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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $280.43 M.
Top institutional holders include Chris Davis and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $71.81 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 43.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for JBS N.V. (JBS)
Major holders include Chris Davis ($170.95 M), Cliff Asness ($30.55 M), Howard Marks ($23.6 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 17.56 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $71.81 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited JBS. The total reported sell value was $3.86 M.
Yes, 3 managers opened new positions in JBS, and 3 increased their existing holdings. The total reported buy value was $75.67 M.
