Jbs N.v. (JBS) 13F Positioning & Ownership Changes (Q2 2026)

JBS ranks #2287 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JBS is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

JBS is a top-conviction position for BNDES Participacoes S.A. — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Davis Selected Advisers has added to its JBS position for two straight quarters, increasing it by $421.7M to reach $592.7M today.

Woodline Partners LP has trimmed its JBS position for two straight quarters, cutting it by $56.2M while still holding $9.5M.

JBS is down 1.1% today, but institutions show net buying of $689.0M this quarter — a divergence between today's price move and the underlying institutional flow.

JBS posted net income of $2.3B over the trailing twelve months.

• Profitable — net income of $2.3B over the trailing twelve months
• Generated $2.9B in positive operating cash flow
• Current ratio of 1.60x — enough short-term assets to cover short-term liabilities
• Liabilities run 4.74x equity — a highly leveraged balance sheet worth noting