Fund HoldingsJB CAPITAL PARTNERS LP

Total Portfolio Value
$522.34M
Total Bought
$11.63M
Total Sold
$4.69M
Net Transaction
+$6.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CoreCivic Inc(CXW)845,210845,210010,69218,3753.52%+7,683
Oppenheimer Holdings Inc(OPY)503,954503,954025,70732,2986.18%+6,592
Dana Incorporated(DAN)1,425,2931,832,293+407,00014,88021,1814.06%+6,301
Victory Cap Holdings Inc(VCTR)276,812276,812015,33518,1203.47%+2,785
Universal Stainless & Alloy245,000245,00009,46410,7872.07%+1,323
Lifetime Brands940,8141,248,121+307,3076,1067,3761.41%+1,271
Geo Group Inc(GEO)80,00080,00001,0282,2380.43%+1,210
Arch Resources Inc337,592337,592046,64247,6759.13%+1,033
RCI Hospitality Holdings Inc60,00060,00002,6733,4480.66%+775
Air Transport Services Group109,022109,02201,7652,3960.46%+631
Ammo Inc0550,000+550,00006050.12%+605
Carriage Services Inc71,00771,00702,3242,8300.54%+506
Concrete Pumping Holdings Inc241,100282,100+41,0001,3961,8790.36%+483
NORTH AMERN CONSTR GROUP LTD020,000+20,00004320.08%+432
Smart Sand Inc200,000350,000+150,0003767880.15%+411
Fluent Co867,0721,406,982+539,9103,1733,5460.68%+372
Varex Imaging025,000+25,00003650.07%+365
Hallador Energy Company160,000160,00001,5091,8320.35%+323
Nexxen International LTD134,850134,85001,0841,3510.26%+267
Lee Enterprises Inc40,00040,00003485910.11%+243
AMREP Corp141,360141,36004,1974,4390.85%+242
Orion Group Hldgs Inc130,000130,00007509530.18%+203
Limbach Holdings Inc20,00020,00001,5151,7110.33%+196
Torrid Holdings Inc150,000150,00005907850.15%+195
Sinclair Broadcast Group Inc195,000195,00002,9843,1470.60%+164
Rush Enterprises Inc Cl B(RUSHA)20,41820,41809791,1120.21%+133
Ranger Energy Services Inc36,57636,57604345660.11%+132
Century Casinos Inc038,283+38,28301240.02%+124
Cleveland-Cliffs Inc New(CLF)011,350+11,35001070.02%+107
Garrett Motion Inc(GTX)91,00091,00007448220.16%+77
FS KKR Capital Corp(FSK)37,50037,50007408150.16%+75
IES Holdings Inc(IESC)41,84541,84508,3538,4091.61%+56
Rimini Str Inc Del59,19359,19301101580.03%+49
Consol Energy Inc New23,11123,11102,4192,4650.47%+47
RumbleOn Inc70,00070,00003353800.07%+45
Rush Enterprises Inc Cl A(RUSHA)20,41820,41801,0791,1190.21%+40
Ezcorp Inc(EZPW)30,00030,00003363670.07%+30
Quipt Home Medical200,000200,00005846100.12%+26
Saratoga Investment Corp(SAJ)33,84733,84707858100.15%+25
Information Services Group Inc487,641487,64101,6091,6290.31%+20
Manitex International Inc66,51866,51803743860.07%+11
Conduent Inc1,038,0611,038,06104,1834,1940.80%+10
Kratos Defense & Sec Solutions(KTOS)3,2813,281076870.02%+10
Brightview Holdings Inc(BV)20,00020,00003153200.06%+5
Ramaco Resources Inc47,00051,359+4,3595065070.10%+2
Trinseo SA(TSEOQ)27,00127,00101381380.03%-0
GSI Technology33,00033,00001011000.02%-1
Xcel Brands Inc15,00015,00001180.00%-4
World Acceptance Corp(WRLD)1,0691,06901261200.02%-6
Graftech INTL LTD392,754292,754-100,0005185060.10%-12
Inspired Entertainment65,00065,00006035880.11%-14
FirstService Corp10,10410,10401,8441,8290.35%-15
Destination XL Group Inc75,00075,00002212020.04%-19
Trimas Corp(TRS)22,27722,27705685480.10%-20
Village Farms International Inc180,000180,00001671390.03%-29
Container Store Group Inc48,5030-48,503300-30
Atkore International Group Inc25,00025,00002,1192,0860.40%-32
American Axle & MFG Holdings Inc132,500132,50008197720.15%-46
Commercial Vehicle Group Inc67,32267,32202191670.03%-52
Sportsmans Warehouse Holdings Inc1,611,7941,611,79404,3684,3030.82%-64
Titan International Inc50,00050,00004073400.06%-67
Fathom Holdings Inc69,88269,88201811070.02%-74
Xpel Inc(XPEL)25,00025,00001,0849990.19%-86
Gray Television Inc87,30087,30004682750.05%-193
Ramaco Resources Inc235,000235,00002,7502,4110.46%-338
Park-Ohio Holdings Corp76,89976,89902,3612,0200.39%-341
Townsquare Media Inc467,807467,80704,6644,2520.81%-412
Tidewater(TDW)25,00025,00001,7951,3680.26%-427
Algoma Steel Group992,177992,177010,1509,7031.86%-446
Mistras Group Inc202,243202,24302,3001,8320.35%-467
Colliers Intl Group Inc(CIGI)30,10430,10404,5704,0930.78%-477
Ferroglobe PLC(GSM)655,000655,00003,0392,4890.48%-550
Arcelormittal SA Luxemberg(MT)205,000205,00005,3834,7420.91%-642
Hudson Technologies Inc306,200306,20002,5541,7090.33%-845
Civeo Corporation193,750193,75005,3094,4020.84%-907
Olympic Steel Inc182,499182,49907,1175,9881.15%-1,130
Mayville Engineering Co Inc241,606250,512+8,9065,0933,9380.75%-1,155
Bluelinx Holdings Inc393,649393,649041,49840,2157.70%-1,283
RadNet Inc(RDNT)1,504,0611,474,061-30,000104,367102,94819.71%-1,418
Tutor Perini Corp(TPC)894,554894,554024,29621,6484.14%-2,648
Ryerson Holding Corporation(RYZ)2,131,0692,131,069042,43039,4467.55%-2,983
Arc Document Solutions Inc969,7000-969,7003,2290-3,229
Builders FirstSource Inc(BLDR)292,265292,265056,65841,7738.00%-14,885
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