Fund HoldingsJB CAPITAL PARTNERS LP

Total Portfolio Value
$522.05M
Total Bought
$34.55M
Total Sold
$386.8K
Net Transaction
+$34.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
RadNet Inc(RDNT)1,297,2111,504,061+206,85076,432104,36719.99%+27,935
Builders FirstSource Inc(BLDR)292,265292,265040,45256,65810.85%+16,206
Bluelinx Holdings Inc393,649393,649036,64541,4987.95%+4,854
Tutor Perini Corp(TPC)894,554894,554019,48324,2964.65%+4,813
Algoma Steel Group992,177992,17706,90610,1501.94%+3,244
Universal Stainless & Alloy245,000245,00006,7089,4641.81%+2,756
IES Holdings Inc(IESC)41,84541,84505,8308,3531.60%+2,523
Ryerson Holding Corporation(RYZ)2,048,7562,131,069+82,31339,95142,4308.13%+2,479
Victory Cap Holdings Inc(VCTR)276,812276,812013,21215,3352.94%+2,123
Oppenheimer Holdings Inc(OPY)503,954503,954024,14425,7074.92%+1,562
AMREP Corp141,360141,36002,6734,1970.80%+1,524
Arcelormittal SA Luxemberg(MT)175,000205,000+30,0004,0135,3831.03%+1,371
Colliers Intl Group Inc(CIGI)30,10430,10403,3614,5700.88%+1,209
Mayville Engineering Co Inc241,606241,60604,0255,0930.98%+1,068
Conduent Inc1,038,0611,038,06103,3844,1830.80%+799
Arc Document Solutions Inc969,700969,70002,5603,2290.62%+669
Mistras Group Inc202,243202,24301,6772,3000.44%+623
Sportsmans Warehouse Holdings Inc1,611,7941,611,79403,8844,3680.84%+484
Civeo Corporation193,750193,75004,8285,3091.02%+481
Carriage Services Inc71,00771,00701,9062,3240.45%+418
Sinclair Broadcast Group Inc195,000195,00002,5992,9840.57%+384
Limbach Holdings Inc20,00020,00001,1391,5150.29%+377
Smart Sand Inc0200,000+200,00003760.07%+376
Park-Ohio Holdings Corp76,89976,89901,9912,3610.45%+370
Nexxen International LTD134,850134,85007581,0840.21%+326
FirstService Corp10,10410,10401,5401,8440.35%+304
Hallador Energy Company160,000160,00001,2431,5090.29%+266
Air Transport Services Group109,022109,02201,5121,7650.34%+253
Concrete Pumping Holdings Inc191,100241,100+50,0001,1491,3960.27%+247
Rush Enterprises Inc Cl A(RUSHA)20,41820,41808551,0790.21%+224
Xpel Inc(XPEL)25,00025,00008891,0840.21%+195
Rush Enterprises Inc Cl B(RUSHA)20,41820,41808019790.19%+178
Information Services Group Inc487,641487,64101,4341,6090.31%+176
Ranger Energy Services Inc25,00036,576+11,5762634340.08%+171
Graftech INTL LTD392,754392,75403815180.10%+137
Fathom Holdings Inc56,30069,882+13,582971810.03%+84
Manitex International Inc66,51866,51802953740.07%+80
Trinseo SA(TSEOQ)27,00127,0010621380.03%+75
Consol Energy Inc New23,11123,11102,3582,4190.46%+61
RCI Hospitality Holdings Inc60,00060,00002,6142,6730.51%+59
Brightview Holdings Inc(BV)20,00020,00002663150.06%+49
RumbleOn Inc70,00070,00002873350.06%+48
Fluent Co867,072867,07203,1303,1730.61%+43
Titan International Inc50,00050,00003714070.08%+36
Ezcorp Inc(EZPW)30,00030,00003143360.06%+22
Saratoga Investment Corp(SAJ)33,84733,84707687850.15%+17
Gray Television Inc87,30087,30004544680.09%+14
GSI Technology33,00033,0000871010.02%+13
Kratos Defense & Sec Solutions(KTOS)3,2813,281066760.01%+11
Inspired Entertainment65,00065,00005956030.12%+8
Xcel Brands Inc15,00015,00009110.00%+2
FS KKR Capital Corp(FSK)37,50037,50007407400.14%0
Trimas Corp(TRS)22,27722,27705695680.11%-2
Ramaco Resources Inc47,00047,00005105060.10%-5
World Acceptance Corp(WRLD)1,0691,06901321260.02%-6
Village Farms International Inc180,000180,00001841670.03%-16
Delta Apparel Inc41,0300-41,030240-24
Garrett Motion Inc(GTX)91,00091,00007827440.14%-37
Destination XL Group Inc75,00075,00002732210.04%-52
Quipt Home Medical200,000200,00006445840.11%-60
Rimini Str Inc Del59,19359,19301821100.02%-72
Lee Enterprises Inc40,00040,00004443480.07%-96
American Axle & MFG Holdings Inc132,500132,50009268190.16%-107
Commercial Vehicle Group Inc67,32267,32203302190.04%-111
Geo Group Inc(GEO)80,00080,00001,1491,0280.20%-121
Hudson Technologies Inc306,200306,20002,6912,5540.49%-138
Ramaco Resources Inc235,000235,00002,9262,7500.53%-176
CoreCivic Inc(CXW)845,210845,210010,97110,6922.05%-279
Container Store Group Inc727,55448,503-679,051393300.01%-363
Townsquare Media Inc467,807467,80705,1274,6640.89%-463
Ferroglobe PLC(GSM)655,000655,00003,5113,0390.58%-472
Orion Group Hldgs Inc130,000130,00001,2367500.14%-486
Torrid Holdings Inc150,000150,00001,1245900.11%-534
Tidewater(TDW)25,00025,00002,3801,7950.34%-585
Dana Incorporated(DAN)1,297,2931,425,293+128,00015,72314,8802.85%-843
Lifetime Brands832,621940,814+108,1937,1526,1061.17%-1,046
Olympic Steel Inc182,499182,49908,1817,1171.36%-1,064
Atkore International Group Inc25,00025,00003,3732,1190.41%-1,255
Arch Resources Inc337,592337,592051,39246,6428.93%-4,750
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