Fund HoldingsJB CAPITAL PARTNERS LP

Total Portfolio Value
$404.84M
Total Bought
$4.44M
Total Sold
$0
Net Transaction
+$4.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Arch Resources Inc337,592337,592038,06757,61314.23%+19,547
Mayville Engineering Co Inc0148,478+148,47801,6290.40%+1,629
CoreCivic Inc(CXW)845,210845,21007,9539,5092.35%+1,555
Olympic Steel Inc197,499197,49909,67711,1012.74%+1,424
Hudson Technologies Inc306,200306,20002,9464,0721.01%+1,127
Hallador Energy Company160,000160,00001,3712,3070.57%+936
Consol Energy Inc New23,11123,11101,5672,4250.60%+857
Xcel Brands Inc15,00015,0000268580.21%+832
Veritiv Corp17,87217,87202,2453,0190.75%+774
Tutor Perini Corp(TPC)894,554894,55406,3967,0041.73%+608
Bluegreen Vacations HLDG CORP562,560562,560020,05520,6355.10%+579
Victory Cap Holdings Inc(VCTR)276,812276,81208,7319,2292.28%+498
Tidewater(TDW)25,00025,00001,3861,7770.44%+391
IES Holdings Inc(IESC)41,84541,84502,3802,7560.68%+376
Orion Group Hldgs Inc130,000130,00003716970.17%+326
Ferroglobe PLC(GSM)655,000655,00003,1243,4060.84%+282
Civeo Corporation193,750193,75003,7744,0160.99%+242
Destination XL Group Inc30,00075,000+45,0001473360.08%+189
Ramaco Resources Inc47,00047,00003975610.14%+164
Limbach Holdings Inc20,00020,00004956350.16%+140
Concrete Pumping Holdings Inc191,100191,10001,5351,6400.41%+105
Conduent Inc97,231125,000+27,7693314350.11%+104
Ranger Energy Services Inc25,00025,00002563550.09%+99
Ramaco Resources Inc235,000235,00002,4932,5830.64%+89
Geo Group Inc(GEO)80,00080,00005736540.16%+82
Park-Ohio Holdings Corp76,89976,89901,4611,5310.38%+70
Village Farms International Inc180,000180,00001081440.04%+36
Garrett Motion Inc(GTX)73,65373,65305585800.14%+23
FS KKR Capital Corp(FSK)37,50037,50007197380.18%+19
Brightview Holdings Inc(BV)20,00020,00001441550.04%+11
Rush Enterprises Inc Cl A(RUSHA)13,61220,418+6,8068278340.21%+7
Kratos Defense & Sec Solutions(KTOS)3,2813,281047490.01%+2
Silversun Technologies Inc10,00010,000034330.01%-1
Rush Enterprises Inc Cl B(RUSHA)13,61220,418+6,8069269250.23%-2
Ezcorp Inc(EZPW)30,00030,00002512480.06%-4
World Acceptance Corp(WRLD)1,0691,06901431360.03%-7
Lifetime Brands832,621832,62104,7044,6881.16%-17
Nautilus Inc50,00050,000061430.01%-18
Joann Inc265,675265,67502321910.05%-41
Saratoga Investment Corp(SAJ)33,84733,84709148700.21%-44
Manitex International Inc66,51866,51803623110.08%-51
Trimas Corp(TRS)22,27722,27706125520.14%-61
Gray Television Inc87,30087,30006886040.15%-84
FirstService Corp10,10410,10401,5571,4710.36%-86
Colliers Intl Group Inc(CIGI)30,10430,10402,9562,8670.71%-89
Torrid Holdings Inc150,000150,00004223320.08%-90
GSI Technology33,00033,0000182890.02%-93
Lee Enterprises Inc40,00040,00005344280.11%-106
Arc Document Solutions Inc944,700944,70003,0612,9500.73%-111
American Axle & MFG Holdings Inc132,500132,50001,0969620.24%-134
Rimini Str Inc Del59,19359,19302841300.03%-153
AMREP Corp141,360141,36002,5362,3780.59%-158
Atkore International Group Inc25,00025,00003,8993,7300.92%-169
Xpel Inc(XPEL)25,00025,00002,1061,9280.48%-178
Inspired Entertainment65,00065,00009567770.19%-179
Universal Stainless & Alloy245,000245,00003,4323,2120.79%-220
Commercial Vehicle Group Inc67,32267,32207475220.13%-225
Container Store Group Inc612,554727,554+115,0001,9231,6370.40%-286
Algoma Steel Group992,177992,17707,0446,7471.67%-298
Carriage Services Inc71,00771,00702,3062,0060.50%-300
RumbleOn Inc70,00070,00008654290.11%-436
Mistras Group Inc202,243202,24301,5611,1020.27%-459
Information Services Group Inc487,641487,64102,6142,1360.53%-478
Graftech INTL LTD417,754417,75402,1051,6000.40%-505
Sinclair Broadcast Group Inc195,000195,00002,6952,1880.54%-507
Trinseo SA(TSEOQ)127,001127,00101,6091,0380.26%-572
Tremor INTL LTD184,850184,85001,3316530.16%-678
Fluent Co4,708,4794,808,479+100,0002,9662,1160.52%-851
Oppenheimer Holdings Inc(OPY)473,954473,954019,04318,1574.48%-886
RCI Hospitality Holdings Inc60,00060,00004,5593,6400.90%-920
Sportsmans Warehouse Holdings Inc1,510,7941,611,794+101,0008,6127,2371.79%-1,375
Townsquare Media Inc467,807467,80705,5724,0791.01%-1,492
Delta Apparel Inc41,03041,03001,9512720.07%-1,679
Dana Incorporated(DAN)1,208,4931,208,493020,54417,7294.38%-2,816
Bluelinx Holdings Inc393,649393,649036,91632,3157.98%-4,602
RadNet Inc(RDNT)2,127,2112,127,211069,39059,96614.81%-9,424
Ryerson Holding Corporation(RYZ)1,851,9931,851,993080,33953,87413.31%-26,465
Builders FirstSource Inc(BLDR)292,265292,265039,7482,2650.56%-37,483
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