Jb Capital Partners LP 13F 持仓 · 2026年Q2
Jb Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 6.46 亿美元。前几大持仓：RDNT（13.59%）、RYZ（10.81%）、OPY（8.23%）。本季前 25 大持仓中：增持 3 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | $87.8M | 13.59% | 1.4M | 持平 |
| 2 | RYZ | Ryerson Holding Corporation | $69.9M | 10.81% | 2.8M | 持平 |
| 3 | OPY | Oppenheimer Holdings Inc | $53.2M | 8.23% | 503,954 | 持平 |
| 4 | DAN | Dana Incorporated | $50.4M | 7.80% | 1.9M | 持平 |
| 5 | NEXN | Nexxen International LTD | $40.4M | 6.26% | 4.5M | 增持 |
| 6 | CNR | Core Natural Resources | $37.4M | 5.78% | 466,779 | 持平 |
| 7 | BLDR | Builders FirstSource Inc | $26.2M | 4.05% | 292,265 | 持平 |
| 8 | TPC | Tutor Perini Corp | $25.9M | 4.01% | 312,554 | 减持 |
| 9 | CXW | CoreCivic Inc | $25.7M | 3.97% | 845,210 | 持平 |
| 10 | BXC | Bluelinx Holdings Inc | $24.4M | 3.77% | 393,649 | 持平 |
| 11 | VCTR | Victory Cap Holdings Inc | $20.3M | 3.14% | 241,812 | 持平 |
| 12 | LCUT | Lifetime Brands | $13.8M | 2.14% | 1.6M | 持平 |
| 13 | MT | Arcelormittal SA Luxemberg | $12.3M | 1.91% | 205,000 | 持平 |
| 14 | KELYA | Kelly Services Inc | $9.4M | 1.46% | 768,760 | 增持 |
| 15 | MEC | Mayville Engineering Co Inc | $9.4M | 1.45% | 250,512 | 持平 |
| 16 | FLNT | Fluent Co | $8.1M | 1.25% | 2.2M | 持平 |
| 17 | MAGN | Magnera Corp | $7.7M | 1.19% | 655,000 | 持平 |
| 18 | CVEO | Civeo Corporation | $6.8M | 1.05% | 194,353 | 增持 |
| 19 | FET | Forum Energy Technoligies Inc | $6.1M | 0.94% | 120,800 | 持平 |
| 20 | DCH | DAUCH CORP | $5.4M | 0.84% | 1.0M | 持平 |
| 21 | PKOH | Park-Ohio Holdings Corp | $4.7M | 0.72% | 121,899 | 持平 |
| 22 | BBCP | Concrete Pumping Holdings Inc | $4.1M | 0.64% | 341,400 | 持平 |
| 23 | ASTL | Algoma Steel Group | $3.5M | 0.55% | 872,277 | 持平 |
| 24 | AXR | AMREP Corp | $3.6M | 0.55% | 141,360 | 持平 |
| 25 | MG | Mistras Group Inc | $3.5M | 0.55% | 202,243 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR