTLifetime Brands Inc	2.1%	1.6%	1,627,852	+0.0%	$13.8M
MTArcelormittal SA Luxembourg Ny Registry	1.9%	1.8%	205,000	+0.0%	$12.3M
KELYAKelly Svcs Inc Class A	1.5%	1.2%	768,760	+1.3%	$9.4M
MECMayville Engr Co Inc	1.5%	0.8%	250,512	+0.0%	$9.4M
FLNTFluent Co	1.3%	1.2%	2,169,483	+0.0%	$8.1M
MAGNMagnera Corp	1.2%	1.1%	655,000	+0.0%	$7.7M
CVEOCiveo Corp Cda	1.1%	0.9%	194,353	+0.3%	$6.8M
FETForum Energy Technoligies Inc	0.9%	1.2%	120,800	+0.0%	$6.1M
DCHDauch Corp	0.8%	1.0%	1,005,000	+0.0%	$5.4M
PKOHPark-Ohio Holdings Corp	0.7%	0.5%	121,899	+0.0%	$4.7M
BBCPConcrete Pumping Holdings Inc	0.6%	0.4%	341,400	+0.0%	$4.1M
AXRAmrep Corp	0.6%	0.7%	141,360	+0.0%	$3.6M
VREXVarex Imaging Corp	0.5%	0.6%	338,964	+3.9%	$3.5M
MGMistras Group Inc	0.5%	0.5%	202,243	+0.0%	$3.5M
ASTLAlgoma Steel Group	0.5%	0.6%	872,277	+0.0%	$3.5M
KOPKoppers Holdings Inc	0.5%	0.5%	78,101	+0.0%	$3.5M
GTXGarrett Motion Inc	0.5%	0.3%	91,000	+0.0%	$3.3M
TSQTownsquare Media Inc	0.5%	0.4%	467,807	+0.0%	$3.2M
LRNStride Inc	0.5%	0.5%	35,000	+0.0%	$3.0M
OIO-I Glass Inc	0.5%	0.3%	305,000	+96.8%	$2.9M
CIGIColliers International Group Inc.	0.4%	0.8%	30,104	+0.0%	$2.8M
HNRGHallador Energy Co	0.4%	0.4%	160,000	+0.0%	$2.8M
SBGISinclair Broadcast Group Inc	0.4%	0.4%	195,000	+0.0%	$2.8M
METCRamaco Resources Inc	0.4%	0.6%	210,000	+0.0%	$2.8M
CSVCarriage Services Inc	0.4%	0.6%	71,007	+0.0%	$2.7M
GEOGeo Group Inc	0.4%	—	80,000	—	$2.4M
SPWHSportsmans Warehouse Holdings Inc	0.4%	0.4%	1,710,794	+0.0%	$2.3M
SNDSmart Sand Inc	0.3%	0.4%	460,000	+0.0%	$2.3M
OECOrion SA	0.3%	0.4%	335,000	+0.0%	$2.2M
ORNOrion Group Hldgs Inc	0.3%	0.2%	130,000	+0.0%	$2.2M
GSMFerroglobe PLC	0.3%	0.5%	655,000	+0.0%	$2.1M
IIIInformation Services Group Inc	0.3%	0.3%	487,641	+0.0%	$2.0M
ATKRAtkore Inc	0.3%	0.3%	25,000	+0.0%	$1.9M
MLCIMount Logan Capital Inc	0.3%	0.3%	534,729	+6.2%	$1.8M
HDSNHudson Technologies Inc	0.3%	0.3%	306,200	+0.0%	$1.8M
TDWTidewater Inc	0.3%	0.4%	25,000	+0.0%	$1.7M
RICKRci Hospitality Hldgs Inc	0.3%	0.2%	60,000	+0.0%	$1.6M
CNDTConduent Inc	0.3%	0.2%	1,113,061	+0.0%	$1.6M
RUSHBRush Enterprises Class B (RUSH	0.2%	—	20,418	—	$1.6M

What Jb Capital Partners LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +39.5% /yr; S&P 500 +20.1%
3 years: +24.3% /yr; S&P 500 +20.4%
5 years: +15.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$646.4M	87
Q1 2026	$580.5M	85
Q4 2025	$581.4M	86
Q3 2025	$591.0M	86
Q2 2025	$539.5M	82
Q1 2025	$476.4M	79
Q4 2024	$522.3M	81
Q3 2024	$522.1M	78
Q2 2024	$453.5M	78
Q1 2024	$532.9M	74
Q4 2023	$496.0M	77
Q3 2023	$404.8M	78

Questions about Jb Capital Partners LP's portfolio

What stocks does Jb Capital Partners LP own?

Jb Capital Partners LP's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 87 positions worth $646.4M. The largest are RadNet Inc (RDNT) at 13.6%, Ryerson Hldg Corp (RYI) at 10.8%, Oppenheimer Holdings-Cl A (OPY) at 8.2%, Dana Holding Corp (DAN) at 7.8% and Nexxen International LTD (TTTPF) at 6.3%.

What did Jb Capital Partners LP buy last quarter?

In Q2 2026, Jb Capital Partners LP added O-I Glass Inc (OI) (+96.8% shares) and Mount Logan Capital Inc (MLCI) (+6.2% shares), compared with its Q1 2026 filing.

What did Jb Capital Partners LP sell last quarter?

In Q2 2026, Jb Capital Partners LP cut from its top 50 Limbach Holdings Inc. (LMB), cut from its top 50 Firstservice Corp New Sub Vtg (FSV) and Tutor Perini Corp (TPC) (-26.4% shares), compared with its Q1 2026 filing.

How has Jb Capital Partners LP's portfolio performed?

A portfolio copying Jb Capital Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +39.5% against +20.1%. Over 5 years: +15.6% a year against +11.6%.

When is Jb Capital Partners LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jb Capital Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Jb Capital Partners LP manage?

Jb Capital Partners LP reported $680.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $646.4M.