StockDrifts LogoStockDrifts

Jb Capital Partners Lp

Portfolio Manager
Jb Capital Partners Lp
Performance
+1.94% (2026 Q1)
AUM (13F)
$580.51M
# of Holdings
85
Performance Rank
Allocation (Top 20)
83.51%

Jb Capital Partners Lp Holdings Map

Top 50 Jb Capital Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RDNT
RadNet Inc
13.71%1.42M$79.6M
+0.00%(+0)
2025-Q1: 1.47M shares2025-Q2: 1.47M shares2025-Q3: 1.42M shares2025-Q4: 1.42M shares2026-Q1: 1.42M shares
$26.66(+100.42%)
2026-03-31
RYZ
Ryerson Holding Corporation
10.99%2.84M$63.8M
+21.15%(+495.58K)
2025-Q1: 2.13M shares2025-Q2: 2.13M shares2025-Q3: 2.13M shares2025-Q4: 2.34M shares2026-Q1: 2.84M shares
$21.20(+23.17%)
2026-03-31
CNR
Core Natural Resources
8.42%466.8K$48.9M
+0.00%(+0)
2025-Q1: 466.8K shares2025-Q2: 466.8K shares2025-Q3: 466.8K shares2025-Q4: 466.8K shares2026-Q1: 466.8K shares
$91.89(-8.50%)
2026-03-31
DAN
Dana Incorporated
8.01%1.85M$46.5M
+0.00%(+0)
2025-Q1: 1.85M shares2025-Q2: 1.85M shares2025-Q3: 1.85M shares2025-Q4: 1.85M shares2026-Q1: 1.85M shares
$18.17(+90.30%)
2026-03-31
OPY
Oppenheimer Holdings Inc
7.74%504.0K$44.9M
+0.00%(+0)
2025-Q1: 504.0K shares2025-Q2: 504.0K shares2025-Q3: 504.0K shares2025-Q4: 504.0K shares2026-Q1: 504.0K shares
$36.70(+160.21%)
2026-03-31
TPC
Tutor Perini Corp
5.65%424.6K$32.8M
-16.68%(-85.00K)
2025-Q1: 894.6K shares2025-Q2: 894.6K shares2025-Q3: 719.6K shares2025-Q4: 509.6K shares2026-Q1: 424.6K shares
$8.70(+854.52%)
2026-03-31
NEXN
Nexxen International LTD
4.95%4.41M$28.8M
+1.15%(+50.00K)
2025-Q1: 3.49M shares2025-Q2: 3.56M shares2025-Q3: 4.00M shares2025-Q4: 4.36M shares2026-Q1: 4.41M shares
$9.26(-12.74%)
2026-03-31
BLDR
Builders FirstSource Inc
4.14%292.3K$24.1M
+0.00%(+0)
2025-Q1: 292.3K shares2025-Q2: 292.3K shares2025-Q3: 292.3K shares2025-Q4: 292.3K shares2026-Q1: 292.3K shares
$43.59(+68.80%)
2026-03-31
BXC
Bluelinx Holdings Inc
3.67%393.6K$21.3M
+0.00%(+0)
2025-Q1: 393.6K shares2025-Q2: 393.6K shares2025-Q3: 393.6K shares2025-Q4: 393.6K shares2026-Q1: 393.6K shares
$34.22(+52.55%)
2026-03-31
CXW
CoreCivic Inc
2.75%845.2K$16.0M
+0.00%(+0)
2025-Q1: 845.2K shares2025-Q2: 845.2K shares2025-Q3: 845.2K shares2025-Q4: 845.2K shares2026-Q1: 845.2K shares
$8.67(+145.05%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Jb Capital Partners Lp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all