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Portfolio (Quarterly) Guide ↗

JB CAPITAL PARTNERS LP

· CIK 0001138532
13F Portfolio $580.5B AUM 85 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 12 Added 1 Reduced 2 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GSIT GSI Technology Technology 33,000.0 $170K 0.03% $5.14 +111.3%
82 WRLD World Acceptance Corp Financial Services 1,069.0 $144K 0.03% $135.04 +11.3%
83 CLF Cleveland-Cliffs Inc New Basic Materials 11,350.0 $96K 0.02% $8.45 +22.0%
84 CNTY Century Casinos Inc Consumer Cyclical 38,283.0 $53K 0.01% $1.39 -0.7%
85 Fathom Holdings Inc 69,882.0 $37K 0.01% $0.53
Page 5 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 22.3%
Healthcare 15.7%
Consumer Defensive 12.7%
Energy 12.6%
Financial Services 12.0%
Consumer Cyclical 11.9%
Basic Materials 4.9%
Real Estate 4.9%
Communication Services 2.2%
Technology 0.8%