1y return+24.7%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+80.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $180 against $174 in the S&P 500.2
Jb Capital Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RDNTRadNet Inc | $87.8M | 13.6% | |
| RYZRyerson Holding Corporation | $69.9M | 10.8% | |
| OPYOppenheimer Holdings Inc | $53.2M | 8.2% | |
| DANDana Incorporated | $50.4M | 7.8% | |
| Nexxen International LTDCUSIP 89484T104 | $40.4M | 6.3% | +1.5% |
| CNRCore Natural Resources | $37.4M | 5.8% | |
| BLDRBuilders FirstSource Inc | $26.2M | 4.0% | |
| TPCTutor Perini Corp | $25.9M | 4.0% | −26.4% |
| CXWCoreCivic Inc | $25.7M | 4.0% | |
| BXCBluelinx Holdings Inc | $24.4M | 3.8% | |
| VCTRVictory Cap Holdings Inc | $20.3M | 3.1% | |
| LCUTLifetime Brands | $13.8M | 2.1% | |
| MTArcelormittal SA Luxemberg | $12.3M | 1.9% | |
| KELYAKelly Services Inc | $9.4M | 1.5% | +1.3% |
| MECMayville Engineering Co Inc | $9.4M | 1.5% | |
| Fluent CoCUSIP 34380C102 | $8.1M | 1.3% | |
| MAGNMagnera Corp | $7.7M | 1.2% | |
| CVEOCiveo Corporation | $6.8M | 1.1% | |
| FETForum Energy Technoligies Inc | $6.1M | 0.9% | |
| DCHDauch Corp | $5.4M | 0.8% | |
| PKOHPark-Ohio Holdings Corp | $4.7M | 0.7% | |
| BBCPConcrete Pumping Holdings Inc | $4.1M | 0.6% | |
| AXRAMREP Corp | $3.6M | 0.6% | |
| VREXVarex Imaging | $3.5M | 0.5% | +3.9% |
| MGMistras Group Inc | $3.5M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TPCTutor Perini Corp | June 30, 2021 | +499.1% | $25.9M |
| HNRGHallador Energy Company | March 31, 2022 | +396.8% | $2.8M |
| GTXGarrett Motion Inc | June 30, 2021 | +354.0% | $3.3M |
| GEOGeo Group Inc | September 30, 2021 | +295.6% | $2.4M |
| MECMayville Engineering Co Inc | September 30, 2023 | +241.5% | $9.4M |
| CXWCoreCivic Inc | March 31, 2021 | +235.7% | $25.7M |
| VCTRVictory Cap Holdings Inc | March 31, 2021 | +228.9% | $20.3M |
| RDNTRadNet Inc | March 31, 2021 | +183.5% | $87.8M |
| OPYOppenheimer Holdings Inc | March 31, 2021 | +163.5% | $53.2M |
| FETForum Energy Technoligies Inc | June 30, 2025 | +158.0% | $6.1M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | +1.2% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +14.2% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −11.1% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +11.1% | +5.4% |
| June 30, 2024 | −9.1% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +20.4% | +11.2% |
| September 30, 2023 | −6.5% | −3.6% |
| June 30, 2023 | +13.5% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +13.8% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +12.6% | +10.7% |
| September 30, 2021 | +3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jb Capital Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1138532&type=13F-HR&dateb=&owner=include&count=40CIK 1138532
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1138532/000121390026087766/Filed August 11, 2026 · accession 0001213900-26-087766