Jb Capital Partners LP Portfolio Holdings

Jb Capital Partners LP

  • $485 Million
  • Q2 2025

Jb Capital Partners LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $485 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rad Net, Inc. with a value of $83.9M, Ryerson Holding Corp with a value of $46M, Tutor Perini Corp with a value of $41.8M, Builders First Source, Inc. with a value of $34.1M, and Oppenheimer Holdings Inc with a value of $33.1M.

Examining the 13F form we can see an increase of $59.9M in the current position value, from $425M to 485M.

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 $485 Million
Industrials: $185 Million
Healthcare: $86.8 Million
Consumer Cyclical: $64.1 Million
Financial Services: $53.7 Million
Real Estate: $28.5 Million
Communication Services: $27.4 Million
Basic Materials: $27.3 Million
Energy: $6.54 Million
Other: $5.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.14B
$83.9 Million 17.3% of portfolio
1,474,061
Q4 2024 Reduced 1.99%
$850M
$46 Million 9.48% of portfolio
2,131,069
Q3 2024 Added 4.02%
$3.13B
$41.8 Million 8.63% of portfolio
894,554
Q2 2023 Added 11.19%
$22.4B
$34.1 Million 7.03% of portfolio
292,265
Q4 2021 Reduced 17.96%
$809M
$33.1 Million 6.83% of portfolio
503,954
Q1 2024 Added 6.33%
$2.96B
$31.8 Million 6.55% of portfolio
1,852,293
Q1 2025 Added 1.09%
$787M
$29.3 Million 6.04% of portfolio
393,649
Q4 2021 Reduced 14.17%
$2.34B
$17.8 Million 3.67% of portfolio
845,210
Q2 2021 Added 79.75%
$363M
$17.7 Million 3.65% of portfolio
3,555,097
Q2 2025 Added 1.79%
$4.95B
$17.6 Million 3.63% of portfolio
276,812
Q1 2021 New
$7.37B
$12.4 Million 2.56% of portfolio
41,845
Q1 2021 New
$94.6M
$8.05 Million 1.66% of portfolio
1,577,852
Q2 2025 Added 9.0%
$374M
$7.25 Million 1.5% of portfolio
222,499
Q2 2025 Added 7.84%
$525M
$6.84 Million 1.41% of portfolio
992,177
Q4 2022 Reduced 11.37%
$28.1B
$6.47 Million 1.33% of portfolio
205,000
Q3 2024 Added 17.14%
$117M
$5.9 Million 1.22% of portfolio
1,710,794
Q2 2025 Added 6.14%
$322M
$4.47 Million 0.92% of portfolio
193,750
Q1 2021 New
$299M
$4 Million 0.82% of portfolio
250,512
Q4 2024 Added 3.69%
$6.94B
$3.93 Million 0.81% of portfolio
30,104
Q1 2021 New
$92.7M
$3.7 Million 0.76% of portfolio
467,807
Q3 2022 Added 13.6%
$636M
$3.25 Million 0.67% of portfolio
71,007
Q4 2021 Reduced 22.24%
$108M
$2.96 Million 0.61% of portfolio
141,360
Q1 2021 New
$602M
$2.94 Million 0.61% of portfolio
1,113,061
Q2 2025 Added 7.23%
$174M
$2.92 Million 0.6% of portfolio
1,460,806
Q2 2025 Added 3.19%
$1.13B
$2.8 Million 0.58% of portfolio
20,000
Q1 2023 New
$645M
$2.69 Million 0.56% of portfolio
195,000
Q1 2021 New
$465M
$2.56 Million 0.53% of portfolio
295,000
Q2 2025 Added 168.18%
$551M
$2.53 Million 0.52% of portfolio
160,000
Q1 2022 New
$466M
$2.49 Million 0.51% of portfolio
306,200
Q1 2021 New
$783M
$2.4 Million 0.5% of portfolio
655,000
Q2 2023 Added 15.22%
$253M
$2.34 Million 0.48% of portfolio
487,641
Q4 2021 Reduced 35.5%
$334M
$2.29 Million 0.47% of portfolio
60,000
Q1 2021 New
$1.97B
$2.28 Million 0.47% of portfolio
155,000
Q2 2025 Added 63.16%
$385M
$2.1 Million 0.43% of portfolio
341,400
Q2 2025 Added 9.39%
$2.62B
$1.92 Million 0.4% of portfolio
80,000
Q3 2021 New
$8.93B
$1.76 Million 0.36% of portfolio
10,104
Q1 2021 New
$2.41B
$1.76 Million 0.36% of portfolio
25,000
Q1 2021 New
$294M
$1.62 Million 0.33% of portfolio
202,243
Q4 2022 Added 83.86%
$149M
$1.4 Million 0.29% of portfolio
71,800
Q2 2025 New
$263M
$1.37 Million 0.28% of portfolio
76,899
Q4 2022 Reduced 20.58%
$2.61B
$1.15 Million 0.24% of portfolio
25,000
Q1 2021 New
$234M
$1.18 Million 0.24% of portfolio
130,000
Q3 2021 Added 46.0%
$696M
$1.07 Million 0.22% of portfolio
20,418
Q3 2023 Added 50.0%
$2.48B
$1.05 Million 0.22% of portfolio
20,418
Q3 2023 Added 50.0%
$854M
$956,000 0.2% of portfolio
91,000
Q1 2024 Added 23.55%
$991M
$897,000 0.18% of portfolio
25,000
Q4 2021 Reduced 83.79%
$295M
$839,000 0.17% of portfolio
33,847
Q1 2021 New
$0
$778,000 0.16% of portfolio
37,500
Q1 2021 New
$179M
$704,000 0.15% of portfolio
550,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $485 Million
  • Prior Value $425 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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