J
JB CAPITAL PARTNERS LP
Hedge Fund • Value
JB CAPITAL PARTNERS LP is a Value-focused Hedge Fund led by Alan Wayne Weber, reporting $611.8M in AUM as of Q3 2025 with 32% Industrials concentration, 75% concentrated in top 10 holdings, and 19% allocation to RDNT.
CCOAlan Wayne Weber
- Portfolio Value
- $584.1M
- Positions
- 85
- Top Holding
- RDNT at 18.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JB CAPITAL PARTNERS LP's portfolio (74.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Diagnostics & Research Healthcare | $108.5M | 18.58% | -$3.8M Sold | 1.85% 1.4M shares | |
Manufacturing - Metal Fabrication Industrials | $48.6M | 8.32% | -$137.9K Sold | 6.60% 2.1M shares | |
Engineering & Construction Industrials | $47.2M | 8.08% | -$11.5M Sold | 1.36% 719.6K shares | |
Unknown Unknown | $39.0M | 6.67% | — | — 466.8K shares | |
Financial - Capital Markets Financial Services | $37.2M | 6.38% | — | 4.79% 504.0K shares | |
Auto - Parts Consumer Cyclical | $37.1M | 6.36% | — | 1.41% 1.9M shares | |
Unknown Unknown | $37.0M | 6.34% | +$4.1M Bought | 6.31% 4.0M shares | |
Construction Industrials | $35.4M | 6.07% | — | 0.26% 292.3K shares | |
Construction Industrials | $28.8M | 4.93% | — | 4.99% 393.6K shares | |
REIT - Specialty Real Estate | $17.2M | 2.94% | — | 0.79% 845.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JB CAPITAL PARTNERS LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-97.99% | |
-19.56% | |
-12.64% |
Analytics
Portfolio insights and performance metrics for JB CAPITAL PARTNERS LP
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