JB CAPITAL PARTNERS LP
CIK 1138532
13F filing for Q2 2026・No. 3,351
- Holdings
- US$646.39M
- Quarter change
- +US$65.88M
- Entries
- 87
- Net bought (estimate)
- −US$5.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 1
- Added 10
- Corporate actions 0
- Unchanged 74
Largest holdings
87 stocks worth US$646.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RDNTRadNet IncCOM | Unchanged | 1,424,061 | US$87.82M | 13.59% |
| Ryerson Holding CorporationCOM | Unchanged | 2,839,059 | US$69.87M | 10.81% |
| Oppenheimer Holdings IncCL A NON VTG | Unchanged | 503,954 | US$53.19M | 8.23% |
| DANDana IncorporatedCOM | Unchanged | 1,852,293 | US$50.4M | 7.80% |
| Nexxen International LTDSPON ADR | Added | 4,478,125 | US$40.44M | 6.26% |
| Core Natural ResourcesCOM SHS | Unchanged | 466,779 | US$37.35M | 5.78% |
| BLDRBuilders FirstSource IncCOM | Unchanged | 292,265 | US$26.15M | 4.05% |
| Tutor Perini CorpCOM | Cut | 312,554 | US$25.93M | 4.01% |
| CoreCivic IncCOM | Unchanged | 845,210 | US$25.68M | 3.97% |
| Bluelinx Holdings IncCOM NEW | Unchanged | 393,649 | US$24.36M | 3.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.