JCP
JB Capital Partners Portfolio holdings
AUM
$540M
This Quarter Return
+18.84%
1 Year Return
+24.89%
3 Year Return
+153.49%
5 Year Return
–
10 Year Return
–
AUM
$381M
AUM Growth
–
Cap. Flow
+$381M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
RadNet
RDNT
|
$72.2M |
| 2 |
KRA
Kraton Corporation
KRA
|
$33.1M |
| 3 |
Dana Inc
DAN
|
$30.5M |
| 4 |
BlueLinx
BXC
|
$18M |
| 5 |
FLNT
Fluent
FLNT
|
$17.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 24.07% |
| 2 | Industrials | 20.27% |
| 3 | Healthcare | 19.4% |
| 4 | Communication Services | 8.5% |
| 5 | Financials | 6.48% |
