CC
JBS

Carrhae Capital’s JBS N.V. JBS Stock Holding History

Carrhae Capital’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 		– Sell
-2,546,345
Closed -$45.7M – 38
2026
Q1 		$45.7M Sell
2,546,345
-1,102,881
-30% -$17.2M 1.37% 16
2025
Q4 		$52.6M Buy
3,649,226
+3,244,553
+802% +$44.6M 1.99% 17
2025
Q3 		$6.04M Buy
+404,673
New +$5.9M 0.36% 26

Other funds holding JBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carrhae Capital's JBS Position: Q2 2026 in Review

Carrhae Capital sold out of JBS N.V. (JBS) in Q2 2026, closing a stake of 2,546,345 shares — an estimated $45.7M sold.

Carrhae Capital first reported a position in JBS in Q3 2025 and held it in 3 quarters. The position peaked at $52.6M in Q4 2025. 44 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Carrhae Capital reported no remaining JBS N.V. position as of Q2 2026 after selling out during the quarter.
  • Carrhae Capital sold 2,546,345 JBS N.V. shares in Q2 2026, an estimated $45.7M.
  • Carrhae Capital first reported a position in JBS N.V. in Q3 2025 and held it in 3 quarters.
  • Carrhae Capital's JBS N.V. position peaked at $52.6M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Carrhae Capital's 13F filing for Q2 2026, filed 15 Jul 2026.