L3VLUP

JBS in the 13F filings

JBS N.v. · CUSIP N4732M103

New listing in Q2 2025· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 0 listed it in both
Shares listed
3,929,533
combined, among listed positions
Reported value
$57m
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,929,533.

Managers listing JBS in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q2 2025 to 7 in Q2 2026

Tracked managers listing it, at least.

051015Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
JBS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20257$57m70
Q3 202514$500m112
Q4 20259$290m1219
Q1 202614$496m2111
Q2 20267$277m1320

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

JBS and PM →JBS and KO →JBS and COST →Choose a stock to compare with JBS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own JBS, latest filings →Back to the 13F Explorer →