JB Capital Partners LP
- SEC CIK
- 0001138532
- Latest filing
- Aug 11, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 87
- +3 vs. Q1 2021
- Portfolio value
- $417.9M
- +$40.7M (+10.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RDNTRadNet, Inc. | COM | 2,168,211 | $73.0M | 17.5% | −1,153,510−34.7% | Reduced | History |
| DANDANA Inc | COM | 1,253,493 | $29.7M | 7.1% | 00.0% | Unchanged | History |
| KRAKraton Corp | COM | 904,087 | $29.2M | 7.0% | 00.0% | Unchanged | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 458,649 | $23.1M | 5.5% | 00.0% | Unchanged | History |
| OPYOppenheimer Holdings Inc | CL A NON VTG | 398,387 | $20.2M | 4.8% | +15,000+3.9% | Added | History |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 944,754 | $16.8M | 4.0% | 00.0% | Unchanged | History |
| RYZRyerson Holding Corp | COM | 1,096,394 | $16.0M | 3.8% | +557,000+103.3% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 356,265 | $15.2M | 3.6% | 00.0% | Unchanged | History |
| HBPHuttig Building Products Inc | COM | 2,460,317 | $14.2M | 3.4% | 00.0% | Unchanged | History |
| XPELXPEL, Inc. | COM | 154,218 | $12.9M | 3.1% | 00.0% | Unchanged | History |
| FLNTFluent, Inc. | COM | 4,299,593 | $12.6M | 3.0% | 00.0% | Unchanged | History |
| TSEOQTrinseo PLC | SHS | 167,001 | $9.98M | 2.4% | 00.0% | Unchanged | History |
| ARCHArch Resources, Inc. | CL A | 175,000 | $9.97M | 2.4% | 00.0% | Unchanged | History |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 276,812 | $8.94M | 2.1% | 00.0% | Unchanged | History |
| CXWCoreCivic, Inc. | COM | 845,210 | $8.85M | 2.1% | +375,000+79.8% | Added | History |
| TCSContainer Store Group, Inc. | COM | 519,954 | $6.78M | 1.6% | 00.0% | Unchanged | History |
| SBGISinclair, Inc. | CL A | 195,000 | $6.48M | 1.6% | 00.0% | Unchanged | History |
| EAFGraftech International Ltd | COM | 545,000 | $6.33M | 1.5% | 00.0% | Unchanged | History |
| GTNGray Media, Inc | COM | 267,300 | $6.25M | 1.5% | 00.0% | Unchanged | History |
| BVHBluegreen Vacations Holding Corp | CLASS A | 341,729 | $6.15M | 1.5% | +341,729 | New | History |
| IIIInformation Services Group Inc. | COM | 1,011,050 | $5.92M | 1.4% | −35,000−3.3% | Reduced | History |
| LCUTLifetime Brands, Inc | COM | 395,859 | $5.91M | 1.4% | 00.0% | Unchanged | History |
| CSVCarriage Services Inc | COM | 131,315 | $4.84M | 1.2% | 00.0% | Unchanged | History |
| RICKRci Hospitality Holdings, Inc. | COM | 60,000 | $3.97M | 1.0% | 00.0% | Unchanged | History |
| CVEOCiveo Corp | COM NEW | 193,750 | $3.45M | 0.8% | 00.0% | Unchanged | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 30,104 | $3.37M | 0.8% | 00.0% | Unchanged | History |
| PKOHPark Ohio Holdings Corp | COM | 96,820 | $3.10M | 0.7% | 00.0% | Unchanged | History |
| Cornerstone Building Brands, Inc.21925D109 | COM | 120,837 | $2.20M | 0.5% | +75,000+163.6% | Added | – |
| IESCIES Holdings, Inc. | COM | 41,845 | $2.15M | 0.5% | 00.0% | Unchanged | History |
| JOANJOANN Inc. | COM | 135,000 | $2.13M | 0.5% | +135,000 | New | History |
| ARCArc Document Solutions, Inc. | COM | 974,700 | $2.08M | 0.5% | 00.0% | Unchanged | History |
| VRTVVeritiv Corp | COM | 32,872 | $2.02M | 0.5% | +10,000+43.7% | Added | History |
| NSITInsight Enterprises Inc | COM | 20,000 | $2.00M | 0.5% | 00.0% | Unchanged | History |
| Tremor INTL LTD08948T104 | ADS | 100,000 | $1.99M | 0.5% | +100,000 | New | – |
| VFFVillage Farms International, Inc. | COM | 180,000 | $1.93M | 0.5% | 00.0% | Unchanged | History |
| DCHDauch Corp | COM | 182,500 | $1.89M | 0.5% | 00.0% | Unchanged | History |
| ATKRAtkore Inc. | COM | 25,000 | $1.77M | 0.4% | 00.0% | Unchanged | History |
| FSVFirstService Corp | COM | 10,104 | $1.73M | 0.4% | 00.0% | Unchanged | History |
| MTORMeritor, Inc. | COM | 72,600 | $1.70M | 0.4% | 00.0% | Unchanged | History |
| AXRAmrep Corp. | COM | 141,360 | $1.65M | 0.4% | 00.0% | Unchanged | History |
| BBCPConcrete Pumping Holdings, Inc. | COM | 191,100 | $1.62M | 0.4% | 00.0% | Unchanged | History |
| ZEUSOlympic Steel Inc | COM | 51,583 | $1.52M | 0.4% | 00.0% | Unchanged | History |
| TSQTownsquare Media, Inc. | CL A | 109,046 | $1.39M | 0.3% | 00.0% | Unchanged | History |
| VSATViasat Inc | COM | 25,883 | $1.29M | 0.3% | +25,883 | New | History |
| USAKUSA Truck Inc | COM | 80,000 | $1.29M | 0.3% | 00.0% | Unchanged | History |
| ADNTAdient plc | Stock | 26,935 | $1.22M | 0.3% | 00.0% | Unchanged | History |
| DLADelta Apparel, Inc | COM | 41,030 | $1.21M | 0.3% | 00.0% | Unchanged | History |
| ALRAlerisLife Inc. | COM NEW | 201,456 | $1.16M | 0.3% | 00.0% | Unchanged | History |
| HDSNHudson Technologies Inc | COM | 306,200 | $1.04M | 0.2% | 00.0% | Unchanged | History |
| PAEPAE Inc | COM CL A | 110,000 | $979.0K | 0.2% | +110,000 | New | History |
| TPCTutor Perini Corp | COM | 65,000 | $915.0K | 0.2% | +65,000 | New | History |
| SARSaratoga Investment Corp. | COM NEW | 33,847 | $909.0K | 0.2% | 00.0% | Unchanged | History |
| INSEInspired Entertainment, Inc. | COM | 65,000 | $829.0K | 0.2% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 10,500 | $826.0K | 0.2% | 00.0% | Unchanged | History |
| FSKFS KKR Capital Corp | COM | 37,500 | $807.0K | 0.2% | 00.0% | Unchanged | History |
| HZNHorizon Global Corp | COM | 94,570 | $802.0K | 0.2% | 00.0% | Unchanged | History |
| MKSIMKS Inc | COM | 4,393 | $782.0K | 0.2% | 00.0% | Unchanged | History |
| MGMistras Group, Inc. | COM | 75,000 | $737.0K | 0.2% | 00.0% | Unchanged | History |
| AUDAudacy, Inc. | COM | 167,406 | $722.0K | 0.2% | +167,406 | New | History |
| CVGICommercial Vehicle Group, Inc. | COM | 67,322 | $716.0K | 0.2% | 00.0% | Unchanged | History |
| TRSTrimas Corp | COM NEW | 22,277 | $676.0K | 0.2% | 00.0% | Unchanged | History |
| RUSHARush Enterprises Inc | CL A | 13,612 | $586.0K | 0.1% | 00.0% | Unchanged | History |
| ASURAsure Software Inc | COM | 60,000 | $532.0K | 0.1% | 00.0% | Unchanged | History |
| RUSHBRush Enterprises Inc | CL B | 13,612 | $517.0K | 0.1% | 00.0% | Unchanged | History |
| ORNOrion Group Holdings Inc | COM | 89,040 | $512.0K | 0.1% | +45,000+102.2% | Added | History |
| MNTXManitex International, Inc. | COM | 66,518 | $485.0K | 0.1% | 00.0% | Unchanged | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,920 | $465.0K | 0.1% | 00.0% | Unchanged | History |
| ELVTElevate Credit, Inc. | COM | 120,000 | $428.0K | 0.1% | 00.0% | Unchanged | History |
| CNRCore Natural Resources, Inc. | COM | 23,111 | $427.0K | 0.1% | 00.0% | Unchanged | History |
| SCPLSciPlay Corp | CL A | 25,000 | $424.0K | 0.1% | 00.0% | Unchanged | History |
| WSCWillScot Holdings Corp | COM CL A | 14,749 | $411.0K | 0.1% | 00.0% | Unchanged | History |
| Points Intl Ltd730843208 | COM NEW | 20,000 | $348.0K | 0.1% | 00.0% | Unchanged | – |
| GSITGsi Technology Inc | COM | 58,000 | $326.0K | 0.1% | 00.0% | Unchanged | History |
| LXULSB Industries, Inc. | COM | 50,000 | $303.0K | 0.1% | 00.0% | Unchanged | History |
| TDWTidewater Inc | COM | 25,000 | $301.0K | 0.1% | 00.0% | Unchanged | History |
| AGFSAgroFresh Solutions, Inc. | COM | 144,061 | $300.0K | 0.1% | 00.0% | Unchanged | History |
| GTXGarrett Motion Inc. | Stock | 35,000 | $279.0K | 0.1% | +35,000 | New | History |
| HNGRHanger, Inc. | COM NEW | 10,000 | $253.0K | 0.1% | 00.0% | Unchanged | History |
| IECIec Electronics Corp | COM | 22,000 | $231.0K | 0.1% | 00.0% | Unchanged | History |
| KLXEKLX Energy Services Holdings, Inc. | COM NEW | 20,000 | $191.0K | <0.1% | 00.0% | Unchanged | History |
| EZPWEzcorp Inc | CL A NON VTG | 30,000 | $181.0K | <0.1% | 00.0% | Unchanged | History |
| WRLDWorld Acceptance Corp | COM | 1,069 | $171.0K | <0.1% | 00.0% | Unchanged | History |
| LNSRLENSAR, Inc. | COM | 15,175 | $131.0K | <0.1% | 00.0% | Unchanged | History |
| QXO, Inc.82846H207 | COM NEW | 10,000 | $116.0K | <0.1% | 00.0% | Unchanged | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 3,281 | $93.0K | <0.1% | 00.0% | Unchanged | History |
| EVFMEvofem Biosciences, Inc. | COM | 23,184 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| XELBXCel Brands, Inc. | COM NEW | 15,000 | – | – | −61,302−80.3% | Reduced | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Tutor Perini Corp901109AD0 | NOTE 2.875% 6/1 | 65,000 | $1.23M | 0.3% | – |
| Rignet Inc766582100 | COM | 140,130 | $1.22M | 0.3% | – |
| Bluegreen Vacations Corp09629F108 | COM | 56,729 | $1.05M | 0.3% | – |
| Entercom Communications Corp293639100 | CL A | 167,406 | $878.9K | 0.2% | – |
| SMTC Corp832682207 | COM NEW | 50,000 | – | – | – |