DCM
JBS

Discovery Capital Management’s JBS N.V. JBS Stock Holding History

Discovery Capital Management’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 		$64.4M Buy
5,436,300
+2,070,900
+62% +$30.3M 2.68% 8
2026
Q1 		$60.4M Buy
3,365,400
+423,000
+14% +$6.58M 3.14% 10
2025
Q4 		$42.4M Buy
2,942,400
+2,462,200
+513% +$33.8M 2.3% 12
2025
Q3 		$7.17M Buy
480,200
+62,500
+15% +$912K 0.39% 52
2025
Q2 		$6.1M Buy
+417,700
New +$5.88M 0.48% 40

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Discovery Capital Management's JBS Position: Q2 2026 in Review

Discovery Capital Management increased its JBS N.V. (JBS) stake by 62% in Q2 2026, buying an estimated $30.3M and bringing the position to 5,436,300 shares worth $64.4M. The position accounts for 2.68% of the portfolio, ranked #8.

Discovery Capital Management first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Discovery Capital Management held 5,436,300 shares of JBS N.V. worth $64.4M as of Q2 2026.
  • Discovery Capital Management bought 2,070,900 JBS N.V. shares in Q2 2026, an estimated $30.3M.
  • JBS N.V. made up 2.68% of Discovery Capital Management's portfolio in Q2 2026, its #8 holding.
  • Discovery Capital Management first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

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