Portfolio (Quarterly) Guide ↗

JB CAPITAL PARTNERS LP

· CIK 0001138532

13F Portfolio $581M AUM 85 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 12 Added 1 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Olympic Steel Inc	—	222,499	$9.5M	1.64%	SOLD
2	—	Quipt Home Medical	—	200,000	$706K	0.12%	SOLD

Sector Allocation

Industrials 22.3%

Healthcare 15.7%

Consumer Defensive 12.8%

Energy 12.7%

Financial Services 12.0%

Consumer Cyclical 11.6%

Basic Materials 5.0%

Real Estate 4.9%

Communication Services 2.2%

Technology 0.8%