Jb-Capital-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  "ZEUS",
  "FSV",
  "GTX",
  "RDNT",
  "KTOS",
  "ATKR",
  "RUSHA",
  "TSQ",
  "AXL",
  "MT",
  "LMB",
  "RMBL",
  "BV",
  "RYI",
  "SAR",
  "ASTL",
  null,
  "AXR",
  "GEO",
  "GSIT",
  "LCUT",
  "LEE",
  "MG",
  "PKOH",
  "QIPT",
  "RUSHB",
  "RMNI",
  "TDW",
  "CURV",
  "TSE",
  "CNR",
  "EZPW",
  null,
  "SND",
  "TWI",
  "OPY",
  "NOA",
  "RNGR",
  "TRS",
  null,
  "POWW",
  "RICK",
  "EAF",
  "FSK",
  "GTN",
  null,
  "CIGI",
  "GSM",
  "FTHM",
  "III",
  "IESC",
  "INSE",
  null,
  "CLF",
  null,
  null,
  "VREX",
  "VCTR",
  "VFF",
  "WRLD",
  "XPEL",
  "XELB",
  "HDSN",
  "HNRG",
  "ORN",
  "TPC",
  "SPWH",
  "BXC",
  "BLDR",
  "CSV",
  "CNTY",
  "CNDT",
  "BBCP",
  "CVGI",
  "CXW",
  "DAN",
  "DXLG",
  "MEC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 79
Total Value: 476372625
Accession Number: 0001213900-25-043366
Form Type: 13F-HR
CIK: jb-capital-partners-lp
Manager Name: Jb-Capital-Partners-Lp

Data Enrichment

91% identified

72 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $476.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RadNet, Inc.

RDNT|750491102

Shares:1.5M

Value:$73.3M

% of Portfolio:15.4% ($73.3M/$476.4M)

Ryerson Holding Corp

RYI|783754104

Shares:2.1M

Value:$48.9M

% of Portfolio:10.3% ($48.9M/$476.4M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:292.3K

Value:$36.5M

% of Portfolio:7.7% ($36.5M/$476.4M)

Core Natural Resources, Inc.

CNR|218937100

Shares:466.8K

Value:$36.0M

% of Portfolio:7.6% ($36.0M/$476.4M)

OPPENHEIMER HOLDINGS INC

OPY|683797104

Shares:504.0K

Value:$30.0M

% of Portfolio:6.3% ($30.0M/$476.4M)

BlueLinx Holdings Inc.

BXC|09624H208

Shares:393.6K

Value:$29.5M

% of Portfolio:6.2% ($29.5M/$476.4M)

89484T104

Shares:3.5M

Value:$29.2M

% of Portfolio:6.1% ($29.2M/$476.4M)

DANA Inc

DAN|235825205

Shares:1.9M

Value:$24.5M

% of Portfolio:5.1% ($24.5M/$476.4M)

TUTOR PERINI CORP

TPC|901109108

Shares:894.6K

Value:$20.7M

% of Portfolio:4.4% ($20.7M/$476.4M)

CoreCivic, Inc.

CXW|21871N101

Shares:845.2K

Value:$17.1M

% of Portfolio:3.6% ($17.1M/$476.4M)

Victory Capital Holdings, Inc.

VCTR|92645B103

Shares:276.8K

Value:$16.0M

% of Portfolio:3.4% ($16.0M/$476.4M)

LIFETIME BRANDS, INC

LCUT|53222Q103

Shares:1.4M

Value:$7.0M

% of Portfolio:1.5% ($7.0M/$476.4M)

IES Holdings, Inc.

IESC|44951W106

Shares:41.8K

Value:$6.9M

% of Portfolio:1.5% ($6.9M/$476.4M)

OLYMPIC STEEL INC

ZEUS|68162K106

Shares:206.3K

Value:$6.5M

% of Portfolio:1.4% ($6.5M/$476.4M)

ArcelorMittal

MT|03938L203

Shares:205.0K

Value:$5.9M

% of Portfolio:1.2% ($5.9M/$476.4M)

Algoma Steel Group Inc.

ASTL|015658107

Shares:992.2K

Value:$5.4M

% of Portfolio:1.1% ($5.4M/$476.4M)

17878Y207

Shares:193.8K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$476.4M)

AMERICAN AXLE & MANUFACTURING HOLDINGS INC

AXL|024061103

Shares:957.5K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$476.4M)

Townsquare Media, Inc.

TSQ|892231101

Shares:467.8K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$476.4M)

Colliers International Group Inc.

CIGI|194693107

Shares:30.1K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$476.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RadNet, Inc.(RDNTcusip750491102)	1.5M	QoQ 0.00% (-0) YoY -26.56% (-533.1K)	All Managers (Combined)	$73.3M	15.4% ($73.3M/$476.4M)	QoQ -28.80% (-$29.7M) YoY -24.96% (-$24.4M)
Ryerson Holding Corp(RYIcusip783754104)	2.1M	QoQ 0.00% (+0) YoY +15.06% (-279.1K)	All Managers (Combined)	$48.9M	10.3% ($48.9M/$476.4M)	QoQ +24.04% (+$9.5M) YoY -21.13% (-$13.1M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	292.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$36.5M	7.7% ($36.5M/$476.4M)	QoQ -12.58% (-$5.3M) YoY -40.09% (-$24.4M)
Core Natural Resources, Inc.(CNRcusip218937100)	466.8K	QoQ NEW(+466.8K) YoY NEW(+466.8K)	All Managers (Combined)	$36.0M	7.6% ($36.0M/$476.4M)	QoQ NEW(+$36.0M) YoY NEW(+$36.0M)
OPPENHEIMER HOLDINGS INC(OPYcusip683797104)	504.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$30.0M	6.3% ($30.0M/$476.4M)	QoQ -7.23% (-$2.3M) YoY +48.92% (+$9.8M)
BlueLinx Holdings Inc.(BXCcusip09624H208)	393.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$29.5M	6.2% ($29.5M/$476.4M)	QoQ -26.60% (-$10.7M) YoY -42.42% (-$21.8M)
(cusip89484T104)✕	3.5M	QoQ +2489.95% (+3.4M) YoY +2489.95% (+3.4M)	All Managers (Combined)	$29.2M	6.1% ($29.2M/$476.4M)	QoQ +2058.29% (+$27.8M) YoY +4042.93% (+$28.5M)
DANA Inc(DANcusip235825205)	1.9M	QoQ +1.09% (+20.0K) YoY +47.77% (+598.8K)	All Managers (Combined)	$24.5M	5.1% ($24.5M/$476.4M)	QoQ +15.78% (+$3.3M) YoY +54.05% (+$8.6M)
TUTOR PERINI CORP(TPCcusip901109108)	894.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.7M	4.4% ($20.7M/$476.4M)	QoQ -4.21% (-$912.4K) YoY +60.30% (+$7.8M)
CoreCivic, Inc.(CXWcusip21871N101)	845.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.1M	3.6% ($17.1M/$476.4M)	QoQ -6.66% (-$1.2M) YoY +29.98% (+$4.0M)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	276.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$16.0M	3.4% ($16.0M/$476.4M)	QoQ -11.59% (-$2.1M) YoY +36.38% (+$4.3M)
LIFETIME BRANDS, INC(LCUTcusip53222Q103)	1.4M	QoQ +15.98% (-199.5K) YoY +73.86% (-615.0K)	All Managers (Combined)	$7.0M	1.5% ($7.0M/$476.4M)	QoQ -4.42% (-$326.5K) YoY -18.81% (-$1.6M)
IES Holdings, Inc.(IESCcusip44951W106)	41.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.9M	1.5% ($6.9M/$476.4M)	QoQ -17.83% (-$1.5M) YoY +35.73% (+$1.8M)
OLYMPIC STEEL INC(ZEUScusip68162K106)	206.3K	QoQ +13.05% (+23.8K) YoY +13.05% (-23.8K)	All Managers (Combined)	$6.5M	1.4% ($6.5M/$476.4M)	QoQ +8.61% (+$515.8K) YoY -49.72% (-$6.4M)
ArcelorMittal(MTcusip03938L203)	205.0K	QoQ 0.00% (+0) YoY +720.00% (+180.0K)	All Managers (Combined)	$5.9M	1.2% ($5.9M/$476.4M)	QoQ +24.72% (+$1.2M) YoY +757.75% (+$5.2M)
Algoma Steel Group Inc.(ASTLcusip015658107)	992.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.4M	1.1% ($5.4M/$476.4M)	QoQ -44.58% (-$4.3M) YoY -36.16% (-$3.0M)
(cusip17878Y207)✕	193.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$476.4M)	QoQ +1.23% (+$54.3K) YoY -14.33% (-$745.9K)
AMERICAN AXLE & MANUFACTURING HOLDINGS INC(AXLcusip024061103)	957.5K	QoQ +622.64% (+825.0K) YoY +622.64% (+825.0K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$476.4M)	QoQ +404.48% (+$3.1M) YoY +299.61% (+$2.9M)
Townsquare Media, Inc.(TSQcusip892231101)	467.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$476.4M)	QoQ -12.87% (-$547.3K) YoY -26.66% (-$1.3M)
Colliers International Group Inc.(CIGIcusip194693107)	30.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$476.4M)	QoQ -10.78% (-$441.6K) YoY -0.76% (-$28.0K)