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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCSC ScanSource, Inc Technology 20,000.0 $726K 0.12% NEW $36.30 +18.2%

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%