DSA
JBS

Davis Selected Advisers’s JBS N.V. JBS Stock Holding History

Davis Selected Advisers’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 		$593M Buy
50,016,236
+23,771,576
+91% +$348M 2.54% 16
2026
Q1 		$471M Buy
26,244,660
+14,389,919
+121% +$224M 2.16% 17
2025
Q4 		$171M Buy
+11,854,741
New +$163M 0.77% 32

Other funds holding JBS

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $2.36B AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Davis Selected Advisers's JBS Position: Q2 2026 in Review

Davis Selected Advisers increased its JBS N.V. (JBS) stake by 91% in Q2 2026, buying an estimated $348M and bringing the position to 50,016,236 shares worth $593M. The position accounts for 2.54% of the portfolio, ranked #16.

Davis Selected Advisers first reported a position in JBS in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Davis Selected Advisers held 50,016,236 shares of JBS N.V. worth $593M as of Q2 2026.
  • Davis Selected Advisers bought 23,771,576 JBS N.V. shares in Q2 2026, an estimated $348M.
  • JBS N.V. made up 2.54% of Davis Selected Advisers's portfolio in Q2 2026, its #16 holding.
  • Davis Selected Advisers first reported a position in JBS N.V. in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.