JC

JB CAPITAL PARTNERS LP

13F
JB CAPITAL PARTNERS LP
Last update 2024-08-14 78 Stocks (4 new)
Value $453.00 Mil Turnover 3 %
Countries:
Top Holdings: RDNT(16.85%)ARCH(11.33%)BLDR(8.92%)RYI(8.81%)BXC(8.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
JB CAPITAL PARTNERS LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RDNT 		RadNet Inc
1,297,211
76431.670
-35.37%
16.850
-6.48%
1.750
+25.51%
+105.35%
5280.548
Medical Diagnostics & Research
ARCH 		Arch Resources Inc
337,592
51391.630
0%
11.330
0%
1.870
+29.29%
+3.34%
3049.533
Steel
BLDR 		Builders FirstSource Inc
292,265
40452.400
0%
8.920
0%
0.250
+17.22%
+7.34%
20622.078
Construction
RYI 		Ryerson Holding Corp
2,048,756
39950.740
+10.62%
8.810
+0.85%
6.170
+33.27%
-24.86%
809.554
Industrial Products
BXC 		BlueLinx Holdings Inc
393,649
36644.790
0%
8.080
0%
4.610
+29.27%
+8.03%
1025.881
Industrial Distribution
OPY 		Oppenheimer Holdings Inc
503,954
24144.440
0%
5.320
0%
4.880
+26.26%
+49.89%
632.798
Capital Markets
TPC 		Tutor Perini Corp
894,554
19483.390
0%
4.300
0%
1.710
+82.84%
+265.27%
1742.933
Construction
DAN 		Dana Inc
1,297,293
15723.190
+3.49%
3.470
+0.12%
0.890
-15.03%
-38.03%
1280.166
Vehicles & Parts
VCTR 		Victory Capital Holdings Inc
276,812
13212.240
0%
2.910
0%
0.430
+41.34%
+88.86%
4120.269
Asset Management
CXW 		CoreCivic Inc
845,210
10970.830
0%
2.420
0%
0.770
+80.10%
+51.96%
2434.773
Business Services

JB CAPITAL PARTNERS LP's Historical Top Holdings Breakdowns

JB CAPITAL PARTNERS LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RDNT 		RadNet Inc2024-06-30Reduce
-6.48%
●
46.52 ($54.28) 61.75
$71.40
31.54%
Reduce -35.37%
1,297,211
-710,000
RYI 		Ryerson Holding Corp2024-06-30Add
+0.85%
●
19.22 ($25.76) 34.3
$25.42
-1.32%
Add 10.62%
2,048,756
196,763
MT 		ArcelorMittal SA2024-06-30Add
+0.75%
●
22.72 ($25.56) 27.98
$26.51
3.72%
Add 600%
175,000
150,000
METC 		Ramaco Resources Inc2024-06-30Reduce
-0.59%
●
11.69 ($14.37) 16.6
$12.22
-14.96%
Reduce -80%
47,000
-188,000
ATSG 		Air Transport Services Group Inc2024-06-30New Buy
+0.33%
●
12.24 ($13.25) 14.85
$22.04
66.34%
New holding
109,022
109,022
CNDT 		Conduent Inc2024-06-30Add
+0.17%
●
2.99 ($3.4) 3.96
$4.08
20.00%
Add 29.76%
1,038,061
238,061
MEC 		Mayville Engineering Co Inc2024-06-30Add
+0.15%
●
13.39 ($15.12) 16.99
$16.46
8.86%
Add 20.8%
241,606
41,603
QIPT 		Quipt Home Medical Corp2024-06-30New Buy
+0.14%
●
3.05 ($3.59) 4.38
$2.72
-24.23%
New holding
200,000
200,000
DAN 		Dana Inc2024-06-30Add
+0.12%
●
11.87 ($13.01) 14.12
$8.83
-32.13%
Add 3.49%
1,297,293
43,800
TWI 		Titan International Inc2024-06-30New Buy
+0.08%
●
6.82 ($9.48) 12.43
$7.29
-23.10%
New holding
50,000
50,000

JB CAPITAL PARTNERS LP Total Holding History ($B)

To

JB CAPITAL PARTNERS LP's Asset Allocation

To

JB CAPITAL PARTNERS LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JB CAPITAL PARTNERS LP's Hypothetical Growth since 2024-06-30

JB CAPITAL PARTNERS LP's Yearly Returns

Year Portfolio % % Excess Gain %

JB CAPITAL PARTNERS LP's Holdings Heat Map

Size field:

JB CAPITAL PARTNERS LP's Holdings Bubble Chart

JB CAPITAL PARTNERS LP News

  • 1

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