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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $695.4 M.
Top institutional holders include Chris Davis and Stanley Druckenmiller.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $279.19 M net inflow during the quarter.
Recent activity highlights Chris Davis who increased their stake by 90.6%. Conversely, Cliff Asness reduced exposure by 47.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for JBS N.V. (JBS)
Major holders include Chris Davis ($592.69 M), Stanley Druckenmiller ($7.77 M), Cliff Asness ($2.47 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 50.94 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $279.19 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited JBS. The total reported sell value was $2.57 M.
Yes, 0 managers opened new positions in JBS, and 2 increased their existing holdings. The total reported buy value was $281.76 M.