13-F holdings, Q2 2026
JB Capital Partners LP
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $646.4M
- Positions
- 87
- Filed
- Data as of
These holdings are as of , 130 days ago.
13-Fs for Q3 2026 are due by .
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Top holdings
- RDNT$87.8M1,424,061 shares13.6% of the book
- RYI$69.9M2,839,059 shares10.8% of the book
- OPY$53.2M503,954 shares8.2% of the book
- DAN$50.4M1,852,293 shares7.8% of the book
- CNR$37.4M466,779 shares5.8% of the book
- BLDR$26.2M292,265 shares4% of the book
- TPC$25.9M312,554 shares4% of the book
- CXW$25.7M845,210 shares4% of the book
- BXC$24.4M393,649 shares3.8% of the book
- VCTR$20.3M241,812 shares3.1% of the book
What changed this quarter
2 new positions and 0 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.