Howard Marks's JBS Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 0 shares of JBS N.V. (JBS) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Howard Marks has maintained this position in JBS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1.34 M shares. Largest reduction occurred in Q4 2025, reducing 1.58 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's JBS NV (JBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly JBS NV (JBS) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.58 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +1.34 M | Add 562.34% | 1.58 M | $14.93 |
| Q2 2025 | +238,610 | New Buy | 238,610 | $14.61 |
Howard Marks's JBS NV Investment FAQs
Howard Marks first purchased JBS N.V. (JBS) in Q2 2025, acquiring 238,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held JBS N.V. (JBS) for 3 quarters since Q2 2025.
Howard Marks's largest addition to JBS N.V. (JBS) was in Q3 2025, adding 1,580,400 shares worth $23.6 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 0 shares of JBS N.V. (JBS), valued at approximately $0.
As of the Q4 2025 filing, JBS N.V. (JBS) represents approximately 0.00% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in JBS N.V. (JBS) was 1,580,400 shares, as reported at the end of Q3 2025.