JC
| |
JB CAPITAL PARTNERS LP13F | |
| JB CAPITAL PARTNERS LP | |
| Last update 2025-02-13 | 81 Stocks (5 new) |
| Value $522.00 Mil | Turnover 2 % |
JB CAPITAL PARTNERS LP Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDNT | RadNet Inc | 1,474,061 | 102,948.4 | -1.99% | 19.710 | -0.40% | 1.990 | -21.27% | -27.76% | 3,735.4 | Medical Diagnostics & Research | |
ARCH | Arch Resources Inc | 337,592 | 47,674.7 | 0% | 9.130 | 0% | 1.860 | -7.42% | -4.52% | 2,441.6 | Steel | |
BLDR | Builders FirstSource Inc | 292,265 | 41,773.4 | 0% | 8.000 | 0% | 0.250 | -27.49% | -15.41% | 13,752.6 | Construction | |
BXC | BlueLinx Holdings Inc | 393,649 | 40,215.2 | 0% | 7.700 | 0% | 4.700 | -32.33% | -27.50% | 605.9 | Industrial Distribution | |
RYI | Ryerson Holding Corp | 2,131,069 | 39,446.1 | 0% | 7.550 | 0% | 6.690 | +9.14% | +27.66% | 746.9 | Industrial Products | |
OPY | Oppenheimer Holdings Inc | 503,954 | 32,298.4 | 0% | 6.180 | 0% | 4.880 | -18.59% | -7.57% | 621.8 | Capital Markets | |
TPC | Tutor Perini Corp | 894,554 | 21,648.2 | 0% | 4.140 | 0% | 1.710 | -18.27% | -12.19% | 1,119.9 | Construction | |
DAN | Dana Inc | 1,832,293 | 21,181.3 | +28.56% | 4.060 | +0.90% | 1.260 | -17.01% | +9.12% | 1,825.9 | Vehicles & Parts | |
CXW | CoreCivic Inc | 845,210 | 18,374.9 | 0% | 3.520 | 0% | 0.770 | +3.06% | +0.69% | 2,393.0 | Business Services | |
VCTR | Victory Capital Holdings Inc | 276,812 | 18,120.1 | 0% | 3.470 | 0% | 0.430 | -11.26% | -10.19% | 3,924.8 | Asset Management |
JB CAPITAL PARTNERS LP's Historical Top Holdings Breakdowns
JB CAPITAL PARTNERS LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DAN | Dana Inc | 2024-12-31 | Add | +0.90% | 7.67 ($10.38) 13 | $12.53 | 20.71% | Add 28.56% | 1,832,293 | 407,000 | |
ARC | ARC Document Solutions Inc | 2024-12-31 | Sold Out | -0.62% | 3.36 ($3.39) 3.43 | $3.39 | 0% | Sold Out | 0 | -969,700 | |
RDNT | RadNet Inc | 2024-12-31 | Reduce | -0.40% | 64.99 ($73.85) 86.38 | $50.45 | -31.69% | Reduce -1.99% | 1,474,061 | -30,000 | |
LCUT | Lifetime Brands Inc | 2024-12-31 | Add | +0.35% | 5.29 ($6.03) 6.87 | $3.71 | -38.47% | Add 32.66% | 1,248,121 | 307,307 | |
FLNT | Fluent Inc | 2024-12-31 | Add | +0.26% | 2.52 ($2.9) 3.29 | $2.66 | -8.28% | Add 62.27% | 1,406,982 | 539,910 | |
POWW | AMMO Inc | 2024-12-31 | New Buy | +0.12% | 0.98 ($1.19) 1.36 | $1.86 | 56.30% | New holding | 550,000 | 550,000 | |
NOA | North American Construction Group Ltd | 2024-12-31 | New Buy | +0.08% | 16.8 ($19.61) 21.61 | $15.23 | -22.34% | New holding | 20,000 | 20,000 | |
VREX | Varex Imaging Corp | 2024-12-31 | New Buy | +0.07% | 11.23 ($14.01) 16.68 | $8.31 | -40.69% | New holding | 25,000 | 25,000 | |
SND | Smart Sand Inc | 2024-12-31 | Add | +0.06% | 1.99 ($2.23) 2.63 | $2.06 | -7.62% | Add 75% | 350,000 | 150,000 | |
BBCP | Concrete Pumping Holdings Inc | 2024-12-31 | Add | +0.05% | 5.45 ($6.16) 7.37 | $6.16 | 0% | Add 17.01% | 282,100 | 41,000 |
JB CAPITAL PARTNERS LP Total Holding History ($B)
JB CAPITAL PARTNERS LP's Asset Allocation
JB CAPITAL PARTNERS LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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JB CAPITAL PARTNERS LP's Hypothetical Growth since 2024-12-31
JB CAPITAL PARTNERS LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JB CAPITAL PARTNERS LP's Holdings Heat Map
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JB CAPITAL PARTNERS LP's Holdings Bubble Chart
JB CAPITAL PARTNERS LP News
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