13FBOX
JB CAPITAL PARTNERS LP · 13F Holdings
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JB CAPITAL PARTNERS LP

No.3627 Data as of 2026Q2
Latest AUM (Q2 2026)
$646.4M
QoQ Change Q1 2026
+$65.9M+11.3%
Holdings
87
New Buys
2
Adds
10
Reduces
1
Exits
0
Unchanged
74
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RRADNET INCRDNT
13.59%13.71%$87.8M1.4M$79.6M1.4M00.00%Unchanged
RRYERSON HLDG CORPRYZ
10.81%10.99%$69.9M2.8M$63.8M2.8M00.00%Unchanged
OPPENHEIMER HLDGS INCOPY
8.23%7.74%$53.2M503,954$44.9M503,95400.00%Unchanged
DDANA INCDAN
7.8%8.01%$50.4M1.9M$46.5M1.9M00.00%Unchanged
NNEXXEN INTL LTDNEXN
6.26%4.95%$40.4M4.5M$28.8M4.4M+66,500+1.51%Add
CCORE NATURAL RESOURCES INCCNR
5.78%8.42%$37.4M466,779$48.9M466,77900.00%Unchanged
LENNAR CORPLEN
4.05%4.14%$26.2M292,265$24.1M292,26500.00%Unchanged
TUTOR PERINI CORPTPC
4.01%5.65%$25.9M312,554$32.8M424,554-112,000-26.38%Reduce
CORECIVIC INCCXW
3.97%2.75%$25.7M845,210$16.0M845,21000.00%Unchanged
BBLUELINX HLDGS INC COM NEWBXC
3.77%3.67%$24.4M393,649$21.3M393,64900.00%Unchanged
VVICTORY CAP HLDGS INC DELVCTR
3.14%2.73%$20.3M241,812$15.8M241,81200.00%Unchanged
LLIFETIME BRANDS INC COMLCUT
2.14%1.6%$13.8M1.6M$9.3M1.6M00.00%Unchanged
AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT
1.91%1.84%$12.3M205,000$10.7M205,00000.00%Unchanged
KKELLY SVCS INC CL AKELYA
1.46%1.16%$9.4M768,760$6.7M758,760+10,000+1.32%Add
MMAYVILLE ENGR CO INCMEC
1.45%0.77%$9.4M250,512$4.5M250,51200.00%Unchanged
FFLUENT INCFLNT
1.25%1.18%$8.1M2.2M$6.9M2.2M00.00%Unchanged
MAGNERA CORP COM SHSMAGN
1.19%1.07%$7.7M655,000$6.2M655,00000.00%Unchanged
CIVEO CORP CDACVEO
1.05%0.88%$6.8M194,353$5.1M193,750+603+0.31%Add
FFORUM ENERGY TECHNOLOGIES INC COMFET
0.94%1.22%$6.1M120,800$7.1M120,80000.00%Unchanged
DDAUCH CORPDCH
0.84%1.03%$5.4M1.0M$6.0M1.0M00.00%Unchanged
PPARK-OHIO HLDGS CORP COMPKOH
0.72%0.5%$4.7M121,899$2.9M121,89900.00%Unchanged
CCONCRETE PUMPING HLDGS INC COMBBCP
0.64%0.42%$4.1M341,400$2.4M341,40000.00%Unchanged
AAMREP CORPAXR
0.55%0.68%$3.6M141,360$4.0M141,36000.00%Unchanged
VVAREX IMAGING CORP COMVREX
0.55%0.6%$3.5M338,964$3.5M326,254+12,710+3.90%Add
MISTRAS GROUP INC COMMG
0.55%0.51%$3.5M202,243$3.0M202,24300.00%Unchanged
ALGOMA STL GROUP INCASTL
0.55%0.62%$3.5M872,277$3.6M872,27700.00%Unchanged
KOPPERS HOLDINGS INCKOP
0.54%0.52%$3.5M78,101$3.0M78,10100.00%Unchanged
GGARRETT MOTION INCGTX
0.51%0.28%$3.3M91,000$1.7M91,00000.00%Unchanged
TTOWNSQUARE MEDIA INC CL ATSQ
0.5%0.42%$3.2M467,807$2.5M467,80700.00%Unchanged
STRIDE INCLRN
0.47%0.53%$3.0M35,000$3.1M35,00000.00%Unchanged
OO-I GLASS INCOI
0.45%0.28%$2.9M305,000$1.6M155,000+150,000+96.77%Add
COLLIERS INTL GROUP INCCIGI
0.44%0.77%$2.8M30,104$4.5M30,10400.00%Unchanged
HALLADOR ENERGY COMPANYHNRG
0.43%0.45%$2.8M160,000$2.6M160,00000.00%Unchanged
SSINCLAIR BROADCAST GROUP INC2362120D
0.43%0.43%$2.8M195,000$2.5M195,00000.00%Unchanged
RRAMACO RES INC
0.43%0.56%$2.8M210,000$3.2M210,00000.00%Unchanged
CARRIAGE SVCS INC COMCSV
0.42%0.56%$2.7M71,007$3.2M71,00700.00%Unchanged
GGEO GROUP INCGEO
0.37%0.23%$2.4M80,000$1.3M80,00000.00%Unchanged
SSPORTSMANS WHSE HLDGS INC COMSPWH
0.35%0.42%$2.3M1.7M$2.4M1.7M00.00%Unchanged
SSMART SAND INCSND
0.35%0.4%$2.3M460,000$2.3M460,00000.00%Unchanged
ORION S.A. COMOEC
0.34%0.38%$2.2M335,000$2.2M335,00000.00%Unchanged
OORION GROUP HLDGS INC COMORN
0.34%0.24%$2.2M130,000$1.4M130,00000.00%Unchanged
FFERROGLOBE PLC SHSGSM
0.32%0.46%$2.1M655,000$2.7M655,00000.00%Unchanged
IINFORMATION SVCS GROUP INC COMIII
0.31%0.32%$2.0M487,641$1.9M487,64100.00%Unchanged
AATKORE INCATKR
0.29%0.25%$1.9M25,000$1.5M25,00000.00%Unchanged
MMOUNT LOGAN CAP INCMLCI
0.28%0.31%$1.8M534,729$1.8M503,680+31,049+6.16%Add
HUDSON TECHNOLOGIES INC COMHDSN
0.27%0.31%$1.8M306,200$1.8M306,20000.00%Unchanged
TTIDEWATER INC NEWTDW
0.26%0.36%$1.7M25,000$2.1M25,00000.00%Unchanged
RRCI HOSPITALITY HLDGS INC COMRICK
0.25%0.24%$1.6M60,000$1.4M60,00000.00%Unchanged
CCONDUENT INCCNDT
0.25%0.25%$1.6M1.1M$1.4M1.1M00.00%Unchanged
RUSH ENTERPRISES INCRUSHB
0.24%0.23%$1.6M20,418$1.3M20,41800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow