Guru Ownership Trend
Guru Analysis for JBS N.V. (JBS)
JBS N.V. (JBS), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $324.38 M.
Top institutional holders include Chris Davis and Stanley Druckenmiller.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $252.56 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 144.6%. Conversely, Jefferies Group reduced exposure by 30.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for JBS N.V. (JBS)
Major holders include Chris Davis ($471.35 M), Stanley Druckenmiller ($11.78 M), Cliff Asness ($7.07 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 27.37 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $252.56 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited JBS. The total reported sell value was $22.31 M.
Yes, 2 managers opened new positions in JBS, and 2 increased their existing holdings. The total reported buy value was $274.87 M.