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 $442.44 M.
Top institutional holders include Chris Davis and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $113.16 M net inflow during the quarter.
Recent activity highlights Chris Davis who increased their stake by 121.4%. Conversely, Cliff Asness reduced exposure by 92.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for JBS N.V. (JBS)
Major holders include Chris Davis ($471.35 M), Steven Cohen ($15.92 M), Louis Moore Bacon ($6.14 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 28 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $113.16 M, with 2 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited JBS. The total reported sell value was $59.31 M.
Yes, 1 managers opened new positions in JBS, and 1 increased their existing holdings. The total reported buy value was $172.47 M.