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JB Capital Partners LP

CIK:0001138532
Hedge Fund
$540M AUM
82 holdings
Armonk, NY, USA
Founded:2004
Latest filing:Jun 30, 2025

Registered with the SEC as an investment adviser, JB CAPITAL PARTNERS LP is an investment management firm, likely focused on alternative investments given its hedge fund operation and frequent 13F filings disclosing equity holdings.

Investment Strategy

Equity-focused, with a portfolio concentrated in a select number of public securities; recent top holdings include RDNT, RYI, TPC, and TREMOR INTL LTD.

Latest 13F Filing Activity

JB Capital Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $540M. The fund increased holdings in Tutor Perini Corp., Radnet Inc., Dana Incorporated among other positions. JB Capital Partners LP reduced exposure to Core Natural Resources, Ryerson Holding Corporation, Air Transport Services Group among others.

Top Buys
T
TPCTutor Perini Corp
+$21.1M
R
RDNTRadNet Inc
+$10.6M
D
DANDana Incorporated
+$7.1M
I
IESCIES Holdings Inc
+$5.5M
S
SPWHSportsmans Warehouse Holdings Inc
+$4.3M
Top Sells
C
CNRCore Natural Resources
-$3.4M
R
RYIRyerson Holding Corporation
-$3.0M
A
ATSGAir Transport Services Group
-$2.4M
B
BLDRBuilders FirstSource Inc
-$2.4M
T
TWITitan International Inc
-$1.6M

Top Holdings

R
RDNTRadNet Inc
+15.5%$83.9M
R
RYIRyerson Holding Corporation
+8.5%$46.0M
T
TPCTutor Perini Corp
+7.8%$41.8M
B
BLDRBuilders FirstSource Inc
+6.3%$34.1M
O
OPYOppenheimer Holdings Inc
+6.1%$33.1M

Equity Positions (78)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
RadNet Inc15.55%$83.9M1,474,061$28.35$56.91+$10.6M
Ryerson Holding Corporation8.52%$46.0M2,131,069$18.70$21.57-$3.0M
Tutor Perini Corp7.76%$41.8M894,554$7.69$46.78+$21.1M
Builders FirstSource Inc6.32%$34.1M292,265$46.37$116.69-$2.4M
Oppenheimer Holdings Inc6.14%$33.1M503,954$39.50$65.77+$3.2M

Industry Allocation

SERVICES-MEDICAL LABORATORIES
+18.4%
WHOLESALE-METALS SERVICE CENTERS & OF FICES
+9.4%
GENERAL BLDG CONTRACTORS - NONRESIDENTIAL BLDGS
+8.0%
MOTOR VEHICLE PARTS & ACCESSORIES
+7.6%
PREFABRICATED METAL BUILDINGS & COMPONENTS
+6.6%