Guru Ownership Trend
Guru Analysis for John B. Sanfilippo & Son, Inc. (JBSS)
John B. Sanfilippo & Son, Inc. (JBSS), 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 $62.97 M.
Top institutional holders include Mario Gabelli and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.09 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 12.8%. Conversely, Chuck Royce reduced exposure by 26.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for John B. Sanfilippo & Son, Inc. (JBSS)
Major holders include Mario Gabelli ($15.23 M), Renaissance Technologies (RenTech) ($14.7 M), Chuck Royce ($14.53 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 775,622 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.09 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited JBSS. The total reported sell value was $8.63 M.
Yes, 0 managers opened new positions in JBSS, and 2 increased their existing holdings. The total reported buy value was $540,158.5.
