JB CAPITAL PARTNERS LP
Armonk NY · SEC CIK 0001138532
$5.81亿2026Q1 申报市值
85持仓数
70.0%前十大占比 · 第一大 13.7%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RYZ 加仓+$1,114.07万
KELYA 加仓+$488.17万
MAGN 加仓+$133.14万
LRN 加仓+$132.25万
SCSC 新建仓+$72.60万
2026Q1 卖出最多 按季末市值估算
Olympic Steel In 清仓-$952.07万
TPC 减仓-$656.11万
Quipt Home Medic 清仓-$70.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Olympic Steel Inc | $0 | 0.00% | 0 | -222,499 | -100.0% | -$952.07万 | 清仓 |
| — | Quipt Home Medical | $0 | 0.00% | 0 | -200,000 | -100.0% | -$70.60万 | 清仓 |
| — | Fathom Holdings Inc | $3.70万 | 0.01% | 69,882 | 0 | 0.0% | — | 不变 |
| — | Century Casinos Inc | $5.32万 | 0.01% | 38,283 | 0 | 0.0% | — | 不变 |
| CLF | Cleveland-Cliffs Inc New | $9.59万 | 0.02% | 11,350 | 0 | 0.0% | — | 不变 |
| WRLD | World Acceptance Corp | $14.44万 | 0.02% | 1,069 | 0 | 0.0% | — | 不变 |
| — | GSI Technology | $16.96万 | 0.03% | 33,000 | 0 | 0.0% | — | 不变 |
| RMNI | Rimini Str Inc Del | $19.42万 | 0.03% | 59,193 | 0 | 0.0% | — | 不变 |
| — | Commercial Vehicle Group Inc | $22.96万 | 0.04% | 67,322 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Sec Solutions | $23.13万 | 0.04% | 3,281 | 0 | 0.0% | — | 不变 |
| BV | Brightview Holdings Inc | $23.58万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| CURV | Torrid Holdings Inc | $26.70万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| TWI | Titan International Inc | $34.55万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR Capital Corp | $38.17万 | 0.07% | 37,500 | 0 | 0.0% | — | 不变 |
| IESC | IES Holdings Inc | $40.07万 | 0.07% | 841 | 0 | 0.0% | — | 不变 |
| INSE | Inspired Entertainment | $46.34万 | 0.08% | 65,000 | 0 | 0.0% | — | 不变 |
| RDNW | RideNow Group Inc | $49.42万 | 0.09% | 70,000 | 0 | 0.0% | — | 不变 |
| — | Village Farms International Inc | $51.12万 | 0.09% | 180,000 | 0 | 0.0% | — | 不变 |
| — | Ramaco Resources Inc | $60.72万 | 0.10% | 59,532 | 837 | 1.4% | $8,537 | 加仓 |
| RNGR | Ranger Energy Services Inc | $62.47万 | 0.11% | 36,576 | 0 | 0.0% | — | 不变 |
| ABX | Abacus Global Management | $63.04万 | 0.11% | 80,000 | 0 | 0.0% | — | 不变 |
| SCSC | ScanSource, Inc | $72.60万 | 0.13% | 20,000 | 20,000 | — | $72.60万 | 新建仓 |
| — | Saratoga Investment Corp | $76.09万 | 0.13% | 33,847 | 0 | 0.0% | — | 不变 |
| EZPW | Ezcorp Inc | $76.14万 | 0.13% | 30,000 | 0 | 0.0% | — | 不变 |
| SMC | Summit Midstream Corporation | $79.12万 | 0.14% | 26,165 | 3,209 | 14.0% | $9.70万 | 加仓 |
| TRS | Trimas Corp | $80.00万 | 0.14% | 22,277 | 0 | 0.0% | — | 不变 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $94.36万 | 0.16% | 70,000 | 50,000 | 250.0% | $67.40万 | 加仓 |
| OIS | Oil States International Inc | $98.94万 | 0.17% | 85,000 | 0 | 0.0% | — | 不变 |
| BALY | Bally's Corporation | $99.41万 | 0.17% | 103,124 | 53,124 | 106.2% | $51.21万 | 加仓 |
| LXU | LSB Inds Inc | $104.30万 | 0.18% | 70,000 | 0 | 0.0% | — | 不变 |
| POWW | Outdoor Holdings Co | $110.55万 | 0.19% | 550,000 | 0 | 0.0% | — | 不变 |
| XPEL | Xpel Inc | $110.65万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| RYAM | Rayonier Advanced Materials Inc | $110.70万 | 0.19% | 100,000 | 0 | 0.0% | — | 不变 |
| — | BCP Investment Corporation | $124.41万 | 0.21% | 167,447 | 0 | 0.0% | — | 不变 |
| RUSHB | Rush Enterprises Inc Cl B | $131.02万 | 0.23% | 20,418 | 0 | 0.0% | — | 不变 |
| GEO | Geo Group Inc | $134.48万 | 0.23% | 80,000 | 0 | 0.0% | — | 不变 |
| RUSHA | Rush Enterprises Inc Cl A | $134.64万 | 0.23% | 20,418 | 0 | 0.0% | — | 不变 |
| — | RCI Hospitality Holdings Inc | $136.86万 | 0.24% | 60,000 | 0 | 0.0% | — | 不变 |
| FSV | FirstService Corp | $140.38万 | 0.24% | 10,104 | 0 | 0.0% | — | 不变 |
| ORN | Orion Group Hldgs Inc | $141.70万 | 0.24% | 130,000 | 0 | 0.0% | — | 不变 |
| CNDT | Conduent Inc | $142.47万 | 0.25% | 1,113,061 | 0 | 0.0% | — | 不变 |
| — | Atkore International Group Inc | $147.28万 | 0.25% | 25,000 | 0 | 0.0% | — | 不变 |
| LMB | Limbach Holdings Inc | $156.10万 | 0.27% | 20,000 | 0 | 0.0% | — | 不变 |
| OI | O-I Glass Inc | $162.91万 | 0.28% | 155,000 | 0 | 0.0% | — | 不变 |
| GTX | Garrett Motion Inc | $165.35万 | 0.28% | 91,000 | 0 | 0.0% | — | 不变 |
| HDSN | Hudson Technologies Inc | $180.05万 | 0.31% | 306,200 | 0 | 0.0% | — | 不变 |
| — | Mount Logan Capital Inc | $180.32万 | 0.31% | 503,680 | 151,174 | 42.9% | $54.12万 | 加仓 |
| III | Information Services Group Inc | $187.25万 | 0.32% | 487,641 | 0 | 0.0% | — | 不变 |
| TDW | Tidewater | $208.88万 | 0.36% | 25,000 | 0 | 0.0% | — | 不变 |
| OEC | Orion S.A. | $217.75万 | 0.38% | 335,000 | 0 | 0.0% | — | 不变 |
| — | Smart Sand Inc | $230.92万 | 0.40% | 460,000 | 0 | 0.0% | — | 不变 |
| — | Sportsmans Warehouse Holdings Inc | $241.22万 | 0.42% | 1,710,794 | 0 | 0.0% | — | 不变 |
| BBCP | Concrete Pumping Holdings Inc | $243.76万 | 0.42% | 341,400 | 0 | 0.0% | — | 不变 |
| — | Townsquare Media Inc | $246.53万 | 0.42% | 467,807 | 0 | 0.0% | — | 不变 |
| — | Sinclair Broadcast Group Inc | $252.33万 | 0.43% | 195,000 | 0 | 0.0% | — | 不变 |
| HNRG | Hallador Energy Company | $260.48万 | 0.45% | 160,000 | 0 | 0.0% | — | 不变 |
| GSM | Ferroglobe PLC | $269.86万 | 0.46% | 655,000 | 0 | 0.0% | — | 不变 |
| PKOH | Park-Ohio Holdings Corp | $291.83万 | 0.50% | 121,899 | 4,300 | 3.7% | $10.29万 | 加仓 |
| MG | Mistras Group Inc | $298.92万 | 0.51% | 202,243 | 0 | 0.0% | — | 不变 |
| KOP | Koppers Holdings Inc | $302.09万 | 0.52% | 78,101 | 8,101 | 11.6% | $31.33万 | 加仓 |
| LRN | Stride, Inc | $308.60万 | 0.53% | 35,000 | 15,000 | 75.0% | $132.25万 | 加仓 |
| CSV | Carriage Services Inc | $323.51万 | 0.56% | 71,007 | 0 | 0.0% | — | 不变 |
| — | Ramaco Resources Inc | $324.66万 | 0.56% | 210,000 | 0 | 0.0% | — | 不变 |
| VREX | Varex Imaging | $346.16万 | 0.60% | 326,254 | 0 | 0.0% | — | 不变 |
| ASTL | Algoma Steel Group | $360.25万 | 0.62% | 872,277 | 0 | 0.0% | — | 不变 |
| — | AMREP Corp | $397.65万 | 0.68% | 141,360 | 0 | 0.0% | — | 不变 |
| CIGI | Colliers Intl Group Inc | $447.74万 | 0.77% | 30,104 | 0 | 0.0% | — | 不变 |
| MEC | Mayville Engineering Co Inc | $449.67万 | 0.77% | 250,512 | 0 | 0.0% | — | 不变 |
| CVEO | Civeo Corporation | $512.66万 | 0.88% | 193,750 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $595.97万 | 1.03% | 1,005,000 | 0 | 0.0% | — | 不变 |
| MAGN | Magnera Corp | $622.90万 | 1.07% | 655,000 | 140,000 | 27.2% | $133.14万 | 加仓 |
| KELYA | Kelly Services Inc | $671.50万 | 1.16% | 758,760 | 551,600 | 266.3% | $488.17万 | 加仓 |
| — | Fluent Co | $685.56万 | 1.18% | 2,169,483 | 0 | 0.0% | — | 不变 |
| FET | Forum Energy Technoligies Inc | $708.61万 | 1.22% | 120,800 | 0 | 0.0% | — | 不变 |
| — | Lifetime Brands | $927.88万 | 1.60% | 1,627,852 | 0 | 0.0% | — | 不变 |
| MT | Arcelormittal SA Luxemberg | $1,065.59万 | 1.84% | 205,000 | 0 | 0.0% | — | 不变 |
| VCTR | Victory Cap Holdings Inc | $1,583.38万 | 2.73% | 241,812 | 0 | 0.0% | — | 不变 |
| CXW | CoreCivic Inc | $1,598.29万 | 2.75% | 845,210 | 0 | 0.0% | — | 不变 |
| BXC | Bluelinx Holdings Inc | $2,132.79万 | 3.67% | 393,649 | 0 | 0.0% | — | 不变 |
| BLDR | Builders FirstSource Inc | $2,406.22万 | 4.14% | 292,265 | 0 | 0.0% | — | 不变 |
| — | Nexxen International LTD | $2,876.38万 | 4.95% | 4,411,625 | 50,000 | 1.1% | $32.60万 | 加仓 |
| TPC | Tutor Perini Corp | $3,277.13万 | 5.65% | 424,554 | -85,000 | -16.7% | -$656.11万 | 减仓 |
| OPY | Oppenheimer Holdings Inc | $4,494.77万 | 7.74% | 503,954 | 0 | 0.0% | — | 不变 |
| DAN | Dana Incorporated | $4,649.26万 | 8.01% | 1,852,293 | 0 | 0.0% | — | 不变 |
| CNR | Core Natural Resources | $4,888.58万 | 8.42% | 466,779 | 0 | 0.0% | — | 不变 |
| RYZ | Ryerson Holding Corporation | $6,382.20万 | 10.99% | 2,839,059 | 495,584 | 21.1% | $1,114.07万 | 加仓 |
| RDNT | RadNet Inc | $7,959.08万 | 13.71% | 1,424,061 | 0 | 0.0% | — | 不变 |