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 Market Cap. of $300 Millions to $2 Billions
