Data as of Q4 2025 (Dec 31, 2025)

JB CAPITAL PARTNERS LP

•CIK: 1138532•Filing: Q4 2025

**JB CAPITAL PARTNERS LP** manages $581M across a diverse portfolio of 86 positions. The fund exhibits significant concentration in technology and growth names, led by a substantial $101.6M allocation to RDNT. Further notable holdings include RYZ at $59.0M and 4DH at $44.0M, indicating a conviction in several high-beta sectors. This concentrated structure suggests a tactical, high-conviction approach to capital deployment.

Total AUM
$581.4M
QoQ Performance
-1.6%
Positions
85
Top 10 Concentration
71.4%
Latest Filing
Q4 2025

Top Holdings Allocation

RDNT
RYZ
4DH
CNR
OPY
TPC
BLDR
RDNT17.5%
RYZ10.1%
4DH7.6%
CNR7.1%
OPY6.3%
TPC5.9%
BLDR5.2%
Nexxen4.9%

📈 Biggest Buys

RYZ
Ryerson Holding Corporation
+10.3%
10.1% of portfolio
MAGN
Magnera Corp
+202.9%
1.3% of portfolio
—
Nexxen International LTD
+9.0%
4.9% of portfolio
KOP
Koppers Holdings Inc
NEW
0.3% of portfolio
OEC
Orion S.A.
NEW
0.3% of portfolio

📉 Biggest Sells

TPC
Tutor Perini Corp
-29.2%
5.9% of portfolio
DCH
American Axle & MFG Holdings Inc
-9.3%
1.1% of portfolio
ASTL
Algoma Steel Group
-12.1%
0.6% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

GTN
Gray Television Inc
SOLD
$504.6K
EAF
Graftech INTL LTD
SOLD
$375.3K
LEE
Lee Enterprises Inc
SOLD
$217.6K
DXLG
Destination XL Group Inc
SOLD
$98.3K
TSEOF
Trinseo SA
SOLD
$63.5K
+1 more exited positions

Changes from Q3 2025

NEW6 new positions
↑11 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

RDNT17.5%
RadNet Inc
$101.6M
RYZ10.1%
Ryerson Holding Corporation
$59.0M
4DH7.6%
Dana Incorporated
$44.0M
CNR7.1%
Core Natural Resources
$41.3M
OPY6.3%
Oppenheimer Holdings Inc
$36.4M

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