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View AllLatest JB CAPITAL PARTNERS LP Stock Portfolio
$495Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About JB CAPITAL PARTNERS LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, JB CAPITAL PARTNERS LP reported an equity portfolio of $496 Millions as of 31 Dec, 2023.
The top stock holdings of JB CAPITAL PARTNERS LP are RDNT, RDNT, RYI. The fund has invested 14.9% of it's portfolio in RADNET INC and 14.9% of portfolio in RADNET INC.
The fund managers got completely rid off VERITIV CORP (VRTV) stocks. They significantly reduced their stock positions in TRINSEO SA (TSE), JOANN INC (JOAN) and TREMOR INTL LTD (TRMR). The fund showed a lot of confidence in some stocks as they added substantially to CONDUENT INC (CNDT), MAYVILLE ENGINEERING CO INC (MEC) and FLUENT CO (FLNT).
The top stock holdings of JB CAPITAL PARTNERS LP are RDNT, RDNT, RYI. The fund has invested 14.9% of it's portfolio in RADNET INC and 14.9% of portfolio in RADNET INC.
The fund managers got completely rid off VERITIV CORP (VRTV) stocks. They significantly reduced their stock positions in TRINSEO SA (TSE), JOANN INC (JOAN) and TREMOR INTL LTD (TRMR). The fund showed a lot of confidence in some stocks as they added substantially to CONDUENT INC (CNDT), MAYVILLE ENGINEERING CO INC (MEC) and FLUENT CO (FLNT).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| CONDUENT INC | 540 |
| CONDUENT INC | 540 |
| MAYVILLE ENGINEERING CO INC | 14.5 |
| MAYVILLE ENGINEERING CO INC | 14.5 |
| FLUENT CO | 3.12 |
| FLUENT CO | 3.12 |
| ARC DOCUMENT SOLUTIONS INC | 2.65 |
| ARC DOCUMENT SOLUTIONS INC | 2.65 |
Additions to existing portfolio by JB CAPITAL PARTNERS LP
Reductions
| Ticker | % Reduced |
|---|---|
| TRINSEO SA | -78.74 |
| TRINSEO SA | -78.74 |
| JOANN INC | -50.81 |
| JOANN INC | -50.81 |
| TREMOR INTL LTD | -27.05 |
| TREMOR INTL LTD | -27.05 |
| GRAFTECH INTL LTD | -5.98 |
| GRAFTECH INTL LTD | -5.98 |
JB CAPITAL PARTNERS LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| VERITIV CORP | -3,018,580 |
| VERITIV CORP | -3,018,580 |
JB CAPITAL PARTNERS LP got rid off the above stocks
Current Stock Holdings of JB CAPITAL PARTNERS LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ARC | ARC DOCUMENT SOLUTIONS INC | 0.64 | 969,700 | 3,180,620 | ADDED | 2.65 | |
| ARCH | ARCH RESOURCES INC | 4.92 | 337,592 | 24,380,900 | UNCHANGED | 0.00 | |
| ASTL | ALGOMA STEEL GROUP | 2.01 | 992,177 | 9,951,540 | UNCHANGED | 0.00 | |
| ATKR | ATKORE INTERNATIONAL GROUP INC | 0.81 | 25,000 | 4,000,000 | UNCHANGED | 0.00 | |
| AXL | AMERICAN AXLE & MFG HOLDINGS INC | 0.23 | 132,500 | 1,167,320 | UNCHANGED | 0.00 | |
| AXR | AMREP CORP | 0.63 | 141,360 | 3,105,680 | UNCHANGED | 0.00 | |
| BBCP | CONCRETE PUMPING HOLDINGS INC | 0.32 | 191,100 | 1,567,020 | UNCHANGED | 0.00 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 9.84 | 292,265 | 48,790,700 | UNCHANGED | 0.00 | |
| BV | BRIGHTVIEW HOLDINGS INC | 0.03 | 20,000 | 168,400 | UNCHANGED | 0.00 | |
| BVH | BLUEGREEN VACATIONS HLDG CORP | 8.52 | 562,560 | 42,259,500 | UNCHANGED | 0.00 | |
| BXC | BLUELINX HOLDINGS INC | 8.99 | 393,649 | 44,604,400 | UNCHANGED | 0.00 | |
| CEIX | CONSOL ENERGY INC NEW | 0.47 | 23,111 | 2,323,350 | UNCHANGED | 0.00 | |
| CIGI | COLLIERS INTL GROUP INC | 0.77 | 30,104 | 3,808,760 | UNCHANGED | 0.00 | |
| CNDT | CONDUENT INC | 0.59 | 800,000 | 2,920,000 | ADDED | 540 | |
| CSV | CARRIAGE SERVICES INC | 0.35 | 71,007 | 1,730,440 | UNCHANGED | 0.00 | |
| CURV | TORRID HOLDINGS INC | 0.17 | 150,000 | 865,500 | UNCHANGED | 0.00 | |
| CVEO | CIVEO CORPORATION | 0.89 | 193,750 | 4,427,190 | UNCHANGED | 0.00 | |
| CVGI | COMMERCIAL VEHICLE GROUP INC | 0.10 | 67,322 | 471,927 | UNCHANGED | 0.00 | |
| CXW | CORECIVIC INC | 2.48 | 845,210 | 12,280,900 | UNCHANGED | 0.00 | |
| DAN | DANA INCORPORATED | 3.49 | 1,183,490 | 17,290,800 | REDUCED | -2.07 | |
| DLA | DELTA APPAREL INC | 0.06 | 41,030 | 292,544 | UNCHANGED | 0.00 | |
| DXLG | DESTINATION XL GROUP INC | 0.07 | 75,000 | 330,000 | UNCHANGED | 0.00 | |
| EAF | GRAFTECH INTL LTD | 0.17 | 392,754 | 860,131 | REDUCED | -5.98 | |
| EZPW | EZCORP INC | 0.05 | 30,000 | 262,200 | UNCHANGED | 0.00 | |
| FLNT | FLUENT CO | 0.67 | 4,958,630 | 3,322,280 | ADDED | 3.12 | |
| FSK | FS KKR CAPITAL CORP | 0.15 | 37,500 | 748,875 | UNCHANGED | 0.00 | |
| FSV | FIRSTSERVICE CORP | 0.33 | 10,104 | 1,637,760 | UNCHANGED | 0.00 | |
| GEO | GEO GROUP INC | 0.17 | 80,000 | 866,400 | UNCHANGED | 0.00 | |
| GSIT | GSI TECHNOLOGY | 0.02 | 33,000 | 87,120 | UNCHANGED | 0.00 | |
| GSM | FERROGLOBE PLC | 0.86 | 655,000 | 4,264,050 | UNCHANGED | 0.00 | |
| GTN | GRAY TELEVISION INC | 0.16 | 87,300 | 782,208 | UNCHANGED | 0.00 | |
| GTX | GARRETT MOTION INC | 0.14 | 73,653 | 712,225 | UNCHANGED | 0.00 | |
| HDSN | HUDSON TECHNOLOGIES INC | 0.83 | 306,200 | 4,130,640 | UNCHANGED | 0.00 | |
| HNRG | HALLADOR ENERGY COMPANY | 0.28 | 160,000 | 1,414,400 | UNCHANGED | 0.00 | |
| IESC | IES HOLDINGS INC | 0.67 | 41,845 | 3,314,960 | UNCHANGED | 0.00 | |
| III | INFORMATION SERVICES GROUP INC | 0.46 | 487,641 | 2,296,790 | UNCHANGED | 0.00 | |
| INSE | INSPIRED ENTERTAINMENT | 0.13 | 65,000 | 642,200 | UNCHANGED | 0.00 | |
| JOAN | JOANN INC | 0.01 | 130,675 | 58,281 | REDUCED | -50.81 | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS | 0.01 | 3,281 | 66,571 | UNCHANGED | 0.00 | |
| LCUT | LIFETIME BRANDS | 1.13 | 832,621 | 5,586,890 | UNCHANGED | 0.00 | |
| LEE | LEE ENTERPRISES INC | 0.06 | 40,000 | 314,800 | UNCHANGED | 0.00 | |
| LMB | LIMBACH HOLDINGS INC | 0.18 | 20,000 | 909,400 | UNCHANGED | 0.00 | |
| MEC | MAYVILLE ENGINEERING CO INC | 0.49 | 170,003 | 2,451,440 | ADDED | 14.5 | |
| METC | RAMACO RESOURCES INC | 0.13 | 47,000 | 625,570 | UNCHANGED | 0.00 | |
| MG | MISTRAS GROUP INC | 0.30 | 202,243 | 1,480,420 | UNCHANGED | 0.00 | |
| MNTX | MANITEX INTERNATIONAL INC | 0.12 | 66,518 | 581,367 | UNCHANGED | 0.00 | |
| NLS | NAUTILUS INC | 0.01 | 50,000 | 38,500 | UNCHANGED | 0.00 | |
| OPY | OPPENHEIMER HOLDINGS INC | 3.95 | 473,954 | 19,583,800 | UNCHANGED | 0.00 | |
| ORN | ORION GROUP HLDGS INC | 0.13 | 130,000 | 642,200 | UNCHANGED | 0.00 | |
| PKOH | PARK-OHIO HOLDINGS CORP | 0.08 | 76,899 | 379,881 | UNCHANGED | 0.00 | |
| RDNT | RADNET INC | 14.91 | 2,127,210 | 73,963,100 | UNCHANGED | 0.00 | |
| RICK | RCI HOSPITALITY HOLDINGS INC | 0.80 | 60,000 | 3,975,600 | UNCHANGED | 0.00 | |
| RMBL | RUMBLEON INC | 0.12 | 70,000 | 569,800 | UNCHANGED | 0.00 | |
| RMNI | RIMINI STR INC DEL | 0.04 | 59,193 | 193,561 | UNCHANGED | 0.00 | |
| RNGR | RANGER ENERGY SERVICES INC | 0.05 | 25,000 | 255,750 | UNCHANGED | 0.00 | |
| RUSHA | RUSH ENTERPRISES INC CL B | 0.22 | 20,418 | 1,081,750 | UNCHANGED | 0.00 | |
| RUSHA | RUSH ENTERPRISES INC CL A | 0.21 | 20,418 | 1,027,020 | UNCHANGED | 0.00 | |
| RYI | RYERSON HOLDING CORPORATION | 12.95 | 1,851,990 | 64,227,100 | UNCHANGED | 0.00 | |
| SAR | SARATOGA INVESTMENT CORP | 0.18 | 33,847 | 875,283 | UNCHANGED | 0.00 | |
| SBGI | SINCLAIR BROADCAST GROUP INC | 0.51 | 195,000 | 2,540,850 | UNCHANGED | 0.00 | |
| SPWH | SPORTSMANS WAREHOUSE HOLDINGS INC | 1.38 | 1,611,790 | 6,866,240 | UNCHANGED | 0.00 | |
| SSNT | SILVERSUN TECHNOLOGIES INC | 0.03 | 10,000 | 171,100 | UNCHANGED | 0.00 | |
| TCS | CONTAINER STORE GROUP INC | 0.33 | 727,554 | 1,658,820 | UNCHANGED | 0.00 | |
| TDW | TIDEWATER | 0.36 | 25,000 | 1,802,750 | UNCHANGED | 0.00 | |
| TPC | TUTOR PERINI CORP | 1.64 | 894,554 | 8,140,440 | UNCHANGED | 0.00 | |
| TRMR | TREMOR INTL LTD | 0.14 | 134,850 | 682,341 | REDUCED | -27.05 | |
| TRS | TRIMAS CORP | 0.11 | 22,277 | 564,276 | UNCHANGED | 0.00 | |
| TSE | TRINSEO SA | 0.05 | 27,001 | 225,998 | REDUCED | -78.74 | |
| TSQ | TOWNSQUARE MEDIA INC | 1.00 | 467,807 | 4,940,040 | UNCHANGED | 0.00 | |
| USAP | UNIVERSAL STAINLESS & ALLOY | 0.99 | 245,000 | 4,919,600 | UNCHANGED | 0.00 | |
| VCTR | VICTORY CAP HOLDINGS INC | 1.92 | 276,812 | 9,533,400 | UNCHANGED | 0.00 | |
| VFF | VILLAGE FARMS INTERNATIONAL INC | 0.03 | 180,000 | 136,980 | UNCHANGED | 0.00 | |
| VRTV | VERITIV CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WRLD | WORLD ACCEPTANCE CORP | 0.03 | 1,069 | 139,537 | UNCHANGED | 0.00 | |
| XELB | XCEL BRANDS INC | 0.19 | 15,000 | 928,650 | UNCHANGED | 0.00 | |
| XPEL | XPEL INC | 0.27 | 25,000 | 1,346,250 | UNCHANGED | 0.00 | |
| ZEUS | OLYMPIC STEEL INC | 2.66 | 197,499 | 13,173,200 | UNCHANGED | 0.00 |