Jb Capital Partners LP Portfolio Holdings

Jb Capital Partners LP

  • $521 Million
  • Q3 2025

Jb Capital Partners LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $521 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rad Net, Inc. with a value of $109M, Ryerson Holding Corp with a value of $48.6M, Tutor Perini Corp with a value of $47.2M, Oppenheimer Holdings Inc with a value of $37.2M, and Dana Inc with a value of $37.1M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $485M to 521M.

Jb Capital Partners LP is based out at Armonk, NY

Below you can find more details about Jb Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $521 Million
Industrials: $182 Million
Healthcare: $113 Million
Consumer Cyclical: $68.6 Million
Financial Services: $55 Million
Communication Services: $29.8 Million
Real Estate: $29 Million
Basic Materials: $27.1 Million
Energy: $9.52 Million
Other: $6.88 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31B
$109 Million 20.82% of portfolio
1,424,061
Q3 2025 Reduced 3.39%
$748M
$48.6 Million 9.32% of portfolio
2,125,038
Q3 2025 Reduced 0.28%
$3.03B
$47.2 Million 9.05% of portfolio
719,554
Q3 2025 Reduced 19.56%
$730M
$37.2 Million 7.14% of portfolio
503,954
Q1 2024 Added 6.33%
$2.98B
$37.1 Million 7.12% of portfolio
1,852,293
Q1 2025 Added 1.09%
$16.1B
$35.4 Million 6.8% of portfolio
292,265
Q4 2021 Reduced 17.96%
$515M
$28.8 Million 5.52% of portfolio
393,649
Q4 2021 Reduced 14.17%
$363M
$19.9 Million 3.82% of portfolio
4,002,875
Q3 2025 Added 12.6%
$2.02B
$17.2 Million 3.3% of portfolio
845,210
Q2 2021 Added 79.75%
$4.34B
$15.7 Million 3.0% of portfolio
241,812
Q3 2025 Reduced 12.64%
$33.4B
$7.41 Million 1.42% of portfolio
205,000
Q3 2024 Added 17.14%
$383M
$6.78 Million 1.3% of portfolio
222,499
Q2 2025 Added 7.84%
$708M
$6.66 Million 1.28% of portfolio
1,107,500
Q2 2025 Added 15.67%
$69.9M
$6.41 Million 1.23% of portfolio
1,587,852
Q3 2025 Added 0.63%
$77.7M
$4.74 Million 0.91% of portfolio
1,710,794
Q2 2025 Added 6.14%
$6.15B
$4.7 Million 0.9% of portfolio
30,104
Q1 2021 New
$476M
$3.89 Million 0.75% of portfolio
313,964
Q3 2025 Added 6.43%
$377M
$3.53 Million 0.68% of portfolio
992,177
Q4 2022 Reduced 11.37%
$327M
$3.43 Million 0.66% of portfolio
250,512
Q4 2024 Added 3.69%
$109M
$3.39 Million 0.65% of portfolio
141,360
Q1 2021 New
$153M
$3.27 Million 0.63% of portfolio
1,460,806
Q2 2025 Added 3.19%
$176M
$3.22 Million 0.62% of portfolio
120,800
Q3 2025 Added 68.25%
$607M
$3.16 Million 0.61% of portfolio
71,007
Q4 2021 Reduced 22.24%
$685M
$3.18 Million 0.61% of portfolio
160,000
Q1 2022 New
$65.7M
$3.15 Million 0.6% of portfolio
467,807
Q3 2022 Added 13.6%
$442M
$3.12 Million 0.6% of portfolio
1,113,061
Q2 2025 Added 7.23%
$305M
$3.04 Million 0.58% of portfolio
306,200
Q1 2021 New
$721M
$2.98 Million 0.57% of portfolio
655,000
Q2 2023 Added 15.22%
$741M
$2.94 Million 0.56% of portfolio
195,000
Q1 2021 New
$244M
$2.8 Million 0.54% of portfolio
487,641
Q4 2021 Reduced 35.5%
$348M
$2.41 Million 0.46% of portfolio
341,400
Q2 2025 Added 9.39%
$2.05B
$2.01 Million 0.39% of portfolio
155,000
Q2 2025 Added 63.16%
$376M
$1.98 Million 0.38% of portfolio
202,243
Q4 2022 Added 83.86%
$952M
$1.92 Million 0.37% of portfolio
57,863
Q3 2025 Added 1.2%
$745M
$1.94 Million 0.37% of portfolio
20,000
Q1 2023 New
$6.9B
$1.92 Million 0.37% of portfolio
10,104
Q1 2021 New
$222M
$1.83 Million 0.35% of portfolio
60,000
Q1 2021 New
$1.89B
$1.64 Million 0.31% of portfolio
80,000
Q3 2021 New
$258M
$1.61 Million 0.31% of portfolio
76,899
Q4 2022 Reduced 20.58%
$288M
$1.54 Million 0.3% of portfolio
117,486
Q3 2025 New
$2.69B
$1.57 Million 0.3% of portfolio
25,000
Q1 2021 New
$2.69B
$1.33 Million 0.26% of portfolio
25,000
Q1 2021 New
$1.09B
$1.24 Million 0.24% of portfolio
91,000
Q1 2024 Added 23.55%
$598M
$1.17 Million 0.22% of portfolio
20,418
Q3 2023 Added 50.0%
$2.01B
$1.09 Million 0.21% of portfolio
20,418
Q3 2023 Added 50.0%
$295M
$1.08 Million 0.21% of portfolio
130,000
Q3 2021 Added 46.0%
$113M
$979,000 0.19% of portfolio
460,000
Q3 2025 Added 31.43%
$1.11B
$826,000 0.16% of portfolio
25,000
Q4 2021 Reduced 83.79%
$1.31B
$860,000 0.16% of portfolio
22,277
Q1 2021 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $521 Million
  • Prior Value $485 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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