BCP
JBS

Bayberry Capital Partners’s JBS N.V. JBS Stock Holding History

Bayberry Capital Partners’s Portfolio JBS Stock Details JBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
855,000
+313,400
+58% +$4.58M 3.49% 15
2026
Q1 		$9.73M Sell
541,600
-460,400
-46% -$7.17M 3.01% 17
2025
Q4 		$14.4M Hold
1,002,000
– – 4.58% 9
2025
Q3 		$15M Buy
1,002,000
+139,185
+16% +$2.03M 3.56% 11
2025
Q2 		$12.6M Buy
+862,815
New +$12.1M 4.05% 11

Other funds holding JBS

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $2.36B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Bayberry Capital Partners's JBS Position: Q2 2026 in Review

Bayberry Capital Partners increased its JBS N.V. (JBS) stake by 58% in Q2 2026, buying an estimated $4.58M and bringing the position to 855,000 shares worth $10.1M. The position accounts for 3.49% of the portfolio, ranked #15.

Bayberry Capital Partners first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $15M in Q3 2025. 269 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Bayberry Capital Partners held 855,000 shares of JBS N.V. worth $10.1M as of Q2 2026.
  • Bayberry Capital Partners bought 313,400 JBS N.V. shares in Q2 2026, an estimated $4.58M.
  • JBS N.V. made up 3.49% of Bayberry Capital Partners's portfolio in Q2 2026, its #15 holding.
  • Bayberry Capital Partners first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Bayberry Capital Partners's JBS N.V. position peaked at $15M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.