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Livermore
Livermore
ZHEN

JB Capital Partners LP

SEC CIK
0001138532
Latest filing
Aug 11, 2026

The latest 13F from JB Capital Partners LP covers Q2 2026 (filed Aug 11, 2026): 87 long positions worth $646.4M. The top 10 holdings make up 68.3% of the portfolio, and the largest is RadNet, Inc. (RDNT) at 13.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$813.8K
Added
10
Est. +$3.21M
Reduced
1
Est. −$9.29M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. RDNTRadNet, Inc.
    13.6%$87.8MHistory
  2. RYZRyerson Holding Corp
    10.8%$69.9MHistory
  3. OPYOppenheimer Holdings Inc
    8.2%$53.2MHistory
  4. DANDANA Inc
    7.8%$50.4MHistory
  5. NEXNNexxen International Ltd.
    6.3%$40.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. OIO-I Glass, Inc.
    +$1.44MAddedHistory
  2. NEXNNexxen International Ltd.
    +$600.5KAddedHistory
  3. RMNIRimini Street, Inc.
    +$487.3KAddedHistory
  4. JBIJanus International Group, Inc.
    +$416.3KNewHistory
  5. THRYThryv Holdings, Inc.
    +$397.5KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NEXNNexxen International Ltd.
    +1.30 pp5.0% → 6.3%History
  2. KELYAKelly Services Inc
    +0.30 pp1.2% → 1.5%History
  3. OIO-I Glass, Inc.
    +0.17 pp0.3% → 0.5%History
  4. CVEOCiveo Corp
    +0.17 pp0.9% → 1.1%History
  5. RMNIRimini Street, Inc.
    +0.08 pp<0.1% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TPCTutor Perini Corp
    −$9.29MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TPCTutor Perini Corp
    −1.63 pp5.6% → 4.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$646.4M
+$65.9M (+11.3%) vs. prior quarter
Positions
87
+2 vs. prior quarter
Top 10 concentration
68.3%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $646.4M (Q2 2026)

Q1 2021: $377.2MQ2 2021: $417.9MQ3 2021: $442.8MQ4 2021: $472.2MQ1 2022: $446.6MQ2 2022: $364.5MQ3 2022: $339.5MQ4 2022: $380.8MQ1 2023: $403.7MQ2 2023: $464.6MQ3 2023: $404.0MQ4 2023: $495.0MQ1 2024: $531.0MQ2 2024: $453.5MQ3 2024: $522.1MQ4 2024: $522.3MQ1 2025: $474.3MQ2 2025: $539.5MQ3 2025: $591.0MQ4 2025: $581.4MQ1 2026: $580.5MQ2 2026: $646.4M
Q1 2021Q2 2026
13F filings of JB Capital Partners LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 202687$646.4MRDNTRYZOPYvs. Q1 2026SEC
Q1 2026May 14, 202685$580.5MRDNTRYZCNRvs. Q4 2025SEC
Q4 2025Feb 13, 202686$581.4MRDNTRYZDANvs. Q3 2025SEC
Q3 2025Nov 14, 202586$591.0MRDNTRYZTPCvs. Q2 2025SEC
Q2 2025Aug 13, 202582$539.5MRDNTRYZTPCvs. Q1 2025SEC
Q1 2025May 14, 202579$474.3MRDNTRYZBLDRvs. Q4 2024SEC
Q4 2024Feb 13, 202581$522.3MRDNTARCHBLDRvs. Q3 2024SEC
Q3 2024Nov 14, 202478$522.1MRDNTBLDRARCHvs. Q2 2024SEC
Q2 2024Aug 14, 202478$453.5MRDNTARCHBLDRvs. Q1 2024SEC
Q1 2024May 14, 202474$531.0MRDNTRYZBLDRvs. Q4 2023SEC
Q4 2023Feb 14, 202477$495.0MRDNTRYZBLDRvs. Q3 2023SEC
Q3 2023Nov 14, 202378$404.0MRDNTARCHRYZvs. Q2 2023SEC
Q2 2023Aug 14, 202377$464.6MRYZRDNTBLDRvs. Q1 2023SEC
Q1 2023May 15, 202376$403.7MRYZRDNTARCHvs. Q4 2022SEC
Q4 2022Feb 13, 202376$380.8MRYZARCHRDNTvs. Q3 2022SEC
Q3 2022Nov 14, 202279$339.5MRYZRDNTARCHvs. Q2 2022SEC
Q2 2022Aug 15, 202283$364.5MARCHRYZRDNTvs. Q1 2022SEC
Q1 2022May 16, 202284$446.6MRYZRDNTARCHvs. Q4 2021SEC
Q4 2021Feb 14, 202286$472.2MRDNTBXCRYZvs. Q3 2021SEC
Q3 2021Nov 15, 202190$442.8MRDNTKRARYZvs. Q2 2021SEC
Q2 2021Aug 16, 202187$417.9MRDNTDANKRAvs. Q1 2021SEC
Q1 2021May 17, 202184$377.2MRDNTKRADAN–SEC

13D and 13G filings

Companies where JB Capital Partners LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

4 companies, largest stake first.

Companies where JB Capital Partners LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
NEXNNexxen International Ltd.13G/A7.80%4.36M shares+2.30 ppfrom 5.50%Mar 17, 20252 filingsFeb 9, 2026SEC
RYZRyerson Holding Corp13G/A7.30%2.34M shares+0.60 ppfrom 6.70%May 6, 20243 filingsFeb 9, 2026SEC
FLNTFluent, Inc.13G/A7.20%2.17M shares−0.10 ppfrom 7.30%Feb 10, 20216 filingsFeb 9, 2026SEC
LCUTLifetime Brands, Inc13G/A7.20%1.63M shares+1.60 ppfrom 5.60%Nov 4, 20243 filingsFeb 9, 2026SEC

Latest filings

17 filings on file made by JB Capital Partners LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by JB Capital Partners LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
NEXNNexxen International Ltd.Feb 9, 20269:13 AM ET13G/A7.80%4.36M shares+2.30 ppfrom 5.50%Dec 31, 2025SEC
RYZRyerson Holding CorpFeb 9, 20269:00 AM ET13G/A7.30%2.34M shares+0.60 ppfrom 6.70%Dec 31, 2025SEC
LCUTLifetime Brands, IncFeb 9, 20268:53 AM ET13G/A7.20%1.63M shares+1.60 ppfrom 5.60%Dec 31, 2025SEC
FLNTFluent, Inc.Feb 9, 20268:46 AM ET13G/A7.20%2.17M shares−0.10 ppfrom 7.30%Dec 31, 2025SEC
NEXNNexxen International Ltd.Mar 17, 20258:00 AM ET13G5.50%3.53M sharesNewMar 13, 2025SEC
LCUTLifetime Brands, IncFeb 10, 20255:23 PM ET13G/A5.60%1.25M shares–Dec 31, 2024SEC
RYZRyerson Holding CorpFeb 10, 20255:22 PM ET13G/A6.70%2.13M shares–Dec 31, 2024SEC
FLNTFluent, Inc.Feb 10, 20255:20 PM ET13G/A7.30%1.41M shares–Dec 31, 2024SEC
LCUTLifetime Brands, IncNov 4, 202413GOld format–New–SEC
RYZRyerson Holding CorpMay 6, 202413GOld format–New–SEC
FLNTFluent, Inc.Feb 13, 202413G/AOld format–––SEC
FLNTFluent, Inc.Feb 13, 202313G/AOld format–––SEC
ELVTElevate Credit, Inc.Feb 10, 202213G/AOld format–––SEC
FLNTFluent, Inc.Feb 10, 202213G/AOld format–––SEC
ELVTElevate Credit, Inc.Nov 30, 202113G/AOld format–––SEC
RDNTRadNet, Inc.Aug 3, 202113D/AOld format–––SEC
FLNTFluent, Inc.Feb 10, 202113G/AOld format–––SEC