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JBS in the 13F filings

JBS N.v. · CUSIP N4732M103

Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
35,124,313
combined, among listed positions
Reported value
$418m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,016,648.

Managers listing JBS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
D. E. Shaw & Co.11,276,322$134m0.06%Added+4,886,38914 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP6,016,342$71munder 0.1%Trimmed-1,671,43313 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC5,436,300$64m2.68%Added+2,070,90014 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP2,664,312$32munder 0.1%Trimmed-911,54714 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP1,474,726$17munder 0.1%Trimmed-2,128,41113 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,432,374$17munder 0.1%Trimmed-143,77727 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,253,548$15munder 0.1%Added+854,20514 Aug 2026 (the filing on sec.gov)
Invesco Ltd803,882$9.5munder 0.1%Added+427,18114 Aug 2026 (the filing on sec.gov)
Woodline Partners LP802,635$9.5munder 0.1%Trimmed-311,77514 Aug 2026 (the filing on sec.gov)
Millennium Management LLC759,282$9.0munder 0.1%Trimmed-876,78214 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC697,429$8.3munder 0.1%Added+584,2002 Sep 2026 (the filing on sec.gov)
AllianceBernstein LP247,031$4.4munder 0.1%Added+208,45214 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP329,018$3.9m0.15%Trimmed-43,04412 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC312,500$3.7munder 0.1%Added+302,15214 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP222,086$2.6munder 0.1%Added+136,59314 Aug 2026 (the filing on sec.gov)
MFS Investment Management219,440$2.6munder 0.1%Added+22,7763 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC208,450$2.5munder 0.1%Trimmed-185,19714 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc177,230$2.1munder 0.1%Added+160,80114 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC148,640$1.8munder 0.1%Trimmed-219,82414 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors139,659$1.7munder 0.1%Trimmed-4,61312 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC122,427$1.5munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Man Group PLC107,507$1.3munder 0.1%Trimmed-111,30714 Aug 2026 (the filing on sec.gov)
PDT Partners LLC94,202$1.1m0.06%Trimmed-6,07314 Aug 2026 (the filing on sec.gov)
Dodge & Cox67,250$797kunder 0.1%Added+22,50013 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)64,430$763kunder 0.1%Trimmed-3,03213 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

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 →