InvestorLens

JBS — JBS N.V.

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying JBS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
65
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their JBS position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +5 tracked investors reported holding JBS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About JBS N.V. (JBS)

JBS N.V. (JBS) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $94M. Across recent filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in JBS

78
/100
Institutional Accumulation
Added / Increased7
Reduced0
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track JBS

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

JBS Ownership Composition

How JBS N.V. is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
75% of tracked value
Institutions
5
tracked investors
Total Reported
$33.2M
combined 13F value
Types2
  • Multi-Strategy / Quant75.5%
  • Macro24.5%
Multi-Strategy / Quant(3)
75.5%
Macro(2)
24.5%

Tracked investors currently reporting JBS

2 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    759.3K
    Value
    $9M
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.1M
    Value
    $12.5M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    298.6K
    Value
    $3.5M
    % Portfolio
    0.00%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    655.9K
    Value
    $7.8M
    % Portfolio
    0.15%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    32.2K
    Value
    $381.1K
    % Portfolio
    0.00%

Previously held JBS

These investors reported JBS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Howard MarksOaktree Capital Management1.6M$23.6MSep 30, 2025
Paul Tudor JonesTudor Investment Corp79.3K$1.2MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold JBS?
5 tracked institutional investors disclosed a position in JBS (JBS N.V.) in their most recent 13F filing.
Who is the largest institutional holder of JBS?
Izzy Englander, Millennium Management, holds the largest disclosed position in JBS, valued at $94M.
Did institutional ownership of JBS increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 2 fully exited JBS.
Where does this JBS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.