JB Capital Partners LP
Net seller this quarter
$646M
86
-$5.26M
68.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RDNT | $87.8M | 13.59% | 1.81% | Not reported | Q2 2021 |
 RYZ | $69.9M | 10.81% | 5.47% | Not reported | Q2 2021 |
 OPY | $53.2M | 8.23% | Not reported | Not reported | Q2 2021 |
 DAN | $50.4M | 7.80% | 1.72% | Not reported | Q2 2021 |
 NEXN | $40.4M | 6.26% | 7.96% | +1.5% | Q3 2021 |
 CNR | $37.4M | 5.78% | 0.94% | Not reported | Q1 2025 |
 BLDR | $26.2M | 4.05% | 0.27% | Not reported | Q2 2021 |
 TPC | $25.9M | 4.01% | 0.59% | -26.4% | Q2 2021 |
 CXW | $25.7M | 3.97% | 0.85% | Not reported | Q2 2021 |
 BXC | $24.4M | 3.77% | 5.06% | Not reported | Q2 2021 |
 VCTR | $20.3M | 3.14% | 0.39% | Not reported | Q2 2021 |
 LCUT | $13.8M | 2.14% | 7.08% | Not reported | Q2 2021 |
 MT | $12.3M | 1.91% | 0.03% | Not reported | Q1 2024 |
 KELYA | $9.44M | 1.46% | Not reported | +1.3% | Q3 2025 |
 MEC | $9.38M | 1.45% | 0.98% | Not reported | Q3 2023 |
 FLNT | $8.09M | 1.25% | 6.87% | Not reported | Q2 2021 |
 MAGN | $7.7M | 1.19% | 1.83% | Not reported | Q3 2025 |
 CVEO | $6.8M | 1.05% | 1.77% | +0.3% | Q2 2021 |
 FET | $6.07M | 0.94% | 1.07% | Not reported | Q2 2025 |
 DCH | $5.45M | 0.84% | 0.42% | Not reported | Q2 2021 |
 PKOH | $4.67M | 0.72% | 0.85% | Not reported | Q2 2021 |
 BBCP | $4.11M | 0.64% | 0.68% | Not reported | Q2 2021 |
 AXR | $3.57M | 0.55% | 2.66% | Not reported | Q2 2021 |
 VREX | $3.54M | 0.55% | 0.81% | +3.9% | Q4 2024 |
 MG | $3.53M | 0.55% | 0.63% | Not reported | Q2 2021 |
 ASTL | $3.53M | 0.55% | 0.83% | Not reported | Q4 2021 |
 KOP | $3.51M | 0.54% | 0.41% | Not reported | Q4 2025 |
 GTX | $3.3M | 0.51% | 0.05% | Not reported | Q2 2021 |
 TSQ | $3.2M | 0.50% | 2.80% | Not reported | Q2 2021 |
 LRN | $3.02M | 0.47% | 0.08% | Not reported | Q4 2025 |
 OI | $2.94M | 0.45% | 0.20% | +96.8% | Q1 2025 |
 CIGI | $2.82M | 0.44% | 0.07% | Not reported | Q2 2021 |
 HNRG | $2.78M | 0.43% | 0.34% | Not reported | Q1 2022 |
 SBGI | $2.78M | 0.43% | Not reported | Not reported | Q2 2021 |
 CSV | $2.71M | 0.42% | 0.45% | Not reported | Q2 2021 |
 GEO | $2.36M | 0.37% | 0.06% | Not reported | Q3 2021 |
 SPWH | $2.28M | 0.35% | 4.38% | Not reported | Q2 2021 |
 SND | $2.25M | 0.35% | 1.18% | Not reported | Q3 2024 |
 OEC | $2.21M | 0.34% | 0.59% | Not reported | Q4 2025 |
 ORN | $2.19M | 0.34% | 0.32% | Not reported | Q2 2021 |
 GSM | $2.08M | 0.32% | 0.35% | Not reported | Q1 2023 |
 III | $2M | 0.31% | 1.01% | Not reported | Q2 2021 |
 ATKR | $1.9M | 0.29% | 0.07% | Not reported | Q2 2021 |
 MLCI | $1.84M | 0.28% | 4.78% | +6.2% | Q3 2025 |
 HDSN | $1.76M | 0.27% | 0.73% | Not reported | Q2 2021 |
 TDW | $1.67M | 0.26% | 0.05% | Not reported | Q2 2021 |
 RICK | $1.64M | 0.25% | 0.78% | Not reported | Q2 2021 |
 CNDT | $1.63M | 0.25% | 0.72% | Not reported | Q2 2023 |
 RUSHB | $1.56M | 0.24% | Not reported | Not reported | Q2 2021 |
 LMB | $1.54M | 0.24% | 0.17% | Not reported | Q1 2023 |
| Q1 2026 | |||||
| RDNT | $79.6M | 13.71% | 1.81% | Not reported | Q2 2021 |
| RYZ | $63.8M | 10.99% | 5.51% | +21.2% | Q2 2021 |
| CNR | $48.9M | 8.42% | 0.92% | Not reported | Q1 2025 |
| DAN | $46.5M | 8.01% | 1.70% | Not reported | Q2 2021 |
| OPY | $44.9M | 7.74% | Not reported | Not reported | Q2 2021 |
| TPC | $32.8M | 5.65% | 0.81% | -16.7% | Q2 2021 |
| NEXN | $28.8M | 4.95% | 7.84% | +1.2% | Q3 2021 |
| BLDR | $24.1M | 4.14% | 0.27% | Not reported | Q2 2021 |
| BXC | $21.3M | 3.67% | 5.00% | Not reported | Q2 2021 |
| CXW | $16M | 2.75% | 0.85% | Not reported | Q2 2021 |
| VCTR | $15.8M | 2.73% | 0.39% | Not reported | Q2 2021 |
| MT | $10.7M | 1.84% | 0.03% | Not reported | Q1 2024 |
| LCUT | $9.28M | 1.60% | 7.12% | Not reported | Q2 2021 |
| FET | $7.09M | 1.22% | 1.07% | Not reported | Q2 2025 |
| FLNT | $6.86M | 1.18% | 7.28% | Not reported | Q2 2021 |
| KELYA | $6.72M | 1.16% | Not reported | +266.3% | Q3 2025 |
| MAGN | $6.23M | 1.07% | 1.82% | +27.2% | Q3 2025 |
| DCH | $5.96M | 1.03% | 0.42% | Not reported | Q2 2021 |
| CVEO | $5.13M | 0.88% | 1.77% | Not reported | Q2 2021 |
| MEC | $4.5M | 0.77% | 1.23% | Not reported | Q3 2023 |
| CIGI | $4.48M | 0.77% | 0.07% | Not reported | Q2 2021 |
| AXR | $3.98M | 0.68% | 2.66% | Not reported | Q2 2021 |
| ASTL | $3.6M | 0.62% | 0.83% | Not reported | Q4 2021 |
| VREX | $3.46M | 0.60% | 0.78% | Not reported | Q4 2024 |
| CSV | $3.24M | 0.56% | 0.45% | Not reported | Q2 2021 |
| LRN | $3.09M | 0.53% | 0.08% | +75.0% | Q4 2025 |
| KOP | $3.02M | 0.52% | 0.41% | +11.6% | Q4 2025 |
| MG | $2.99M | 0.51% | 0.64% | Not reported | Q2 2021 |
| PKOH | $2.92M | 0.50% | 0.85% | +3.7% | Q2 2021 |
| GSM | $2.7M | 0.46% | 0.35% | Not reported | Q1 2023 |
| HNRG | $2.6M | 0.45% | 0.34% | Not reported | Q1 2022 |
| SBGI | $2.52M | 0.43% | Not reported | Not reported | Q2 2021 |
| TSQ | $2.47M | 0.42% | 2.80% | Not reported | Q2 2021 |
| BBCP | $2.44M | 0.42% | 0.68% | Not reported | Q2 2021 |
| SPWH | $2.41M | 0.42% | 4.41% | Not reported | Q2 2021 |
| SND | $2.31M | 0.40% | 1.17% | Not reported | Q3 2024 |
| OEC | $2.18M | 0.38% | 0.59% | Not reported | Q4 2025 |
| TDW | $2.09M | 0.36% | 0.05% | Not reported | Q2 2021 |
| III | $1.87M | 0.32% | 1.02% | Not reported | Q2 2021 |
| MLCI | $1.8M | 0.31% | 4.50% | +42.9% | Q3 2025 |
| HDSN | $1.8M | 0.31% | 0.73% | Not reported | Q2 2021 |
| GTX | $1.65M | 0.28% | 0.05% | Not reported | Q2 2021 |
| OI | $1.63M | 0.28% | 0.10% | Not reported | Q1 2025 |
| LMB | $1.56M | 0.27% | 0.17% | Not reported | Q1 2023 |
| ATKR | $1.47M | 0.25% | 0.07% | Not reported | Q2 2021 |
| CNDT | $1.42M | 0.25% | 0.72% | Not reported | Q2 2023 |
| ORN | $1.42M | 0.24% | 0.32% | Not reported | Q2 2021 |
 FSV | $1.4M | 0.24% | 0.02% | Not reported | Q2 2021 |
| RICK | $1.37M | 0.24% | 0.78% | Not reported | Q2 2021 |
| RUSHA | $1.35M | 0.23% | Not reported | Not reported | Q2 2021 |
| Q4 2025 | |||||
| RDNT | $102M | 17.48% | 1.84% | Not reported | Q2 2021 |
| RYZ | $59M | 10.14% | 7.28% | +10.3% | Q2 2021 |
| DAN | $44M | 7.57% | 1.65% | Not reported | Q2 2021 |
| CNR | $41.3M | 7.11% | 0.92% | Not reported | Q1 2025 |
| OPY | $36.4M | 6.27% | Not reported | Not reported | Q2 2021 |
| TPC | $34.2M | 5.87% | 0.97% | -29.2% | Q2 2021 |
| BLDR | $30.1M | 5.17% | 0.26% | Not reported | Q2 2021 |
| NEXN | $28.5M | 4.91% | 7.75% | +9.0% | Q3 2021 |
| BXC | $24.2M | 4.16% | 5.01% | Not reported | Q2 2021 |
| CXW | $16.2M | 2.78% | 0.84% | Not reported | Q2 2021 |
| VCTR | $15.3M | 2.62% | 0.38% | Not reported | Q2 2021 |
| ZEUS | $9.52M | 1.64% | 1.99% | Not reported | Q2 2021 |
| MT | $9.34M | 1.61% | 0.03% | Not reported | Q1 2024 |
| MAGN | $7.8M | 1.34% | 1.45% | +202.9% | Q3 2025 |
| DCH | $6.44M | 1.11% | 0.85% | -9.3% | Q2 2021 |
| LCUT | $6.43M | 1.11% | 7.19% | +2.5% | Q2 2021 |
| FLNT | $5.21M | 0.90% | 7.32% | +48.5% | Q2 2021 |
| MEC | $4.69M | 0.81% | 1.23% | Not reported | Q3 2023 |
| FET | $4.46M | 0.77% | 1.06% | Not reported | Q2 2025 |
| CVEO | $4.43M | 0.76% | 1.69% | Not reported | Q2 2021 |
| CIGI | $4.43M | 0.76% | 0.07% | Not reported | Q2 2021 |
| VREX | $3.8M | 0.65% | 0.78% | +3.9% | Q4 2024 |
| ASTL | $3.58M | 0.62% | 0.83% | -12.1% | Q4 2021 |
| HNRG | $3.05M | 0.52% | 0.37% | Not reported | Q1 2022 |
| GSM | $3.04M | 0.52% | 0.35% | Not reported | Q1 2023 |
| CSV | $3M | 0.52% | 0.45% | Not reported | Q2 2021 |
| SBGI | $2.98M | 0.51% | Not reported | Not reported | Q2 2021 |
| MLCI | $2.91M | 0.50% | 2.76% | +14.6% | Q3 2025 |
| III | $2.82M | 0.48% | 1.02% | Not reported | Q2 2021 |
| AXR | $2.66M | 0.46% | 2.66% | Not reported | Q2 2021 |
| MG | $2.56M | 0.44% | 0.64% | Not reported | Q2 2021 |
| SPWH | $2.5M | 0.43% | 4.45% | Not reported | Q2 2021 |
| PKOH | $2.45M | 0.42% | 0.82% | +52.9% | Q2 2021 |
| TSQ | $2.32M | 0.40% | 2.80% | Not reported | Q2 2021 |
| BBCP | $2.29M | 0.39% | 0.67% | Not reported | Q2 2021 |
| OI | $2.29M | 0.39% | 0.10% | Not reported | Q1 2025 |
| CNDT | $2.14M | 0.37% | 0.72% | Not reported | Q2 2023 |
| HDSN | $2.1M | 0.36% | 0.74% | Not reported | Q2 2021 |
 BCIC | $1.98M | 0.34% | 1.34% | +36.8% | Q3 2025 |
| KOP | $1.9M | 0.33% | 0.36% | New | Q4 2025 |
| SND | $1.84M | 0.32% | 1.18% | Not reported | Q3 2024 |
| KELYA | $1.82M | 0.31% | Not reported | +76.3% | Q3 2025 |
| OEC | $1.77M | 0.30% | 0.60% | New | Q4 2025 |
| GTX | $1.59M | 0.27% | 0.05% | Not reported | Q2 2021 |
| ATKR | $1.58M | 0.27% | 0.07% | Not reported | Q2 2021 |
| FSV | $1.57M | 0.27% | 0.02% | Not reported | Q2 2021 |
| RICK | $1.43M | 0.25% | 0.77% | Not reported | Q2 2021 |
| LRN | $1.3M | 0.22% | 0.05% | New | Q4 2025 |
| ORN | $1.29M | 0.22% | 0.33% | Not reported | Q2 2021 |
| GEO | $1.29M | 0.22% | 0.06% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| RDNT | $109M | 18.36% | 1.85% | -3.4% | Q2 2021 |
| RYZ | $48.6M | 8.22% | 6.60% | -0.3% | Q2 2021 |
| TPC | $47.2M | 7.99% | 1.36% | -19.6% | Q2 2021 |
| CNR | $39M | 6.59% | 0.91% | Not reported | Q1 2025 |
| OPY | $37.2M | 6.30% | Not reported | Not reported | Q2 2021 |
| DAN | $37.1M | 6.28% | 1.52% | Not reported | Q2 2021 |
| NEXN | $37M | 6.26% | 6.11% | +12.6% | Q3 2021 |
| BLDR | $35.4M | 6.00% | 0.26% | Not reported | Q2 2021 |
| BXC | $28.8M | 4.87% | 5.01% | Not reported | Q2 2021 |
| CXW | $17.2M | 2.91% | 0.80% | Not reported | Q2 2021 |
| VCTR | $15.7M | 2.65% | 0.37% | -12.6% | Q2 2021 |
| MT | $7.41M | 1.25% | 0.03% | Not reported | Q1 2024 |
| ZEUS | $6.78M | 1.15% | 1.99% | Not reported | Q2 2021 |
| DCH | $6.66M | 1.13% | 0.93% | Not reported | Q2 2021 |
| LCUT | $6.14M | 1.04% | 7.01% | +0.6% | Q2 2021 |
| SPWH | $4.74M | 0.80% | 4.45% | Not reported | Q2 2021 |
| CIGI | $4.7M | 0.80% | 0.07% | Not reported | Q2 2021 |
| MEC | $4.46M | 0.76% | 1.23% | Not reported | Q3 2023 |
| CVEO | $4.46M | 0.75% | 1.66% | Not reported | Q2 2021 |
| VREX | $3.89M | 0.66% | 0.76% | +6.4% | Q4 2024 |
| ASTL | $3.53M | 0.60% | 0.95% | Not reported | Q4 2021 |
| AXR | $3.38M | 0.57% | 2.66% | Not reported | Q2 2021 |
| FLNT | $3.24M | 0.55% | 4.95% | Not reported | Q2 2021 |
| FET | $3.23M | 0.55% | 1.01% | +68.3% | Q2 2025 |
| CSV | $3.16M | 0.54% | 0.45% | Not reported | Q2 2021 |
| HNRG | $3.13M | 0.53% | 0.37% | Not reported | Q1 2022 |
| CNDT | $3.12M | 0.53% | 0.72% | Not reported | Q2 2023 |
| TSQ | $3.05M | 0.52% | 2.80% | Not reported | Q2 2021 |
| HDSN | $3.04M | 0.51% | 0.70% | Not reported | Q2 2021 |
| GSM | $2.98M | 0.50% | 0.35% | Not reported | Q1 2023 |
| SBGI | $2.94M | 0.50% | Not reported | Not reported | Q2 2021 |
| III | $2.8M | 0.47% | 1.02% | Not reported | Q2 2021 |
| BBCP | $2.41M | 0.41% | 0.66% | Not reported | Q2 2021 |
| MLCI | $2.4M | 0.41% | 2.40% | New | Q3 2025 |
| OI | $2.01M | 0.34% | 0.10% | Not reported | Q1 2025 |
| MAGN | $1.99M | 0.34% | 0.48% | New | Q3 2025 |
| MG | $1.99M | 0.34% | 0.64% | Not reported | Q2 2021 |
| LMB | $1.94M | 0.33% | 0.17% | Not reported | Q1 2023 |
| FSV | $1.92M | 0.33% | 0.02% | Not reported | Q2 2021 |
| RICK | $1.83M | 0.31% | 0.69% | Not reported | Q2 2021 |
| GEO | $1.64M | 0.28% | 0.06% | Not reported | Q3 2021 |
| PKOH | $1.63M | 0.28% | 0.53% | Not reported | Q2 2021 |
| ATKR | $1.57M | 0.27% | 0.07% | Not reported | Q2 2021 |
| KELYA | $1.54M | 0.26% | Not reported | New | Q3 2025 |
| BCIC | $1.41M | 0.24% | 0.93% | New | Q3 2025 |
| TDW | $1.33M | 0.23% | 0.05% | Not reported | Q2 2021 |
| GTX | $1.24M | 0.21% | 0.05% | Not reported | Q2 2021 |
| RUSHB | $1.17M | 0.20% | Not reported | Not reported | Q2 2021 |
| RUSHA | $1.09M | 0.18% | Not reported | Not reported | Q2 2021 |
| ORN | $1.08M | 0.18% | 0.33% | Not reported | Q2 2021 |