JB CAPITAL PARTNERS LP
Armonk NY · SEC CIK 0001138532
$6.46亿2026Q2 申报市值
87持仓数
68.3%前十大占比 · 第一大 13.6%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OI 加仓+$144.45万
Nexxen Internati 加仓+$60.05万
RMNI 加仓+$48.73万
JBI 新建仓+$41.62万
THRY 新建仓+$39.75万
2026Q2 卖出最多 按季末市值估算
TPC 减仓-$929.26万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RDNT | RadNet Inc | $8,782.18万 | 13.59% | 1,424,061 | 0 | 0.0% | — | 不变 |
| RYZ | Ryerson Holding Corporation | $6,986.92万 | 10.81% | 2,839,059 | 0 | 0.0% | — | 不变 |
| OPY | Oppenheimer Holdings Inc | $5,318.73万 | 8.23% | 503,954 | 0 | 0.0% | — | 不变 |
| DAN | Dana Incorporated | $5,040.09万 | 7.80% | 1,852,293 | 0 | 0.0% | — | 不变 |
| — | Nexxen International LTD | $4,043.75万 | 6.26% | 4,478,125 | 66,500 | 1.5% | $60.05万 | 加仓 |
| CNR | Core Natural Resources | $3,735.17万 | 5.78% | 466,779 | 0 | 0.0% | — | 不变 |
| BLDR | Builders FirstSource Inc | $2,615.19万 | 4.05% | 292,265 | 0 | 0.0% | — | 不变 |
| TPC | Tutor Perini Corp | $2,593.26万 | 4.01% | 312,554 | -112,000 | -26.4% | -$929.26万 | 减仓 |
| CXW | CoreCivic Inc | $2,567.75万 | 3.97% | 845,210 | 0 | 0.0% | — | 不变 |
| BXC | Bluelinx Holdings Inc | $2,435.90万 | 3.77% | 393,649 | 0 | 0.0% | — | 不变 |
| VCTR | Victory Cap Holdings Inc | $2,032.67万 | 3.14% | 241,812 | 0 | 0.0% | — | 不变 |
| — | Lifetime Brands | $1,382.05万 | 2.14% | 1,627,852 | 0 | 0.0% | — | 不变 |
| MT | Arcelormittal SA Luxemberg | $1,234.51万 | 1.91% | 205,000 | 0 | 0.0% | — | 不变 |
| KELYA | Kelly Services Inc | $944.04万 | 1.46% | 768,760 | 10,000 | 1.3% | $12.28万 | 加仓 |
| MEC | Mayville Engineering Co Inc | $938.42万 | 1.45% | 250,512 | 0 | 0.0% | — | 不变 |
| — | Fluent Co | $809.22万 | 1.25% | 2,169,483 | 0 | 0.0% | — | 不变 |
| MAGN | Magnera Corp | $769.62万 | 1.19% | 655,000 | 0 | 0.0% | — | 不变 |
| CVEO | Civeo Corporation | $680.24万 | 1.05% | 194,353 | 603 | 0.3% | $2.11万 | 加仓 |
| FET | Forum Energy Technoligies Inc | $606.78万 | 0.94% | 120,800 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $544.71万 | 0.84% | 1,005,000 | 0 | 0.0% | — | 不变 |
| PKOH | Park-Ohio Holdings Corp | $467.24万 | 0.72% | 121,899 | 0 | 0.0% | — | 不变 |
| BBCP | Concrete Pumping Holdings Inc | $411.39万 | 0.64% | 341,400 | 0 | 0.0% | — | 不变 |
| — | AMREP Corp | $356.51万 | 0.55% | 141,360 | 0 | 0.0% | — | 不变 |
| VREX | Varex Imaging | $353.54万 | 0.55% | 338,964 | 12,710 | 3.9% | $13.26万 | 加仓 |
| MG | Mistras Group Inc | $353.32万 | 0.55% | 202,243 | 0 | 0.0% | — | 不变 |
| ASTL | Algoma Steel Group | $353.27万 | 0.55% | 872,277 | 0 | 0.0% | — | 不变 |
| KOP | Koppers Holdings Inc | $350.67万 | 0.54% | 78,101 | 0 | 0.0% | — | 不变 |
| GTX | Garrett Motion Inc | $329.69万 | 0.51% | 91,000 | 0 | 0.0% | — | 不变 |
| — | Townsquare Media Inc | $320.26万 | 0.50% | 467,807 | 0 | 0.0% | — | 不变 |
| LRN | Stride, Inc | $301.84万 | 0.47% | 35,000 | 0 | 0.0% | — | 不变 |
| OI | O-I Glass Inc | $293.71万 | 0.45% | 305,000 | 150,000 | 96.8% | $144.45万 | 加仓 |
| CIGI | Colliers Intl Group Inc | $282.35万 | 0.44% | 30,104 | 0 | 0.0% | — | 不变 |
| HNRG | Hallador Energy Company | $278.24万 | 0.43% | 160,000 | 0 | 0.0% | — | 不变 |
| — | Sinclair Broadcast Group Inc | $277.88万 | 0.43% | 195,000 | 0 | 0.0% | — | 不变 |
| — | Ramaco Resources Inc | $277.83万 | 0.43% | 210,000 | 0 | 0.0% | — | 不变 |
| CSV | Carriage Services Inc | $271.46万 | 0.42% | 71,007 | 0 | 0.0% | — | 不变 |
| GEO | Geo Group Inc | $236.40万 | 0.37% | 80,000 | 0 | 0.0% | — | 不变 |
| — | Sportsmans Warehouse Holdings Inc | $227.54万 | 0.35% | 1,710,794 | 0 | 0.0% | — | 不变 |
| — | Smart Sand Inc | $225.40万 | 0.35% | 460,000 | 0 | 0.0% | — | 不变 |
| OEC | Orion S.A. | $221.44万 | 0.34% | 335,000 | 0 | 0.0% | — | 不变 |
| ORN | Orion Group Hldgs Inc | $218.66万 | 0.34% | 130,000 | 0 | 0.0% | — | 不变 |
| GSM | Ferroglobe PLC | $208.29万 | 0.32% | 655,000 | 0 | 0.0% | — | 不变 |
| III | Information Services Group Inc | $200.42万 | 0.31% | 487,641 | 0 | 0.0% | — | 不变 |
| — | Atkore International Group Inc | $190.10万 | 0.29% | 25,000 | 0 | 0.0% | — | 不变 |
| — | Mount Logan Capital Inc | $183.95万 | 0.28% | 534,729 | 31,049 | 6.2% | $10.68万 | 加仓 |
| HDSN | Hudson Technologies Inc | $175.76万 | 0.27% | 306,200 | 0 | 0.0% | — | 不变 |
| TDW | Tidewater | $166.57万 | 0.26% | 25,000 | 0 | 0.0% | — | 不变 |
| — | RCI Hospitality Holdings Inc | $163.92万 | 0.25% | 60,000 | 0 | 0.0% | — | 不变 |
| CNDT | Conduent Inc | $162.51万 | 0.25% | 1,113,061 | 0 | 0.0% | — | 不变 |
| RUSHB | Rush Enterprises Inc Cl B | $156.20万 | 0.24% | 20,418 | 0 | 0.0% | — | 不变 |
| LMB | Limbach Holdings Inc | $154.00万 | 0.24% | 20,000 | 0 | 0.0% | — | 不变 |
| BALY | Bally's Corporation | $149.32万 | 0.23% | 108,910 | 5,786 | 5.6% | $7.93万 | 加仓 |
| RUSHA | Rush Enterprises Inc Cl A | $149.03万 | 0.23% | 20,418 | 0 | 0.0% | — | 不变 |
| FSV | FirstService Corp | $143.59万 | 0.22% | 10,104 | 0 | 0.0% | — | 不变 |
| — | BCP Investment Corporation | $141.67万 | 0.22% | 197,036 | 29,589 | 17.7% | $21.27万 | 加仓 |
| POWW | Outdoor Holdings Co | $125.40万 | 0.19% | 550,000 | 0 | 0.0% | — | 不变 |
| XPEL | Xpel Inc | $124.00万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| SCSC | ScanSource, Inc | $104.18万 | 0.16% | 20,000 | 0 | 0.0% | — | 不变 |
| EZPW | Ezcorp Inc | $103.71万 | 0.16% | 30,000 | 0 | 0.0% | — | 不变 |
| TRS | Trimas Corp | $100.22万 | 0.16% | 22,277 | 0 | 0.0% | — | 不变 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $93.10万 | 0.14% | 70,000 | 0 | 0.0% | — | 不变 |
| ABX | Abacus Global Management | $85.68万 | 0.13% | 80,000 | 0 | 0.0% | — | 不变 |
| RYAM | Rayonier Advanced Materials Inc | $78.60万 | 0.12% | 100,000 | 0 | 0.0% | — | 不变 |
| LXU | LSB Inds Inc | $75.67万 | 0.12% | 70,000 | 0 | 0.0% | — | 不变 |
| SMC | Summit Midstream Corporation | $74.52万 | 0.12% | 26,165 | 0 | 0.0% | — | 不变 |
| RMNI | Rimini Str Inc Del | $73.94万 | 0.11% | 173,579 | 114,386 | 193.2% | $48.73万 | 加仓 |
| — | Saratoga Investment Corp | $73.72万 | 0.11% | 33,847 | 0 | 0.0% | — | 不变 |
| OIS | Oil States International Inc | $68.08万 | 0.11% | 85,000 | 0 | 0.0% | — | 不变 |
| IESC | IES Holdings Inc | $61.78万 | 0.10% | 841 | 0 | 0.0% | — | 不变 |
| RNGR | Ranger Energy Services Inc | $58.56万 | 0.09% | 36,576 | 0 | 0.0% | — | 不变 |
| INSE | Inspired Entertainment | $53.62万 | 0.08% | 65,000 | 0 | 0.0% | — | 不变 |
| — | Ramaco Resources Inc | $51.51万 | 0.08% | 60,245 | 713 | 1.2% | $6,096 | 加仓 |
| RDNW | RideNow Group Inc | $46.62万 | 0.07% | 70,000 | 0 | 0.0% | — | 不变 |
| JBI | Janus International Group Inc | $41.62万 | 0.06% | 75,000 | 75,000 | — | $41.62万 | 新建仓 |
| THRY | Thryv Holdings Inc | $39.75万 | 0.06% | 100,900 | 100,900 | — | $39.75万 | 新建仓 |
| FSK | FS KKR Capital Corp | $39.38万 | 0.06% | 37,500 | 0 | 0.0% | — | 不变 |
| TWI | Titan International Inc | $38.55万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| — | Village Farms International Inc | $36.00万 | 0.06% | 180,000 | 0 | 0.0% | — | 不变 |
| — | Commercial Vehicle Group Inc | $31.10万 | 0.05% | 67,322 | 0 | 0.0% | — | 不变 |
| BV | Brightview Holdings Inc | $28.34万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| CURV | Torrid Holdings Inc | $28.05万 | 0.04% | 150,000 | 0 | 0.0% | — | 不变 |
| — | GSI Technology | $25.51万 | 0.04% | 33,000 | 0 | 0.0% | — | 不变 |
| WRLD | World Acceptance Corp | $23.93万 | 0.04% | 1,069 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Sec Solutions | $16.36万 | 0.03% | 3,281 | 0 | 0.0% | — | 不变 |
| CLF | Cleveland-Cliffs Inc New | $10.66万 | 0.02% | 11,350 | 0 | 0.0% | — | 不变 |
| — | Fathom Holdings Inc | $7.06万 | 0.01% | 69,882 | 0 | 0.0% | — | 不变 |
| — | Century Casinos Inc | $4.90万 | 0.01% | 38,283 | 0 | 0.0% | — | 不变 |