JB CAPITAL PARTNERS LP's Q1 2026 13F: 1 new position, 2 exits
Form 13F-HR for the quarter ended Mar 31, 2026 · filed May 14, 2026 · 85 reported positions · accession 0001213900-26-056531
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | Ryerson Holding Corporation (RYZ) | 10.1% | 11.0% | +0.9 pts | +496K sh | +21% |
| Exited | Olympic Steel Inc (ZEUS) | 1.6% | — | −1.6 pts | −222K sh | −100% |
| Reduced | Tutor Perini Corp (TPC) | 5.9% | 5.6% | −0.2 pts | −85,000 sh | −17% |
| Increased | Kelly Services Inc (KELYA) | 0.3% | 1.2% | +0.8 pts | +552K sh | +266% |
| Increased | Magnera Corp (MAGN) | 1.3% | 1.1% | −0.3 pts | +140K sh | +27% |
| Increased | Stride, Inc (LRN) | 0.2% | 0.5% | +0.3 pts | +15,000 sh | +75% |
| New | ScanSource, Inc (SCSC) | — | 0.1% | +0.1 pts | +20,000 sh | new |
| Exited | Quipt Home Medical (QIPT) | 0.1% | — | −0.1 pts | −200K sh | −100% |
| Increased | NORTH AMERN CONSTR GROUP LTD (NOA) | 0.0% | 0.2% | +0.1 pts | +50,000 sh | +250% |
| Increased | Mount Logan Capital Inc (MLCI) | 0.5% | 0.3% | −0.2 pts | +151K sh | +43% |
| Increased | Bally's Corporation (BALY) | 0.1% | 0.2% | 0.0 pts | +53,124 sh | +106% |
| Increased | Nexxen International LTD (NEXN) | 4.9% | 5.0% | 0.0 pts | +50,000 sh | +1% |
| Increased | Koppers Holdings Inc (KOP) | 0.3% | 0.5% | +0.2 pts | +8,101 sh | +12% |
| Increased | Park-Ohio Holdings Corp (PKOH) | 0.4% | 0.5% | +0.1 pts | +4,300 sh | +4% |
| Increased | Summit Midstream Corporation (SMC) | 0.1% | 0.1% | 0.0 pts | +3,209 sh | +14% |
| Increased | Ramaco Resources Inc (METC) | 0.1% | 0.1% | 0.0 pts | +837 sh | +1% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 70.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | RadNet Inc (RDNT) | 17.5% | 13.7% | |
| 2 | Ryerson Holding Corporation (RYZ) | 10.1% | 11.0% | |
| 3 | Core Natural Resources (CNR) | 7.1% | 8.4% | |
| 4 | Dana Incorporated (DAN) | 7.6% | 8.0% | |
| 5 | Oppenheimer Holdings Inc (OPY) | 6.3% | 7.7% | |
| 6 | Tutor Perini Corp (TPC) | 5.9% | 5.6% | |
| 7 | Nexxen International LTD (NEXN) | 4.9% | 5.0% | |
| 8 | Builders FirstSource Inc (BLDR) | 5.2% | 4.1% | |
| 9 | Bluelinx Holdings Inc (BXC) | 4.2% | 3.7% | |
| 10 | CoreCivic Inc (CXW) | 2.8% | 2.8% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).