CA
JBS

Cliff Asness’s JBS N.V. JBS Stock Holding History

Cliff Asness’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 		$2.47M Sell
208,450
-185,197
-47% -$2.71M ﹤0.01% 2482
2026
Q1 		$7.07M Buy
393,647
+232,713
+145% +$3.62M ﹤0.01% 1533
2025
Q4 		$2.32M Sell
160,934
-1,885,041
-92% -$25.9M ﹤0.01% 2053
2025
Q3 		$30.5M Buy
2,045,975
+2,006,798
+5,122% +$29.3M 0.02% 731
2025
Q2 		$572K Buy
+39,177
New +$551K ﹤0.01% 2538

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

Cliff Asness's JBS Position: Q2 2026 in Review

Cliff Asness reduced its JBS N.V. (JBS) stake by 47% in Q2 2026, selling an estimated $2.71M and leaving 208,450 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Cliff Asness first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.5M in Q3 2025. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Cliff Asness held 208,450 shares of JBS N.V. worth $2.47M as of Q2 2026.
  • Cliff Asness sold 185,197 JBS N.V. shares in Q2 2026, an estimated $2.71M.
  • JBS N.V. made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2482 holding.
  • Cliff Asness first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Cliff Asness's JBS N.V. position peaked at $30.5M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

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