StockDriftsStockDriftsTop 50 Jb Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDNT | RadNet Inc | 13.71% | 1.42M | $79.6M | +0.00%(+0) | $26.66(+100.42%) | 2026-03-31 | |
| RYZ | Ryerson Holding Corporation | 10.99% | 2.84M | $63.8M | +21.15%(+495.58K) | $21.20(+23.17%) | 2026-03-31 | |
| CNR | Core Natural Resources | 8.42% | 466.8K | $48.9M | +0.00%(+0) | $91.89(-8.50%) | 2026-03-31 | |
| DAN | Dana Incorporated | 8.01% | 1.85M | $46.5M | +0.00%(+0) | $18.17(+90.30%) | 2026-03-31 | |
| OPY | Oppenheimer Holdings Inc | 7.74% | 504.0K | $44.9M | +0.00%(+0) | $36.70(+160.21%) | 2026-03-31 | |
| TPC | Tutor Perini Corp | 5.65% | 424.6K | $32.8M | -16.68%(-85.00K) | $8.70(+854.52%) | 2026-03-31 | |
| NEXN | Nexxen International LTD | 4.95% | 4.41M | $28.8M | +1.15%(+50.00K) | $9.26(-12.74%) | 2026-03-31 | |
| BLDR | Builders FirstSource Inc | 4.14% | 292.3K | $24.1M | +0.00%(+0) | $43.59(+68.80%) | 2026-03-31 | |
| BXC | Bluelinx Holdings Inc | 3.67% | 393.6K | $21.3M | +0.00%(+0) | $34.22(+52.55%) | 2026-03-31 | |
| CXW | CoreCivic Inc | 2.75% | 845.2K | $16.0M | +0.00%(+0) | $8.67(+145.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.22% | +10.86% | +67.43% |
| Top 20 Holdings Unweighted | +17.93% | +64.02% | +8.18% | +48.19% |
Jb Capital Partners Lp reports $580.51M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are RDNT (13.7%), RYZ (11.0%) and CNR (8.4%). The top 20 holdings account for 83.51% of reported assets. Its disclosed equity book has returned +52.22% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jb Capital Partners Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1138532). View Jb Capital Partners Lp’s 13F filings on SEC