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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $38.08 M.
Top institutional holders include Mario Gabelli and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.89 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 31.2%. Conversely, Chuck Royce reduced exposure by 33.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for John B. Sanfilippo & Son, Inc. (JBSS)
Major holders include Mario Gabelli ($16.04 M), Renaissance Technologies (RenTech) ($13.14 M), HOTCHKIS & WILEY ($11.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 695,491 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.89 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited JBSS. The total reported sell value was $8.53 M.
Yes, 0 managers opened new positions in JBSS, and 3 increased their existing holdings. The total reported buy value was $1.64 M.
