JB Capital Partners LP holds a focused book of 87 stocks worth $646.4M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Janus International Group In and trimmed Tutor Perini Corp. Their largest long position is Radnet Inc at 14% of the equity book. Cloning the disclosed picks since 2025 would be +31% (+42.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.0 points over this window.
Growth of $10,000 cloning JB Capital Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as JB Capital Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 75 / 80 | $9.0B |
| MORGAN STANLEY | 75 / 80 | $1.4B |
| UBS Group AG | 75 / 80 | $972.0M |
| JPMORGAN CHASE & CO | 73 / 80 | $580.1M |
| ROYAL BANK OF CANADA | 72 / 80 | $646.6M |
| GOLDMAN SACHS GROUP INC | 71 / 80 | $1.1B |
| CITIGROUP INC | 71 / 80 | $106.0M |
| GEODE CAPITAL MANAGEMENT, LLC | 70 / 80 | $2.5B |
Ranked by how many of JB Capital Partners LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | RadNet Inc COM | $87.8M | 1.42M | 13.6% | —Held | |
| 2 | Ryerson Holding Corporation COM | $69.9M | 2.84M | 10.8% | —Held | |
| 3 | Oppenheimer Holdings Inc CL A NON VTG | $53.2M | 504.0K | 8.2% | —Held | |
| 4 | Dana Incorporated COM | $50.4M | 1.85M | 7.8% | —Held | |
| 5 | Nexxen International LTD SPON ADR | $40.4M | 4.48M | 6.3% | ▲+1.5% Added · +67K sh | |
| 6 | Core Natural Resources COM SHS | $37.4M | 466.8K | 5.8% | —Held | |
| 7 | Builders FirstSource Inc COM | $26.2M | 292.3K | 4.0% | —Held | |
| 8 | Tutor Perini Corp COM | $25.9M | 312.6K | 4.0% | ▼−26% Reduced · −112K sh | |
| 9 | CoreCivic Inc COM | $25.7M | 845.2K | 4.0% | —Held | |
| 10 | Bluelinx Holdings Inc COM NEW | $24.4M | 393.6K | 3.8% | —Held | |
| 11 | Victory Cap Holdings Inc COM CL A | $20.3M | 241.8K | 3.1% | —Held | |
| 12 | Lifetime Brands COM | $13.8M | 1.63M | 2.1% | —Held | |
| 13 | Arcelormittal SA Luxemberg NY Registry SH | $12.3M | 205.0K | 1.9% | —Held | |
| 14 | Kelly Services Inc CL A | $9.4M | 768.8K | 1.5% | ▲+1.3% Added · +10K sh | |
| 15 | Mayville Engineering Co Inc COM | $9.4M | 250.5K | 1.5% | —Held | |
| 16 | Fluent Co COM | $8.1M | 2.17M | 1.3% | —Held | |
| 17 | Magnera Corp COM SHS | $7.7M | 655.0K | 1.2% | —Held | |
| 18 | Civeo Corporation COM NEW | $6.8M | 194.4K | 1.1% | ▲+0.3% Added · +603 sh | |
| 19 | Forum Energy Technoligies Inc Com | $6.1M | 120.8K | 0.9% | —Held | |
| 20 | Dauch Corp COM | $5.4M | 1.00M | 0.8% | —Held | |
| 21 | Park-Ohio Holdings Corp COM | $4.7M | 121.9K | 0.7% | —Held | |
| 22 | Concrete Pumping Holdings Inc COM | $4.1M | 341.4K | 0.6% | —Held | |
| 23 | AMREP Corp COM | $3.6M | 141.4K | 0.6% | —Held | |
| 24 | Varex Imaging COM | $3.5M | 339.0K | 0.5% | ▲+3.9% Added · +13K sh | |
| 25 | Mistras Group Inc COM | $3.5M | 202.2K | 0.5% | —Held | |
| 26 | Algoma Steel Group COM | $3.5M | 872.3K | 0.5% | —Held | |
| 27 | Koppers Holdings Inc COM | $3.5M | 78.1K | 0.5% | —Held | |
| 28 | Garrett Motion Inc COM | $3.3M | 91.0K | 0.5% | —Held | |
| 29 | Townsquare Media Inc CL A | $3.2M | 467.8K | 0.5% | —Held | |
| 30 | Stride, Inc COM | $3.0M | 35.0K | 0.5% | —Held | |
| 31 | O-I Glass Inc COM | $2.9M | 305.0K | 0.5% | ▲+97% Added · +150K sh | |
| 32 | Colliers Intl Group Inc SUB VTG SHS | $2.8M | 30.1K | 0.4% | —Held | |
| 33 | Hallador Energy Company COM | $2.8M | 160.0K | 0.4% | —Held | |
| 34 | Sinclair Broadcast Group Inc CL A | $2.8M | 195.0K | 0.4% | —Held | |
| 35 | Ramaco Resources Inc COM CL A | $2.8M | 210.0K | 0.4% | —Held | |
| 36 | Carriage Services Inc COM | $2.7M | 71.0K | 0.4% | —Held | |
| 37 | Geo Group Inc COM | $2.4M | 80.0K | 0.4% | —Held | |
| 38 | Sportsmans Warehouse Holdings Inc COM | $2.3M | 1.71M | 0.4% | —Held | |
| 39 | Smart Sand Inc COM | $2.3M | 460.0K | 0.3% | —Held | |
| 40 | Orion S.A. COM | $2.2M | 335.0K | 0.3% | —Held | |
| 41 | Orion Group Hldgs Inc COM | $2.2M | 130.0K | 0.3% | —Held | |
| 42 | Ferroglobe PLC SHS | $2.1M | 655.0K | 0.3% | —Held | |
| 43 | Information Services Group Inc COM | $2.0M | 487.6K | 0.3% | —Held | |
| 44 | Atkore International Group Inc COM | $1.9M | 25.0K | 0.3% | —Held | |
| 45 | Mount Logan Capital Inc COM | $1.8M | 534.7K | 0.3% | ▲+6.2% Added · +31K sh | |
| 46 | Hudson Technologies Inc COM | $1.8M | 306.2K | 0.3% | —Held | |
| 47 | Tidewater COM | $1.7M | 25.0K | 0.3% | —Held | |
| 48 | RCI Hospitality Holdings Inc COM | $1.6M | 60.0K | 0.3% | —Held | |
| 49 | Conduent Inc COM | $1.6M | 1.11M | 0.3% | —Held | |
| 50 | Rush Enterprises Inc Cl B CL B | $1.6M | 20.4K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1138532/holdings"
Use Arkolith to show JB CAPITAL PARTNERS LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.