JB CAPITAL PARTNERS LP — 13F holdings

JB CAPITAL PARTNERS LP reported 87 holdings worth $646M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. RDNT RADNET INC — $87.8M (13.6%)
2. RYZ RYERSON HLDG CORP — $69.9M (10.8%)
3. OPY OPPENHEIMER HLDGS INC — $53.2M (8.2%)
4. DAN DANA INC — $50.4M (7.8%)
5. Nexxen International LTD — $40.4M (6.3%)
6. CNR CORE NATURAL RESOURCES INC — $37.4M (5.8%)
7. BLDR BUILDERS FIRSTSOURCE INC — $26.2M (4.0%)
8. TPC TUTOR PERINI CORP — $25.9M (4.0%)
9. CXW CORECIVIC INC — $25.7M (4.0%)
10. BXC BLUELINX HLDGS INC — $24.4M (3.8%)